Investment
March 24, 2015
By Thane Stenner Do you have a written investment policy statement (IPS)? No? Why not? I’m not trying to be flippant here. This is one of the most important financial questions I ask of new high-net-worth clients. And I admit, I catch some o...
Investment
March 19, 2015
Thane Stenner, CIM, FCSI Former managing director, TIGER 21 Canada director, wealth management; portfolio manager StennerZohny Investment Partners+, Richardson GMP, Vancouver FORUM: TIGER 21 is a peer-to-peer networking group for high-net-worth cl...
Investment
March 17, 2015
by Donald Liebenson What can the super wealthy teach us about having a secure financial future? There is a fine line between who is rich and who is wealthy, and according to New York Times columnist Paul Sullivan in his new book, “The Thin G...
Investment
March 10, 2015
by Russ Alan Prince Institutional investors have allocated to private equity for years, but getting access to these specialized opportunities can be a difficult and burdensome process for advisory professionals, family offices and high-net-worth i...
Investment
March 2, 2015
By Mark Fidelman According to Parker Brothers, there were 52 “fundamental errors” in a business board game created in 1933. These errors were due to complexity, understanding economics and game length. In the game, players start as equ...
Investment
March 2, 2015
ByMichael W. Sonnenfeldt Waving the “I’m not a scientist” banner, 169 Republican members of Congress are on record denying the overwhelming scientific consensus that manmade greenhouse gas emissions are harming the environment, w...
Investment
February 26, 2015
by Rob Russell Ah love is in the air. Love between friends and family, sure, but I’m not talking about that kind of love. I’m talking about a potentially profitable, yet danger prone love. We’re witnessing more and more investors...
Investment
January 23, 2015
Best Places for BestPractices Facts and figures for different executiveorganizations ENTREPRENEURS’ ORGANIZATION (EO)Peer-to-peer network exclusivelyfor entrepreneursFOUNDED 2005LEADERSHIP Blair Assaly, Global ChairmanMEMBERS 10,000 in 134 c...
Investment
January 22, 2015
by Eliane Chavagnon TIGER 21, the peer network for ultra high net worth investors, has launched a new group in Boston, MA, in a move bringing the number of North American cities with a TIGER 21 presence to 18. Led by James Cornell, managing partne...
Investment
January 15, 2015
by Tanya Benedicto It’s more than writing a check Once a month, every month, since its inception in 1998, the exclusive and ultra high net worth investment clubTiger21holds meetings to discuss personal wealth issues (my daughter is emulating...
Investment
January 15, 2015
by Jackie Rapetti Affluent investors are investing more into real estate and private equity, according to TIGER 21’s recently released Asset Allocation Report. The study found that real estate and private equity remain popular investments am...
Investment
January 15, 2015
by Kristen Oliveri High-net-worth investors that have been burned by the recent economic downturn want to lessen their exposure to complex instruments like CDOs, auction rate securities and structured products as they never fully understood these ...