Thought leadership – we publish a new article every week
Venture Debt Is A Bright Spot In A Low Interest Rate World
A source of alternative yield
Apr 14, 2021 - Max Osbon ( 5 mins to read)
We all know about the fabulous returns from venture capital investing. If you were one of the early backers of Facebook, Google or Netflix, your return would be hundreds of times your initial investment. A common complaint among company founders is that early on, they sell too much equity for too little because they need the money for expansion. Venture debt is a long-standing alternative sourc...
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Sky High Expectations For Flying Cars
Separating hype from reality
Apr 7, 2021 - Max Osbon ( 6 mins to read)
The future of the flying car, eVTOL (electric vertical take off and landing) has gained considerable attention over the past year. Most recently, several SPACs have helped bring eVTOL technology to public markets at multi-billion dollar valuations. Considering the rapid pace of innovation today, it’s worth considering whether the hype matches reality. How should investors think about this emerg...
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Investing With Leverage
The good, the bad and the ugly.
Mar 31, 2021 - Max Osbon ( 7 mins to read)
With the $15B Archegos blowup over the weekend creating headlines, it’s a good time to revisit the role that leverage plays in investing. Leverage is a powerful tool that works both ways as it accelerates wins and losses. With the cost of debt at historically low levels, it can be tempting to borrow as much as possible. What types of leverage are typically applied by successful investors and wh...
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Osbon Capital Management is a family office and independent wealth management firm located in Boston. We provide comprehensive investment services to wealthy families and entrepreneurs. With no products to sell or shareholders to satisfy, we have candid, unbiased, thoughtful partnerships with our clients. We’ve worked hard to create an investor experience united by a shared purpose and shared values.
-Max Osbon
"Technology is both the problem and the solution. The problem is tech continues to be enormously disruptive. The solution and the antidote is to participate in that disruption by owning a piece of the future."
CONTACT -John Osbon
"Even though fiduciary rules are now widely known in investment management, very few families apply them consistently. Osbon Capital was founded according to the fiduciary rule, to put client interests ahead of the sales motivations of the investment industry"
CONTACT -Shruti Bansal
"Having worked at many wealth management firms, too often I see professionals firmly rooted in the status quo. Managers who adapt and pivot will out-think, out-strategize and out-execute their peers in any market environment."
CONTACT -Max Osbon
"It's always a good time to invest in the future. As long as you watch out for value traps and over-promised business models, progress and innovation are a formidable force of nature."
CONTACT -John Osbon
"We expect this bifurcated recovery to continue. One curious result from this episode is that the business cycle of boom and bust may finally be gone, thanks to the Fed."
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Your investments are carefully tailored to your unique financial needs and family priorities. Risk management, expenses and tax exposures are key.
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Utilizing best-in-class technology we provide comprehensive real-time reporting on all your assets, regardless of location.
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We coordinate strategies across multiple disciplines such as tax strategy, trust and estate planning, mortgage needs, life insurance etc.
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DetailsOsbon Chatter Cooking With Gas
The Larz Anderson Auto Museum presents Cooking with Gas, a culinary tour through Europe. Allow yourself to be transported to a European dream vacation through your taste buds! On Friday, April 16, join foodie Donna Keegan via Zoom in making Chicken Provençal with baby spinach salad, saffron rice, and red wine poached pears. Friday, April 16 6:30pm - 8:00 pm
