Angelo Robles

A good article from Kevin Starr in the Stanford Social Innovation Review on Big Bet Philanthropy (a new adjective philanthropy!). There's some good insights from those on the front line on the upside and downside - as always, interested in your views and insights. One of the big questions for me is whether 3 years of a big bet approach to solving a social problem can have more impact than 10 years of consistency of guaranteed funding? Is lack of money for big ideas a problem to be solved? Or is lack of consistency in funding a bigger barrier to impact? A quote from Starr below: "It’s fun to feel like your money is going to make the critical difference. The problem is, it won’t, at least not in the long run. Even a Very Big Check cannot solve the problem." Letting go of attribution is a tricky thing, because attribution inspires more giving. It's one reason theory of change work can be really effective, if done in the right way within Foundations. Jane Magor Emily Wellard-Baring Stevie McGregor Sharon N. Andrew Baker Daniel Tomé Tania Cecconi Drew Bourgeois https://lnkd.in/g5ETcG-H

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Table For One. Arianna Huffington writes that the connection between our ubiquitous phones and our crisis of loneliness is well known, but M. Nolan Gray, writing in The Atlantic, points to a lesser known factor: the disappearance of the dining room. Do you sit down and eat on your own or do you have family meals? As Gray notes, many new apartments and homes have no space for tables and chairs, so eating is confined to couches and bedrooms, “designing loneliness into floor plans.” According to a study by the Food Marketing Institute, nearly half of our meals are eaten alone. And it’s not just an American phenomenon — in Korea, eating alone has become so common that there’s a term for it, “honbap,” a portmanteau of “hon” (“alone”), and “bap” (“rice,” or “food”). Add to that the fact that many studies have shown a connection between eating alone and our mental and physical health. Food and connection are both fundamental human needs. They don’t have to be done together, but meal times have long served as foundations of social connection. Sustenance isn’t just about what we eat, but who we eat with. So you don’t necessarily need to call a contractor and start work on a dining room, but calling a friend for dinner is a great idea! If you have found this interesting consider re-sharing and follow me, Simon Morris, for more content like this.

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Check out Retirement Daily's latest article, as an expert weighs in on cat bond investments. via TheStreet https://ow.ly/SFaA50St3Oa #CatBond #InvestmentExpert #FinancialAdvice

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An interesting "autopsy" review on strategies that were promoted for inflationary times. Postmortem by Brandon Langley, President & Co-founder of Blueprint Investment Partners who looks back and asks, “How did these assets do?” - https://lnkd.in/ezDiRD35 #financialservices #investing #inflation #investmentmanagement #strategy

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The Beatles’ George Harrison wrote “It’s All Too Much” after experimenting with the hallucinogenic drug LSD. The song was not a commercial success. But oddly enough, it captures the public mood in the United Kingdom after a torrid decade of Brexit, COVID-19, rising inflation, higher interest rates, and five prime ministers and seven chancellors in the last 14 years (with three prime ministers in the last four years). Read on to see why we're cautiously optimistic (we don't do irrational exuberance here!) #ItsAllTooMuch #UKelections #UK #internationalinvestment #globalinvestment

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Article featuring my quotes and a link to my blog post regarding how -- or whether -- the results of the upcoming election might affect investors' portfolios.

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The graph in this article shows the WACC and the percentile rankings of 41 US BSL #CLO managers based on their average percentile across at least 10 of their deals from the 2013 to 2023 vintages, according to asset prices as of May 28, 2024. It is interesting to note that managers with a primary CLO blended DM print of below 190 bps are represented across the performance percentiles. In other words, managers in both the top and bottom quartiles managed to print their CLO liabilities with a blended DM of less than 190 bps. If you’re an investor in the CLO market, we invite you to register with us using your business email address to gain complimentary access to our freemium content.

