Research & Insights

Leading Practices for Small and Emerging Managers, Episode 3: Building the Next Gen Investment Advisor

Our third quarterly webinar covered Keys for Small and Emerging Managers to Stay Competitive in Transition. Planning for the future of your investment advisor is critically important to preserve enterprise value and to ensure good stewardship of clients. Our speakers share how small and emerging managers have successfully (and not so successfully) planned and… Read Full Post

Innovation in Institutional Investment: Bivium’s 6th Annual Investor Summit | October 2016

This year’s keynote speech at our investor summit.

Emerging Managers In Review: Bivium’s 5th Annual Investor Summit | October 2015

Last year’s keynote speech at our investor summit.

Defining Operational Alpha | October 2014

James Ware, CFA, Founder at Focus Consulting Group, and Author of “High Performing Investment Teams” (Wiley 2006)

Speaker Presentation from Bivium Capital Investor Summit, October 16, 2014

In his PowerPoint presentation, Mr. Ware – highly acclaimed industry author and international… Read Full Post

Anticipating Tomorrow’s Markets: Macroeconomic and Policy Implications | October 2013

Jonathan Neuberger, principal, Economists, Inc.

Speaker Presentation from Bivium Capital Investor Summit, October 2, 2013
Global Trends Shaping the 21st Century

In his PowerPoint presentation, Mr. Neuberger—a financial economics consultant and  former economist for the Federal Reserve Bank of San Francisco—highlights… Read Full Post