Tag: Private Equity

Sentinel Trust Thanksgiving Investment Update – November 24, 2020

Sentinel Trust’s Investment team heads into the holidays by recapping year-to-date markets and providing an outlook for the last stretch of 2020.

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Sentinel Trust Mid-Year Investment Review and Outlook – August 4, 2020

Sentinel Trust’s Investment team reviews Q2 and the first half of 2020, and looks ahead to the market outlook for the remainder of the year.

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Private Capital Market Overview and Update – May 19, 2020

Our Investment team provides insight into Sentinel Trust’s approach to private capital markets, including the Firm’s general investment philosophy in these asset classes and recent fund considerations and commitments.

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Sentinel Trust Q1 2020 Market Update – April 8, 2020

Sentinel Trust’s Investment team provides their perspective on the markets, the Firm’s positioning, and investment opportunities during the first quarter of 2020.

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Letter from Our Chief Investment Officer – February 2020

Before diving into a recap of 2019 and our 2020 market overview, I want to thank each of you who has taken the time to meet with me over the past four months. It has been extremely helpful to understand the families we are serving and to hear firsthand your thoughts and honest feedback on…

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On Watch – September 2015

In this issue:
“Ten Due Diligence Questions for Private Equity Investors” by Dennis Montz, CFA, CAIA
“Choosing Your Retirement State” by Anne-Lise Wiegand, CPA, and David Zahn, CPA, CFP®
“Nurturing Family Togetherness” by Katherine J. Slater, JD

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On Watch – September 2014

In this issue:
“Best Habits of Private Investors” by D. Fort Flowers, Jr., CFA
“Estate Planning for Digital Assets” by Andrew B. Smith, JD
“Bringing Your Children into Your Business” by Ross W. Nager, CPA

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POSTED IN: Estate Planning, Governance, Investments, On Watch

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On Watch – August 2013

In this issue:
“Family Retreat Governance” by Ross W. Nager, CPA
“PE: 101—A Primer on Private Equity” by Dennis A. Montz, CFA, CAIA
“Considering Life After the Sale” by Lissa Gangjee, JD, CFP®

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