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PortfolioEllen Sheng2022-03-29T15:48:57-04:00
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Ellen Sheng2025-03-17T15:46:17-04:00

The personal cybersecurity concierge is a new perk

CNBC

Cybercriminals aren’t just targeting billionaires. Increasingly they’re eyeing wealth managers, family offices and executives.

Ellen Sheng2024-06-05T14:58:16-04:00

Taking Private Public: How Alts Managers Can Crack the Wealth Market

FundFire

Alternative investments firms are investing and innovating to meet growing demand from wealthy individuals.

Ellen Sheng2024-06-05T14:49:22-04:00

AI Trends in Financial Management

Citizens

This survey of mid-size company CFOs and private equity finance leaders explores where companies are going with AI.

Ellen Sheng2024-05-28T14:47:45-04:00

Amazon is trying to get rid of its signature brown boxes

CNBC

The retail shipping giant has a long way to go to reduce packaging.

Ellen Sheng2024-05-28T14:38:54-04:00

Generative AI financial scammers are getting very good at duping work email

CNBC

Companies are falling prey to financial scams that deploy the generative AI to amplify traditional phishing techniques.

Ellen Sheng2024-05-28T14:40:13-04:00

Demystifying Volatility

LGT

Market fluctuations are normal and largely unavoidable, but are they also something to fear?

Ellen Sheng2025-03-17T14:26:18-04:00

Most Americans aren’t ready for the ‘Great Wealth Transfer’

Citizens

Americans seem to be unsure when to seek help from a financial advisor. Some hesitate to reach out unless they have a windfall of $1 million or more.

Ellen Sheng2024-05-28T14:20:47-04:00

The Library of Mistakes: Learning from investment errors

LGT

We all want to learn from our mistakes. The Library of Mistakes is on a mission to bring this mindset to finance.

Ellen Sheng2024-05-28T14:43:12-04:00

Insurers are seeking a way to make money from your climate change travel anxiety

CNBC

Insurance models are being upended by extreme weather, but one insurance niche is getting a boost amid the chaos. More travel and disrupted travel plans have meant more interest in travel insurance.

Ellen Sheng2024-02-06T17:15:27-05:00

Women’s Groups Fight to Keep Talent in the Industry

WSJ Pro Private Equity

Despite efforts to increase parity in the industry, women are still a minority, particularly in senior investing roles.

Ellen Sheng2024-06-05T15:57:59-04:00

CLOs take a pause amid signs of distress

WSJ Pro Private Equity

Rising default rates and rating downgrades are triggering warning signs about credit stress, putting pressure on collateralized loan obligations.

Ellen Sheng2025-03-17T10:14:01-04:00

Digital Finance: Where Business and Next-Generation Technology Intersect

Bloomberg Media

In the span of a decade, CFOs have gone from being the scorekeepers to playing on the field – helping the team craft its offensive capabilities when the rules of the game are constantly changing.

Ellen Sheng2023-09-11T22:16:21-04:00

What diabetes is revealing about the benefits and risks of personal medicine connected to the internet

CNBC

The internet of things for personal health comes with many benefits but also new cybersecurity risks.

Ellen Sheng2022-03-27T14:31:18-04:00

Investing in plant-based meat: are you missing out?

LiveKindly

Why millennials are betting big on sustainable businesses poised to change the food system.

Ellen Sheng2023-02-14T23:42:23-05:00

Big food automation is making its way to Main Street’s menu

CNBC

Small businesses are investing in self-ordering kiosks, packaging bots and inventory-tracking robots are becoming less expensive.

Ellen Sheng2023-09-11T21:59:06-04:00

On Main Street, the need to take on more debt is rising with inflation

CNBC

Higher costs due to goods inflation, supply chain struggles, and rising wages are pushing small business owners to loans.

Ellen Sheng2022-03-14T22:04:00-04:00

Why the infrastructure bill could bring electric vehicles up to speed

JLL

Electric vehicles are here, but where are the charging stations?

Ellen Sheng2023-01-27T14:07:13-05:00

4 Wealth planning considerations for clients with illnesses or disabilities

Forbes Brandvoice

There’s no one-size-fits-all approach when it comes to wealth management—especially when chronic illnesses and disabilities are involved.

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