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Managing Concentrated Wealth: Research, Perspectives, and Practical Insights

Reported by Aqr
Aug 6, 2026· 1 min read
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AQR Principal Nathan Sosner was guest co-editor for a special issue of The Journal of Wealth Management on managing concentrated wealth. Drawing on behavioral finance, investment analysis, wealth planning, and practitioner experience, the issue offers practical perspectives on navigating the transition from wealth creation to wealth preservation.

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Aqr Managing Concentrated Wealth: Research, Perspectives, and Practical Insights