Browsing Tag
Investment Instruments
12 posts
Alts Are the New Black: Building Smarter Private Portfolios
A practical guide to private market investing — from PE to real assets — for investors looking to build smarter, more resilient portfolios.
PPLI: A Strategic Tool for Global Families
Private Placement Life Insurance (PPLI) offers UHNW families tax efficiencies, investment flexibility, and global mobility for effective wealth planning, making it essential for complex cross-border financial strategies.
Evergreen Funds: A Gateway to Private Market Investing
Evergreen funds are innovative open-ended investment vehicles offering long-term flexibility and gradual capital deployment. They provide easier access to private markets.
Investing in Affordability: How Private Capital Can Build a Stronger Future
The U.S. faces an affordable housing crisis, necessitating private capital investment alongside government support. Responsible strategies can yield stable returns while addressing social challenges and revitalizing communities.
Entrepreneurship Through Acquisition: A New Path to Business Ownership and Investment
Entrepreneurship Through Acquisition (ETA) is emerging as a viable investment strategy, offering lower risks and strong returns by acquiring established businesses, appealing to a diverse range of investors.
Continuation Funds: Why GPs Are Doubling Down on Their Best Bets
Continuation funds enable private equity managers to extend the life of high-performing assets, providing liquidity solutions while aligning interests of GPs and LPs amidst evolving investment landscapes.
Special Purpose Vehicles (SPVs): A Primer for Investors
Explore the structure and benefits of Special Purpose Vehicles (SPVs) for investors. Learn how SPVs offer exposure to securitized assets, risk isolation, and diversified investment opportunities.
Real Estate Investment Avenues : An Overview
An exploration of real estate investment avenues, including direct purchases, REITs, private equity funds, and crowdfunding platforms. Ideal for those getting started and exploring investment opportunities.
Simple Agreement for Future Equity (SAFE): An Overview
SAFEs (Simple Agreements for Future Equity) are popular fundraising tools for early-stage startups, offering a standardized and straightforward way to raise capital. They provide flexibility for founders and low legal costs for investors, making them ideal for pre-revenue or early-revenue businesses.
Preferred Equity: An Overview
Preferred equity in early-stage financing is discussed in this blog post, covering its advantages for companies and investors, key terms, and a practical example.