On September 28, Rebalance held its inaugural Book Club exclusively for clients. The event, held in a studio in New York City and virtually streamed throughout the U.S., featured Rebalance Senior Vice President of Wealth Management & Deputy Chief Investment Officer, Dan Mavraides, joined by longstanding Rebalance Investment Committee member Charley Ellis.
In a fireside chat, Dan and Charley discussed Great American Investments, Charley’s latest book. Published in June 2026, the book examines 14 public investments that helped shape the United States. The conversation explored how several of those investments influenced American society, culture, and the economy over time.
Ahead of the Book Club event, Rebalance Managing Director Mitch Tuchman published a review of Great American Investments. Tuchman highlights how public investments such as the Louisiana Purchase and Social Security faced opposition at the time and went on to benefit generations of Americans. He connects those examples to a principle that has long guided Charley Ellis’s approach to investing: weigh the immediate costs of a decision against its potential long-term benefits.
Following the inaugural event, Rebalance plans to host at least one Book Club discussion each year exclusively for clients. Future newsletters and email announcements will include details on how to register and request a copy of the featured book in advance.
