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.
Browsing Tag
Investment Instruments
35 posts
Content focused on the mechanics of investing, exploring different investable assets, vehicles, and strategies used across private markets.
Collateralized Fund Obligations: Unlocking Liquidity in Private Markets
Collateralized Fund Obligations (CFOs) enhance liquidity in private markets by securitizing illiquid fund interests into structured investment products, balancing risk and return while addressing capital efficiency.
The New Liquidity Playbook: Balancing Flexibility and Growth in Private Markets
How innovative financial structures like evergreen funds, private asset ETFs, and private credit funds are enhancing liquidity in private markets while supporting long-term growth and investment strategies.
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.
Choosing Between SAFE and Convertible Notes
Entrepreneurs must choose between SAFEs and convertible notes for startup financing, each offering unique advantages and drawbacks. The decision relies on factors like valuation uncertainty, funding timelines, and investor preferences.
The Role of Tokenization in Private Markets
Tokenization is revolutionizing private markets by increasing accessibility, transparency, and liquidity for traditionally illiquid assets. The market is projected to grow significantly, offering diverse investment opportunities.