New York Life Investments’ Post

Interesting read Overall, the successful fundraising for Blackstone's Retail BXPE fund (at 1.3 Billion) can be considered a good sign for the private equity industry. It reflects investor confidence, signifies a growing interest among wealthy individuals in private equity investments, and demonstrates the industry's ability to innovate and diversify its offerings. This trend could potentially attract more investors to the private equity market, expanding its base and contributing to its growth.

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Good example of the #democratization of #alternativeinvestments. It’s happening and I look forward to discussing the impact it is likely to have on #investmentreturns #fundexpenses #fraud #rias #regulators and #institutionalinvestors.

There is no longer a question of "if", but only as to the sheer magnitude of the opportunity alternative investment fund managers have to continue to grow in the wealth management marketplace. There is no shortage of demand amongst retail investors and the product innovation will certainly keep pace. The big winner / winners will be the firms who not only create the most innovative products or that generate superior returns (not always do these go hand in hand) but the firms who prioritize education and best inform their prospective clients about the unique opportunities and associated risks with investing in these asset classes! https://lnkd.in/gX5A6qT9

Capitala is busy again this week with boots on the ground in Atlanta for ACG Atlanta's M&A South Conference today through Wednesday. Randall Fontes and Bridget Meller will be exhibiting, so stop by the Capitala Group table and learn more about how our private credit and private equity capital solutions can help support the needs of lower- and middle-market small businesses. Capitala Group is an asset management firm that has been providing private credit and private equity capital to lower- and middle-market businesses throughout North America for over twenty years. Since our inception in 1998, Capitala has invested over $2.2 billion into small businesses and strives to make an impact through responsible investing and a unified mission to support social impact initiatives. We seek to partner with strong management teams to create value and support growth through strategic partnerships, operational expertise, and a shared vision for success. #privatecredit #privateequity #middlemarket #investing #relationships #growthcapital #helpingsmallbusinesses #smallbusinessowner

PE fund for retail : Blackstone has successfully raised $1.3 billion for its retail-focused private equity fund, BXPE, marking its largest initial sum for such a vehicle. This move reflects a trend among major private equity firms, including Apollo Global, KKR, Carlyle Group, and Brookfield, targeting affluent individual investors. Despite challenges with the Breit fund in 2022, Blackstone is optimistic about BXPE's prospects. The fund, charging a 1.25% management fee and 12.5% performance fee, presents a more complex product, combining various private equity strategies. The fundraising signals a broader effort to diversify Blackstone's investor base beyond institutional clients... #privateequity #PE #blackstone #funding #venturecapital #finance

🚨 Blackstone raises $1.3bn for its private equity fund catering to wealthy individual clients - This marks Blackstone's largest sum for a retail vehicle and reflects a push to attract investors beyond institutions. - Despite past challenges, including limits on withdrawals from a $67bn property fund, BXPE received substantial initial inflows. - BXPE is part of Blackstone's decade-long effort to extend corporate buyouts to wealthy individuals, diversifying its investor base. - Competitors like Apollo Global, KKR, Carlyle Group, and Brookfield have also launched similar funds for affluent individual investors. - The fundraising for BXPE began in November, reaching $1.3bn by early January, with ongoing efforts to attract more capital. - BXPE charges a 1.25% management fee and a 12.5% performance fee above a 5% annual return, with limited liquidity rights for investors. - Investors can pull up to 3% of the fund’s assets in any given quarter before facing limits, less than the 5% allowed by Breit. - BXPE is Blackstone's most complex product yet, blending private equity strategies, including traditional buyouts and biotech investments. - Unlike Breit, BXPE does not set a dividend, and its prospectus warns of potential differences in asset valuations compared to liquidation values.

🚀 Exciting times ahead for AGF Private Capital as they're set to supercharge their private markets foothold! I’m thrilled to share that AGF is taking a majority stake in the seasoned Kensington Capital Partners. 📈 With a $45M investment of 51%, they're not only amplifying their assets to $4.6B but also tapping into Kensington's 27-year legacy and $2.6B AUM. 🤝 The partnership preserves Kensington's independence while fueling its innovative investment journey. Dive into my latest blog post for the full scoop on this strategic fusion in the finance world! #Finance #Investment #PrivateEquity #Acquisition #GrowthStrategy #Innovation ➡️ [YourBlogPostLink]

In the Earnings Call Q3/2023, held in October, Blackstone revealed details about its latest offering, The Blackstone Private Equity Strategies Fund (BXPE). BXPE is designed as a diversified investment vehicle, leveraging Blackstone’s extensive capabilities across the private equity spectrum. This includes areas such as buyouts, secondaries, tactical opportunities, life sciences, and various opportunistic strategies. The firm’s move with BXPE aims to tap into the vast potential of these sectors, offering investors a broader range of opportunities. To learn more about this fund, the inflow for which is expected to commence in early 2024, and to decide if this is a good opportunity for your to diversify your alternative investments portfolio via private equity, read our full article. #privateequity #privateequityfunds #privateequityfirms #privatemarkets #alternativeinvestments #alternativeinvesting #retailinvestment #privatefunds #blackstone https://lnkd.in/dVMikysB

The lower middle-market M&A activity remains strong. Deals are getting done despite the challenges in today's market. The right M&A team can help you get the deal across the line. #TexasDeals #BenchmarkInternational