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Hedge Fund Roundtable

The recent Madoff Ponzi scheme, which potentially wiped investors out of billions, will add pressure for increased transparency and industry regulation. To lend some perspective on events in the hedge fund asset class, we assembled our hedge fund experts to share their views on the future of the industry, the impact on managers and where we likely will find the best opportunities moving forward.

Authors:   Ted Berenblum, Sean Cumiskey, John Langeler, Daved Langguth
Business:   Wealth Management
Publication date:   March 2009


Strategic Insights: From Entrepreneur to Investor: Successfully Navigating the Transition

Owning and running a thriving business is akin to having a successful long-term relationship. It is all consuming, and requires energy, passion, and commitment. At some point, however, that relationship will end, the business owner will sell the business, close the business, or transfer the business to family. The termination of this relationship is one that must be carefully considered well in advance of the event.

Author:   Peter Eberhart
Business:   Wealth Management
Publication date:   March 2009


VIDEO: ForeSight - Four Principles to Guide Individual Investors

Leo Grohowski, Wealth Management CIO, reflects on the evolving financial landscape and discusses the challenges and opportunities it presents for individual investors.

Author:   Leo Grohowski
Business:   Wealth Management
Publication date:   March 2010


Investment Insights: Summer 2012

The combination of the lingering European debt crisis, a slowdown in China and fiscal policy uncertainty in the U.S. has created a cloud of uncertainty for investors as we head into summer. Leo Grohowski, Chief Investment Officer for BNY Mellon Wealth Management, and several experts from our investment organization provide their thoughts on the road ahead.

Authors:   Leo Grohowski, Ted Berenblum, John Flahive, Kirk Henry, Richard Hoey, Jack Malvey, Michelle Nulty, Irene O'Neill, Christopher Sheldon
Business:   Wealth Management
Publication date:   June 2012


VIDEO: Policies, Politics and Portfolios - How Investors Can Move Forward In the Midst of Uncertainty

Don Heberle, Executive Director, BNY Mellon Wealth Management, takes a close look at how policy and political issues are affecting investors -- and how they could, moving forward. Despite ongoing uncertainty over possible outcomes, Heberle points to key indicators that could help to cast light on future market direction.

Author:   Don Heberle
Business:   Wealth Management
Publication date:   September 2012


VIDEO: 2020 Vision - The Most Critical Decade

Larry Hughes, CEO of BNY Mellon Wealth Management, sees the next 10 years as the most important period for investors in history -- a time more challenging, costly and complex than ever before. The stakes have never been higher and the consequences of missteps never more serious.

Author:   Larry Hughes
Business:   Wealth Management
Publication date:   September 2010


Investment Update -- A Swim Meet and the Economy ... A Common Thread

Commentary from Director of Investment Strategy, Jeff Mortimer

Author:   Jeff Mortimer
Business:   Wealth Management
Publication date:   September 2012


Investment Update -- Forward-Looking Reflections

Commentary from Director of Investment Strategy, Jeff Mortimer

Author:   Jeff Mortimer
Business:   Wealth Management
Publication date:   January 2013


Investment Update -- Interesting Times

Commentary from Director of Investment Strategy, Jeff Mortimer

Author:   Jeff Mortimer
Business:   Wealth Management
Publication date:   November 2012


Investment Update -- Wrestling with the Rally

Commentary from Director of Investment Strategy, Jeff Mortimer

Author:   Jeff Mortimer
Business:   Wealth Management
Publication date:   May 2013


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