Meketa Capital’s Post

When it comes to private equity investments, how can advisors determine the appropriate percentage allocation and which part of an existing portfolio it should replace? How can they prudently implement private equity alongside a client’s other investments? In this article in Advisor Perspectives, Michael Bell, CEO of Meketa Capital, considers how to efficiently allocate private equity investments within a client portfolio. Read the article: https://lnkd.in/gRfeYny6 #privatemarkets #privateequity #infrastructure #wealthmanagement #investmentmanagement #RIAs https://lnkd.in/gAcWZ_dN

What’s happening in the private equity landscape? Where are the current opportunities? How do higher interest rates impact the private equity landscape? Steven Hartt, CFA, Private Equity Consultant at Meketa Investment Group, addresses the challenges and opportunities currently driving private equity investments. Read the interview here: https://lnkd.in/gEuy2KTn #wealthmanagement #privateequity #privatemarkets #RIAs https://lnkd.in/gay9BtJB

What’s happening in the private equity landscape? Where are the current opportunities? How do higher interest rates impact the private equity landscape? Steven Hartt, CFA, Private Equity Consultant at Meketa Investment Group, addresses the challenges and opportunities currently driving private equity investments. Read the interview here: https://lnkd.in/gEuy2KTn #wealthmanagement #privateequity #privatemarkets https://lnkd.in/gay9BtJB

Today is the last day to come see our InvestiFi team members at the Jack Henry Connect 2024 event. Stop by booth #414 to learn more about InvestiFi's mission to help financial institutions bring investing inside. Kian S., James Hutchison, McKenzie Johnson and Jakob Lemke hope to see you there! #InvestiFi #JackHenryConnect #Investing

MayTech Global Innovation Partners, our long-short equity fund ranked Top10 in the Equity Long-Bias category for the year of 2023 by BarclayHedge based on Net Return! #MayTechGlobal #Barclays #BarclayHedge #innovation #Globalinnovation #MayTech #hedgefund

SoftBank Group International acquires Chrysalis Investments (Investment Trust) and Schroder British Opportunities trust holding Graphcore. Chrysalis (CHRY) and Schroder British Opportunities (SBO) holding Graphcore has been acquired by SoftBank Group, resulting in net asset value uplifts for both investment trusts. Check out Linus Uhlig's latest article 👇 https://incm.pub/460Ykgd #investing #assetmanagement #wealthmanagement #finance

Learn what drives returns at ARK Innovation Fund and get an analysis of your own portfolio with Othis. Cathie Wood is today’s most famous growth investor - but what actually drives returns at ARK’s Innovation Fund? We’ve used our Othis software to create a data-driven analysis of the fund’s portfolio over the past five years. Visit our https://lnkd.in/dRGNHu_y to get an analysis of your own portfolio today. The results 👨🏫 📊 The fund’s biggest exposure is to market risk. 📈 The fund also has exposure to small caps. ➖ There is a tilt towards unprofitable and expensive companies ➕ The biggest contributor to returns has been the broader market. ➕ Negative value exposure has also contributed positively. 📉 However, exposure to small caps and unprofitable companies wipes out most returns. What investor or fund would you like us analyse next?   #wealthmanagement #investing #portfolio #ARKK #CathieWood #Othis

🌟 NEW SERIES ALERT 🌟 Hear from our VP of Private Equity, Matt Carothers, on how software development can impact #EBIDTA across an investor's portfolio. This is Episode 1 in our new KMS series, "PE Perspectives". Stay tuned for more insights to help navigate the world of private equity and M&A! #PE #Privateequity #investment #softwaredevelopment #techindustry

A great example of how Capteris is supporting our capital markets partners and end-clients through domain expertise, flexible structures, and leveraging our balance sheet for meaningful capital commitments. #equipmentfinance #capterisgrowth #capitalmarkets #winwin #equipmentleasing

As we enter 2024, capital allocation will remain a key priority for banks and independents, especially regarding equipment finance opportunities. At Capteris, we can utilize our balance sheet to help our capital markets partners better serve their client base while minimizing capital outlay. More and more EF providers are leveraging Capteris’ domain expertise, deal execution, and appetite to provide meaningful capital commitments to address their clients’ needs.   One of many examples highlighted here. #CapterisCapitalMarkets #equipmentfinance #tryCapteris