Tag archives: investments
The success of Capital markets has been essential in stewarding the velocity of investor returns short and long term by allowing shares to be traded through the stock exchange. Private organizations turned IPO pose a strategic advantage for the company by allowing access to financial opportunities, higher share valuation, investor exit opportunities, employee retention, and […]
Q. It is clear to me that you are passionate about impact investing. I am having trouble finding my passion. How did you do it? – Michael from Santa Barbara Thank you for the question; it really caused me to think. Very few people actually just walk into passion and success. Passion, like great love, […]
What makes a person great? If they are rich enough, are they great? What do we look for when we say they are wise? What does it mean when we say they make a difference? If we want to make a difference, are there models we can emulate or admire? I have been answering questions […]
When asked by Sandy and Bob Nickerson to attend a conference focusing on Family Offices, I jumped at the chance. My multifamily office just above the new Honor Bar restaurant has families interested in the same. The opportunity to sit shoulder to shoulder with these other world-class family offices was an opportunity not to be […]
