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December 22, 2014

Resurrection of “De Facto Trustee” Concept—Securities Exchange Commission v. Wyly, 2014 WL 4792229 (S.D.N.Y. Sept. 25, 2014)







A federal district court (in an SEC case, not a tax case) concluded that grantors actually made all trust decisions for trusts and refused to recognize that......

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BESSEMER INSIGHTS

October 2014

In this edition, Chief Investment Officer Rebecca Patterson discusses the role that size can play in the investment process. What does the health of different-sized companies reveal about the broader economy? When small-cap and large-cap companies perform differently, what can that tell us about our place in the market cycle? Is it better to invest with managers who have large or small amounts of capital at their disposal—and why is it relevant? Focusing particularly on the U.S., Ms. Patterson also examines how value can lie unnoticed on the smaller end of the spectrum for various asset classes and describes Bessemer's portfolio positioning in today's environment.

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Of Minds and Money: The Donald Sterling Case and Mental Capacity

August 2014

Recently, Los Angeles real estate mogul and billionaire Donald Sterling was forced to relinquish control of the L.A. Clippers basketball franchise when a California probate court ruled that he was mentally incapacitated. In this estate planning update, we explore the legal nuances of mental capacity through the lens of the Sterling case and offer practical tips on how to establish a clear plan in the event one’s cognitive abilities decline.

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Quarterly Investment Perspective: All About the Dollar (July 2014)

July 2014

n this edition, Chief Investment Officer Rebecca Patterson applies some common sense, or “common cents,” to key questions surrounding the U.S. dollar. What drives currencies in general and the dollar in particular? What is Bessemer’s forecast now for the U.S. currency, both short and longer term? And perhaps most importantly, how do foreign exchange trends impact other asset classes and our clients’ portfolios overall? Her discussion includes Bessemer’s market views and asset allocation, looking at the second half of 2014 and beyond, and how a stronger dollar impacts our positioning.

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Quarterly Investment Perspective: Islands in a Storm (April 2014)

April 2014

In this edition, Chief Investment Officer Rebecca Patterson shares how the Investment Department analyzes contagion. When should an investor care about challenges in what seem to be insignificant parts of the world? How does contagion spread from small “islands in a storm” to global financial markets? She also discusses her macroeconomic and market outlook for the year ahead, as well as how Bessemer’s portfolios are positioned to successfully navigate contagion-fueled volatility along the way.

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