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Press coverage, firm announcements, and timely commentary on private markets and portfolio company developments.

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Press Coverage

Financial Planning

Financial Advice From HBO's Succession

Financial Planning

30 Tax Questions To Answer By the End of the Year

Los Angeles Times

Angie Spielman: 2024 Inspirational Women Forum and Leadership Awards

Los Angeles Times

F. Schramek, J. McCurdy: 2024 Entertainment Business Visionaries

Manhattan West

New Additions to Private Wealth Team

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Recent Insights

Private Markets

Two 20-Year Nuclear Contracts Land in One Week, Funded by Tech Offtakers

A pair of 20-year nuclear power purchase agreements, signed within days of each other, illustrate how corporate offtake is now the primary financing mechanism for nuclear capacity expansion.

Market Outlook

Q4 2026 State of the Market: Is the Fed Seeing Ghosts?

September's oil-driven bond selloff, the Fed's pivot to rate hikes, and why muni yields are at their cheapest relative to Treasuries since early 2025.

Private Markets

The Accuracy Gap Is Real, but the Domain Determines Who Wins

A growing body of 2026 research shows prediction markets outperform expert panels in finance and elections, but lose to domain specialists when participant expertise is thin.

Private Markets

Private Credit Hit $2.7 Trillion in AUM. Here Is How the Three Core Strategies Actually Work.

Private credit now rivals the broadly syndicated loan market in size. Understanding how direct lending, mezzanine, and specialty finance differ mechanically determines whether you are taking the risk you think you are.

Wealth Strategy

Treasury Officials Signal Scrutiny of QSBS Trust Stacking as the Per-Taxpayer Cap Rises to $15M

The One Big Beautiful Bill Act raised the Section 1202 exclusion cap to $15M for stock issued after July 4, 2025. Treasury officials are now signaling guidance to curb aggressive stacking strategies that multiply that exclusion across trusts.

Wealth Strategy

86% of Single-Family Offices Lack Succession Plans, Per J.P. Morgan's 2026 Global Survey

J.P. Morgan's 2026 survey of 333 family offices finds that the SFO model's defining advantage, control, is also its defining vulnerability, with most offices unprepared for leadership transition.

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Go Deeper

Longer analysis lives in Perspectives.

Sector theses, macro frameworks, and longer-form editorial views on private markets and portfolio construction.

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