Personal Assets Trust’s Post

With secondary fund volume outpacing other private equity asset classes last year, according to Jeffries Wealth Management, GPs and LPs are looking for exit options. Beneficient’s Global Head of Originations Jeff Welday, CIMA discussed this trend at the Secondary Markets for Private Equity conference in San Francisco hosted by ReedSmith. To learn more about what Jeff presented and how Beneficient is on a mission to democratize the marketplace for alternative asset liquidity, visit https://lnkd.in/gFVJ4h9U # Beneficient # Secondary Markets # Alternative assets

Thanks to #ReedSmith & Internet Securities for hosting a timely conference on secondary liquidity for #alternativeinvestments. Exciting to hear how other firms are helping to democratize secondary liquidity and share how #Beneficient is contributing to the secular trend of enhancing and improving the #UHNW LP liquidity toolkit.

Learn the deal strengths of the new Calvera Income and Growth Fund acquisition. Watch our webinar or click the link to find a time to speak directly with one of our Investor Relations Team members. Learn More: https://ow.ly/Bw6R50RBS0H Find out more directly from a member of our Investor Relations team: https://ow.ly/H37Y50RBS0L David Saxe Brian Milovich Brian Chuck

Free Peter Lynch invesitng notes giveaway folks! Today I'm sharing lots & lots of notes written by the legendary mutual fund investor Peter Lynch! The document is around 160 pages long! To receive it in your DMs, simply Comment "Yes" below Repost this And I'll shoot you a DM with the notes Follow Dhruv Bhatia & hit the bell icon! #investing

In the final video of our Distributor Due Diligence series, Fabian Richter discusses how Carne helps to aggregate and collect insights for sharing data among fund managers and distributors. Please contact Fabian to find out more: Fabian.Richter@carnegroup.com #distributorduediligence #assetmanagement #fundmanagers #funddistributors

We’re pleased to announce that The GoodHaven Fund’s traditional Shareholder Letter is now available. Click https://lnkd.in/eVhw4A72 to stay updated with the latest insights, information and perspectives  from Larry Pitkowsky. Click https://lnkd.in/e2t_fKJQ  for a Summary Prospectus. Mutual fund investing involves risk.  Principal loss is possible. Quasar Distributors, LLC, distributor. Fund holdings and sector allocations are subject to change and are not a recommendation to buy or sell any security.  Go to https://lnkd.in/gDGzj38G for the Fund's top 10 holdings. Past performance does not guarantee future results.

Check out what's happening at GoodHaven Capital Management.

Lone Star raises $5.3bn for twelfth opportunity fund Donald Quintin, Chief Executive Officer and Global President of Lone Star: “With the closing of our latest fund, we will continue to seek value primarily in companies that are affected by ongoing macroeconomic uncertainty and distressed corporate credits, using LSF XII’s flexible mandate to pivot across different markets and asset classes.” Lone Star Funds #investment #capital #fund #privateequity https://lnkd.in/dXKU3qeM

If you're an investor wanting to get into the USA CRE Mid-Market, what are the options? And how different is a REIT compared to a Private Equity Fund? And where is the money made on a Mid-Market deal? Sequure founder, Linden Booth, asks these questions to Blue Vista (Mid Market experts in the USA). Listen to the 7 minute interview and hear their insightful answer!