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Thank You, 2020: Lessons I May Not Have Learned Without You

By: Mo Lidsky It sure has been a year like no other. Complaints and frustrations have been easy to come by. Though, I suspect most of us will not leave this year the way we entered it, and I wanted to reflect on what learnings I will take with me into the years ahead....

Analyzing Real Estate Trends in a post-COVID World

By: Dennis Ly The value of real estate has historically been driven by the collective actions made by individuals in response to societal trends. Going back all the way to industrialization, migration to cities by workers from farms in search of higher paying...

Have You Thought About Your Exit Strategy?

Have you thought about your exit strategy? It is widely accepted amongst investors that a well thought out investment plan, and by extension investment portfolio, is a key factor in achieving one’s financial goals. The “investment plan” is often articulated through a...

Here to Stay: Why Private Equity Continues to Grow

By: Isaac Lempriere Since it first dawned on Wall Street that Henry Kravis and his cousin George Roberts were “real people with real money” during the leveraged buy-out of RJR Nabisco in 1989, private equity has grown by leaps and bounds. By sheer size, private equity...

Never, Hasn’t, Can’t and Won’t

Never, hasn’t, can’t and won’t are all words that stem from a lack of imagination of what can happen. We must first recognize that words like these are rooted in biases and are often the reason we fail to learn from the past and our past mistakes. We create plans to...

Taking your Family to the Next Level

By: Angela Smith You may already know what a Vision Statement is in a corporate context, but have you ever considered having one for your family? What is a Family Vision Statement? Let’s consider for a moment what a Vision Statement is: an aspirational description of...
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