Grant's Interest Rate Observer

Register today to hear from Todd Combs of JPMorgan Chase & Co. in discussion with Jim Grant at the Grant's Annual Fall Conference on Oct.13. https://lnkd.in/exTZMKrE Todd Combs leads the Strategic Investment Group of JPMorgan Chase's Security and Resiliency Initiative, directing and initial $10 billion in equity investments across industries considered critical to economic and national resilience. Prior to joining JPMorgan, Todd spent 15 years at Berkshire Hathaway, where he managed investments and served as the president and CEO of GEICO. Tuesday, October 13 The Plaza Hotel, New York City In person or via live webinar Discounted group rates are available Join us on Oct. 13 for a wide-ranging discussion as Todd shares his perspective on frontier tech., defense, reindustrialization, energy, biopharma, private vs. public investing and more. Don't miss your chance to join us. https://lnkd.in/exTZMKrE

For nearly forty years, the Grant's Annual Fall Conference has featured unconventional thinking and actionable investment ideas. This year is no exception. On October 13, that tradition continues with Marcus Frampton, CIO of the Alaska Permanent Fund Corp., who will present: "An allocator's perspective on private equity" As CIO of the Alaska Permanent Fund Corp., Marcus Frampton leads the investment strategy and asset management for the largest domestic sovereign wealth fund in the United States with $93.2 billion of AUM as of June 2026. Established in 1980, APFC manages and invests the assets of the Alaska Permanent Fund with an asset allocation designed to deliver a long-term investment return of CPI + 5%. Join us on October 13 as Marcus shares his perspective on private equity and presents a profile of an under-the-radar, publicly traded stock as an alternative for those who aren't worried about liquidity and are seeking value. Don't miss your chance to join us. Register today. https://lnkd.in/exTZMKrE

In two weeks, we convene for the 2026 edition of the Grant's Annual Fall Conference and it promises to be one of our most wide-ranging programs yet. On Tuesday, October 13, we will hear from: Todd Combs, JPMorgan Chase & Co. Marcus Frampton, Alaska Permanent Fund Corp. Thomas D. Gober, Thomas Gober Forensic Accounting Services Daniel Ivascyn, PIMCO Tony Pasquariello, Goldman Sachs & Co. Zachary Kurz, PinnBrook Capital Atish Nigam, Blackstone Alternative Asset Mgmt. Chris Rich, Burkehill Global Mgmt. Lee Robinson, Altana Wealth David Rosenberg, Rosenberg Research & Associates Inc. Join us in person at the Plaza Hotel or remotely via live webinar. It's an event you won't want to miss! https://lnkd.in/exTZMKrE

Private equity's infiltration of the life-insurance industry is a familiar topic to both the readers of Grant's and viewers of The Jim and Evan Show series. On Tuesday, October 13, two separate presentations at the Grant's Annual Fall Conference will focus on the risks that are accumulating in the U.S. life insurance sector. 1.Forensic accountant and former Mississippi Insurance Department examiner Thomas D. Gober, whose analysis has contributed to our reporting, will present: "The life and annuity industry: trouble ahead and trouble behind" Tom Gober is the founder and president of Thomas Gober Forensic Accounting Services. A former Mississippi Insurance Department examiner, Tom's primary focus has been examinations and investigations of complex accounting fraud schemes in the insurance industry's financial reporting. Tom was the featured guest in episode four of our Jim and Evan Show series. 2.The founder and chief investment officer of Altana Wealth, Lee Robinson, will present: "The big short 2" Lee Robinson turned a $20 million wager against subprime mortgages into $200 million during the financial crisis. Today, he is shorting major insurers as an indirect wager against trouble in private credit. Gober will examine the risks accumulating inside the industry. Robinson will explain why he believes those risks have created an investment opportunity. We hope you join us at The Plaza - or via live webinar - to hear both presentations. https://lnkd.in/exTZMKrE

Our biggest event of the year is nearly here. On Tuesday, Oct. 13, join us at the Plaza Hotel (or remotely, via live webinar), and you'll hear from our speakers as listed on our agenda, shown in full below. Seats are limited and demand is high. Don't miss your chance to join us. Register today https://lnkd.in/exTZMKrE

Register today to join Jim Grant and Evan Lorenz for the sixth installment of our year-long series of virtual, interactive events as they sit down and converse with David Einhorn, founder and president of Greenlight Capital, Inc. One hour of unfiltered conversation and your chance to listen in (and ask questions) live and online. https://lnkd.in/eQBz2Egq