In The Media
Quote by Debashis Chowdhury, CFA
May 2020
Fiduciary News
The proliferation of investment options promised participants a plug-and-play plan. In the process, it created a 401k Frankenstein monster of a mess.
Authored by Matthew Lui, CFA, CAIA
April 2020
Nonprofit Information
The active versus passive investment management discussion has intensified as of late due to active management’s recent inability to outpace their passive benchmarks. Some may have a knee-jerk inclination to fire an underperforming manager, but the data show that investors are better off staying the course.
In The Media
Quote by Debashis Chowdhury, CFA
April 2020
The NonProfit Times
The temptation to panic during a crisis looms over leaders at nonprofits immediately affected by the COVID-19 pandemic. However, advisers to groups relying on walk-in traffic, guest fees, and gift shop sales are taking the long view since the situation remains unclear, despite many cities and towns now telling resident…
Manager Webinar
March 2020
Galaxy Digital
The world is rapidly digitizing, and blockchain will play a critical role in this global transformation. To capitalize on this longer term foundational shift, seasoned entrepreneurs are building and scaling exciting products and solutions that are market-ready today in the areas of digital finance, enterprise digitizat…
In The Media
Quote by Matthew Lui, CFA, CAIA
February 2020
Los Angeles Times
If there is perhaps one thing that investors don’t like above all others, it’s uncertainty. And that’s what was served up in heaping bucketfuls this week as it became clear the coronavirus wouldn’t bypass the U.S. — with the stock market turning in its worst performance since last decade’s financial crisis. “I think…






2019 Investment Forum Speakers


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