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Posted inAI Cyber Security Risk Management

This Is Not a Drill: What Anthropic’s Mythos Means for Asset Owners

Posted by Marius A. Holzer, CFA, CAIA, CIPM April 16, 20269 minutes
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This is not a Drill
Posted inAI

A month building an AI analyst: three lessons that weren’t on my list

Posted by Marius A. Holzer, CFA, CAIA, CIPM April 10, 20266 minutes
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A month building an AI analyst: three lessons that weren't on my list.
Posted inAI Cyber Security Manager Selection

My Newest Colleague Is a Lobster — And It Monitors 197 Funds Before Breakfast

Posted by Marius A. Holzer, CFA, CAIA, CIPM March 25, 20269 minutes
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My Newest Colleague Is A Lobster
Posted inPrivate Markets

The 2025 Private-Markets Playbook: Why the Easy-Money Era Is Over (and That’s Good)

Posted by Marius A. Holzer, CFA, CAIA, CIPM July 16, 20257 minutes
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Why the Easy-Money Era Is Over (and That’s Good)
Posted inCost & Fee Management

The Invisible Tax Stealing Your Retirement

Posted by Marius A. Holzer, CFA, CAIA, CIPM July 1, 20254 minutes
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The Invisible Tax Stealing Your Retirement
Posted inPrivate Markets

The Magic Show Problem: Why Your Private Equity Returns May Feel Like an Illusion

Posted by Marius A. Holzer, CFA, CAIA, CIPM June 18, 20256 minutes
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The Magic Show Problem: Why Your Private Equity Returns May Feel Like an Illusion
This is not a Drill
Posted inAI Cyber Security Risk Management

This Is Not a Drill: What Anthropic’s Mythos Means for Asset Owners

I grew up close enough to a large dam that we lived with its siren. Once a year, on the first Wednesday in February at 1:30 pm, they test it.…
Posted by Marius A. Holzer, CFA, CAIA, CIPM April 16, 2026
A month building an AI analyst: three lessons that weren't on my list.
Posted inAI

A month building an AI analyst: three lessons that weren’t on my list

A few days into running OpenClaw (the agentic setup I wrote about last month), I added a small instruction to its morning routine: every day, suggest one improvement to how…
Posted by Marius A. Holzer, CFA, CAIA, CIPM April 10, 2026
My Newest Colleague Is A Lobster
Posted inAI Cyber Security Manager Selection

My Newest Colleague Is a Lobster — And It Monitors 197 Funds Before Breakfast

What building an AI analyst from scratch taught me about the future of investing It was 1:47 AM on a Tuesday, and I was arguing with a lobster. Not a…
Posted by Marius A. Holzer, CFA, CAIA, CIPM March 25, 2026
Why the Easy-Money Era Is Over (and That’s Good)
Posted inPrivate Markets

The 2025 Private-Markets Playbook: Why the Easy-Money Era Is Over (and That’s Good)

Twenty years ago, in an "Entrepreneurship through Acquisition" class, the professor urged us: "This is your best time to take risk. Your opportunity cost will never be this low again." …
Posted by Marius A. Holzer, CFA, CAIA, CIPM July 16, 2025
The Invisible Tax Stealing Your Retirement
Posted inCost & Fee Management

The Invisible Tax Stealing Your Retirement

(What I wish my 25-year-old self had known) Last week, I was cleaning out old files when I found my first retirement plan statement from 1998. Twenty-five-year-old me had just…
Posted by Marius A. Holzer, CFA, CAIA, CIPM July 1, 2025
The Magic Show Problem: Why Your Private Equity Returns May Feel Like an Illusion
Posted inPrivate Markets

The Magic Show Problem: Why Your Private Equity Returns May Feel Like an Illusion

While visiting Pier 39 in San Francisco with my family, a street magician made a $20 bill multiply into $100 right before our eyes—a 400% return in seconds! My son was…
Posted by Marius A. Holzer, CFA, CAIA, CIPM June 18, 2025
What My Local Pizzeria Taught Me About Private Equity's Biggest Myth
Posted inManager Selection Private Markets

What My Local Pizzeria Taught Me About Private Equity’s Biggest Myth

Our family’s Friday ritual was pizza at El Grotto, a tiny place where the pizzaiolo knew our order before we sat down. ​Then came the glowing newspaper reviews. Lines snaked out the…
Posted by Marius A. Holzer, CFA, CAIA, CIPM June 10, 2025
Timeless Strategies for Navigating Uncertainty
Posted inRisk Management

