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...
4Q 2022 Letter from the CIO

4Q 2022 Letter from the CIO

January 6, 2023 The greeting of Happy New Year takes on a new meaning as we enter 2023.  Happy to be here, first and foremost, but also truly happy to start a new year after the year in financial markets that was 2022.  How bad was it?  Well, the scatter graph to the...
Where Do We Go From Here?  Market Update from Walter Todd

Where Do We Go From Here?
Market Update from Walter Todd

“What we saw over the course of the second quarter is a shift in tone and focus of the market from this hyper-focus around inflation, to a real concern around slowing growth and recession.” Walter Todd, President and CFO If the market is anticipating a...