William Blair Thinking
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Investment Management
Behind Korea’s Thriving Medical Aesthetic Industry
Richard Reznick, Ph.D., speaks to us from Korea, where the medical aesthetic industry is providing unique investment opportunities.
Read morePrivate Wealth Management
Developing Pathways to Planned Giving and High-Impact Philanthropy
Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.
Read moreEquity Research
How AIOps Helps Unlock New Efficiencies in an Increasingly Complex IT Landscape
Equity analyst Jake Roberge explains the increasingly important role the observability and AIOps software markets are playing for businesses of all sizes, why these platforms are gaining momentum over legacy monitoring tools, and the key trends he’s seeing throughout the sector.
Watch the videoInvestment Banking
Leverage Loan Volume in Q1 Eclipses 2023
Q1 institutional loan volume hit its highest total since 2021, revitalizing leveraged finance markets after a humdrum 2023. With higher deal volume, anticipated rate cuts, and a more encouraging economic outlook, lenders are optimistic about the remainder of 2024.
Read moreInvestment Management
Japan: 3 Key Healthcare Themes
Richard Reznick, Ph.D., discusses three key healthcare themes in Japan while on the ground in Tokyo.
Read moreEquity Research
Monthly Macro with Richard de Chazal—April 2024
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal puts inflation and Fed rates under a microscope, explains the correlation between gold prices and bond yields, and discusses the Fed’s independence when it comes to policy changes during an election year.
Listen to the podcastPrivate Wealth Management
Applying for College Financial Aid
What you need to know about applying for financial aid and enhancing your family’s aid eligibility.
Read moreInvestment Management
Economic Diversification in Saudi Arabia
Research Analyst Bryan Shea explains how Saudi Arabia’s Vision 2030 plan is impacting the Kingdom’s economy and investment opportunities across the region.
Watch the videoInvestment Banking
Buy-Side Tactics—and Mistakes to Avoid
Whether a founder-owned business is considering its first acquisition or executing a defined consolidation strategy, there are effective tactics to gain a competitive edge. There are also some common mistakes.
Read morePrivate Wealth Management
Your Estate Plan – Capture the Golden Opportunity Before It Sunsets
Absent further legislation, The Tax Cuts and Jobs Act will sunset on January 1, 2026, reverting to 2017 levels, adjusted for inflation, or approximately $7M per taxpayer. As a result, wealthy individuals and families will be subject to significantly more federal estate tax in 2026 than they are today.
Read morePrivate Wealth Management
Quick Reference Guide to Retirement Plans
Understanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.
Read moreInvestment Banking
CMMC 2.0 Set to Materially Expand Cyber and Regulatory Compliance Market
The 220,000+ companies that contract with the Department of Defense will soon face a significantly expanded regulatory framework—known as CMMC 2.0—designed to thwart increased cyber threats and secure the defense industrial base.
Read morePrivate Wealth Management
Life After Employee Benefits
In addition to retirement considerations, any employee preparing to leave a job should plan for life after employee benefits.
Read moreInvestment Banking
AviationPros Podcast: Addressing Trends and Concerns in the FBO Industry
Josh Ollek, managing director of William Blair’s Aerospace, Defense, and Government Services team, recently joined the AviationPros Podcast. Ollek discussed how high demand for private aviation—spurred by persistent delays and cancellations on commercial flights—has created a hangar shortage across the country. He also outlined electrification trends in private travel and among fixed-base operators.
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