Source: Institutional InvestorIn November, Forbes Family Trust announced it was expanding in the U.S. with the purchase of AM Global Family Investment Office in Palm Beach, Florida. The deal was completed in January. The parent of Forbes Family Trust has agreed to buy Optima Fund Management, an alternative investment firm with about $2 billion of assets under management....Read More
I am often asked why we don’t use name tags at most of our socials. Just ran across the following article from INC Magazine that explains our networking philosophy to a tee. Enjoy! Read the original article here By Nicolas ColeContributor, Inc.com@Nicolascole77 The 1 Networking Rule 99 Percent of People Are Afraid to...Read More
The first annual Palm Beach Global Finance Forum was a huge success across the board! As nearly 300 hedge fund, wealth, and alternative asset professionals gathered at the beautiful, oceanfront Four Seasons Resort on Palm Beach Island, we quickly learned that this would be no ordinary conference. Rather than the same old, same old, guests...Read More
Hamilton Capital Opens Palm Beach Office, Increases Florida Footprint Growing RIA offers dynamic asset allocation approach to clients across 42 states Columbus, Ohio and Palm Beach, Fla. – April 2, 2019 – Hamilton Capital (Hamilton), a Columbus-based registered investment advisor (RIA) with more than $2.5 billion in assets under management (AUM), today announced it has...Read More
FROM BLOOMBERG: CLICK HERE FOR ORIGINAL By Miles Weiss (Bloomberg) — Stephen Marley comes from music royalty. Sean Garrett has written and produced smash hits for Beyoncé, Usher and Ciara. Even so, when they and hundreds of lesser-known names in the world of hip-hop and rap needed cash, one Wall Street figure emerged as...Read More
An amazing time was had by all at our spring super yacht deal making social aboard “One More Toy” Very special thanks to Miami Cocktails, Bloor Street Capital, Super Yacht One, and Operation Healing Force! ENJOY THE PHOTOS!! [cincopa+A4FA4eeKQScg]Read More
Wealthy CEOs and hedge-fund managers are flocking to Miami for the tax breaks, and it’s creating massive waiting lists at the area’s elite private schools Katie Warren CLICK HERE FOR ORIGINAL SOURCE-– BUSINESS INSIDER BY KATIE WARREN “Tax refugees” moving to Florida from New York, New Jersey, California, and other states are prompting huge waiting lists...Read More
We are thrilled to announce the addition of billionaire investors Jeff Greene and Nathan Leight to the investor speaker list for our first annual Palm Beach Global Finance Forum on April 10th !!! #645 Jeff Greene REAL TIME NET WORTH $3.4B as of 3/6/19 Jeff Greene became a billionaire by buying credit default swaps...Read More
On February 13th, The Palm Beach Hedge Fund Association hosted an educational evening with UBS & Frankel Loughran Starr & Vallone LLP. UBS’s Private Wealth Management Team of CJ Van Hoek, Nathalie Tremblay & Amato Zarro led the discussion with a focus on UBS’s Premier Hedge Fund Program. The program emphasizes how hedge fund managers...Read More
