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Trends Watch: Navigating Special Situations in Real Estate Debt
Mar 13, 2025
Elana Margulies-Snyderman discusses the outlook for real estate debt with Chris Brunner of Spectra Capital.
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Trends Watch: Growth Equity Investing in Veteran Entrepreneurs
Jan 16, 2025
Elana Margulies-Snyderman discusses growth equity investing in veteran entrepreneurs with Derren Burrell of Veteran Ventures Capital.
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Trends Watch: Casualty-Linked Securities
Feb 13, 2025
Elana Margulies-Snyderman talks with John Butler of Cohen & Co. Asset Management.
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Trends Watch: Investing in Aging Spirits
Mar 6, 2025
Elana Margulies-Snyderman discusses the outlook for investing in barrels of aging spirits, specifically bourbon, with Todd Camhe of Oak Proof LLC.
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Trends Watch: Investing in Volatility
Jan 23, 2025
Elana Margulies-Snyderman talks with David Dredge of Convex Strategies Pte Ltd.
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Trends Watch: Global Value Investing
Jan 30, 2025
Elana Margulies-Snyderman discusses value investing with Paul Gray of Ironhold Capital and the hedge Fund Association.
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Trends Watch: Crypto Investing
Feb 27, 2025
Elana Margulies-Snyderman talks with Bryan Courchesne of DAIM.
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Trends Watch: Middle Market Commercial Real Estate Investing
Feb 6, 2025
Elana Margulies-Snyderman discusses middle market commercial real estate investing with Steen Watson of Chestnut Funds.
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Trends Watch: Private Credit Investing in India
Feb 20, 2025
Elana Margulies-Snyderman talks with Rubin Chheda of Neo Asset Management about opportunities in private credit investing in India.
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“One Big Beautiful Bill” Impacts on QOZs
Jul 14, 2025
The Qualified Opportunity Zone program has been overhauled under the "One Big Beautiful Bill" Act. This law permanently extends the program, introduces new decennial designations, tightens eligibility, and offers enhanced tax benefits for investments in Qualified Rural Opportunity Funds (QROFs). Understand the new gain deferral rules and increased reporting requirements.
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Solo 401(k) 2026 Mandatory Roth Requirements for FICA Wages
Jul 22, 2025
Learn about solo 401(k)s, their high contribution limits for business owners, and critical 2026 Roth catch-up changes impacting high earners with W-2 wages.
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Trends Watch: Event-Driven Investing
Jun 12, 2025
Elana Margulies-Snyderman discusses alternative investment strategies with Thomas Kirchner, Portfolio Manager, Camelot Event-Driven Advisors.
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Trends Watch: VC Investing Utilizing AI
May 29, 2025
Elana Margulies-Snyderman discusses a utilization of AI in investing with Sherwood Neiss of D3VC.
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Ten Tips for Qualified Opportunity Zone Investing
Nov 5, 2021
Ten tips when it comes to investing in Qualified Opportunity Zones.
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Trends Watch: Global Long/Short Equity Investing
Jun 5, 2025
Elana Margulies-Snyderman discusses alternative investments with Christian Putz of ARR Investment Partners.
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Trends Watch: Crypto Investing
May 16, 2024
Our own Elana Margulies-Snyderman discusses the outlook for crypto investing with Taylor Pasanello and Jeff Stroud of CryptoByte Capital.
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Generative AI and Its Current Impact on Audits and Financial Reporting
Aug 26, 2024
PCAOB staff conducted outreach to a number of audit firms and companies to understand their usage of generative artificial intelligence (“GenAI”) in audits and financial reporting, as part of their efforts to determine needs for guidance, changes to standards, or other regulatory actions. This article offers a look at their findings, as well as some thought-provoking questions on the subject.
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Trends Watch: Investing in Sustainability, Diversity, Philanthropy, Health Care, and Blue Tech
Aug 29, 2024
This issue of Trends Watch is a conversation with Dylan White, Founder & CEO, Alleviate Ventures on “Investing in Sustainability, Diversity, Philanthropy, Health Care, and Blue Tech.”
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Trends Watch: Investing in Credit
Aug 1, 2024
Opportunities exist in credit despite looming challenges. With inflation persistent and the economy slowing, dispersion in credit ratings is anticipated, creating the potential for outperformance. Learn about the investment outlook, top picks and avoids, and the hurdles faced in a volatile market.
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Trends Watch: VC Investing in Women Wellness Brands
Jul 18, 2024
Our own Elana Margulies-Snyderman discusses the outlook for VC investing in women-led wellness brands with Rachel Hirsch of Wellness Growth Ventures.