Outsourced CIO
Some suggest that news about inflation and higher prices might be somewhat exaggerated. Certainly, minimum wages have increased considerably, but so has the cost of essentials such as food, rent, insurance, and many non-durable goods. Homeowners took advantage of long-term, low-financing options in the initial stages o…
Outsourced CIO
The price of risk assets continued to grind higher during the first quarter amidst positive economic data. Strong GDP growth and moderating inflation have created a "goldilocks" set of conditions that have boosted consumer confidence and spending on goods and services. Capital markets have continued their upward trend…
Asset Class Reports
In the first quarter, despite strong economic data and signals from the Federal Reserve that previously anticipated rate cuts would likely be postponed, U.S. equities continued to rally. Performance was wider in breadth than in previous quarters, with 2 of the “Magnificent 7” stocks suffering notably poor performance,…
Outsourced CIO
The consistent decline in inflation reading and Jerome Powell's recent indication that the Federal Reserve may consider cutting rates in 2024 have led to an increased sentiment that the economic slowdown anticipated in the U.S. in 2024 may be a "soft landing" rather than a true economic recession.
Asset Class Reports
In the fourth quarter, U.S. equities rallied on expectations that the Federal Reserve would begin cutting rates in early 2024 following weak economic data coming out of both the US and international markets. Rate-sensitive sectors like technology, consumer discretionary, and real estate did well, while energy dipped in…






2023 Investment Forum Speakers


Kathleen Taylor
Chair, Altas Partners
"Board Member Recruitment: Consider the Three C’s"


Billy Rahm
Head of Global Real Estate and Managing Director, Centerbridge Partners
"Strategies in Value-Add and Opportunistic Real Estate"