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April 6, 2015

ACTEC 2015 Annual Meeting Musings

Twelve seminars at the ACTEC 2015 Annual Meeting are summarized. Topics include: Current developments, transfer tax history, retirement plan beneficiary designations, ethical issues in representing fiduciaries, reviewing appraisals, fiduciary litigation tax issues and equitable principles, conflicts of laws issues regarding succession principles in civil law countries, and giving business interests to charity....

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BESSEMER INSIGHTS

May 2015

In this edition, Chief Investment Officer Rebecca Patterson dives deep into what has pulled global inflation and bond yields dramatically lower in recent months — in many cases below zero. Then, looking ahead, she discusses her team’s views on inflation and bond yields, as well as how one approaches asset allocation in a world where many traditional fixed income investments feel increasingly risky.

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Quarterly Investment Perspective: What Really Matters in 2015 (December 2014)

December 2014

In this year-end edition, Chief Investment Officer Rebecca Patterson examines 2014 and summarizes what drove our performance during a volatile year for global markets. Then, looking ahead, she discusses what is likely to matter most for investors in 2015, particularly tighter U.S. monetary policy. She also evaluates several less broadly understood potential market catalysts, including greater public-sector stimulus in the U.S., election outcomes in Europe, and the spillover from a weakening Japanese yen.

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Quarterly Investment Perspective: Sizing Up The Markets (October 2014)

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)

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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