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Articles
Navigating the Rough: What Oakmont’s U.S. Open Can Teach Investors About Resk Management
The 2025 Masters have concluded, and Rory McIlroy has claimed victory. In the final article of our 3-part series, we examine the similarities between Rory’s…
Rodrigo Lopez, Partner | Director of Due Diligence
June 12, 2025
Videos
Monthly Market Recap: May 2025
In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of…
Amaury de Barros Conti, Partner | Vice President Investments
June 6, 2025
Investments
Monthly Market Recap: April 2025
In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of…
Amaury de Barros Conti, Partner | Vice President Investments
May 14, 2025
Investments
Firm Announcement: New Partners
We are thrilled to announce the elevation of five employees to Partner status! Join us in congratulating Anne Chilton, Kristina G. Craig, David Dale, Tyler…
Elizabeth Flavin Crawford, Partner | CEO
April 25, 2025
Investments
Golf vs. Investing: Part 3
The 2025 Masters have concluded, and Rory McIlroy has claimed victory. In the final article of our 3-part series, we examine the similarities between Rory’s…
Rodrigo Lopez, Partner | Director of Due Diligence
April 17, 2025
Investments
Monthly Market Recap: March 2025
In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of…
Amaury de Barros Conti, Partner | Vice President Investments
April 7, 2025
Articles
Golf vs. Investing: Part 2
In anticipation of the Masters Tournament that begins on April 10th, we are producing a 3-part article series that examines the similarities between golf and…
Rodrigo Lopez, Partner | Director of Due Diligence
April 4, 2025
Investments
Golf vs. Investing: Part 1
In anticipation of the Masters Tournament that begins on April 10th, we are producing a 3-part article series that examines the similarities between golf and…
Rodrigo Lopez, Partner | Director of Due Diligence
March 27, 2025
Investments
Monthly Market Recap: February 2025
In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of…
Amaury de Barros Conti, Partner | Vice President Investments
March 7, 2025
Investments
Talking Alternative Investments with Evanston Capital Management
Our Partner and Chief Strategist, Dr. John B. Rowsell sits down with Evanston Capital Management’s Founding Partner, CEO, and CIO, Adam Blitz to talk about…
Sendero Investments
February 27, 2025
Investments
Monthly Market Recap: January 2025
In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of…
Amaury de Barros Conti, Partner | Vice President Investments
February 14, 2025
Investments
91 Reasons Why People Did Not Invest in the Stock Market
In this document, we examine why people did not invest in the stock market over the last 90 years and provide you with one good…
Sendero Investments
January 31, 2025

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