event header image
https://flaia-cms-assets.s3.amazonaws.com/PBIRG_Logo_3d9a39d5c9.jpg

Palm Beach Investment Research Group

PBIRG is a membership based not-for-profit corporation in Florida; comprising a group of high-net-worth individuals that are active investors, investment professionals, and family office members and executives. Members share and benefit from the group’s collective investing intelligence and from monthly presentations by targeted investment professionals. Members are diverse but many are entrepreneurs who have transitioned to being full time investors; and who wish to participate on a monthly basis in a peer-to-peer learning experience that is independent from major institutional investment advisors. Most group events take place in Palm Beach, one of the wealthiest and most exclusive locales in the world. Group events provide a safe, collegial and stimulating environment for members to discuss and share actionable investment ideas, as well as other issues relating to significant wealth. Members, by virtue of their financial resources, can be overwhelmed by investment advisors and offerings of all kinds. The ability to discuss opportunities in an unbiased and trusted environment of peers that are not selling products/services is therefore one of the major benefits of membership.

Associated Speakers

Rick Stone
Founder & Managing Partner

Past Speaking Events

  • Rick Stone's Fireside Discussion on the Current Trends in Alternative Investments
    December 08, 2023
    14:00 PM - 15:00 PM
    Webcast
    View Details

    Join us for an engaging fireside conversation with Rick Stone, a prominent figure from the Palm Beach Investment Research Group. This exclusive group, formed by a network of family offices and dedicated investors, focuses on exploring the dynamic landscape of family office investments. Rick will share valuable insights from his own family office and discuss the collaborative investment approaches within this elite circle. The discussion will delve into a spectrum of topics, from macroeconomic elements like interest rates and foreign exchange dynamics to diverse investment domains such as listed stocks and bonds, direct and private lending, hedge funds, private equity ventures, and the evolving realm of cryptocurrencies. This session promises to be a deep dive into the trends and strategies shaping today's investment world.

    • Rick Stone's investment insights and role in Palm Beach Group.
    • Collective strategies in family office investments.
    • Trends in interest rates and foreign exchange.
    • Focus on equities, debts, and direct lending.
    • Emerging trends in private equity and cryptocurrencies.

    Speakers: Rick Stone

  • Stone Family Office - Rick Stone Fireside Chat - The State of Alternatives
    December 02, 2022
    12:30 PM - 13:30 PM
    Panel
    View Details

    Fireside chat with Rick Stone of Palm Beach Investment Research Group, a membership based not-for-profit corporation consisting of a large group of family offices and other active investors. The discussion will cover a range of trends emerging from single family office investment appetite. Rick will provide insights into his family office and the club of families that invest in various alternative investment strategies. The conversation will cover macro economic trends like rates and foreign exchange, listed equities and debt, direct lending, private debt, hedge funds, private equity, cryptocurrencies and more.

    • Performance review of various alternative investment strategies
    • Expectations and outlook for various alternative investment strategies
    • What do family office want at this point of the economic cycle?
    • How have higher interest rates changed the way family offices think about risk?
    • Liquidity profiles and what family office want from their investment managers?

    Speakers: Michael Corcelli and Rick Stone