Rick Stone

Title
Founder & Managing Partner
@
Company
Palm Beach Investment Research Group

Rick Stone earned his J.D. from Columbia Law School, Mr. Stone has amassed extensive legal expertise, dating back to his earliest experience as a law clerk for the Honorable Charles Sifton of the United States District Court for the Eastern District of New York. Rick is a former partner at one of the countries oldest law firms, Cadwalader, Wickersham & Taft. He has been Lead Counsel on several major high profile successful consumer and securities class actions. Rick dedicates a substantial portion of time to philanthropy and is involved with numerous local and national charities such as the Community Foundation for Palm Beach and Martin Counties. Currently, Rick serves on the executive committee of Junior Achievement of the Palm Beaches, and teaches economics at Palm Beach Lakes High School as part of its volunteer program that teaches pre-law programs at local high schools. Rick is an adjunct law professor at Shepard Broad Law School, Nova Southeastern University. He is President and Co-Founder of the Palm Beach Investment Research Group Inc., a membership based not-for-profit corporation comprising a group of family offices and other active investors.

Past Speaking Events

  • Buying Loans & Charged Off Debt from Peer to Peer Marketplaces, Regional Banks & Other Secondary Sources
    hosted by Oak Shore Capital
    July 16, 2020
    3:00 PM - 4:00 PM
    Panel
  • Family Offices and Alternative Investments in 2022
    hosted by FLAIA
    December 2, 2021
    3:30 PM - 4:00 PM
    Panel
  • Stone Family Office - Rick Stone Fireside Chat - The State of Alternatives
    hosted by Palm Beach Investment Research Group
    December 2, 2022
    12:30 PM - 1:30 PM
    Panel
  • Environmental, Social, and Governance: ESG Truth or Tale?
    February 16, 2023
    1:00 PM - 2:00 PM
    Webcast
  • A Candid Conversation with Rick Stone: Unraveling the Silicon Valley Bank Collapse and Its Consequences for Shareholders
    hosted by FLAIA
    March 29, 2023
    1:00 PM - 2:00 PM
    Webcast
  • Rick Stone's Fireside Discussion on the Current Trends in Alternative Investments
    hosted by Palm Beach Investment Research Group
    December 8, 2023
    2:00 PM - 3:00 PM
    Webcast

About Palm Beach Investment Research Group

PBIRG is a membership based not-for-profit corporation in Florida; comprising a group of high-net-worth individuals that are active investors, investment professionals, and family office members and executives. Members share and benefit from the group’s collective investing intelligence and from monthly presentations by targeted investment professionals. Members are diverse but many are entrepreneurs who have transitioned to being full time investors; and who wish to participate on a monthly basis in a peer-to-peer learning experience that is independent from major institutional investment advisors. Most group events take place in Palm Beach, one of the wealthiest and most exclusive locales in the world. Group events provide a safe, collegial and stimulating environment for members to discuss and share actionable investment ideas, as well as other issues relating to significant wealth. Members, by virtue of their financial resources, can be overwhelmed by investment advisors and offerings of all kinds. The ability to discuss opportunities in an unbiased and trusted environment of peers that are not selling products/services is therefore one of the major benefits of membership.