with Luis Garcia-Feijóo Welcoming Remarks by Andrew W. Lo: It is a pleasure and an honor for me to welcome you to this companion volume to the 2008 Financial Crisis: A Ten-Year Review, a conference that took place on 8–9 November 2018 at the NYU Stern School of Business in New York City. All of the key stakeholders related to …
The Advantage of Generalists over Specialists
A well-schooled generalist will outshine a specialist at a cocktail party, with an ability to thoughtfully contribute to conversations on any topic. But does that skill translate to better problem solving in all disciplines? That was the question David Epstein set out to answer in Range: Why Generalists Triumph in a Specialized World. And, as advisors, we should be particularly …
Malcolm Gladwell on Preventing Financial Fraud … and Worse
“There’s always an easy solution to every human problem – neat, plausible and wrong.” H.L. Mencken, in The Divine Afflatus In his latest book, Malcolm Gladwell turns to a theme that matters greatly to financial advisors – preventing financial fraud and abuse. It is part of his broader inquiry into how we can avoid placing our trust in the wrong …
Conference Roundup: “You must have a very successful dentist”: A Conversation with CIOs Linda Strumpf and Roz Hewsenian
On May 2, 2019 Linda Strumpf, who was chief investment officer of the Ford Foundation for 17 years as well as CIO of the Helmsley Trust after that, was interviewed by Roz Hewsenian, the current CIO of the Helmsley Trust, in a lunchtime “fireside chat” at the Foundation Financial Officers Group’s semiannual meeting, which took place in Philadelphia. Linda was …