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Industry Information

As relevant and interesting information becomes available, we will post it for your convenience recognizing that such information is not intended to represent a holistic list.

2016
December - Bershire Capital Securities LLC: 2016 Investment Management Industry Review learn more…


2015
December - Bershire Capital Securities LLC: 2015 Investment Management Industry Review learn more…


2014
December - Bershire Capital Securities LLC: 2014 Investment Management Industry Review learn more…

August - McKinsey & Company: The Trillion-Dollar Convergence: Capturing the Next Wave of Growth in Alternative Investments learn more…


2013
December - SEI: Key Course Adjustments for Breaking Through, 5 Ways Private Equity managers can optimize their competitive advantage, The 2013 SEI Private Equity Survey learn more…

October - Citi Prime Finance: Exploring the Concept and Characteristics of "People Alpha," learn more…

January - The Pew Charitable Trusts: A Widening Gap in Cities learn more…


2012
October - National Association of Investment Companies Study: Diverse firms outperform the industry learn more…

September - Comptroller of Currency, Administrator of National Banks, US Department of the Treasury, published a Community Developments, Insights, Small Business Investment Companies: An Investment Option for Banks

September - RECOGNIZING THE RETURNS: The Financial Return of of NAIC Firms: Minority and Diverse Private Equity Managers and Funds Focused on the U.S. Emerging Domestic Market learn more…

February - Comptroller of Currency, Administrator of National Banks, US Department of the Treasury, presented in conjunction with the Small Business Administration, Spring Capital Partners LP and TD Bank webinar, Small Business Investment Companies: An Investment Option for Banks learn more…


2011
December - Bershire Capital Securities LLC: 2011 Investment Management Industry Review


2010
February - The Pew Center on the States, The Pew Charitable Trusts, The Trillion Dollar Gap, Unfunded State of the Retirement Systems and the Roads to Reform learn more…