Phil Huber (@bpsandpieces) 's Twitter Profile
Phil Huber

@bpsandpieces

Head of Portfolio Solutions at Cliffwater 🌊 | RIA Intel's 2023 CIO of the Year 🏆| The Allocator's Edge 📗 | Bps & Pieces 👨🏻‍💻 | Pro Wrestling Aficionado 🤼

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linkhttp://bpsandpieces.com calendar_today09-04-2009 12:43:56

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Every month I publish The Paper Trail, a curation of the best investment research I can find. June’s edition features: 🧮 Diversification within trend-following 🚀 Growth equity in PE 🏢 The state of core real estate 🧵 Direct lending advantages vs BSL 📡 Bond market signals

Every month I publish The Paper Trail, a curation of the best investment research I can find.

June’s edition features:

🧮 Diversification within trend-following 
🚀 Growth equity in PE
🏢 The state of core real estate 
🧵 Direct lending advantages vs BSL
📡 Bond market signals
Phil Huber (@bpsandpieces) 's Twitter Profile Photo

Played my first round of golf today ☝🏼⛳️ Pressure was low - was just me and my dad, didn’t keep score. Some embarrassing shots, but hit some missiles too. I still suck, but I had an absolute blast. Will be back out soon!

Played my first round of golf today ☝🏼⛳️

Pressure was low - was just me and my dad, didn’t keep score.

Some embarrassing shots, but hit some missiles too.

I still suck, but I had an absolute blast. Will be back out soon!
Phil Huber (@bpsandpieces) 's Twitter Profile Photo

Was excited to see this waiting on my doorstep when I returned from 4th of July holiday travels. Thanks Nick Maggiulli! Nick’s inaugural smash hit book, Just Keep Buying, shined a spotlight on his pragmatic, data driven approach to money management. His much anticipated

Was excited to see this waiting on my doorstep when I returned from 4th of July holiday travels. Thanks <a href="/dollarsanddata/">Nick Maggiulli</a>!

Nick’s inaugural smash hit book, Just Keep Buying, shined a spotlight on his pragmatic, data driven approach to money management.

His much anticipated
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🎵 Oh no, what's this? A spider web, and I'm caught in the middle So I turned to run The thought of all the stupid things I'd done 🎵 x.com/i/status/19458…

Phil Huber (@bpsandpieces) 's Twitter Profile Photo

Every month I publish The Paper Trail, a curation of the best investment research I can find. July’s edition features: 🚗 Rearview-mirror return expectations 🚫 Emerging markets: with or without China? 🚪 Private equity exit activity 🏗️The spectrum of infrastructure assets

Every month I publish The Paper Trail, a curation of the best investment research I can find.  

July’s edition features:

🚗 Rearview-mirror return expectations 
🚫 Emerging markets: with or without China?
🚪 Private equity exit activity
🏗️The spectrum of infrastructure assets