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Posted inAI Personal Finance

A Money Coach at the Kitchen Table: ChatGPT Connects to Your Bank — Now What?

Posted by Marius A. Holzer, CFA, CAIA, CIPM May 26, 20267 minutes
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Personal Finance with ChatGPT
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
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

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  • A Money Coach at the Kitchen Table: ChatGPT Connects to Your Bank — Now What?
  • 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)

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Personal Finance with ChatGPT
Posted inAI Personal Finance

A Money Coach at the Kitchen Table: ChatGPT Connects to Your Bank — Now What?

Posted by Marius A. Holzer, CFA, CAIA, CIPM May 26, 2026
This is not a Drill
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This Is Not a Drill: What Anthropic’s Mythos Means for Asset Owners

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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

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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
Copyright 2026 — Marius A. Holzer. All rights reserved.
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