Portfolio Management


JULY 2019

Takeaways from the Aspen Ideas Festival: American Renewal, Part I

Doug Cohen, managing director, portfolio management, attended the 2019 Aspen Ideas Festival. In this first series of synopses, Doug shares key observations and takeaways from sessions covering political innovation to save our democracy, Valerie Jarrett’s recently published memoir, and the republican party in the age of Trump.

JULY 2019

Takeaways from the Aspen Ideas Festival: American Renewal, Part II

Doug Cohen, managing director, portfolio management, shares insights from the Aspen Ideas Festival, from a path forward on economic policy to how Gens X, Y, and Z will shake up our politics.

JULY 2019

Takeaways from the Aspen Ideas Festival: American Renewal, Part III

Doug Cohen, managing director, portfolio management, attended the 2019 Aspen Ideas Festival. In this last in a series of observations from sessions covering the topic of American Renewal, Cohen summarizes a conversation with Paul Ryan and two Fortune 500 CEO’s who advocate for companies to “do the right thing.”

JULY 2019

Takeaways from the Aspen Ideas Festival: Next New World Order and Economic Progress, Part I

More from the Aspen Ideas Festival. Doug Cohen, managing director, portfolio management, recaps sessions led by a quantitative futurist and the next generation of Chinese academic scholars.

JULY 2019

Takeaways from the Aspen Ideas Festival: Next New World Order and Economic Progress, Part II

Doug Cohen, managing director, portfolio management, shares insights from the Aspen Ideas Festival including an assessment of Western thought, the expanse and consequences of connectivity, and avoiding a disruptive economic revolution.
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