Consultant Recognizes Need for More Women and Minority-Owned Investment Managers

We are passionate about promoting gender diversity in investment management. An encouraging trend, some institutional investors and their advisors are also embracing this topic. Wilshire Consulting, an influential investment consultant with approximately $7 trillion in assets under advisement, recently announced a new initiative “aimed to deliver fresh perspectives to client portfolios and promote manager diversity.” […]

Blockchain Technology: Looking Beyond Bitcoin

As early investors in so many of the new, dynamically growing companies with technologies and services that have transformed our lives across so many industries, we are well aware of the opportunities—and disruption—created by transformative innovation. Blockchain technology reminds me of the early days of the internet, the “dot-com era.” It holds lots of promise, […]