Index
absolute return
Acheson, Edward Goodrich
active management
ADR. See American Depository Receipts
Africa
after-tax returns
Against the Gods: The Remarkable Story of Risk
AIG
al Khassaf
Albright, Madeline
Alcoa
Allen, Woody
Alliance Capital
alpha
alternative managers
Alternative Minimum Tax
America
American Depository Receipts
American distinctiveness, private wealth and
Amin, Guarav S.
AMT. See Alternative Minimum Tax
analysis, waterfall
Anouilh, Jean
Anson, Mark
APT. See asset protection trusts
Arffa, Robert C.
Arnott, Robert D.
Aronson Johnson Ortiz
asset allocation guidelines, investment policy statements and
asset allocation modeling
Asset Allocation: Balancing Financial Risk
asset class strategies
asset custody
asset location
asset protection trusts
assets, safekeeping
Atwill, Timothy
auction rate securities
Australia
bank custody reports
Barker, John
Barry, Dave
Barber, Brad
basis risk
behavioral finance
Behavioral Finance and Investor Types
bell curves
beneficiary trusts, rise of
Berman, Paul
Bernstein, Peter L.
Bernstein, Sanford C.
Berra, Yogi
beta, as alpha
big trust institutions
Black-Litterman model
Black, Fischer
Blank, Arthur
Bogan, Louise
Bogle, John
bond managers
bond investors, mistakes of
bond management, paying for
bond portfolios, building
bonds
Boomerang
borrowing
Bortnick, Jeffrey S.
bottom-up free market strategies
Bouchey, Paul
Brazil
BRIC countries
broad market risk, individual stock risk vs.
brokers, as custodians
Brunel, Jean L.P.
Brzezinski, Zbigniew
bubbles, financial
Buffett, Warren
Built from Scratch
bullies, underdogs and
Campbell, John Y.
Cantor, Eric
CAPE. See cyclically adjusted price-earnings
capital
capital asset pricing model
capitalism
Carborundum Company
Cardozo, Benjamin
Carnegie, Andrew
Case, Steve
cash guidelines
cash, managing
CCC Alliance LLC
Central America
Chamfort, Nicholas de
charitable lead annuity trusts
charitable lead unitrusts
charitable remainder annuity trusts
charitable remainder unitrusts
Chaytor, A.H.
Chernow, Ron
Chesterton, G.K.
Chhabra, Ashvin B.
children, wealth and
China
Cisco Systems
Civilization: The West and the Rest
claims, current vs. growth
CLAT. See charitable lead annuity trusts
closed-end funds
CLUT. See charitable lead unitrusts
Cohen, G.A.
Cohen, James R.
Cold War
Coming Apart: The State of White America
commodities
commodities indexes
commodities investing, sources of return
commodity funds
commodity returns
common-law trust, history of
communism
competition
concentrated security positions
conflicts, between reports
convertible security arbitrage hedge funds
Copies in Seconds
corporate bonds
correlation
costs
covariance
CRAT. See charitable remainder annuity trusts
creative capital
creative capitalists
crisis
Croce, Jim
CRUT. See charitable remainder unitrusts
Cuba
current claims, growth claims vs.
Curtis, Gregory
custodian
custody pricing
cyclically adjusted price-earnings
data inputs, developing
de Gaulle, Charles
decisionmaking, documenting
decline, America and
declinists, addressing
deflation
demand, law of supply and
democracy, capitalism and
democratic capitalism
designing investment portfolios
developed country stocks
development
DFA. See Dimensional Fund Advisors
Dick, Jane and
Dimensional Fund Advisors
direct ownership
directed trusts
discretion, exercise of
disinflation
distressed debt hedge funds
diversification
Don't Count On It! The Perils of Numeracy
Dow Jones-UBS commodities index (DJ-USB)
Drexel Burnham Lambert
drilling programs
du Pont, E. I.
