Reading Lists
Structured learning paths designed to build expertise in specific areas of investment management. Each list combines foundational theory with practical insights from leading practitioners.
New CIO Essentials
A carefully curated introduction to the core concepts, frameworks, and philosophies that every new Chief Investment Officer should master. This reading path covers portfolio theory, governance, manager selection, and the wisdom of legendary investors.
Behavioral Finance Foundations
Explore the cognitive biases, emotional pitfalls, and psychological factors that influence investment decisions. Essential reading for understanding why markets behave irrationally and how to avoid common behavioral traps.
Alternative Investments Deep Dive
A comprehensive exploration of private equity, hedge funds, real assets, and other alternatives that have become central to institutional portfolios. Understand the characteristics, risks, and implementation challenges of non-traditional investments.
Family Office Governance
Essential reading for family offices navigating the complexities of multi-generational wealth transfer. Covers governance structures, succession planning, and the unique challenges of managing family capital.
Crisis Preparedness
Study the patterns, causes, and aftermath of financial crises throughout history. Understanding past market dislocations is essential for building resilient portfolios and maintaining composure during turbulent times.
Building Your Knowledge Foundation
These reading lists are designed to be completed in order, with each paper building on concepts from previous readings. We recommend dedicating focused time to each paper and taking notes on key insights before moving to the next.