Why We Built Harbor Ridge: Lessons from 27 Years on the Front Lines of Investing
Starting an independent firm isn't just hard—it looks a little nutty on paper. After 27 years on the front lines of investment management, Betsy shares the defining moments, broken promises, and industry flaws that compelled her and Jason to co-found Harbor Ridge together.
Beyond the Black Box: Why ‘Proof over Labels’ is the New Standard for the $124 Trillion Wealth Transfer
The wealth transfer isn't just a change in ownership; it’s a shift in the world’s financial DNA. As a new guard of investors moves from the 'age of trust' to the 'age of proof,' traditional black box ESG ratings are failing to meet the demand for rigorous verification. In this new era, the industry must move beyond marketing brochures to provide the transparency this capital requires.
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