Rick Stone's Fireside Discussion on the Current Trends in Alternative Investments

Hosted by Palm Beach Investment Research Group
December 8, 2023
2:00 PM - 3:00 PM ET

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.


  • Rick Stone

    Founder & Managing Partner
    Palm Beach Investment Research Group

    Rick Stone earned his J.D. from Columbia Law School, Mr. Stone has amassed extensive legal expertise, dating back to his earliest experience as a law clerk for the Honorable Charles Sifton of the United States District Court for the Eastern District of New York. Rick is a former partner at one of the countries oldest law firms, Cadwalader, Wickersham & Taft. He has been Lead Counsel on several major high profile successful consumer and securities class actions. Rick dedicates a substantial portion of time to philanthropy and is involved with numerous local and national charities such as the Community Foundation for Palm Beach and Martin Counties. Currently, Rick serves on the executive committee of Junior Achievement of the Palm Beaches, and teaches economics at Palm Beach Lakes High School as part of its volunteer program that teaches pre-law programs at local high schools. Rick is an adjunct law professor at Shepard Broad Law School, Nova Southeastern University. He is President and Co-Founder of the Palm Beach Investment Research Group Inc., a membership based not-for-profit corporation comprising a group of family offices and other active investors.


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.