The Catholic Investor: My Journey

The Catholic Investor: My Journey

I began transforming into a Catholic investor while working as a portfolio manager for Northwestern Mutual Life. I had been a pro-life Catholic for a long time and was serving on the Wisconsin Right to Life Board of Directors. A stockbroker I worked with regularly approached me with a new idea for a stock to…

BOOK REVIEW: Buscemi’s Guide to Understanding the Family Office as a Source of Capital

BOOK REVIEW: Buscemi’s Guide to Understanding the Family Office as a Source of Capital

I noticed a sea-change in the investment landscape about 10 years ago as family offices, which were relatively unknown to entrepreneurs as a source of capital, expanded from investing solely in investment funds to investing directly in young companies. Family offices provide a wide range of services tailored to meet the needs of high-net-worth individuals,…