Beneficient

Hear Beneficient’s compelling story as presented by Jeff Welday, CIMA, Beneficient’s Global Head of Originations & Distribution. Jeff provides details about the next wave of growth in alternative investments and the role Beneficient is designed to fill in democratizing the asset class by providing exit solutions to the largely underserved class of mid-to-high net worth individuals and mid-sized institutions. Jeff also discusses how Beneficient could help facilitate primary commitments with sponsor firms who are actively fundraising. https://lnkd.in/ePvb-B_k

Our own Jeff Welday, CIMA, Ben’s Global Head of Originations & Distribution, moderated an insightful panel discussion on co-investments and secondaries, a strategic approach to private equity at Carmo Companies Private Markets Texas Meeting in Austin on Oct. 17th. Thanks to the outstanding panelists Charles Preston of Harris Preston & Partners, LLC, Mike Lazorik of the Teacher Retirement System of Texas, Joshua Segal from Allianz Global Investors and Paul Sanabria from Manulife Investment Management for a productive and informative discussion. If you are a fund sponsor interested exploring continuation vehicles and fund restructurings or a limited partner seeking an early exit from your fund interest, Beneficient’s GP Solutions team may be able to help. https://lnkd.in/gSBNRzuc

Beneficient welcomes Patrick J. Donegan to its Board of Directors. Patrick bring almost 30 years of compliance, legal, banking and capital markets experience, having served in leadership positions with bank holding companies, broker dealers and a securities company. We look forward to his guidance and insights. https://lnkd.in/gTaW9DmQ

https://lnkd.in/gmxU_udG A new round of SEED grants up to $25k are available for rural Kansas initiatives. Made possible by TEFFI funds. Learn more, including how to apply below. Read about TEFFI here: www.trustben.com/TEFFI

This is coming up next week in Austin, TX. Our Jeff Welday, CIMA will be moderating this timely panel. https://lnkd.in/g2inTheV

The Evercore H1 2024 Secondary Market Review: 86% of LP-led transactions in the first half were intermediated, a process that can be more costly and time consuming. Ben’s solutions are designed to offer a simplified, standardized process without intermediaries. Check out our programs or reach out to get a conversation going. https://lnkd.in/gCXA37dA

The Evercore H1 2024 Secondary Market Review reports “explosive” first-half secondary volume and deal flow but dearth of liquidity. Ben offers possible solutions for those seeking exit options for their assets. Check out our solutions or reach out to get a conversation going. https://lnkd.in/g3wUryrS

Evercore's H1 2024 Secondary Market Review reports the growing trend of GPs using Continuation Vehicles (CVs). Ben can provide potentially, uniquely structured CVs to enhance portfolio investment flexibility for LPs and reset holding periods. Check out our programs or reach out to get a conversation going. https://lnkd.in/gAUsScgV

Register to hear our own Jeff Welday, CIMA moderate the panel "Private Equity & Secondaries" next month in Austin, TX. https://lnkd.in/grZu8VTP

Looking like a record year for secondary market deals, according to the Evercore H1 2024 Secondary Market Review. Whether you’re a GP looking for options or an individual investor seeking an exit in connection with illiquid alternative assets, Ben may have innovative solutions that can address your needs. Check out our programs or reach out to get a conversation going. https://lnkd.in/g-8Mbdsi