Alan is well versed in the development of risk registers and risk development models spanning multiple disciplines and investment strategies. He has extensive experience in developing overall fund strategies including risk management, financial control, compliance, operation, and marketing. Alan brings a wealth of knowledge and insights to guide the Blue Sky Capital Team in a diligent and methodical approach to investment.

What’s the Real Number?

This article was written on September 13, 2019.  For our next monthly newsletter.  I did not anticipate the events of the past two weeks to evolve as quickly as they have, but the core thoughts remain very relevant.   This year the public equity markets have managed to brush off all economic and political news…

July 2019 Macro Thoughts

Are global capitalism and free trade in decline?  This is the first question that comes to mind when I consider where we are today in terms of the global economy.  Since the Trump election, “America first” and similar nationalist paradigms have generated significant impact in economic considerations throughout the world.  What does this mean, and…