EBI West: 2017’s Hottest Investment Conference, Coming Soon

I’m getting very excited for the program we’re putting on in California this June. We’ve been adding speakers and panels and the roster looks pretty amazing. More information about the Evidence Based-Investment Conference West below… What if I told you that the most important investing event of 2016, the Evidence-Based Investing Conference, is now on its way…

The Riskalyze Report: EM gets discovered

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*. I hope we…

Not to be missed!

Crazy schedule today – taking my kid to a doctor and then back to back to back calls. But I wanted to call your attention to a few things that are not to be missed… First, Ben Carlson, my firm’s director of institutional asset management, interviewed the founder of one of the non-profits we invest for. It’s…