Ray Dalio and the Private Debt Market

Trying to predict where the economy and stock market are going in the short term is a fool’s game and is something I would not bet on. With that disclaimer out of the way I want to point you to two pieces of content I recently consumed that might give us some clues as to … Continue reading Ray Dalio and the Private Debt Market

Cost is the Most Important Consideration When it Comes to Investments – It Always has been in the Insurance World

I read an intriguing blog post today on The Reformed Broker titled – “Two Thirds of Advisors Care Most About a Fund’s Cost.” The article is about financial advisors, not insurance advisors, I think if it was talking about insurance advisors the number would be even higher. The article seems to allude that cost is … Continue reading Cost is the Most Important Consideration When it Comes to Investments – It Always has been in the Insurance World

A Recap of the McDermott Will & Emery Life Sciences Deal-making Symposium

I was pleasantly surprised by how much l learned at the McDermott Will & Emery Life Sciences Deal-making symposium last week.  I don’t say that by inferring I know a lot, in quite the opposite, but what I mean is that a lot of conferences and events are the same content but with different names … Continue reading A Recap of the McDermott Will & Emery Life Sciences Deal-making Symposium

Device Talks Boston – A Recap

Last week I had the pleasure of spending a few days in Boston attending two separate life science events, Device Talks and McDermott Will & Emery’s Life Sciences Dealmaking Symposium.  Although I love spending time in Boston, which is booming, I wish these events had been another week as I was not at home for … Continue reading Device Talks Boston – A Recap

Are We In A Biotech IPO Bubble?

Are we in a biotech IPO bubble?  Two things have clearly happened over the past few years within this sector.  First, pre-money valuation has gone way up, roughly a 130% increase from the 2012-14 period which was a comparably active period to today.  Secondly, a larger percentage of companies are Phase II or earlier. That … Continue reading Are We In A Biotech IPO Bubble?

Why Securities Class Filings are a Reality for Publicly Traded Companies

Cornerstone Research always puts out great data and this report on Securities Class Action Filings for the first half of 2018 is no exception.  I recommend you check out the full report which you can find here. These visuals really speak for themselves but the big takeaway is that if you are publicly traded company … Continue reading Why Securities Class Filings are a Reality for Publicly Traded Companies