Top Three Questions about Interval Funds May18

Posted by & filed under Investing, White Papers/ Thought Pieces.

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Discussion of registered alternative investment opportunities is prevalent in the asset management world today. Recently, our team has hosted roundtables at several industry events on one particular hot topic—interval funds. Asset managers we meet are anxious to learn about the benefits of this pooled investment vehicle. Below are the three most common questions they have

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Manager Selection Through a ‘Welkian’ Lens May15

Posted by & filed under Investing, White Papers/ Thought Pieces.

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The Lawrence Welk Show spanned the post-war boom of the 55s through the psychedelic 60s, the protest-laden 70s, and into the Reagan-era 80s before moving into syndication. Why was the show so successful long-term? What can fund managers learn from Lawrence Welk in getting their businesses to be as successful? Here are five lessons to be learned from the Welkian way

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