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Mark

News Room

April 18, 2019

Gresham’s 2019 Annual Letter

Our 2019 Annual Letter celebrates our coming of age (21) and describes our commitments to creative destruction, reinvention and ...

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April 4, 2019

Gresham Receives National Award Again in 2019 as “Best Multi-Family Office”

Gresham has been named the "Best Multi-Family Office Between $5B and $15B AUM/AUA" by Family Wealth Report’s panel of industry…

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March 11, 2019

Gresham’s 2019 Annual Outlook

We assess the opportunities and risks we see as the investment environment changes throughout the world …

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October 29, 2018

Gresham Partners Ranked #4 in Barron’s 2018 Top 100 Independent RIAs

CHICAGO – October 11, 2018 – Gresham Partners, a nationally recognized* independent investment and wealth management firm, has been ranked…

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August 16, 2018

Gresham’s Public vs. Private Investment Opportunities White Paper

Gresham believes that the opportunity set for investment in U.S. businesses has declined within public equity markets while it has…

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May 10, 2018

Gresham’s 2018 Annual Letter

This year’s Annual Letter provide an update on our firm and shares thoughts regarding various topics, including our 20th Anniversary…

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March 7, 2018

Gresham’s 2018 Annual Outlook: Peak Central Bank

We share our views on how investors should act in the face of expected changes in global central bank policies…

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Highlights of Gresham’s 2018 Annual Outlook: Peak Central Bank

Here is the letter Ted Neild, Gresham’s chief investment officer and president, sent Gresham clients and other friends highlighting this…

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February 1, 2018

Ted Neild Participates in Interview with The Wall Street Journal

Gresham enjoys keeping a low profile, so it was a departure for Ted Neild, our president and chief investment officer,…

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October 27, 2017

Gresham’s Investing in India White Paper

How are investment risks and potential returns changing in India? Are investment opportunities there comparable to those in other developing…

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Gresham Ranked #9 by Barron’s

Gresham ranks #9 in Barron’s 2017 Top 100 Independent RIAs listing based on assessments of assets, revenue and quality of…

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September 27, 2017

Gresham Partners Proudly Sponsors The Community Table

Gresham proudly sponsored The Community Table for the fifth consecutive year. This annual celebrity chef farm dinner, which benefits Greenhouse…

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February 17, 2017

Gresham’s 2017 Annual Outlook

We share our expectations for global economies and capital markets in 2017, and address the "Trump Effect" and emerging markets.

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February 1, 2017

Kim Kamin Debuts Book: Estate Planning for Modern Families

The National Underwriter Company, a division of ALM Media, LLC, recently introduced a book titled "The Tools & Techniques of…

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December 21, 2016

Fiduciary Standard White Paper

In this white paper, we address one of today’s most discussed and divisive topics involving investors, investment advisors – like Gresham – and brokers: What legal standard of responsibility and conduct should apply to firms and individuals who provide advisory services to investors?

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December 8, 2016

Modern Estate Planning Webinar

Kim Kamin co-presented a Trusts & Estates webinar titled “Planning Considerations for the Post-Nuclear Family” on Dec. 8th

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August 16, 2016

Gresham’s 2016 Mid-Year Update

Although new highs were reached recently in multiple asset classes, the market tailwinds that created investor returns of the post-financial crisis era have ended. Going forward, we expect lower baseline returns, higher volatility and the need to adopt a more opportunistic approach in order to generate attractive investment outcomes.

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April 27, 2016

Kim Kamin Awarded Chair at Northwestern University’s Pritzker School of Law

Dean Daniel B. Rodriguez, of the Northwestern University Pritzker School of Law, recently announced that Kim Kamin, Gresham’s Chief Wealth…

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March 1, 2016

Gresham’s 2016 Annual Outlook

We assess how elevated valuations, Fed tightening and oil price declines impact a range of investment themes.

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September 15, 2014

Gresham Issues White Paper on the Importance of Proper Manager Selection

In our second white paper challenging conventional wisdom regarding portfolio management, we describe how manager selection can impact performance as much as or more than decisions regarding asset allocation. 

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