Published in SmartBrief on Leadership June 14,2021 This past November, James daSilva’s piece “How Can Office Politics Work for You Instead of Against You?” highlighted a problematic aspect of office politics: Although office politics is not a zero-sum game, how do you deal with people who act like it is? We’ve all experienced it. We’re trying to …
Read MoreThere is a prevailing feeling among investors that we are late in the cycle, with overpricing a worry across markets, whether in public/private equity, or in real estate. Following a historically long bull market, people are also worried about market corrections and rising interest rates, among other concerns.
However, there are ample pockets of opportunity for those who are willing to look off the beaten path, all which can offer unique alpha to a portfolio.
Read MoreKeith Danko, Managing Partner of Witherspoon Partners, talks market opportunity with CNBC Worldwide Exchange host Brian Sullivan, sharing unique investment ideas including single family rentals, shipping and more.
Read MoreImpact. Responsible investing. ESG. SRI. UNPRI. There’s been a flock to impact/ESG (environmental, social, governance focused) investing and a flurry of acronyms in the investment landscape of late, and perhaps even a misappropriation and overuse of impact nomenclature (after all, traditional private equity and hedge funds can be impactful). Impact investing is getting top billing …
Read MoreFirst loss is rapidly becoming popular, though many still don’t understand its mechanics. Bloomberg reports that John Paulson has signed up with three of the industry’s top first-loss providers. Witherspoon Partners Founding Partner Keith Danko shared his thoughts on the topic, as quoted in this Bloomberg headline story from April 23, 2018: https://www.bloomberg.com/news/articles/2018-04-23/paulson-levers-up-bets-seeking-big-fees-while-risking-his-money
Read MoreThere is more and more evidence, given wage growth and other indicators, that an inflationary uptick of some kind is afoot. Before analyzing its ramifications, or worrying about a $25 loaf of bread, looking at the past can help us understand how this might play out. The last significant inflation surge that the US and …
Read MoreWitherspoon Partners New Year’s Marketing Plan: From January 2018 Emerging Manager Monthly Emerging Manager Monthly published a special report in its January 2018 issue, “A Look Inside Emerging Manager Programs.” In it Witherspoon Partners’ Founder and Managing Partner Keith Danko shares New Year’s marketing resolutions in a guest column (“Making Your Marketing Plan for the …
Read MoreThe tumultuous times of 2017 are just about in the rearview mirror, but what surprises lie ahead? In no particular order, we share predictions for 2018 based upon what we see developing in markets, governments and the asset management business (spoiler alert: no Bitcoin projections here). In short, the news is mixed for investors and …
Read MoreBig data is here to stay. In case there was any doubt, the Equifax fiasco painfully exposed how much data can rule—and ruin—the day. The most recent issue of The Family Office Alpha Report addressed big data’s transformation of the investment world, especially as the fuel for quantitative/algorithmic strategies. But while data has provided an …
Read MoreWitherspoon Partners has once again been invited to present a workshop for emerging managers at the Opal Emerging Manager Summit, being held for the first time in New York City at the Crowne Plaza Times Square on September 14-15 (www.opalgroup.net). The conference is one of Opal’s annual events specifically tailored to emerging fund managers and …
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