Ballentine Bulletin, February 27, 2019
What's New at Ballentine
Roy Ballentine & Drew McMorrow featured in Bob Veres’ Inside Information
Inside Information featured our firm's successful succession story in their February edition, sharing best practices from our Executive Chairman & Founder, Roy Ballentine, and our President & CEO, Drew McMorrow.
Sheila Lawrence featured in an AUM/Boston article on “The Philanthropy Talk”
AUM/Boston Magazine featured an article on “The Philanthropy Talk: How Do I Do It & Why Do I Have To?” in their February/March 2019 issue about a recent discussion among local philanthropy experts, including Senior Client Advisor Sheila Lawrence, MALD, CFP®, CAP®.
Welcome Ryan Bachur!
Ryan is a Portfolio Analyst who supports our Senior Investment Advisors in all investment matters, monitoring cash positions and IPS restrictions and assisting with client inquiries and onboarding.
What We're Thinking
New Investment Research "The Tide May Be Turning: The Improving Outlook for Hedge Funds"
Hedge funds have disappointed investors for almost a decade; even before accounting for fees and taxes, results have trailed a traditional 60 equity/40 bond balanced portfolio over the 10 year period ending in December 2018. A number of large institutions announced their intentions to move away from hedge funds, fed up with subpar results and high fees. After these years of disappointment, we now believe that the environment for truly talented hedge fund managers is improving, allowing them to once again positively contribute to portfolio performance.
The Powell Put
The stock market’s dramatic recovery so far in 2019, after a dismal fourth quarter of 2018, has left many casual market observers wondering “What changed?” US economic data continues to reflect a modest slowdown, Europe struggles with anemic growth and Brexit uncertainty, and China grapples with a slowing growth rate and enormous debt. In sum, global economic growth continues to look a bit shaky.
January 2019 Monthly Market Tracker
Markets rebounded just under 8% in January, owing in part to strong reports from US banks and tech firms, the re-opening of the government near the end of the month, and a dovish January FOMC statement.
What's Happening
Jennifer M. Eaton, JD, speaking at FOX Executive Council Meeting
Jennifer M. Eaton, JD, will be a distinguished speaker at the Family Office Exchange's Executive Council meeting, of which she is a member. The Council is comprised of executives from leading multi-generational family office firms in the country, meeting in order to further improve family office operations.
Employee Spotlight
Rachel Gilmore, CAP
Rachel is an Executive Administrative Assistant in our Florida office. In her role she supports our Florida team and provides clients and visitors to the office with the highest level of service. Rachel also works closely with our marketing team on client and advisor events. An asset to our firm, Rachel applies her sunny disposition in everything she does.
We're Hiring
We're hiring!
Looking to make the next step in your finance career? Check our Career Portal to see what new positions we're looking to fill for our growing team.
 |  |  |  |  |
info@ballentinepartners.com