ALTNOVEL

What a great session today moderated by Ronit Ghose, joined by Alexander Green and Brandon Robinson. From the perspective of ALTNOVEL, J.P. Morgan Asset Management and Globacap, the discussion has flown nicely by sharing our views on key market trends and a continuously emerging topic: The Rise of Private Markets - Technology’s Role in Directing Private Market Investment Flows. Thanks to Raha Moradi and the AIM Summit team. #AltNovel #PrivateMarkets #AIMSummitDubai

Navigating #Liquidity in Private Markets: A Dynamic Approach Private markets have long been a cornerstone of sophisticated investment portfolios, offering access to exclusive opportunities and significant upside potential. However, one fundamental challenge remains—#illiquidity. Unlike #public markets, where assets can be quickly bought and sold, private investments often require long-term #commitments, with limited avenues for liquidity. But here’s the thing: we can’t change the illiquid nature of private markets - it’s intrinsic to the asset class. What we can do is #innovate the way we manage it. At ALTNOVEL we believe that while liquidity in private markets is constrained, with the right blend of #riskpricing, #dataanalytics, #portfoliostructuring and innovation, we can facilitate liquidity as needed providing investors with more flexible options when it matters most. Innovation Meets Liquidity Solutions #Secondaries, #Evergreen, #IntervalFunds, #NAVLending, #ContinuationFunds are all options for liquidity and consideration. Our goal being isn’t to upend the illiquidity of private markets but to find creative, data-driven solutions that work within these constraints. By employing advanced data analytics to better understand investor behavior and market cycles, and by applying risk-adjusted pricing to structure more flexible exit options, we aim to offer liquidity solutions that make sense for both investors and managers. Though we’re in the early stages of unveiling our exact methods, the vision is clear: liquidity solutions will be there for #more investors, empowering them to access capital when they need it most—without sacrificing the long-term returns that private markets offer. What do you think of the current liquidity options in #PrivateMarkets? #privatemarkets #liquidity #riskpricing #altnovel #innovation #dataAnalytics

One more IPEM conference in Paris is over and thanks to the organizers for a great event. Very interesting and thematic discussions, interaction with GPs, fellow LPs, service providers, friends and old colleagues. The #PrivateMarkets keep innovating and ALTNOVEL is present actively in this evolution. I will share the key points and takeaways/views from the conference on our #Blog. I just wanted to add that in the long-term journey that private markets offer, success is not just about capital or strategy—it’s about #people and #relationships. The #connections we build, the #trust we foster, and the #partnerships we form become the foundation for sustainable growth and #innovation. As I experienced at IPEM, the value of #collaboration and shared #vision cannot be overstated. It's these relationships that truly drive progress in our industry. Antoine Colson Lorenza Lupetti Richard Harris Jean-François Le Ruyet Firas El-Amine Julien Conte Fayçal Dahab and many more #privatemarkets #ipem #events #altnovel

Gen Z and the Future of Wealth: Navigating the $68 Trillion Wealth Transfer with New Investment #Dynamics - A massive generational #wealthtransfer is underway, with Gen Z and millennials inheriting from older generations. - #GenZ investors show a heightened interest in private equity, real estate, and digital assets over traditional markets like stocks and bonds. - Emerging trends in #AI, #sustainability, and technological advances drive Gen Z’s investment preferences, shaping the future of wealth allocation. Read more at ALTNOVEL blog: https://lnkd.in/dfE9wscA #GenZ #wealthtransfer #privatemarkets #digitalassets #AltNovel

Rethinking #TeamBuilding: A New Approach for a Modern Financial Firm I got inspired to write this post today, being in my hometown in #Agrinio, working from a cafe next to the place I was born and away from any of our offices. And I realized that while being grateful seeing my family, I could still be connected to the ALTNOVEL team, thanks to #technology but most importantly thanks to what we have built and I am proud of. Throughout my career, alongside our senior team and partners, we've gained extensive experience in building high-performing teams. However, we must acknowledge that the landscape has shifted. The corporate world as we knew it is evolving, and it often falls short in meeting the needs and aspirations of today’s #youngtalent at a global level. This realization has driven us to rethink how we build and engage our teams at ALTNOVEL. We’ve reimagined #teambuilding by blending the experience of our senior team with the fresh perspectives of interns and recent graduates. We’ve embraced #reversementoring, where young minds challenge us with new insights, and introduced a hybrid work model that supports both flexibility and collaboration. At the core of our approach is a #leanstructure that prioritizes effectiveness, high performance, and engagement. By eliminating silos, we create an environment where #collaboration flourishes and every voice contributes to our #sharedgoals. By integrating institutional knowledge with an #entrepreneurial spirit, we’re building a modern financial firm that’s agile, innovative, and deeply aligned with the motivations and aspirations of our team. This approach isn’t just about creating a high-performing team—it’s about building a community where every member is connected by a shared purpose, values, and a drive for continuous #growth, no matter where they are. How do you ensure connection and growth within your team? I’d love to hear your thoughts. #TeamBuilding #Mentorship #HybridWork #LeanStructure #Engagement #Leadership #Innovation #FinancialServices #Growth

