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Update on the Economy

Paul Sloate, CEO Green Drake Advisors, LLC

When: February 9, 2024, 8:30am-10am

Paul Sloate’s career spans over 30 years advising individuals, families, businesses, and institutions on wealth management, investment management, and global economics, serving in senior roles with companies such as Wellington Management and BlackRock Financial Management. Mr. Sloate has appeared on TV on numerous occasions to share his expertise with the public and hosted Money Matters TV for many years. In addition to his time given to sharing his knowledge, Mr. Sloate has served on industry bodies such as the Financial Accounting Policy Committee of the Association for Investment Management & Research

Insights & Resources

September 4, 2026

AI Governance That Works in Growth Companies 

By Dave Taddei  The economics of software are changing quickly, creating new choices for growth companies and their boards. For
September 4, 2026

The 5 Board Questions That Surface Risk Before Diligence Does 

By Jim Morozzi   Diligence has a way of finding the small cracks in a company’s foundation. Issues that seem manageable during the
August 5, 2026

When Ownership Starts to Fade: Board Interventions That Restore Alignment Before Scale Slows Down 

By Francesca Molinari  Boards routinely review financial performance, strategic priorities, capital allocation, and risk. Those discussions are essential, but I believe
July 1, 2026

Leading What You’ll Hand Off: Stewardship Lessons from 110 Years of Independent Leadership

By William “Bill” Jones A dusty closet of long-forgotten oil portraits is not where you would expect to find lessons
June 19, 2026

Pricing Is a Strategic Decision, not a Sales Tactic 

By Syd Weinstein Most growth companies think about pricing too late, and for the wrong reasons.  It usually comes up
May 27, 2026

Value Creation Levers That Survive Diligence 

By Robert L. Reisley  Most founders and boards have a clear sense of what is driving their growth. What they are

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  • Insights & Resources
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