Post Date
November 6, 2009
October 24, 2009
October 1, 2009
October 1, 2009
October 1, 2009
September 21, 2009
September 6, 2009
August 7, 2009
July 3, 2009
June 26, 2009
June 5, 2009
May 28, 2009
May 29, 2009
May 4, 2009
May 2, 2009
April 25, 2009
April 13, 2009
April 9, 2009
April 4, 2009
April 3, 2009
March 30, 2009
March 27, 2009
March 23, 2009
March 21, 2009
Project Updates
Stephen will be in California November 11 1nd 12. Contact us to schedule to meet.
Stephen will be in NYC October 27 through 29. Join us for happy hour (6-7) on Wednesday, October 28, at Butterfield 8 (5 East 38th St). Give Stephen's name at the door. Or, contact us to schedule to meet.
Meetings in New York this week were very productive - details available in upcoming monthly status report.
Paper on Conflicts of Interest to be published by Family Office Exchange in upcoming FOX Connects.
This recent article in The Economist points to the classic principal-agent problem in banks as a factor leading to overexpansion of the finance industry. It suggests that agents (ie, banks) have an information advantage over clients (principals), and so can over charge and sell complex, and socially useless, finance products.
Stephen will be in NYC for meeting with FDIC and potential partners September 28 through October 1. Contact him if you would like to meet.
Stephen will be in NYC for meetings September 9 and 10. Contact him if you would like to meet.
Contact us to obtain a copy of the business plan.
Gayllis Ward joins project team. See her biography on the updated Team page.
The team had a very productive meeting with prospective principals in New York on June 24. See the presentation on the Project Confidential page. Results and next steps will be reported shortly.
The Mutual Private Bank project was profiled in cover article in the June edition of CNBC European Business. Click here to read the article.
Aileen Doherty has joined the project team. See her biography on the updated Team page.
Stephen will be in New York June 1 through June 5 to meet with members of the virtual project team and prospective principals. Please contact him if you would like to meet.
May Project Status Report has been posted to Project Documents.
George Bollenbacher has joined the project team. See his biography on the updated Team page.
The preliminary pro forma is now posted to the password protected Project Documents page. Please contact me if you would like access.
Read article by Gretchen Morgenstern in The New York Times about Jack Bogle.
I will be in New York April 22 through 24. Please contact me if you would like to schedule a meeting.
Read article in The Economist about changes in private banking.
Suggestion Box has been added to Project Confidential page. You can add, view, vote, and comment on the features, services, and products you want from your ideal private bank. Contact me for password.
I plan to be in New York in the latter part of April. Please contact me if you would like to schedule a meeting.
I am currently in discussions with prospective sponsors to assist with the business plan. If you would like to learn more, please contact me.
I am in New York through March 27 meeting prospective principals. Please contact me if you would like to schedule a meeting.
Please see new Resources and Suggested Reading page for links to independent analysis and government statute and regulation.
This website is for information purposes only. The entity described in the related project information is not a bank (yet). The contents of this website do not constitute a solicitation of any kind, nor an offer of banking services. Read the full disclaimer.