Gresham Partners

Joe Simpson and David Colton named Principals of the firm

alurie — Tue, 14 Feb 2012 15:54:58 +0000

Gresham is pleased to announce that senior investment analyst Joe Simpson and advisor David Colton have been named Principals. With the title changes, Gresham formally acknowledges the exceptional contributions of two leaders and shapers of the firm. Since May 2005, Joe has been instrumental in developing Gresham’s Risk Conscious^® investment platform. David, who joined the firm in October 2009, has demonstrated consistent excellence as both an advisor and as a key player in Gresham’s business development efforts.

Gresham names Principal Matt Bonaguidi Chief Wealth Strategist

alurie — Thu, 09 Feb 2012 15:53:17 +0000

Advisor Matt Bonaguidi has been named Chief Wealth Strategist, designating him as the firm’s in-house subject matter expert for estate planning, wealth transfer and philanthropic planning. Since joining the firm in December 1997, Matt has helped establish Gresham as an industry leader in wealth planning strategies for ultra-high net worth individuals and families.

Gresham visits London, explores opportunities amid Euro crisis

alurie — Tue, 18 Oct 2011 16:11:10 +0000

This month, Ted Neild and Ben Beavers traveled to London to perform due diligence on several existing equity, hedge fund and real estate managers. While abroad, the Gresham investment team investigated opportunities created by the sovereign debt and banking crisis unfolding on the European continent. Additionally, as part of the firm’s ongoing search for best in class managers, Gresham met with a number of promising new manager candidates, including managers in the equity, real estate, and debt areas.

Gresham hosts Antheus Capital in New York

alurie — Wed, 12 Oct 2011 16:13:28 +0000

For the second time this year, Eli Ungar, principal and founder of Antheus Capital, visited with Gresham clients and friends to share his successful approach to multifamily real estate investing. Gresham hosted the private event at The Modern in New York.

Gresham monitors Asia managers

alurie — Wed, 14 Sep 2011 21:16:00 +0000

In September, Ted Neild and Joe Simpson traveled to Singapore and Hong Kong to meet with over 20 managers and contacts in Gresham’s network, including traditional equity managers, distressed debt managers, hedge fund and private equity managers. The Gresham investment team spent 10 days monitoring existing investments and continuing its search for new opportunities and managers. Gresham timed the trip to coincide with the Super Return Asia conference, which brings many Asian private equity firms to Hong Kong for the week, providing a very efficient means to visit with our managers without traveling to multiple cities.

Gresham hosts client conference call

alurie — Thu, 11 Aug 2011 18:17:21 +0000

Ted Neild and Ben Beavers hosted a telephone conference call for Gresham clients during which they discussed the implications of the S&P’s recent downgrade of the U.S. credit. “While news, the event is not unexpected, its timing was” explained Neild. In addition, Ted attributed the recent equity market volatility more to concerns over slowing global growth and a fragile financial system, especially in Europe, rather than the S&P downgrade of U.S. sovereign debt. Ben highlighted that increased volatility will likely be the norm going forward due to the continuing geo-political shifts taking place and the challenges of governments to make the necessary and hard decisions.

Gresham participates in RayLign event

idworld — Tue, 12 Jul 2011 19:18:41 +0000

David Salsburg participated in RayLign’s Family Frontiers forum, which brought together 20 leading financial service firms to discuss the intergenerational conflicts that can occur within high net worth families, particularly when they are still operating a family business. RayLign Advisory, a Greenwich based family office consultancy formed this “think-tank/practice-improvement” gathering to allow selected firms the opportunity to share best practices.

Antheus Capital presents at Gresham luncheon

idworld — Tue, 07 Jun 2011 15:09:30 +0000

Gresham hosted a private luncheon in Chicago at TRU with a presentation by Eli Ungar, principal and founder of Antheus Capital. Clients and select friends heard Eli share his approach and keys to success with multifamily real estate investments in Chicago and Kansas City.

Gresham attends annual NRS compliance conference

idworld — Wed, 18 May 2011 21:12:45 +0000

Kate Warner attended the 26th annual NRS conference in Miami, Florida. The conference, hosted by nationally-recognized compliance consulting firm NRS, provided a unique opportunity to learn about new regulatory requirements and how to implement new regulation into Gresham’s compliance program.

Donors Forum on Venture Philanthropy

idworld — Tue, 10 May 2011 21:15:15 +0000

Lee Morava attended the Donors Forum, the premier resource for networking, education and information on philanthropy in Illinois. At the forum, Gresham learned about Venture Philanthropy, also known as ‘philanthrocapitalism’, which takes concepts and techniques from venture capital finance and high technology business management and applies them to achieving philanthropic goals. Gresham’s membership in the Donors Forum helps the firm better address the philanthropic needs of our clients by augmenting our knowledge about sophisticated philanthropic solutions.