Entries by Harold Pine

Changing the World One Investment at a Time: Lynne Amerson Authors ColoradoBiz Article

Socially responsible investing, or the practice of investing in companies that align with the investor’s ideals, has become more widely recognized and easier to implement than ever. In the article “Changing the World One Investment at a Time,” published in ColoradoBiz, Senior Portfolio Manager Lynne Amerson discusses the considerations potential social impact investors should be […]

Alicia Giltinan Authors Article on Family Wealth in Family Business Magazine

In the Family Business magazine article “Why Do Wealthy Families Fail?” Alicia Giltinan, the Chief Financial Officer of Chasefield Capital, explores the various definitions of failure and offers guidance on how to mitigate adverse outcomes among families with substantial resources.    “Wealth can create a false sense of security that one doesn’t really need to create […]

Expected Tail Loss – Beyond Value at Risk

Harold Pine discusses in Foundation and Endowment magazine the impact of large losses in portfolios. He looks at how investors may not have a true picture of losses when using well recognized quantitative methods. Foundation and Endowment Magazine