Independent Thinking Panel: Confrontation Or Negotiation? Sino-American Relations and The Implications for U.S. Investors
Is our real relationship with China confrontational or, as President Nixon declared five decades ago, negotiable? Evercore Wealth Management Partner and Portfolio Manager Brian Pollak interviewed Neo Wang, China macroeconomic specialist at Evercore ISI on China’s growing global influence, the Chinese government’s real long-term economic, political, and social objectives, and the implication on U.S. investors. […]
Independent Thinking Panel: Bank Shake-Up: What Does It Mean For Private Capital Investors?
The global banking crisis has put depositors, investors, and regulators on alert, in a period of already heightened market/economic uncertainty. Does this create opportunities for private lenders or private equity investors? Evercore Wealth Management Partner Stephanie Hackett moderated a discussion between Frank Rotman, QED Investors Co-Founder, Partner and CIO, and David Golub, President of Golub […]
AI Is Going To (Really) Change Your Life
Is artificial intelligence overhyped? Or is it about to change our lives, in more ways than we can count? Yesterday, Errol Arkilic, Chief Innovation Officer at the University of California, Irvine, and Philip Chow, the CEO of Humanitas Technologies (Humanitas.AI) provided a practical take on what may just be the most important technological development of […]
Evercore Publishes Independent Thinking, Volume 47
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. We address asset allocation in a changing investment landscape, and we discuss three aspects of strategic wealth planning: pre-transaction planning for business owners contemplating a sale, planning for families in which the fair treatment of members might […]
Evercore Wealth Management Promotes Michael Kirkbride, Aldo Palles and Ross Saia to Partner
Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner. Mr. Kirkbride is based at the Evercore headquarters in New York City; Mr. Palles and Mr. Saia are based at the Evercore Wealth Management and Evercore Trust Company, N.A. office […]
Independent Thinking Panel: Our Latest Thinking: The Investment Outlook
After a year in which longstanding economic and investment trends were turned on their heads, what’s next for the markets? Yesterday, Chief Investment Officer, John Apruzzese, and Head of Fixed Income, Brian Pollak, discussed our investment outlook, including our current views on the credit markets. If you would like to view the recording or be […]
Independent Thinking Panel: A Different Perspective: A Conversation with Dame Karen Pierce, British Ambassador to The United States
We were delighted to welcome back Ambassador Dame Karen Pierce as a guest for our recent webinar. Evercore Wealth Management Chief Investment Officer John Apruzzese interviewed Ambassador Pierce on Anglo-American relations, post-Brexit business and trade, and shifting geopolitical influences. If you would like to be invited to our future webinars please email [email protected].
Independent Thinking Panel: Enough, But Not Too Much: Raising Independent Children in An Affluent Environment
Deciding if, when, and how to transfer assets to children and grandchildren is one of the most important wealth management decisions families make. There’s no one right answer for everyone, but there are good ways to help determine the right answer for you and your family. Evercore Wealth Management and Evercore Trust Company Chairman Jeff […]
Market Outlook with Chief Investment Officer John Apruzzese
How should portfolios be positioned to withstand these tumultuous markets? Chief Investment Officer John Apruzzese addressed this question and more at client events in Seattle, San Francisco, Menlo Park, Tampa, Palm Beach, and New York. A related event took place in Minneapolis. If you would like to view the recording or learn more about Evercore […]
Evercore Publishes Independent Thinking, Volume 46
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. In addition to our investment outlook, we address the strength of the U.S. dollar and its impact on the global economy, approaches to tax loss harvesting, intergenerational wealth planning strategies in a rising “but still relatively low” […]
