3 Tips for a Successful Distressed Energy Investment

3 Tips for a Successful Distressed Energy Investment

There is a tide in the affairs of men. Which, taken at the flood, leads on to fortune; Omitted, all the voyage of their life Is bound in shallows and in miseries. On such a full sea are we now afloat, And we must take the current when it serves, Or lose our ventures. Julius Caesar Act 4, scene 3, 218–224   Being a contrarian […]

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One Audacious Move that Set Me Up for Success

One Audacious Move that Set Me Up for Success

It was the biggest career risk I had EVER taken! 2004 I was convinced we had entered the Chinese Century and a Resource Boom of note was about to ensue … I took a MAD plunge. I moved my young family across the world to —> Sydney, Australia… In what seems all but farcical now, I would sit in coffee shops around the city with […]

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Why Leaping Off Fun Locations Makes You a Better Investor

Why Leaping Off Fun Locations Makes You a Better Investor

They discovered ancient Egyptian chariots here … Hurghada, Egypt   Beneath the ocean floor, a little way offshore, submerged chariots dating back to 1446 BCE.   Recognize that date?   Its unlikely most of us do.   It was the year of the Exodus from Egypt!   Yip, these chariots (apparently) are the selfsame that the Red Sea came crashing down on when the Egyptian […]

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7 Unusual Lessons from 20 Years of Investment Failures

7 Unusual Lessons from 20 Years of Investment Failures

Part I In this 3-part series I detail 7 expensive lessons I paid for at the University of Wall Street. I use my investment  due diligence process as a narrative and have altered the names, dates and places to protect the innocent (and not so innocent). So here goes:   Lesson #1: A great investment is as rare as a vein of Gold!   Just how […]

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2 Reasons Trumpanomics Will Not Deliver

2 Reasons Trumpanomics Will Not Deliver

  Who knew? Curt Cobain was a prophet. {Many people most likely.} Turns out the above quote is a hoax. But this Tweet by the President-elect  was not:   “I’m saying that the Tea Party, perhaps by another name, will soon have another big moment – and will be a major factor in victory!” Donald Trump, February 24th, 2013   Or this one:   “Republicans […]

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Secrets to Managing the Bulge

Secrets to Managing the Bulge

My earliest recollection of economic sanctions was in 1984 … during apartheid years. The Anglo-American hegemony imposed economic sanctions on a wealthy South Africa. One effect was to prevent South African Airways from flying over airspace of numerous African countries. Instead SAA would have to fly west out to the Atlantic Ocean and land on a cockroach infested volcanic rock in the Canary Island’s called […]

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Who is John Galt?

Who is John Galt?

What is a family wealth investor going to do in this environment? How cool is this Sci-Fi plot? In the year 2044, the world is gripped by an energy crisis and global warming, causing widespread social problems and economic stagnation. The primary escape for most people is a virtual universe called the OASIS, which is accessed with a visor and haptic gloves. It functions both […]

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How to Grow and Protect Family Wealth

How to Grow and Protect Family Wealth

Nobody told me about the Peanut Shells on the floor! You’d think a place like this would have clean floors? But settle in for a few ‘Slings’ and you will find yourself absorbed into the atmosphere, fantasizing about colonial adventures in South East Asia. Malayan plantation life in the 1920s. Oriental carpet on tiled floors and traditional stained cane and rattan furniture. Charming timber staircases […]

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10 Most Popular Private Investment Strategies for 2017

10 Most Popular Private Investment Strategies for 2017

We recently undertook a survey to determine the private investment strategies most likely to attract allocations over the next 12-months. Here are the results and our commentary. — The response to our survey was overwhelming and it took me some time to collate. While I’m no statistician it is worth mentioning the methodology I employed. The survey went out to over 100 allocators of capital […]

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Brexit blah blah blah … what’s next?

Brexit blah blah blah … what’s next?

Family office wealth – what effect Brexit? No doubt your inbox has been hit with a plethora of emails with that title. I’m sure they are good and insightful. This note seeks to take a slightly different tact as we explore a hypothetical client conversation. Q: Were you surprised by the outcome of Brexit? A: We had been saying for months that the market structure […]

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