NEWS - Press and Speaking Engagements

Sharing our perspective.

Review the latest coverage about our company and our people.

  • Why a $6 billion New York RIA is finally making its California debut
    RIA Biz - February 28, 2012 by Elaine Pofeldt

  • Prudent Risks
    ticker - February 16, 2012 by 123jump.com Staff

  • Dow Ends Year of Tumult Up 6%
    Wall Street Journal - December 31, 2011 by Jonathan Cheng, Gregory Zuckerman and Matt Phillips

  • Pamela Perskie and Jeremy Hofmann - Spoke at Jewish Funders Network: Philanthropic Financial Literacy for the Next Generation
    October 25, 2011

  • Brett Barth - Moderated Greenwich Roundtable: Is "Muni" a Four-Letter Word?
    March 17, 2011

  • Brett Barth - Moderated 2011 Global Volatility Summit:Investing in Tail Hedges
    March 1, 2011

  • Cary Klivan - Spoke at Private Wealth Management Summit: Spotlight on Due Diligence - Examining Key Components to a Solid Process
    December 2, 2010

  • Preparing for the Next 'Black Swan'
    Wall Street Journal - August 21, 2010 by Jane J. Kim

  • Legal Considerations for Institutional Investors
    Hedge Fund Law Report - July 8, 2010 by Jennifer Banzaca

  • Rising River
    Absolute Return + Alpha - June 1, 2010 by Irwin Speizer

  • Arthur Black - Spoke at Wharton's Entrepreneur in Residence Seminar
    March 23, 2010

  • Evan Roth, Brett Barth & Arthur Black - Panelists at WPO/YPO Forum on Asset Allocation & Distressed Investing
    March 16, 2010

  • Staring at Opportunity
    Private Wealth Magazine - January 7, 2010 by Raymond Fazzi

  • Its Launch Just as Tech Bubble Burst Proved Good Timing for Goldman Veterans' Firm
    InvestmentNews - December 6, 2009 by Jessica Toonkel Marquez

  • Brett Barth - Moderated Goldman Sachs Symposium: Tokyo Hedge Fund
    November 9, 2009

  • Michael Goldberg - Panelist at CFA Society Conference: Distinguishing Multi-Family Offices
    October 15, 2009

  • Teaching the Entitled Young the Financial Facts of Life
    New York Times - July 25, 2009 by Paul Sullivan

  • Evan Roth, Brett Barth & Sean Apgar - Panelists at CEO Financial Seminar
    June 8, 2009

  • Cary Klivan - Spoke at NYSSA 3rd Annual Family Office Forum: Performance - Addressing Risks and Operations
    May 7, 2009

  • Arthur Black & Todd Whitenack - Taught Business Ethics Seminar at NYU Stern School of Business
    April 16, 2009

  • Brett Barth - Moderated Greenwich Roundtable: Risks & Opportunities Along the Credit Capital Structure
    April 16, 2009

  • Hedge Funds Get Earful From Clients About Fees, Withdrawals
    Bloomberg - April 3, 2009 by Saijel Kishan & Katherine Burton

  • Arthur Black - Spoke at CCC Conference
    April 1, 2009

  • New Hedge Fund Managers Jump Into Beaten-Down Arena
    Dow Jones Newswire - March 26, 2009 by Dan Molinski

  • On Beyond Wealth
    Financial Planning Magazine - March 1, 2009 by Brooke Southall

  • The Madoff Jitters
    Newsweek - December 22, 2008 by Sarah Kliff

  • Revealed Secrets of the 2008 Top Dogs
    Wealth Manager Magazine - July 1, 2008 by Nancy R. Mandell

  • Evan Roth - Spoke on Wealth Management Panel at Penn Club Event
    June 3, 2008

  • Jittery Market Calls for a Steady Hand
    The New York Times - March 18, 2008 by Eric Dash

  • BBR Partners Hosts Speaker Event
    Private Asset Management - October 4, 2007

  • Shrugging off Amaranth
    Fortune - October 3, 2006 by Andy Serwer

  • Schwab Institutional Has Thirst for Manifest Destiny
    InvestmentNews - March 20, 2006 by Brooke Southall

  • Brett Barth - Spoke at Goldman Sachs Convertible Securities Conference
    March 1, 2006

  • Evan Roth - Spoke at Market Neutral Investment Strategies: Absolute Return Hedge Funds
    September 13, 2005

  • Flying the Coop
    Investment Dealers' Digest - June 27, 2005 by Matthieu Wirz

  • Let's Make a Deal
    Fortune - June 13, 2005 by Andy Serwer

  • Stephanie Gromek - Moderated Institute for International Research 12th Annual Family Office Forum: Financial Education for Families
    June 6, 2005

  • Outside the Wirehouse
    On Wall Street - June 1, 2005 by Emma Trincal & Donald Jay Korn

  • Wisdom & Fair Warning
    Worth Magazine - April 1, 2004 by Laurence Neville

  • Brett Barth - Spoke at Morgan Stanley Hedge Fund CIO Conference
    October 1, 2003