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Most private equity professionals agree that a bear market correction, which is typically defined as a 20 percent decline in the broader stock market, is in sight. What no one can predict is the next recession’s duration and severity. Whether the next recession comes tomorrow or in two years, private equity firms are proactively taking steps&...

The role of the tax function is changing. Digitization is shrinking the globe and making everything more connected. Tax regulation and legislative changes are requiring companies to have processes and systems in place in order to comply. Today’s tax professional is charged with advising senior management on the tax implications of strategic b...

It's clear that tax reform is just one manifestation of the changes happening across the tax function. What was once a relatively routine field now faces shifting regulations and compliance issues both at home and abroad. The role of the tax professional is changing from numbers-cruncher to strategic leader, and adept tax professionals in 2019 ...

National Center for Family Philanthropy recently spoke with Bill Leighty about how he’s helped keep the Leighty Foundation’s memories alive by recording its history. While many foundations use external production companies, Bill created his family’s legacy videos himself—using his own technological know-how, video equip...

Despite the concerns regarding the amount of user data collected, the social media industry is a powerful growth engine, with one million new users reported daily. With a growing preference for a more personalized and relevant online experience, companies have come to realize they will need the insights of younger generations to better ma...

The Internet of Things (IoT), a network of easily deployed sensors and smart devices, combined with advanced analytics platforms and cloud services, has the potential to disrupt and strengthen products and services across multiple industries. Looking to the future, the amount of data produced by IoT usage is expected to hit 4.4 zettabytes by 2020, ...

No one can predict with certainty which areas of financial technology (FinTech) will lead to the next significant wave of disruption. However, there are several growth catalysts for FinTech, including the rise and practical application of artificial intelligence, distributed ledger technology, or DLT (that is, blockchain); and the wide adoption of ...

Many clients and their advisors are holding their breath waiting to see whether the November elections will provide greater clarity as to the future legislative environment for wealth-owning families. This 2012 Wealth Advisor Forum session examined the interrelationship of politics and economics, particularly effects on individual investors. By out...

Investors can diversify their portfolios through equity allocations to markets outside their home market. Despite this opportunity, investors on average have maintained allocations to their home country that have been significantly larger than the country's market-capitalization weight in a globally diversified equity index. This paper explores...

Direct investments for wealthy individuals and family offices can be challenging when competing with the experience, intellectual capital, and the deep network of relationships forged by a private equity firm. The good news is that the thoughtful structuring and the focused implementation of direct investment programs can help in setting private cl...

REITs’ recent strong relative performance highlights the potential benefits of having defensive, lease-based revenues, and high dividend yields in an environment of heightened uncertainty. As investors look to protect their portfolios from what may be a more challenging and volatile environment, we believe a 10-15% allocation to REITs can be ...

Over the past two decades, China’s success has benefited from both external and internal factors, being globalization and domestic market-oriented reforms. Recent years saw these factors gradually changing to affect China’s growth dynamics, and such impact will continue to exist in the medium to long term. Taking a closer look at China&...

What are the top four cyber security threats and how can you protect yourself? In this podcast, Information Security Officer, Gilli Shaw, and Marketing Director, Jen Dowd, dig into these risks. In their discussion, they cover the need to have antivirus on every device that connects to the Internet; the risk of Internet of Things and smart devices p...

In this episode, learn about the top four cyber security threats to business owners. In a discussion that took place during the National Cyber Security Awareness month, Information Security Officer, Gilli Shaw, and Marketing Director, Jen Dowd, dig into the top risks and how to prevent them. They cover the controls you can put in place to prot...

For the first time, more than half of the CEOs surveyed believe the rate of global GDP growth will decline. This caution has translated into CEO’s low confidence in their own organization’s outlook. While this subdued outlook may cause concern, it is also not surprising. Shifting headlines around trade conflicts, climate change, politic...