News

Matt Talbot speaks on the institutional limited partner panel at the Northwest Hedge Fund Society event entitled "Capital Raising" held in Seattle, WA on February 28, 2008.


Tom Warburton moderated the Risk Management: “A Risky Business”? panel at the Family Office / Private Wealth Management Forum held in Newport, Rhode Island on July 11-13, 2007. The event, sponsored by Opal Financial Group, was designed to address the specific investment challenges facing high-net-worth investors and family offices. The forum featured investors, managers, plan sponsors, endowments and foundations specializing in private wealth management. By discussing such issues as hedge fund selection strategies, private equity investment, tax planning and asset allocation, risk management techniques, data aggregation, and the impact of technology on portfolio management, the event focused on a range of investment solutions to help investors maximize returns.


Matt Talbot speaks on the Fund of Funds, "Separating the Wheat from the Chaff" panel at the Alternative Investing Summit East conference held in Lansdowne, VA on April 15-17, 2007. Sponsored by Opal Financial Group, the event is designed to bring together institutional investors, family offices, fund of funds, and hedge funds, as well as asset managers and service providers to explore the roles of alternative opportunities and strategies in an educational environment. Participants and delegates examine a range of evolving and traditional alternative investment styles and strategies aimed at finding the optimal blend of alternative and traditional portfolios. Specific conference topics include: hedge fund styles and strategies, the use of fund of funds, the search for alpha, how to benchmark these strategies, using other asset classes such as private equity, fixed income or real estate as absolute return strategies, and more.


Matt Talbot speaks on the Chief Investment Officer (CIO) & Plan Sponsor Panel at the National Association of Real Estate Investment Managers (NAREIM) conference held in Phoenix, AZ on March 6-7, 2007. NAREIM's members represent both domestic and foreign capital, and include real estate advisors, financial institutions, REITs, opportunity funds, and private investors. NAREIM members in aggregate, manage over $320 Billion in Real Estate Assets.


Bristlecone Advisors' technology featured in September 2005 issue of Bloomberg Wealth Manager.

Fanning Out
By Ed McCarthy
When he couldn't find multifamily-office software he liked, Keith Vernon at Bristlecone Advisors built his own.

© 2005 Bloomberg L.P. All rights reserved. Reprinted with permission.


Keith Vernon speaks at the 2005 Family Office Exchange "Financial Executives Forum", held in Chicago on July 19, 2005. Family Office Exchange (FOX) serves as a resource for families of exceptional wealth to help develop their understanding of wealth management issues and guide their selection of strategic advisors. Keith spoke on developing and implementing Aristata, an information management system created to improve the efficiency and effectiveness of family office operations.


Matt Talbot speaks on the Chief Investment Officer (CIO) & Plan Sponsor Panel at the National Association of Real Estate Investment Managers (NAREIM) conference held in Boston, MA on April 11-12, 2005. NAREIM's members represent both domestic and foreign capital, and include real estate advisors, financial institutions, REITs, opportunity funds, and private investors. NAREIM members in aggregate, manage $320 Billion in Real Estate Assets.


Keith Vernon speaks at the 8th Annual Milken Institute Global Conference, held in Los Angeles on April 19, 2005. The Milken Institute Global Conference brings together some of the world’s most extraordinary thinkers and decision makers for three days of intensive discussions on a wide range of economic, business, public policy and social issues. Keith is speaking on the panel sponsored by Bloomberg titled, "Do you have the right Family Office structure?"


Matt Talbot speaks at the Northwest Hedge Fund Society event entitled "Risk Management: From the Manager's Perspective vs the Investor's Perspective" held in Seattle, WA on February 9, 2005.