Investment Management

This image shows four clear lightbulbs. Each lightbulb shows the word "Respect," "Code," "Ethics," or "Honesty."

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.

This image shows a grandfather planting flowers with his granddaughter.

Hedge Fund Basics: Risk, Return, and Reality

Family Foundation Advisor

This article, co-authored with Mark R. Szycher, discusses the different categories of hedge funds and describes ways a family foundation might invest in this asset class.

This image shows the blue front book cover of Risk Management for Pensions, Endowments, and Foundations by business writer Susan Mangiero.

Risk Management for Pensions, Endowments, and Foundations

Book

This book is a nontechnical primer that offers intuitive and straightforward information about risk management for plan sponsors, trustees, board members, regulators, auditors, attorneys, consultants, financial analysts, beneficiaries, fundraisers, journalists, grant-makers, and investor relations specialists.