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Whitepapers / Interviews



The Four Secrets of Management Success in the 21st Century

by Jeff Margolis
Watch for registration news about our upcoming Live interview with Jeff!
(Register at our homepage to be sure you are invited)


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Interview with Mark Kordonsky
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Agricultural Investing - A Bright Spot on the 2009 Investment Landscape

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Click for Conference Whitepaper & Background
(June 22-23, 2009)


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Upcoming Events

September 15, 2010
Endowments & Foundations Roundtable
Old Greenwich, CT
Hyatt Regency Greenwich
Endowments & Foundations Forum This 3 day gathering of endowments, foundations and consultants will discuss critical issues facing their institutions. - Protecting portfolios from inflation - What exactly is beta in a world devoid of reliable alpha? - Hedge funds: risk, relevance and transparency - Protective value of diversification - Evolution of SRI in an organization's mission - Global fixed income; the new alpha generator - Evaluting and measuring risks in a portfolio - A "holististic" look at foreign exchange - Inflation hedges: oil, metals and other commodities Endowments, Foundations wishing to see an agenda please contact Elizabeth Geske 203-622-5851 Ext. 13 Money Managers wanting to learn about speaking opportunities please contact Linda Gunneson at 203-622-5851 Ext. 19

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September 20 - September 22, 2010
Consultants Retreat
Newport, RI
OceanCliff Hotel
Consultants Retreat This 3 day intimate gathering of leading consultants will focus on building and managing their firms to serve their institutional investor clients. Among the topics: - Challenges facing consultants - Managing change while educating clients - Moving away from traditional thinking - Fixed income: The new alpha generator - Accessing new uncorrelated asset classes - Managing client risk - Developing solutions in uncharted waters - The emergence of inflation risk technology - Engineering the consultant firm of the future Consultant firms wishing to see an agenda please contact Mark Bereday at 203-622-5851 Ext. 16 Money Managers wanting to learn about speaking opportunities please contact Sal Gabriele at 203-622-5851 Ext 18

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