This content is from: Corner Office Inside Castlelake’s Slow and Steady Succession Plan The alternatives investment firm is trying to avoid pitfalls its fellow managers have faced. By Alicia McElhaney April 26, 2023
This content is from: Corner Office Carlyle Names Former Goldman President as Its Next CEO Harvey Schwartz is set to lead the alternatives giant. By Alicia McElhaney February 06, 2023
This content is from: Corner Office This Hedge Fund Lost Big Last Year — But That Didn’t Scare Investors Away Strategy Capital, a tech-focused hedge fund, is a reminder that one year of performance doesn’t make or break a manager. By Michael Thrasher March 24, 2023
This content is from: RIAIntel It’s Time RIAs Got Serious About Succession Planning Advisors help clients manage their finances, yet one in four have no succession plan. Enough of “do as I say, not as I do.” By Gary M. Stern June 02, 2019
This content is from: RIAIntel If You Suddenly Die, Your Clients Should Be Fine, Succession Plan or Not Advisors may not need a full-fledged succession plan like everyone says. A simpler contingency plan can suffice. By John Kimelman December 04, 2019
This content is from: Culture Guggenheim Partners CIO Scott Minerd Dies Unexpectedly Minerd, who was a founding partner at the firm, was a prolific commentator and renowned investor. By Alicia McElhaney December 22, 2022
