Investment Management

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GPs Eye New Ruling

SSRN

This article, co-authored with Attorney David N. Levine, discusses how the exit strategy of a private equity fund could be impacted by a portfolio company’s underfunded pension plan.

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Pension Risk, Governance and the C-Suite

SSRN

This article describes enterprise risk and the role of the CFO as relates to the management of a company’s employee benefit plans.

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Investment Ethics: How to Make Money and Win Clients

Seeking Alpha

This article discusses the importance of adhering to good corporate values when managing money for investors.

This image shows a gold and black pen and one side of black eyeglasses on top of reports with financial graphs and numbers.

The Plan That Didn’t Bark

CFA Magazine

This article discusses ways financial analysts can better understand the economic health of corporate pension plans.