Your “Unprecedented Times” Aren’t That Unprecedented – Timeless Strategies for Navigating Uncertainty

We love to complain about how uncertain everything is today. "These unprecedented times!" we cry. "Everything's so unpredictable now!" But here's the thing: uncertainty isn't new. Consider the ancient merchant…
Posted by Marius A. Holzer, CFA, CAIA, CIPM June 3, 2025
What My Old Bathtub Taught Me About Evergreen Funds
Posted inPrivate Markets

What My Old Bathtub Taught Me About Evergreen Funds

When we moved into our nearly 100-year-old Tudor home, the kids were most excited about the classic clawfoot bathtub upstairs. On our first night, after a long day of unpacking,…
Posted by Marius A. Holzer, CFA, CAIA, CIPM May 27, 2025
Cyber attack
Posted inCyber Security

When the CFO Isn’t Real: Pass-Phrases Are the Last Line of Defense

A $25 Million Wake-Up Call On an otherwise ordinary Monday in February 2024, a finance clerk at a multinational firm’s Hong Kong office joined an urgent video meeting. Staring back…
Posted by Marius A. Holzer, CFA, CAIA, CIPM May 22, 2025

Recent Posts

  • This Is Not a Drill: What Anthropic’s Mythos Means for Asset Owners
  • A month building an AI analyst: three lessons that weren’t on my list
  • My Newest Colleague Is a Lobster — And It Monitors 197 Funds Before Breakfast
  • The 2025 Private-Markets Playbook: Why the Easy-Money Era Is Over (and That’s Good)
  • The Invisible Tax Stealing Your Retirement

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You May Have Missed
This is not a Drill
Posted inAI Cyber Security Risk Management

This Is Not a Drill: What Anthropic’s Mythos Means for Asset Owners

Posted by Marius A. Holzer, CFA, CAIA, CIPM April 16, 2026
A month building an AI analyst: three lessons that weren't on my list.
Posted inAI

A month building an AI analyst: three lessons that weren’t on my list

Posted by Marius A. Holzer, CFA, CAIA, CIPM April 10, 2026
My Newest Colleague Is A Lobster
Posted inAI Cyber Security Manager Selection

My Newest Colleague Is a Lobster — And It Monitors 197 Funds Before Breakfast

Posted by Marius A. Holzer, CFA, CAIA, CIPM March 25, 2026
Why the Easy-Money Era Is Over (and That’s Good)
Posted inPrivate Markets

The 2025 Private-Markets Playbook: Why the Easy-Money Era Is Over (and That’s Good)

Posted by Marius A. Holzer, CFA, CAIA, CIPM July 16, 2025
The Invisible Tax Stealing Your Retirement
Posted inCost & Fee Management

The Invisible Tax Stealing Your Retirement

Posted by Marius A. Holzer, CFA, CAIA, CIPM July 1, 2025
The Magic Show Problem: Why Your Private Equity Returns May Feel Like an Illusion
Posted inPrivate Markets

The Magic Show Problem: Why Your Private Equity Returns May Feel Like an Illusion

Posted by Marius A. Holzer, CFA, CAIA, CIPM June 18, 2025
What My Local Pizzeria Taught Me About Private Equity's Biggest Myth
Posted inManager Selection Private Markets

What My Local Pizzeria Taught Me About Private Equity’s Biggest Myth

Posted by Marius A. Holzer, CFA, CAIA, CIPM June 10, 2025
Timeless Strategies for Navigating Uncertainty
Posted inRisk Management

Your “Unprecedented Times” Aren’t That Unprecedented – Timeless Strategies for Navigating Uncertainty

Posted by Marius A. Holzer, CFA, CAIA, CIPM June 3, 2025
What My Old Bathtub Taught Me About Evergreen Funds
Posted inPrivate Markets

What My Old Bathtub Taught Me About Evergreen Funds

Posted by Marius A. Holzer, CFA, CAIA, CIPM May 27, 2025
Cyber attack
Posted inCyber Security

When the CFO Isn’t Real: Pass-Phrases Are the Last Line of Defense

Posted by Marius A. Holzer, CFA, CAIA, CIPM May 22, 2025
Copyright 2026 — Marius A. Holzer. All rights reserved.
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