Duncan, John P.C.
duration
dynasty trusts
economic competition
economic system, top-down
EDC. See European Defense Community
education, Japan and
Einstein, Albert
emerging markets
emotional impact, of concentrated security positions
The End of History and the Last Man
energy master limited partnerships
Enron
entitlement
Equity: A Course of Lectures
Eratosthenes
ETFs. See exchange -traded funds
Europe
European Defense Community (EDC)
European Great Experiment
event-driven hedge funds
events, extreme and commodities
everything, fear of losing
exchange-traded funds
experiment, American
exploration
Fabrikant, Geraldine
Fama, Eugene F.
families
family happiness, stewardship and
family investment committee
family investment partnerships
family investment portfolios, designing
Family Office Exchange, Inc.
family office
Family Wealth Alliance
Family Wealth-Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations
family, letters to
Far East
fat tails
fear of losing everything
fee structures
fees
Ferguson, Niall
Fey, Tina
fiduciary matters
Filters Against Folly
financial crisis, permanent
Fineburg, Chris
fixed income
float
Ford, Henry
Foster, Jim
Frank, Robert
free market democracy
Free to Lose: An Introduction to Marxist Economic Philosophy
frequency of rebalancing
Frick, Henry Clay
Friedman, Gregory R.
Friedman, Thomas
frontier markets
Fukuyama, Francis
fulcrum fees
fundamental management
The Future of Long-Term Investing
gains, offset against losses
Galilei, Galileo
gas, oil and. See also oil and gas
Gates, Bill
general obligation issues (GO)
generation-skipping trusts
Germany
Gettysburg Address
Ghaleb-Harter, Tanya E.
Gibson, Roger C.
Global Crossing
global equities
global equity manager, succeeding as
global investing
global macro hedge funds
global manager, U.S. portfolio vs.
Global Resources: Perspectives and Alternatives
GO. See general obligation issues
Grant, James
grantor retained annuity trusts
GRAT. See grantor retained annuity trusts
Gray, John
Greece
Greenfield, Stewart
Gross, Bill
growth claims, current claims vs.
Gulf Oil
H. Koppers Company
Haas Business School
Hall, Charles M.
Hammond, Brett P., Jr.
happiness, wealth and
Hardin, Garrett
Harvard College v. Amory
Harvard University
Haskel, Eric
He, Guangliang
hedge fund advantages, as disadvantages
hedge fund investors, challenges for
The Hedge Fund Mirage: The Illusion of Big Money and Why It's Too Good to be True
hedge fund portfolio, building
hedge funds
hedging, to protect value
Hegel, Georg Wilhelm Friedrich
hierarchy of needs
The High-Beta Rich: How the Manic Wealthy Will Take Us to the Next Boom, Bubble, and Bust
high-risk investments
high-yield bonds
higher education
historical commodity returns
historical correlation, commodities
Hobbes, Thomas
holding periods
Holmes, Oliver Wendell
Homestead Steel Strike
The House of Morgan
How Not to Get Sued
Hughes, James E., Jr.
Hydson, Richard L.
Ibbotson Associates
Ibbotson Stocks, Bonds, Bills, and Inflation Yearbook
Idzorek, Thomas M.
illiquidity
implementation issues
index management
India
Indicopleustes
indispensible nation, America as
individual stock risk, broad market risk vs.
industrial revolution
inflation
Innumeracy: Mathematical Illiteracy and Its Consequences
Institute for Private Investors
insurance wraps
Integrated Wealth Management: The New Direction for Portfolio Managers
intentionally defective trusts
Internal Revenue Service, total return trusts and
international developed country stocks
international diversification, necessity of
International Finance Corporation
interpretation, of reports
investing quickly, reasons for
investing slowly, reasons for
investing strategies, oil and gas
investing, risks imbedded in
investment committee policy manual
investment committee
investment consultant reports
investment costs
investment decision making
investment management corporation
investment partnerships, family
investment policy statements
investment portfolios, designing
investment return
investment risk, families and
investments
investor behavior
IPS. See investment policy statement
IRS. See Internal Revenue Service
Israel
j-curve effect
J.K. Lasser Pro Expert Financial Planning: Investment Strategies from Industry Leaders
Jackwerth, Jens Carsten
Jacob, Nancy L.
