We've Thought Deeply About the Issues that Affect Attorneys
Attorney-Specific Blog Posts
Career and Negotiation
Financial Planning
- Financial Planning for Attorneys in Manhattan - Part One
- Financial Planning for Attorneys in Manhattan - Part Two
- Financial Planning for Attorneys in Manhattan - Part Three
- Investors Should Focus on Planning Alpha, not Investing Alpha
- Tax Alpha
- Why Individual Investors Underperform Institutional Investors
- Taxes - Another Killer of Attorney Returns
- Bantam Introduces the Family Strategy Book
- Using the Stock Market Rally to Fund Charitable Commitments
Risk Management
Investing
- Bantam Inc. Launches Fiduciary Services for Attorneys
- The Typical Balkanized Attorney Portfolio
- Reducing Attorney Fees (Investment Fees, that is)
- Attorney Diversification Using Custom Indexes
- Investing for Attorneys - Using Blind Trusts
- Wealth Confiscation by Your Three Investment "Partners"
- Top 5 Problems of UHNW Investor Portfolios – White Paper
White Papers
Bantam’s white papers continue our tradition of thought leadership in multiple areas ranging from investments, finance and economics to risk management.
De-Risking Attorney Balance Sheets
Attorneys face a unique set of risks due to their industry and firm locations. This case study unpacks those risks using the Total Wealth and Company Town Risk(tm) frameworks.
Top 5 Problems of UHNW Investor Portfolios
Most ultra-high net worth investor portfolios are afflicted by five problems that cost them in fees, performance, and increased risk. Read this white paper to learn about them and then take the one-page self-evaluation to measure your exposure to these problems.
Complexity Risk:
A New Risk Category
A New Risk Category
Investors face a risk that has gone virtually unnoticed, unmentioned, unmeasured, and which from time to time destroys their capital. This risk arises from the complexity of investments. In this white paper, Bantam CEO Jack Duval unpacks the elements of complexity risk and how to avoid it.
Before You Go In-House: Diligence!
Making a move from law firm partner to in-house counsel entails significant risks.Extensive due diligence is the only way to know and weigh those risks in order to evaluate an offer.In this case study, Bantam CEO Jack Duval uses a real-world example of an in-house move that went bad to bring those risks to life and to suggest other diligence that could have been undertaken.
Blog Series
Jack Duval has developed many original lines of thought in his blog posts. We have highlighted some of the bigger themes below.
NOTE: We may or may not have positions in any securities we discuss in Bantam blog posts, podcasts, videos, and other media, and may change those positions at any time. Any securities mentioned in any Bantam media is in no way an investment recommendation.
Law Partners
A series of blog posts exploring investment risks and strategies unique to law firm partners, whether at AmLaw 20 or small plaintiffs firms.
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Entrepreneurs
This series focuses on addressing issues related to capitalizing and monetizing closely held businesses, as well as investing away from the business.
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Ultra-High Net Worth Families
Often ultra-high net worth families will have built there wealth around one or more operating businesses. This series deals with issues related to the family business and how families can invest in light of those large concentrated exposures.
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Investments
A variety of posts dealing with both top-down macro investment trends and individual investments.
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Risk
Bantam CEO Jack Duval explores the perennial topic of risk. Jack unpacks his thinking including his groundbreaking work on complexity as a discrete risk factor, the rise of environmental risks as a serious investment consideration, and his identification of Company Town Risk (tm) as an undiagnosed factor that can exist across all an investor's assets.
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Cryptocurrencies
While cryptocurrencies have existed for roughly eight years, their adoption is still in the early phase. In this series, the factors affecting cryptocurrency adoption are explored in detail.
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Interviews
Jack Duval interviews experts who work with entrepreneurs and family-owned businesses.
An Ill Wind
Blows Through
Municipal
Finance
Analysis of the increasing risks to municipal bonds posed by the aging U.S. population, the new normal of low U.S. growth, underfunding public pensions, and rising fixed costs due to employee and retiree health care obligations.
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