This week, the 6th annual Global Fund Forum descended upon New York City at the majestic Times Center. The program was packed with content from start to finish. Table Talks, Investor Panels, a keynote by General Clark and Deal Ring were some of the highlights of the program.

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Article 1 of the US Constitution tells us that Congress shall have the power “to regulate Commerce with foreign Nations, and among the several States.” Regulation around the world, whose purpose is “to make regular,” as in repeatable, predictable, and understandable is a source of repeatable, predictable, and understandable noise to the investment process and is an underexplored source of investment opportunities

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The “Unsinkable Molly Brown” was an American socialite and philanthropist who amassed a fortune as a woman at the turn of the 20th Century, when women did not even have the right to vote. Nothing could stop her. She was even a passenger on the Titanic when it sank, yet even that could not sink her, and she survived. If she were a market, she would be the stock market of today

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