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PRIVATE CREDIT: DATA, DISCIPLINE, AND DIVERSIFICATION

By: Alon Ozer, Chief Investment Oﬃcer Over the past week, media coverage surrounding private credit has intensiﬁed. Several articles and […]

IT’S TIME FOR HEALTH CARE TO PUT BRAIN HEALTH FRONT AND CENTER

By: Lawrence Muscant, Executive Vice President Modern medicine can image a heart in seconds, map genetic risk with extraordinary precision, […]

PRIVATE CREDIT: OPPORTUNITY AND THE CRITICAL ROLE OF MANAGER SELECTION

By: Lawrence Muscant, Executive Vice President WHY PRIVATE CREDIT REMAINS ATTRACTIVE Private credit remains one of the most talked-about investment […]

BEYOND THE HEADLINES: HOW GEOPOLITICS MOVES MARKETS

By: Lawrence Muscant, Partner, Executive Vice President ABOUT THE AUTHOR: Lawrence Muscant sits at the nexus of the firm’s investment […]

TRUMP’S TARIFF STRATEGY: A Comprehensive Overview

By: Alon Ozer, Chief Investment Officer and Lawrence Muscant, Executive Vice President EXECUTIVE SUMMARY Following the latest round of tariff […]

The Exit Trap: Avoiding the Illusion of Forever Wealth

By: Alon Ozer, Chief Investment Officer YOU MADE IT! After years of blood, sweat and sacrifice, you finally reached the […]

AI: Key Insights for Investors

By: Alon Ozer, Chief Investment Officer AI: PRESENT & FUTURE The buzz surrounding artificial intelligence (AI) remains constant as it […]

Interest Rates, Real Rates and the Yield Curve: A Play Book for the Current Economic Cycle

BY ALON OZER AND LAWRENCE MUSCANT Whether you’re investing in stocks, real estate, bonds or bond ETFs, it’s important to […]

Monetary Shenanigans: Credit, Collateral and the Banking System

The U.S. Treasury market has delivered unexpected twists and turns over the past few months, keeping even the most experienced […]

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