Investing in privately help companies (private equity) requires a multi-dimensional approach encompassing investment strategy, access to funds, understanding of investment ecosystem, courage and maybe most importantly – a unbreakable relationship between investors and management! Hear from PE investors and their C-Suite executives on how to navigate the relationship between ownership and management. Key Learnings for […]
Interested in learning more about angel investing? Come with questions and join guest speaker Jason E. Klein, co-President of the HBS Alumni Angels Association, and Chairman of the largest chapter, HBS Alumni Angels of Greater New York, as well as our panel of experts as they walk through angel basics and best practices based on […]
The past two years have seen the return of inflation and an aggressive tightening policy of the Federal Reserve. This has resulted in a bear market for both stocks and bonds. As we head towards the final third of 2023, it appears that inflation is on a downward trend and heading closer to the Fed […]
As we enter the new year, the economy is still robust while we are seeing early signs of inflation waning. Many expect the economy to continue growing at a modest […]
Sunset on the horizon! How to prepare for the potential reduction in estate tax exemptions in 2026? As you may know, the current generous estate tax exemptions may revert back to the pre-2018 amounts after December 31, 2025. This in effect will substantially increase your estate tax liability. Join our team of experts who will […]
As we all know, we are likely to witness one of the most contentious elections in US history. In addition to political implications, there are major differences in the two […]
Inflation in the US is fast receding to the Federal Reserve 2% target, the Federal Reserve has responded by cutting the Fed funds rate by a whopping 50 basis points, the US and world economy are in decent shape, we are close to full employment and there is excitement in the air about the transformative […]
As we all know, the new administration has definitive plans to change our economic paradigm - using tariffs as a blunt tool of economic policy, lowering corporate and individual taxes […]
Think Money is confusing? You’re not alone! But mastering the basics now can change your entire financial future. Whether you’re just starting in your career or looking to grow what you’ve already saved, this webinar will break down essential concepts in a no-jargon, real-life way. It’s not about getting rich quick, it’s about getting smart […]
Join us for an in- person Investment Strategy Panel on Thursday, November 13th from 6:00-8:30pm at the campus of Harvard Business School. The markets have made a dramatic recovery since the bear market lows of 2022. The technology sector has continued to power the markets stimulated by massive capital spending in AI infrastructure. We are also in […]
Decumulation — spending down assets efficiently and purposefully — is just as important as accumulation but often overlooked. This session will introduce the essential principles behind retirement income planning, including insights from the RICP® (Retirement Income Certified Professional) framework. Participants will have the opportunity to take the RISA® (Retirement Income Style Awareness) assessment to better […]
Market ups and downs can challenge even seasoned investors—but with the right framework, volatility becomes an opportunity, not a threat. In this session, HBS alum MaryAnne Gucciardi and Julia Randall and Courtney Lee of Dimensional Fund Advisors will share how evidence-based investing helps investors stay disciplined, make informed decisions, and pursue long-term success. Drawing on […]