Announcement: Jim on the panel at IvyFON Family Outlook 2019 Forum

Our Managing Partner, Jim Scheinberg will be speaking today at the IvyFON Family Office Outlook 2019 Forum, on Asset Allocation topics & trends for 2019.

For more information on the event, the agenda can be seen here.


Event: North Pier hosted a Discretionary Investment Management Industry Working Group on Data Standards at the UCLA Meyer and Renee Luskin Conference Center on 12/10/2018


Thank you to all the participants who attended the Industry Working Group!