News

Liqian Ma on What’s Next for Impact Investing

Global Head of Sustainable and Impact Investing, Liqian Ma, was recently profiled in Crain Currency. In the article Liqian discusses growing up in China and how his experiences as part of a working-class immigrant family in the U.S. informed his path to investing for both positive returns and the impact on our environment, communities and […]

July 2023

Cambridge’s Celia Dallas on the Death of 60/40, Geopolitical Risk and Inflation

Chief Investment Strategist Celia Dallas met with Pensions & Investments to discuss how Cambridge Associates builds bespoke and diversified portfolios for its clients. Celia addresses how to think about investment strategy and asset class allocation based on risk and return objectives, the role of illiquid assets within a portfolio, and how to navigate the energy […]

July 2023

Empowering Female Fortune: Insights for Family Offices and UHNW Women

Cambridge Associates met with Crain Currency to discuss gender diversity in family offices. As women contribute more financially to their families than ever and move increasingly into the ultra-high-net-worth space, it’s prudent that family offices ensure that women have full decision-making capacity when managing wealth. In the article, leaders from Cambridge Associates’ Private Client Practice […]

July 2023

The Cost of Being Wealthy

Families of wealth are always curious about wealth management costs and often want to benchmark those expenses against their peers. Costs are an important consideration when devising an overall wealth management strategy. What is the right price and how is it determined? In this Barron’s PENTA article, Managing Director Charlie Grace shares an approach families can take to […]

June 2023

A Masterclass in Digital Asset Investing

Joe Marenda, Head of Hedge Fund Research and Digital Assets Investing at Cambridge Associates, sat down with the hosts of the Dakota Live! Podcast to share how the firm continues to innovate for clients in the exciting world of blockchain technology. In the episode, Joe takes listeners through his experience of building the first blockchain […]

June 2023

Cambridge Associates Welcomes its Next President and Head of Global Investing, Samantha Davidson

BOSTON, May 23, 2023 – Global investment firm Cambridge Associates (CA) has appointed Samantha Davidson as the firm’s next President and Head of Global Investing. As a member of the executive leadership team, Ms. Davidson will report directly to the Chief Executive Officer, David Druley, when she joins in July. In her new role, Ms. […]

May 2023

OCIO Shares Offensive and Defensive Strategies to Build Portfolios to Last Generations

In a interview with Insider, former Head of the North American Retirement, Insurance & Government Practice Sona Menon outlined the investment decisions an OCIO makes for clients that are designed to weather all conditions due to a balanced bottom-up approach based on client objectives rather than a top-down approach that tries to navigate recessionary risk. […]

May 2023

After Nearly 40 Years, Sandra Urie Retires From Cambridge Associates

In celebration of Women’s History Month, we look back at Cambridge Associates’ own history and legacy of investing in women. Ahead of her upcoming retirement, Chairman Emeritus and former CEO, Sandra Urie, met with Institutional Investor to reflect on her career at Cambridge Associates. Read the full article where Urie discusses women in the workplace, […]

March 2023