Distinguishing the Real from the Fake By Laura A. Roser   A couple of weeks ago, my friend from Italy visited me. I took him around to various scenic spots and we chatted about life, politics and business. “The problem with our society,” he announced, “is most people are alphabets.” I had no idea what he…

How Marc Leder, Private Equity Maven and Co-Founder  of Sun Capital Partners, Got Hooked by the Art World  By Laura A. Roser   “For many years, I was two-dimensional—kids and work,” says Marc Leder, financier and Hamptons socialite. “That was my whole life up into my early 40s.” Then Marc discovered the art scene. “It is…

Strategies for Wealth Advisors   Assumption #1: UHNW millennials have very little care for the world they live in. The Reality: They see wealth as a means to make a positive impact on society. Assumption #2: UHNW millennials are tech-savvy and therefore more likely to be attracted to robo-advisors. The Reality: They desire a more…

By Matthew Roser   If you are not familiar with our previous article introducing heraldry in March of 2016, then I highly recommend you read it. Otherwise, I will try to sate your more generalized questions with a brief synopsis of the coat of arms, before delving a bit deeper into the language of the heralds…

Q&A with Sharon Reed, Innovative Change Agent for Social Good   LR: What led you to the work you do? SR: In late 2012, my ten-year-old daughter and I each faced major setbacks that collectively provided rich fodder for introducing her to the subject of women’s empowerment, global development and what it means to lead…

How to Avoid Becoming Your Parents By Laura A. Roser   Do you look at your parents and become terrified about marriage or starting a family? Maybe your parents had a dysfunctional relationship—always fighting and screaming at each other. Maybe they fell out of love. Maybe they avoid each other or stare at the television rather…

By J.B. Pravda   Brian Happel, CEO of BBVA Compass, Ft. Worth, Texas, a prominent regional banking institution might be said to have figuratively ‘kicked down’ an unlikely door to his 33-year (and counting) banking career with what he first gleaned from a ‘how to’ book. “When I was a freshman in high school, I was…