4Q 2023 Letter from the CIO

4Q 2023 Letter from the CIO

January 4, 2023 Happy New Year! I hope this letter finds you well and that you enjoyed a pleasant holiday season with family and friends. Reflecting on 2023 is an interesting experience for me. I keep coming back to the class quote from Mark Twain that many of you...
3Q 2023 Letter from the CIO

3Q 2023 Letter from the CIO

October 6, 2023 I hope this letter finds you well and that you are enjoying the seasonal changes in the air and perhaps some football (not really great for this Gamecocks fan). I’m sure most of you saw the news that Jimmy Buffet passed away last month. While I...
Is Overwatch an Overreach? Walter Todd on BBC Radio

Is Overwatch an Overreach?
Walter Todd on BBC Radio

Is Overwatch an Overreach? Walter was featured on BBC Business Matters to discuss the latest headlines, including British microchip company Arm’s plans to trade on the Nasdaq next month. He also covered Microsoft’s offer to Ubisoft in order to buy...
2Q 2023 Letter from the CIO

2Q 2023 Letter from the CIO

July 7, 2023 Happy July 4th to you and yours. I hope that you enjoyed a nice, mid-week holiday and were able to stay cool. We have many exciting firm updates for you this quarter, but of course we will start things off with an around-the-horn look at what is happening...
1Q 2023 Letter from the CIO

1Q 2023 Letter from the CIO

April 6, 2023 March Madness – It’s not just for basketball anymore. The NCAA Men’s tournament produced the first Final Four ever without a number 1-, 2- or 3-seeded team.  The financial markets said, “hold my beer.”  What started as a relatively calm first quarter...