As a boutique financial consulting firm that guides hedge funds, family offices and high-net-worth individuals around the world, we often receive questions from entrepreneurs on how to manage a large influx of cash triggered by a liquidity event and since there is no...

The greatest investors of our time including Jim Simons, Ray Dalio, Ken Griffin, Warren Buffet and others all share one common denominator: They follow their proprietary rule-based investment methodologies related to minimum standards, first principles of market...

We are living in an interesting time where most startups don’t succeed though those that do, especially in the tech industry, produce big returns for the Founders – many of which aren’t used to having $1M in their pocket let alone $100M out of nowhere once an...

Even though AI is still a shiny object to many that may seem magical and Hollywood-esque, it has now become reality and is no longer a thing in movies. And because of that, financial institutions of all kinds ranging from hedge funds to family offices need to start thinking about AI today and perform a classic SWOT analysis to understand how such a trend is going to impact you and your clients over the next month, year, 5 years, etc.

There aren’t many times in life when people truly stand out from the crowd and when we heard of Jim Simons passing it sparked our interest in highlighting his legacy while also learning from what made him so successful in the past to the point where he will live on forever.

As investors with our own portfolios of undervalued single-family real estate rental properties, we remain laser-focused on the risks to our investment thesis in the real estate world and on helping our clients navigate their investment journeys which ties into a more analytical approach to family offices investing in real estate whether it be residential properties or commercial.

As a boutique financial consulting firm that guides hedge funds, family offices and high-net-worth individuals around the world, we often get questions around our secret sauce, and this blog post touches a little more on that. In the ultra-competitive financial...

After guiding a wide variety of financial institutions it’s interesting to see how many times hedge funds – and the geniuses behind them – end up stepping back at some point and focusing on their personal lives and what really matters most to them after they made it.

As a boutique financial consulting firm that guides institutional investors around the world, we often receive questions around the most optimal investment strategies for high-net-worth individuals, though that’s a complicated situation and where do you start? 

We take an approach aimed at listening, learning and adapting with the times because every scenario for an investor operating on a large scale (hedge fund, private equity firm, etc.) will be different based on their particular goals, existing portfolio along with the capital in reserves that can be deployed in strategic ways and at the right times.