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In the latest episode of 𝐁𝐞𝐲𝐨𝐧𝐝 𝐭𝐡𝐞 𝐍𝐮𝐦𝐛𝐞𝐫𝐬 𝐨𝐟 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐚𝐧𝐝 𝐋𝐨𝐧𝐠𝐞𝐯𝐢𝐭𝐲 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, cohost Robert Foley and I talk with Sara Zeff Geber, Ph.D. Sara is an author and speaker and expert on the topic of solo aging. 𝐈𝐧 𝐭𝐡𝐞 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐰𝐞 𝐝𝐢𝐬𝐜𝐮𝐬𝐬… ✅The definition of solo agers and types of solo agers. (Great graphic shared at 10:40 into the episode). ✅The number of solo agers and childless older adults. ✅Why planning for retirement for solo agers is so important. ✅The challenges and risks solo agers face. ✅Why aging-in-place may not be the best idea for solo agers. ✅Some of the options instead of aging-in-place. ✅Other professionals and services solo agers might need. (Great graphic shared at 17:56 into the episode). ✅Creating a support map- what a good solo aging plan includes. (Great graphic shared at 19:13 into the episode) ✅And much more! 𝐓𝐰𝐨 𝐨𝐟 𝐒𝐚𝐫𝐚’𝐬 𝐤𝐞𝐲 𝐩𝐨𝐢𝐧𝐭𝐬… 💥As a financial planner, you understand the importance of creating plans for the future as amassing a bucket of money for the future. Solo agers have to think about those same things, only it becomes a little more critical for them because it, when you look at what actually happens in the world, at least in our country today older adults often just go blithely on as though nothing was going to ever happen. And then there's a crisis. And guess who rushes in to clean up the mess? Usually it's the adult children... whether they're happy about it or very willing to do it or live anywhere nearby, that's what happens. But for solo agers, it's important for them to realize that there's nobody coming along behind to clean up the mess or to jump in and say, well, this is what I know my mother would want. Because if you don't make those plans and talk to people about what might happen, if in the event that you can't speak for yourself or you are somehow out of commission and you need to go somewhere that's safer to live, if you haven't looked around and chosen a place to go, if you just left everything to chance, I find that very scary for solo agers. 💥I like to suggest to solo agers that they create and develop a team. And (for financial advisors), something that you and your colleagues might do is to help your solo aging clients develop a plan. Have a checklist that people can work with to look at where they're going to have areas of need. This is just in the first part of the conversation! #soloaging #soloagers #retirement #retirementplannin #longevity #longevityplanning #nonfinancial

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Lots has changed with #reversesolicitation. If nothing else it has become somewhat obsolete. Read more about it in our European Funds Masterclass latest edition https://lnkd.in/eKUue754

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How land-based learning and shared knowledge can change the world. My latest blog has been published. Enjoy! https://lnkd.in/gMMYCnAg

📈🏢 Aby Rosen's RFR Holding is facing a staggering $2.5B debt bill as defaults pile up! 💥 🔎 According to a recent Bisnow article, RFR Holding, a prominent NYC real estate firm, is grappling with mounting debt and defaults. The company, led by billionaire Aby Rosen, has a portfolio of high-profile properties, including the iconic Seagram Building and Lever House. 🏢🏦 📊 The firm's debt load has surged to a whopping $2.5B, with $1.1B in loans maturing this year alone. 💸 The pandemic has hit the commercial real estate market hard, causing defaults to skyrocket. RFR Holding is no exception, with defaults on several properties, including the $200M mortgage on the Seagram Building. 📉 🗣️ "The pandemic has created a perfect storm for commercial real estate," said one industry expert. "Companies like RFR Holding are facing unprecedented challenges as they navigate this difficult time." 🌪️ 🔜 So, what's next for RFR Holding? The company is reportedly exploring options to refinance its debt and avoid further defaults. 💡 With the commercial real estate market showing signs of recovery, there's hope that RFR Holding can weather this storm. 🌞 Stay tuned for more updates on this developing story! 📰🔔 #RFRHolding #CommercialRealEstate #Debt #Defaults #NYCRealEstate

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It was great to be back in Boston last week, reconnecting with returning Institute members and meeting new market and investment leaders! We are excited for the events and research areas we have coming up in the next few months! #ocio #investmentsolutions #investmentmanagement #investmentconsulting

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"Art for art's sake" is a noble sentiment, but as investors, we seek both cultural and financial appreciation. The challenge lies in balancing support for emerging artists with the potential for long-term investment returns. I recently had the privilege of speaking with Tracey Donner Finch, a passionate art collector with a remarkable story. Tracey owns an astounding collection of 150 Jean-Michel Basquiat studies and sketches, and her journey to authenticate these pieces is nothing short of extraordinary. Featured on "CBS This Morning (https://lnkd.in/eJZKFkXj), " Tracey has gone to great lengths to establish the provenance of her collection. She enlisted experts, including the former Head of the U.S. Secret Service, and conducted extensive forensic analysis. Despite facing skepticism, Tracey remains undeterred in her quest for authentication. Her determination is understandable. Basquiat's "Mind Blowing" sold for a staggering $110.5 million at auction, highlighting the potential value of authenticated works. With online art sales reaching record highs in 2023, the art market continues to evolve and expand. At XChange Place, we're dedicated to showcasing unique alternative assets and providing investment opportunities in the exciting fine art space. We aim to connect our community with fascinating figures from the art world, like Mrs. Finch, through our content and podcast series. More importantly, prospective investors can browse offerings on our website and can seamlessly complete their entire investment transaction in just a few clicks. Stay tuned for more insights into the intersection of art and investment, and perhaps even the opportunity to invest in works by renowned artists like Basquiat through our platform. #ArtInvestment #Art #Artwork #Artist #FineArt #Investing #Investor #Alternatives #AlternativeInvesting #AlternativeInvestments #Finance #Fintech,

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