Bill Hortz

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Observations On Investing Through Market Disruptions And Crisis

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What are the ramifications for investment managers in dealing with a business environment of accelerating change?

A Deep Dive Into The Municipal Bond Market

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The municipal bond market is fragmented with many issuers and buyers with different needs.

Entrepreneurial Ecosystems--The Ultimate Community Engagement Strategy

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Entrepreneurial ecosystems are being developed to dynamically drive innovation, economic development and massive wealth creation.

Modernizing Estate Planning For Financial Advisors

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Having a holistic financial business model and product/servicing offering can be a very competitive and engaging way to grow your business.

A Dynamic Approach To Managing Alternative Investments

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Understanding the issues and benefits around developing a managed alternatives strategy.

Getting Serious About Customer Experience

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The purpose of a business is not merely to make a profit but, more importantly, to make customers.

Personalized Investing And Tax Management At Scale

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New technology advances are changing the game for investment personalization.

Generating Income By Harnessing Volatility

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The current VUCA environment (Volatility, Uncertainty, Complexity and Ambiguity) is presenting a growing challenge to the investment management industry.

Creating Unique Applications For NFTs

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How NFT design and applications can heighten business communities.

An Alternative Income Strategy

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How asset managers are using options in their portfolio construction.

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