Markets
Obsidian Memo] The Great Re-Entry: Strategic Realignment and the Industrialization of Private Capital in the 2026 Financial Services Landscape
Obsidian Memo] Davos 2026: Reflections on Geopolitics, AI, Energy, and the Future of Sustainable Capitalism
Obsidian Memo] 1929 — Lessons from the 1929 Crash & A Reminder That Craft Still Wins (ft. Andrew Ross Sorkin's London Talk)
Lessons from the 1929 crash + Andrew Ross Sorkin’s London talk: what today’s CIOs must learn about hidden leverage, AI-driven growth illusions, and trust decay—plus reflections on leadership, policy, and a signed-copy moment for a New Yorker in London.
Leadership] FII - the Board of Changemakers Summary: Geo-Economics 2025: AI Power, Tokenized Finance, and the New Capital Map
Top CEOs explain how AI data-center power, tokenization, and GCC reforms are reshaping capital flows. Why U.S. growth, private markets, and M&A lead—and why power infrastructure is the decade’s bottleneck.
Leadership] The new face of wealth: The rise of the female investor (ft. McKinsey Report)
The rise of female investors. A great wealth transfer means women will control $34 trillion—about 38 % of U.S. assets— and £11.4 trillion—about 47 % of EU assets—by 2030. Learn how this shapes purpose-driven investing, risk management, sustainable investing and calls for advisor diversity.
Leadership] Bloomberg Women, Money & Power 2025 event in London (Oct 1, 2025)
Bloomberg Women, Money & Power 2025—AI, sustainable investing, private markets, M&A, women’s wealth and leadership. Insights from Google, Apollo, State Street, Franklin Templeton, JP Morgan, Goldman Sachs, PIMCO, Blackstone, Brown and Northwestern Endowments, Edmond de Rothschild, etc.