Oxbow Advisors 2020 Investment Series
David Rosenberg & Ted Oakley Interview
Ted Oakley talks with David Rosenberg about the global economy, the effects of COVID, the Federal Reserve response, and future expectations.
The Psychology of Staying Rich
Strange as it may sound, holding on to wealth often turns out to be harder for families than getting it in the first place. The majority of wealthy Americans fail to keep their fortunes in the family for more than a single generation — and many don’t make it that far.
Upcoming Events
Oxbow Advisors 2020 Investment Series
David Rosenberg & Ted Oakley Interview
Ted Oakley talks with David Rosenberg about the global economy, the effects of COVID, the Federal Reserve response, and future expectations.
The Psychology of Staying Rich
Strange as it may sound, holding on to wealth often turns out to be harder for families than getting it in the first place. The majority of wealthy Americans fail to keep their fortunes in the family for more than a single generation — and many don’t make it that far.
Upcoming Events
July – Oxbow’s Outlook on Stocks, Rates, Cash, and More
Ted Oakley is the founder and managing partner of Oxbow Advisors. The “Oxbow Principles” and the firm’s investment strategies were developed as a result of the unique perspective Ted gained throughout his almost four-decade tenure advising high net worth investors.
August – State of the Stock Market and Where to Find Value
Chance joined Oxbow in 2017 and manages the firm’s equity strategies. His emphasis is on maintaining a long-term focus and investing in high quality businesses that can outperform their competition in both normal and poor economic environments.
September – Global Demographics and the Next 10 Years
Neil Howe is the managing director of demography at Hedgeye Risk Management. As a historian and generational researcher, he co-authored The Fourth Turning, which listed a global pandemic as one trigger for a major crisis.
October – David Rosenberg Returns