Jacobson, Eric
Jane, Dick and
Japan
Japan, education and
Jeffrey, Robert H.
Jesus
joint venture
Jones, Alfred Winslow
Kagan, Robert
Kahneman, Daniel
Kant, Emmanuel
Kaplan, Steven N.
Kat, Harry M.
Kimes, Mina
Koppers, Heinrich
kurtosis
Kuwait
Lach, Jonathan
Lack, Simon
Lamm, R. McFall, Jr.
large trust institutions
large-capitalization U.S. stocks
Laskow, Mark J.
Lateran Council
law of supply and demand
lease-up
Lee, Yi-Taung
Leibowitz, Martin L.
lending, securities
Lenin's Tomb: The Last Days of the Soviet Empire
letters, to family
leverage, real estate
Leviathan
Lewis, Michael
Lincoln, Abraham
Litterman, Robert
Liu, Yu-Jang
Lochoff, Roland
long only funds
Long-Term Capital Management
long-term price volatility
long/short equity hedge funds
long/short funds
losing everything, fear of
losses
Lovejoy, David
low-risk investments
Luce, Edward
Maastricht Treaty
Madoff, Bernard
Maitland, F.W.
Malthus, Thomas
manager guidelines
manager performance, monitoring
manager selection, adding value through
manager talent
managers
Mandelbrot, Benoit
Mao
Marcus, Bernie
market impact
market risk, stock risk vs.
marketable securities
Markowitz, Harry
marriage
Martin, Steve
Marx, Karl
Maslow, Abraham
master custodians
master limited partnerships
A Mathematician Plays the Stock Market
A Mathematician Reads the Newspaper
mean variance optimization, problems with
Medicare
Meinhard v. Salmon
Mellon Bank
Mellon, Andrew W.
Mellon, Paul
Mellon, Thomas
mezzanine financings
mid-capitalization U.S. stocks
Milken, Michael
Mills, Daniel Quinn
The Misbehavior of Markets
MLP. See master limited partnerships
The Mind and the Markets
money management, business of
money manager reports
monitoring
Monte Carlo simulations
morals
Morgan, J.P.
Morley, J. Kenfield
mortgage-backed securities
Motivation and Personality
MSCI EAFE
MSCI Emerging Markets Index
Muhtaseb, Majed R.
Muller, Jerry Z.
multinational companies, investing in
multistrategy hedge funds
multivariate modeling
municipal bonds
Murray, Charles
MVO. See mean variance optimization
Napoleon
nation, indispensible
Nelson, Charles A.
Nemtchinov, Vassilii
NIMCRUT
A Ninth Century Treatise on the Law of Trusts
numeracy
Odean, Terrence
Of Paradise and Power: American and Europe in the New World Order
offshore trusts
oil and gas
open-architecture trusts
open-end funds
opportunity costs
outside experts, investment committee and
Owen, David
ownership, direct
Papell, David H.
partners
partnerships, family investment
Paulos, John Allen
PE. See private equity
Pelosi, Nancy
performance monitoring
performance reports, interpreting
performance-only services
performance, recent
permanent financial crisis
perpetual life
philanthropy
Phillips, Kevin
Phillips, W. Brantley, Jr.
Philosophical Letters
Philosophy of Right
PIMCO
Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment
Post-Liberalism: Studies in Political Thought
Plato
politics
Pompian, Michael
portfolio assets, matching to risk types
portfolio claims, satisfying
portfolio repositioning, adding value through
Portfolio Selection: Efficient Diversification of Investments
portfolios
preserving wealth
price volatility
prime brokers, conflicted
Princeton University
private capital
private equity funds
private equity partnerships
private equity
private foundations
private fund
private investments
private partnership
private trust companies
private wealth, American distinctiveness and
Prodan, Ruxandra
production aggregators
production buildups
professional management
prospective commodity returns
providential societies
prudence
PTC. See private trust companies
Putin, Vladimir
Qatar
qualitative performance reports
rebalancing
Radical Visions: Stringfellow Barr, Scott Buchanan, ad Their Efforts on Behalf of Education and Politics in the Twentieth Century
Rahe, Paul
Randall, David K.
ranges
real asset exposure, use of
real estate
real estate investment trusts
real estate operating companies
rebalancing
recent performance
Reddy, Thrupthi
Reinhart, Carmen M.
