Greg Parets’ Post

"When considering allocating to alternative investments – which are for accredited investors and qualified purchasers as defined by the Securities and Exchange Commission – Heather Goodbody, CEPA® says it’s important to take into consideration a client’s risk tolerance, time horizon and liquidity needs." "Elizabeth Thorley, MS, CFP®, CLU, AIF®, AEP®, CFP, founder and CEO of Thorley Wealth Management, Inc. Management reflects that the alternatives industry pre-great financial crisis was largely isolated to institutional investors and individuals of extreme wealth, but post-crisis there has been overwhelming demand from investors to expand their opportunity set via alternatives and with a proliferation of retail-friendly structures." “LVW Advisors has been investing in alternatives since the 1990s; however, the demand has definitely increased as they have become much more well known,” Lori Van Dusen said. “The tricky part is that the financial industry often oversimplifies alternative investments, potentially misleading investors. Many products marketed as ‘alternative’ may not provide true diversification or improve returns.” #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Investing, Simplified: How Vanguard’s Total Market Index Funds Makes It Easy https://lnkd.in/dEvY3hes

As with fund of funds, wealth management firms are the intermediaries between the end user investors and your firm. Unlike fund of funds, however, allocations from RIA wealth managers have the potential to be more sticky assets for the money manager. Of course, you will need to give these gatekeepers reason to see that putting their clients in your LP is more than just a performance chasing move. Frumerman & Nemeth CEO, Bruce Frumerman, offers five steps that your investment firm should take to build an action plan to make and maintain contact with investment advisor heads at wealth management firms in his blog post this month. https://lnkd.in/erpEHZ84 #assetraising #capitalraising #alternativeinvestments #hedgefunds

Alternative investments can have important contributions to portfolios when appropriate for client investment objectives and risk tolerance. Perhaps the most critical reason to consider the addition of alternative investments is the need to further diversify a stock and bond portfolio during a period of elevated correlations between the two traditional asset classes. Kyle T Kadish, IBN Financial Services, Inc. #alternativeassets #connectmoney

Increasingly more funds are embracing the total portfolio approach, but can we define the real benefits of this method? We speak with Roger Urwin of the Thinking Ahead Institute and Jayne Bok of WTW about how the results from the recent Global Asset Owner Peer Study shed some more light on this issue https://lnkd.in/gF3g8Acu #investment #TPA Nick Kelly, CFA Aongus O'Gorman Paul Colwell Martin Goss Ellie Boston-Clark Sean Hollins, CFA, CAIA Michael Vassilopoulos Jack Sutherland, CFA C. Marc Bautista Clara Goh Tim Hodgson Marisa Hall Vidu Weerasuria, CFA Jess Gao Joyce Wong Nick B.

The private equity (PE) and credit industry is undergoing a significant transformation as more investors seek exposure to the asset class. Our private markets team examines how a range of innovative fund structures may provide investors with more flexibility over their PE investments even as they come with important drawbacks.

The private equity (PE) and credit industry is undergoing a significant transformation as more investors seek exposure to the asset class. Our private markets team examines how a range of innovative fund structures may provide investors with more flexibility over their PE investments even as they come with important drawbacks.

The private equity (PE) and credit industry is undergoing a significant transformation as more investors seek exposure to the asset class. Our private markets team examines how a range of innovative fund structures may provide investors with more flexibility over their PE investments even as they come with important drawbacks.

The private equity (PE) and credit industry is undergoing a significant transformation as more investors seek exposure to the asset class. Our private markets team examines how a range of innovative fund structures may provide investors with more flexibility over their PE investments even as they come with important drawbacks.

Given today’s macroeconomic uncertainties, how should investors position themselves to seize opportunities? The inaugural Endowus Investment Summit 2024 at #EndowusHK introduced the “One Takeaway Challenge” where speakers from leading fund managers took the stage to share their most crucial stance for the year. From moving idle cash into high quality #bonds to seeing the potential in #evergreen funds, all perspectives emphasised the importance of building a #long-term resilient portfolio. Read more takeaways from the session here: https://lnkd.in/gWcuRvT5 #Endowus #EndowusInvestmentSummit #wealth #investing #fixedvenue #cash #alternativeassets #privatemarkets #hedgefunds Investment involves risk. Please refer to our T&C and disclaimer at https://hk.endw.us/legal. This social post has not been reviewed by the SFC. Endowus HK Limited is licensed (CE No. BQR225) by SFC for Type 1 (Dealing in Securities), 4 (Advising on Securities) and 9 (Asset Management) regulated activities.