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,…

Marius A. Holzer, CFA, CAIA, CIPM May 27, 2025

Cyber 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…

Marius A. Holzer, CFA, CAIA, CIPM May 22, 2025