The Importance of #Culture: The Foundation of Every Successful Firm The culture of every firm is a reflection of the main characteristics, values, and principles of its founders and stakeholders. It’s the invisible force that shapes decisions, drives actions, and ultimately defines the success of the organization. Culture isn’t just about what we do—it's about why we do it. The "#why" of a firm—its #vision and #purpose—is the cornerstone of its culture. It's the reason we come to work every day, the motivation behind our long-term goals, and the guiding star that keeps us aligned even when challenges arise. A strong, purpose-driven culture ensures that every team member is moving in the same direction, with shared #values and a common understanding of what success looks like. Reflecting on our journey from our first workshop at ALTNOVEL (pictures and draft documents attached) to who we are today, I’m reminded of how essential it is to cultivate a culture that not only reflects our values but also evolves as we grow. Our culture has been, and continues to be, our greatest #asset. It’s what #unites us, drives #innovation, and helps us deliver #value to our partners. I had been discussing this a lot with close friends and partners, such as Anand Verma (Dr.), Mark Burbach, Jennifer Forster, Farah Foustok, James Prince ASCI, LLB, YPO , Dr Franziska Leonhardt, Kenzie Falcoz, Areije Al Shakar, Mohamed Rasheed Almaraj, Feras AlBanna, Alessia Piacitelli, Amey A., Charles Barrett, Abrar Ahmed, Ale Navarro Sloane and many orher successful #leaders, purposeful #entrepreneurs and #young motivated people. I’d love to hear your thoughts and experiences on this topic as well. Why do you think culture is important in a firm? How has your organization’s culture influenced its success? #CompanyCulture #Leadership #Vision #Purpose #BusinessGrowth #TeamBuilding #ProfessionalInsights

The Power of Personalization and Curated Portfolios in Private Capital Investments The need for personalization and curated portfolios has never been greater. I experienced the same in my previous role in a family office, where asset allocation and portfolio structuring were based on the goals of the principals. Each investor brings unique goals, risk tolerances, and preferences to the table, making a one-size-fits-all approach insufficient. Curated portfolios provide a tailored mix of assets that not only align with an investor’s financial goals but also reflect their values and interests. By carefully selecting and managing investments, curated portfolios can offer a more nuanced and effective path to wealth growth and preservation. Technology plays a crucial supporting role in this process. Advanced analytics and #AI enhance our ability to sift through vast amounts of data, identify patterns, and generate insights. These tools enable more informed decision-making and help maintain alignment with an investor’s objectives over time. However, the core value lies in the deeply personalized approach to investment management. The chart I found in a CAIA Association report and attached in this post illustrates various investment goals and strategies, ranging from low-risk income generation to high-growth opportunities. By understanding where each investment falls on this spectrum, we can better tailor portfolios to meet specific investor needs, leveraging both traditional and innovative asset classes as well as cash management. How important is #personalization in your investment strategy? What benefits have you seen from #curatedportfolios? How do you envision the future of private capital investments with the support of #technology? #PrivateCapital #Personalization #CuratedPortfolios #InvestmentStrategy #WealthManagement #Finance #Innovation #ProfessionalInsights #AltNovel

Redefining the Multi-Family Office: A Dynamic Approach with a Focus on Private Markets In my experience, the term Multi-Family Office (MFO) can mean different things to different people. Whether it’s providing comprehensive financial services or offering specialized investment strategies, MFOs come in various forms: - Traditional MFOs: Offering estate planning, tax advisory, and investment management to preserve and grow family wealth across generations. - Investment-Centric MFOs: Focused on managing investments and providing access to exclusive deals and sophisticated strategies. - Specialized MFOs: Catering to specific needs or sectors, such as philanthropy, art collections, or private markets. Having worked with large pension funds, private banks, and family offices, I've seen firsthand the value a well-structured MFO can bring. We explore a unique approach that positions the MFO model at the intersection of OCIO services and a private markets-focused strategy. Why we do this? I shared a chart that illustrates how this dynamic MFO model sits on top of OCIO and private markets. Why This MFO Approach Adds Value: - Power of Aggregation: By pooling assets and aggregating investments by class, economies of scale can be achieved. This leads to better pricing, access to top-tier investment opportunities, and enhanced negotiating power. - Specialization and Access: Focusing on private markets offers specialized expertise and unique investment opportunities often inaccessible to individual investors, including private equity, real estate, and venture capital. - Customized Strategies: Every family office has unique needs and goals. Bespoke strategies can be provided to align with the specific objectives and risk profiles of clients. - Enhanced Due Diligence: With dedicated resources and expertise, thorough due diligence ensures investments meet the highest standards of quality and potential for return. - Alignment with Investor Objectives: Each investor has unique goals, circumstances and preferences. This MFO approach is tailored to align with the overall objectives of each investor. Integrating OCIO services with a private markets focus offers a comprehensive solution that not only manages investments but also provides strategic oversight and personalized advice. With digital tools and strategic partnerships, the solution becomes more scalable as well as inclusive for smaller investors. What are your thoughts on this approach? How has your organization approached investment management? Have you considered or implemented an MFO model? Let’s connect and discuss how these insights can add value to your financial journey. #WealthManagement #MultiFamilyOffice #PrivateMarkets #OCIO #InvestmentStrategy #HighNetWorth #FamilyOffice #Finance #ProfessionalInsights #AltNovel #Partnerships Mark Burbach Jennifer Forster Siddarth Sudhir, CPA, CFA Stephen Carlson, CFA James Prince ASCI, LLB, YPO Hermione Harrison Hiran Javeri Carlos Riera