We’d like to take a moment, ahead of our investment commentary, to share some exciting happenings within our investment practice. Our firm has come a long way since its inception a decade ago with our deliberate effort . . .
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Jason explains about himself:
I've been managing money for high net worth individuals since 2006. I'm the founder and Managing Director at RGA Investment Advisors LLC, an independent and fee-only registered investment advisor (RIA).
I'm the partner in charge of wealth management and financial planning at Rayner and Gilbert CPAs. Prior to a career in wealth management and investment advisory,
I held M&A roles at both General Atlantic LLC (GA), a leading global private equity firm providing capital for growth companies driven by information technology or intellectual property, as well as Berkery, Noyes & Co. (BNC), an independent Wall Street investment bank serving the broadly defined knowledge and information marketplace. At GA, I was responsible for deal prospecting, transaction structuring, as well as value added portfolio work. At BNC I specialized in serving large and mid-sized information providers in the U.S. and international markets with strategic mergers & acquisitions, corporate and asset divestitures, strategic research, and valuations.
Prior to a career in Finance, I led the due diligence efforts for numerous financial buyers within KPMGs Transaction Services practice, and provided estate planning tax consulting services at the law firm of Buchanan Ingersoll, PC in Washington, DC. I am a CPA who holds the PFS* designation for my expertise in Personal Finance and a CFF** for my accreditation in Financial Forensics.
I hold a B.A. from the University of Michigan and an M.S. in Accounting and Finance from the George Washington University School of Business. I lives in New York with my beautiful wife Julianna, two sons, Logan and Henry, and dog, Samantha
"My job," Warren Buffett told students of Notre Dame in a series of lectures in spring 1991, "is to look at the universe of things I can understand."
Buffett was... Read More
The world’s eyes will be on the increasingly populist election in the US this fall. As Democratic Presidential Hillary Clinton is currently struggling to recover from phenomena as well... Read More
The Canyon Distressed Opportunity Fund III held its final closing on Jan. 1 with total commitments of $1.46 billion, calling half of its capital commitments so far. Canyon has... Read More
While some trends in headline hedge fund compensation remain the same – average base salaries for analysts at large firms remain relatively unchanged year-over-year – looking beneath the numbers... Read More
Horos Asset Management's letter to their co-investors for the fourth quarter ended December 31, 2019.
Q4 2019 hedge fund letters, conferences and more
Dear co-investor,
We end a year that has been... Read More
KKR & Co. L.P. (NYSE:KKR)’s deal to acquire KKR Financial Holdings LLC (NYSE:KFN) will bolster KKR’s distribution and enhance its balance sheet composition, notes Citi.
William R Katz and Citi Research's... Read More
The markets are controlled, Robert Wu and Howard Wang believe. The erstwhile Bridgewater Associates executives, whose role at the hedge fund has been the topic of some dispute, now... Read More
Partners Group Private Equity master fund reported a decline of 12.3% in net asset value for March 2020.
If you’re looking for value stocks, and exclusive access to value-focused hedge... Read More
"It should not be an objective to broaden your circle of competence," Mohnish Pabrai declared in a Q&A session with Harvard students at the beginning of April this year.
Q1... Read More
With over 43 pages of text, the Berkshire 50th anniversary letter cannot be summed up easily. Nevertheless, below are a selection of key quotes from the Oracle of Omaha's... Read More
