Brookfield Oaktree Wealth Solutions’ Post

One of the (many) things that excited me about my new role at Cliffwater was the opportunity to complement our team's alternative investment research efforts with my own contributions, offering a unique lens that leans into my experience as a wealth management practitioner and allocator. To that end, I am delighted to share my first publication since joining the firm in January: Private Equity's Second(ary) Act This paper explores two distinct yet related trends that have emerged as private equity has matured: the rise of the secondary market, and the emergence of innovative evergreen structures designed for individual investors to access the growing segment. These are important and timely topics as semi-liquid, perpetual funds continue to grow in popularity within RIA-guided portfolios. Our hope is that readers come away with a better understanding of: - The evolution of the secondary markets - The portfolio benefits of secondaries - The appeal of specialist secondary managers, and - The necessary (but insufficient) role secondaries play in evergreen private capital funds. #alternativeinvestments #privateequity #privatemarkets #secondaries #intervalfunds

I’m excited to announce that I will be speaking at the Florida LP Summit on October 8, 2024, at the Biltmore Hotel in Coral Gables, Florida. In our session on “Real Estate Investment Evolution, Strategies, and Trends,” my fellow speaker, Mr. Bradley Breinholt of New Wave Real Estate, and I will be discussing on: ·       The Evolution of Real Estate Investments ·       Advanced Strategies with Private Capital ·       Market Shifts in the New World of Real Estate ·       Insights to Navigate Changing Dynamics, Optimize Yields, and Make Informed Investment Decisions Looking forward to a dynamic discussion and valuable exchanges! #PrivateEquity #VentureCapital #FamilyOffice #SFO #MFO #PrivateInvestments #RealEstateInvestment #InvestmentStrategies #PrivateCapital #FloridaLPSummit #MarketTrends

The NCREIF Fall Conference hosted by the NATIONAL COUNCIL OF REAL ESTATE INVESTMENTS FIDUCIARIES is just around the corner, starting next Monday, October 14, in Hollywood, Florida! What do successful PE real estate investing strategies across the globe have in common, and how do they vary by region? How can the NCREIF ODCE index refine investment strategies? And how will the upcoming U.S. presidential election, amidst global turbulence, impact the real estate market? We’re eager to hear insights from our peers, friends, and clients, including senior leaders from Income Analytics, BlackRock, CBRE Investment Management, LaSalle Investment Management, Crow Holdings, and Fulcrum Macro. #RealEstate #RealEstateInvesting #PrivateEquity #NCREIF #InvestmentStrategies 

Avoiding the Herd 🐑💼 In today’s ever-changing market landscape, making informed and strategic investment decisions has never been more crucial. We're excited to share our latest presentation, "To Hell With Herd Mentality," which dives into the importance of independent thinking and disciplined value investing. Key highlights include: - The current state of the market and the dangers of following the herd. - Strategies for capital preservation and compounding long-term returns. - An analysis of historical market cycles and their relevance to today's investment decisions. - The benefits of a value-oriented approach and why patience and discipline are your greatest allies. At Broyhill, we believe in climbing the mountain to survey the investment landscape from a rational, long-term perspective. While many institutional managers are caught up in the noise, we focus on making better decisions by tuning it out. Our disciplined, value-driven approach aims to protect capital first, especially in challenging environments. Discover the advantages of partnering with Broyhill by exploring these insights in detail. 👀 #ValueInvesting #IndependentThinking #Broyhill https://hubs.la/Q02zTC280

Real estate doesn’t operate in a silo – it is a complex asset class that is impacted by the ebb and flow of global trends. At our recent edition of the annual Investor Roundtable, we brought together thought leaders, academics, and investors from around the world to discuss some of the most pressing topics facing real estate investment. We’re looking forward to sharing some of the insights we gained from our discussions soon. A special thanks to this year’s guest speakers for leading discussions and bringing unique perspectives: Fareed Zakaria; Eric Cantor; Adam Tooze; David Autor; Susan Athey; Brian Janous; Jason Bordoff; Pramit Pal Chaudhuri; Jennifer Harris; and Francesca Rossi. #InvestmentManagement #RealEstate

A big part of leadership is learning. That’s why I so thoroughly enjoy our annual Investor Roundtable, where we bring together global investors, thought leaders, and academics to dive deep into some of the most important topics affecting our world today. This year, we homed in on everything from AI to energy to deleveraging and de-globalization. The insights we glean through these conversations help us gain a clearer perspective of how we can navigate real estate investment in 2025. It’s clear we’re in a new era of investing and have moved from “down-hill skiing” to “cross-country skiing.” In my 25+ years in the industry, I’ve never seen a time when so many adjacent factors and industries are shaping the future of real estate – but I strongly believe Hines has the tools to navigate these changes with our partners. Thanks to our valued investors who joined us, and a huge thanks to this year’s guest speakers for their valuable insights.

The first day of our inaugural Investing in Natural Capital Conference in collaboration with Cambridge Judge Business School was honored by multidisciplinary experts who explored definitions of natural capital, the evolution of its recognition as an asset class, and how we can begin to realize the natural capital opportunity. #NaturalCapitalConfernece #SustainableFinance #SustainableInvesting

Join us on October 3rd at 11:30am PST for an exclusive Halbert Hargrove Investor Series featuring Hamilton Lane. 📊 Gain insights from senior leaders on the benefits of private markets and explore the firm's Private Assets Fund with Managing Director Tara Blackburn. Don’t miss this opportunity to learn more about this part of the investment world! https://lnkd.in/dy2m82mC #InvestorSeries #PrivateMarkets #HamiltonLane #FinancialInsights

Mike Byrne, Chief Investment Officer at AEW CAPITAL MANAGEMENT, participated in the session, Real Estate in a Shifting Economy and Geopolitical Landscape, with a powerhouse panel on May 7 at the Global Real Estate Summit. Full session videos are now available. #CRE #realestate #DLAPiperstateofthemarket #DLARESummit

𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗹𝗲𝗴𝗮𝗰𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗻𝗲𝘄 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝘄𝗲𝗮𝗹𝘁𝗵 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗼𝗿𝘀 As wealth creation evolves, figures like Charlie D’Amelio and Michael Olise underscore an intriguing challenge: how do young wealth creators navigate complex financial landscapes? With the creator economy influencing $130 billion in purchasing decisions annually, the need for tailored financial and estate planning has never been more critical. Guernsey’s robust legal framework and network of STEP-qualified professionals present unique opportunities for asset protection and management. What does the future hold for these next-gen leaders in sustainability and philanthropy? Are you curious about how to safeguard your legacy in this dynamic environment? 🔗 Read Kate Finlayson's full article on our website to learn more about how the next generation can thrive in today’s economy: https://lnkd.in/ebq8mQui Stuart Dowding