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Michael Cembalest: Data Centers Could Be a Victim of the Democratic Sweep of Congress

Ballot measures curbing data centers won, and new governors are likely to impose restrictions, says J.P. Morgan’s Cembalest.

CIO Lab: Florida

December 15, 2026 | University of South Florida CAMLS

Real Estate Managers Welcome Clarity on Investing in Single-Family Homes

But “We need to be careful we don’t discourage the very capital that could help address our housing shortage."

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Podcast: The Political Fight Over Who Gets to Own — and Rent — America’s Houses

Amherst Group CEO Sean Dobson discusses the push to restrict institutional homebuyers, his work with lawmakers in Washington, and the politics driving the debate over single-family rentals.

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There Are Opportunities in Emerging Markets Outside AI — But Their Growth May Be Slow

James Comtois

Elite Universities Boast Double-Digit Returns, But the Gains Aren’t Spread Equally

James Comtois

America Shattered Swiss Bank Secrecy. Then It Became a Haven for Discreet Wealth.

Jonathan Kandell

SPONSORED BY CME GROUP

How the Fed Usually Handles Rates Near an Election

The Fed raised rates in September, and its next meeting is just six days before the midterms. What does history say about a potential rate move?

Can South America Supply the Minerals America Needs Most?

South America holds roughly 60% of the world's lithium reserves, and a new $12 billion U.S. program is moving to secure them. What could Project Vault mean for global critical mineral supply chains?

What Could Be Next for the U.S. Dollar?

The U.S. dollar has consistently underperformed emerging market currencies this year. Could a move to the upside be ahead?

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Endowments & Foundations Roundtable West

February 8-10, 2027 | Fairmont Scottsdale Princess

1270 Avenue of the Americas, Suite 1120

New York, NY 10020

 

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