On April 11th, twelve team finalists took the stage to present their best startup ideas across four tracks: Consumer Goods and Services, Business Goods and Services, Social Innovation, Healthcare and…
An excerpt from our March Monthly Market Review: The surge in global equities continued in March, capping off a stellar first quarter for asset markets. U.S. and Japanese equities, bitcoin, and gold…
An excerpt from our 2023 Executive Summary: Strategic Investment Group partners with clients to provide sophisticated, customized investment solutions, traditionally only available to…
On March 26, 2024, from 9:30 am to 1:15 pm ET, Nikki Kraus will present at an Endowment Governance Workshop as part of AGB’s National Conference on Trusteeship held at the Hilton Boston Park Plaza…
On March 1, 2024, Nikki Kraus, CFA, President and Chief Client Officer, participated and moderated a panel discussion at the sixth annual Women’s Investment Summit (“WIS”) on Operating Excellence at…
An excerpt from our February Monthly Market Review: Global equity markets surged higher in February. The S&P 500 and NASDAQ indexes reached all-time highs and the Japanese equity market…
Last year was full of mostly positive economic and market surprises. Defying fears of a recession, U.S. GDP grew 2.5% fueled largely by strong consumer demand. Hopes that the Fed would achieve the…
Managing an investment office for institutional investors can be a complex and costly endeavor. In the latest edition of our Fiduciary Insights series titled, Building Blocks and Costs of an Internal…
On February 15, 2024, Pat Torrey, Managing Director of Client Development, will participate in the Portfolio Summits Fiduciary Investors East Summit at the Ritz-Carlton in Philadelphia. The summit…
Nathalie Cunningham, CFA, CAIA®, Managing Director, Client Portfolio Manager, was delighted to participate in the CFA Society of Washington, DC’s Asset Allocation Panel on January 24, 2024. In…