Josh uses his considerable expertise to help your portfolio achieve optimal risk-adjusted growth through a variety of tools including:
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Financial Engineering
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Risk Management
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Operations Management
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Technology


Diversification by Algorithm
A new approach to risk managementFamily offices often require clarity when adding an algorithmic allocation to their portfolios. They may also have questions regarding the parameters that distinguish different algorithms when choosing a strategy appropriate for their portfolio. This article summarizes the challenges to bear in mind when allocating capital to algorithmic strategies. It is intended for capital allocators tasked with managing multi-generational family wealth. If you are considering an allocation to an algorithmic fund or designing an in-house strategy, it is essential to think through various aspects, including:
Managing Operational Risk for Non-Profit Boards
Improved GovernanceDirectors of volunteer organizations must take care to give appropriate oversight to reduce the risk of financial loss while allowing officers to execute their duties with minimal interference.
Benevolent Takeovers
The People's Choicea Benevolent Takeover is where an army of individuals get fed up with hedge funds pushing companies they like into bankruptcy, collectively decide that a firm _should_ exist, and begin purchasing shares. This effects a [Short Squeeze] which often results in profits for the investors and benefits the company at the expense of the Wall Street short-sellers.