CIO Commentary – “From Stones to Silicon”

CIO Commentary – “From Stones to Silicon”

The pendulum of “risk on/risk off” that is driven by temporal changes in expectations around the magnitude and timing of interest rate cuts (or lack thereof) continues to drive daily equity prices. The issue is whether core inflation is being tamed or is untamable and...
CIO Commentary – “Trigger Warning”

CIO Commentary – “Trigger Warning”

During my career, there have been three systemic related banking system failures: the 1988/90’s S&L Bailouts, the 2007/08 Global Financial Crisis (“GFC”) and now the smaller Silicon Valley Bank (“SVB”) and Signature Bank...
Successful Management Transition at EasyPark

Successful Management Transition at EasyPark

Our portfolio company EasyPark, the global leader in pay-by-phone parking, continues to show operational excellence. Almost a year ago, EasyPark successfully transitioned to Cameron Clayton as the new CEO after 14  highly successful years of Johan Birgersson at the...