Relocation Considerations for Asset Management Firms

By Michael Patanella and Eric Coombs, Grant Thornton Many asset management firms are considering shifting significant operations away from traditional centers such as New York and Chicago and moving them to markets such as Florida, the Carolinas, and Texas. In late June, in the latest case, Citadel hedge fund manager Ken Griffin announced he is…

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Russia/Ukraine & the Implications for Our Relationship With Adversaries

By Gary Brode, Deep Knowledge Investing Russia/Ukraine and the Implications for Our Relationship With Adversaries (including China). I’m speaking with three members of the Deep Knowledge Investing Board of Advisors: • Dr. John Lenczowski (President Reagan’s National Security Advisor on the Soviet Union and Founder of the Institute for World Politics) • Lt. Colonel (Ret) Jason Galui (West Point economics…

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The Reason That “Bad” Economic News is “Good” for the Market

By Gary Brode, Deep Knowledge Investing At various times, there have been situations where economic news that was better than expected led to an immediate market decline, and where negative or disappointing economic news led to the market rising.  This effect has been particularly pronounced this year.  Ever wonder who’s benefiting from a bad economy…

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What is Keeping EV’s From Going Mainstream? -Webinar

Gary Brode of Deep Knowledge Investing speaks with ESG investors Laks Ganapathi of Unicus Research about concerns regarding the future of the EV industry. Topics Addressed Include:Critical challenges that are holding EV’s back?What can we do to move batteries to be less expensive and not as difficult to properly dispose of once they are replaced?What…

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Running on Empty – What to do Now

By Gary Brode, Deep Knowledge Investing Contemplations on the Tree of Woe wrote Running on Empty, a three-part analysis of the petrodollar system that was so full of woe that it ran a full four parts.  That’s 33% more woe than had been promised.  Because we thought the series represented the kind of deep-dive analysis…

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The New SEC Climate Rule and Evolving ESG Landscape

By Jim Burton, Marjorie Whittaker, John Friedman and Mark Lemon of Grant Thornton The SEC’s proposed rule on climate disclosure confirms that ESG reporting is a business reality and not a trend that will fade and go away. In March of 2022, the SEC proposed the Enhancement and Standardization of Climate-Related Disclosures for Investors, a rule which would…

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Proposed SEC Cyber Rules Mean New Demands for Asset Managers

By Michael Patanella, Derek Han, Maxim Kovalsky and Swapnanjan Chatterjee of Grant Thornton The rule stems from the regulator’s recognition of the increasing frequency of cybersecurity breaches and their impact on investor confidence: In addition to providing clients and investors with additional cybersecurity-related information about advisers and funds, we expect the proposed amendments to increase…

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Transforming Business with Blockchain -Webinar

Blockchain is more than a buzzword – it is now being implemented by many companies across the world. Kevin Callahan, the Chief Product Officer at Marble, a Series-B startup, provides background into the technology of blockchain – what is blockchain, how is it used by various industries, what are the benefits & risks of implementing,…

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Road To Next

Market trends In the US, expansion-stage companies enjoyed unprecedented levels of liquidity events in 2021. More than 1,800 transactions closed, for over $1.2 trillion in combined deal value. Although the prior decade saw robust figures for exits, the upward surge in both value and volume for expansion-stage exit activity in 2021 is still striking. Against…

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