CAPSPACE’s Post

What can alternative financing bring to institutional investment portfolio’s? Please register and meet the specialists from Legal & General Investment Management (LGIM) this week. #insurance #privatecredit #alternatives

How can short-term alternative finance (STAF) provide an alternative to liquidity funds? With a growing number of institutional investors now joining banks in the space, this question is only growing in importance. I am sitting down with Head of Alternative Debt Matthew Taylor and Senior Fund Manager Samuel Jones to address these questions and more:   ·        How capital call facilities and working capital financing work together ·        Why STAF could be attractive in today’s market environment ·        The role STAF can play in different investors’ portfolios   Register here: https://lnkd.in/eECVbByw

Are private credit funds finally starting to feel the pain of putting out too much money? This week, Moody's lowered their ratings outlook to negative from stable for 3 funds managed by KKR, BlackRock and Oaktree Capital Management. Non-accrual loans in the KKR and Oaktree managed funds, doubled in the fourth quarter alone to 6.4% and 4.5%, respectively. These are alarming percentages and reveal the higher amount of risk that these funds were really taking in the last few years. Private credit has received record amounts of new capital - now we are about to find out if these funds can recover the money they have lent out.

Portfolio Managers and their private credit clients have a lot on their table, often working with a multitude of lenders at a time. Even with all those options, private credit remains a critical piece of the puzzle. With major non-bank lenders focusing on scale, stressing the need for rigorous  governance to balance earnings, losses, and deal flow, ensuring their clients are comfortable. This structure helps portfolio managers in quickly delivering results to clients, an important goal in the current market. However, when faced with unusual market situations, portfolio managers must seek alternative resources and that’s where private credit comes in. Here at Max Agility we team up with both clients and investors to design a solutions that would add value to both. Our goal is to provide exceptional investment opportunities and expert guidance to our clients. By leveraging our industry expertise and global connections, we deliver innovative, tailored investment strategies that drive success. #commercialfinance #assetfinance #investmentmanagement #privatefunds #privateequity #hedgefunds #privatecredit #investor #investment #privateequity #venturecapital #angelinvestor #impactinvesting #maxagility

No one knows what 2024 will bring, but we still have no shortage of forecasts from the financial world. According to the respected Company Client Notes annual survey, here are some prognostications for the S&P 500 from Wall Street and the banking world. *** This is just an illustration for educational purposes. All investing involves risk with no guarantee of results. One Wealth Management Investment and Advisory Services, LLC is a registered investment adviser. This platform is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice in rendered by One Wealth Management Investment and Advisory Services, LLC unless a client service agreement is in place.

How can investors capitalize on potential rate shifts in the second half of the year? Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti investigate: https://lnkd.in/emSSMg8V #fixedincome #credit #interestrates Capital at risk. For professional and accredited investors only.

Semi-liquid funds pose Consumer Duty challenges for wealth managers as barriers to entry subside. The adoption of semi-liquid structures to invest in private assets poses Consumer Duty challenges for wealth managers as the regulator steps up scrutiny over individual investor suitability and reporting transparency. Adam Croutear. Check out Valeria Martinez's latest article 👇 https://incm.pub/4bF4uV3 #investing #assetmanagement #wealthmanagement #finance

How can investors capitalize on potential rate shifts in the second half of the year? Fixed Income Portfolio Manager @Campe Goodman and Fixed Income Strategist @Amar Reganti investigate: https://lnkd.in/e8Q38MpZ #fixedincome #credit #interestrates Capital at risk. For professional and accredited investors only.

How can investors capitalize on potential rate shifts in the second half of the year? Fixed Income Portfolio Manager @Campe Goodman and Fixed Income Strategist @Amar Reganti investigate: https://lnkd.in/e8Q38MpZ #fixedincome #credit #interestrates Capital at risk. For professional and accredited investors only.

Here’s the latest Compass Wealth Management video we just sent out to our clients! Robert discusses the structured note income strategy we implemented for clients in 2020 which avoided the negative returns bonds have experienced over this same time period. Please don't hesitate to reach out to me directly or anyone on the team with questions.