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Apr
2025
Will Tariffs Set Us Free?
By Poorvi Parekh, CFA
In his book, The World is Flat, Tom Friedman explores how the globalization of trade and the resulting flattening of the world. He felt that they contribute to the emergence of middle-class jobs in developing countries while simultaneously reinforcing the regional identities of developed nations. By applying the princ…
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Mar
2025
The U.S.-Canada Tariff War: Uncertainty Reigns for Investors
By Emmett Shiras, CFA, CAIA
The U.S.-Canada tariff war kicked off in March of 2025, with the U.S. imposing 25% tariffs on most Canadian goods and 10% on energy products, prompting Canada to retaliate with 25% tariffs on $155 billion of U.S. goods. This tit-for-tat threatens Canada’s economy with a potential GDP drop of over 3 points and 510,000+…
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Jan
2025
The Numerator Effect
By Erick Podwill
Private equity investors are familiar with the “denominator effect,” where fluctuations in broader portfolios influence private equity allocations. However, current market conditions, specifically declining distributions resulting in larger-than-expected unrealized portfolios, have created a related but different chall…
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2023 Investment Forum Speakers

 

Abigail Glerum
Principal, Goldentree Asset Management"Exploring Opportunities in the High-Yield Credit Markets"

 

Ron Temple
Chief Market Strategist, Lazard Asset Management"Geopolitical Risks: Impact on Global Financial Markets"

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