REIT. See real estate investment trusts
relationships
relative performance
Remnick, David
REOC. See real estate operating companies
reports
Republic
Republics Ancient and Modern: Classical Republicanism and the American Revolution
returns
revocable trusts
rich
Rio Tinto Alcan
risk
Rockefeller, John D.
Roemer, John
Rogers, Will
Rogoff, Kenneth S.
Rothschild, Nathan
royalty pools
royalty rights, purchase of
Rubinstein, Mark
Rusal
Russell 1000
Russell 3000
Russell, Bertrand
Russia
S&P Goldman Sachs commodity index (GSCI)
Safire, William
Schill, Michael J.
Schoar, Antoinette
secondary funds, selecting
secondary investing
sector funds
securities lending
securities, marketable
security positions, concentrated
Self-Ownership, Freedom, and Equality
semi-open architecture trusts
services, custodian-offered
settlement date
Sharpe ratios, commodities
Shiller, Robert J.
Shishkin, Philip
short-selling hedge funds
Singapore
skewness
small-capitalization U.S. stocks
Smith, Adam
Social Security
socialism
society, taxes and
Socrates
South America
spending
spending policy statements
St. John's College
stabilized
Stalin, Joseph
Standard Oil Company
The Statistical Behavior of GDP after Financial Crises and Severe Recessions
Statute of Uses
Stein, David
stewardship, family happiness and
stock risk, market risk vs.
stock-picking, challenges
stocks
strategic ranges, setting
Strategic Vision: American and the Crisis of Global Power
strategy, changing
strength, risk and
structured products
style rotation
supply and demand, law of
survivorship bias
Swensen, David
Switzerland
T. Mellon & Sons
target allocation, increasing
tax burdens
tax inefficiency
tax issues, trusts and
tax loss
tax management
tax-aware managers
taxable accounts, custody for
taxable portfolios, rebalancing
taxes
Thatcher, Margaret
This Time Is Different: Eight Centuries of Financial Folly
Time to Start Thinking: America in the Age of Descent
TIPS. See Treasury Inflation Protection Securities
Tolstoy
top-down economic system
total return trusts
tracking error
trade date
traditional managers
transparency, lack of
Treasury Inflation Protection Securities
trust administration
trust assets, managing
trust companies, private
trust institutions, large
trustees, prudence vs. returns for
trusts
turnover
Tversky, Amos
TWA
Twain, Mark
Tyco
U.S. portfolio, global manager vs.
U.S. stocks
Unconventional Success: A Fundamental Approach to Personal Investing
underdogs, bullies and
Uniform Principal and Income Act
United Arab Emirates
United Kingdom
United States
unitrust legislation
University of Texas
An Update on Hedge Fund Performance: Is a Bubble Developing?
UPIA. See uniform principal and income act
value
Vanguard
variance drain
VC. See venture capital
Védrine, Hubert
venture capital
Verbit, Gilbert Paul
vibrant societies, creative capital and
volatility
volatility, growth of wealth and
Voltaire
Von Braun, Wernher
waterfall analysis
Waterloo
Wealth and Democracy: A Political History of the American Rich
The Wealth of Nations
wealth
wealthy families
Webster, Daniel
Wellington, Duke of
Wheel, Deal, and Steal
Whitaker, W.J.
Wilde, Oscar
Wilshire Associates
work, wealthy and
Worldcom
Xiaoping, Deng
Yale Corporation Investment Committee
Yale University
Zaslavsky, Ilya
