Private Debt Investor’s Post

We’re excited to feature Rose Dean, CFA of NEPC, LLC and her insights on the "Rise of Private Credit” as a Partner drawing on prior roles at Wilshire and her own consulting services for corporate and public pensions, endowments and foundations. Her distinguished experience complements our panel discussion among LPs & GPs assessing the next phase in the credit cycle at the Alternative Investment & DealConnect Summit in LA on 3/5.   Special thanks to supporters, including Star Mountain Capital and Blank Rome LLP for helping to bring thought leaders together to build valuable relationships. Feel free to reach out or register online to enjoy topical discussions and networking suited to Insiders focused on Private Markets deals & funds: Institutional investors, family offices, fund managers, bankers, and business owners. DealConnect Summit - Panel discussion on Deal Sourcing in a Changing Market - DealConnect lunch, networking & golf simulator sessions Alternative Investment Summit - Lunch & roundtable discussion exclusively for LPs (invite only) - Keynote by Robert Steven Kaplan, Former CEO of the Federal Reserve Bank of Dallas - Panel discussions on opportunities in Private Credit, Private Equity & Secondaries - Cocktails, hors d’oeuvres & golf simulator sessions   Details & Registration online here: https://lnkd.in/dS6-636G #LMM #FundManagers #InstitutionalInvestors #FamilyOffice #WealthManagers #InvestmentManagement #PrivateDebt #StarMountainCapital #BlankRome #PrivateCredit #PrivateEquity #Secondaries #PrivateMarkets

Yesterday, New Orleans, LA sold $183M GO bonds to Truist Securities Inc.; A2/A+/A/NR. There were seven bidders for the deal, which was a relatively normal total. The 5s of 2034 were priced to yield 3.24%. The evaluation of 5s of 2034 from an October 2022 offering was 3.28% on Tuesday heading into the sale. The attached graph tracks the evaluation of the 5s of 2034 as well as their spread to AAA. Spreads have narrowed YTD, but widened MTD. On July 26, Fitch revised the city’s outlook from stable to negative, citing budgetary pressures due to rising actuarially determined contributions to the city’s pension funds.

In this article, our very own Edward Brown, Ed Harris, and Leanne Moezi explain the key stages of the transaction process required to effect a sale of private fund interests in a secondaries transaction #HLPensions #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/dp6ts_g6

Wondering When You'll Retire? Dive into the complexities of predicting your retirement date and uncover essential steps to build a flexible strategy. Enhance your financial readiness and embrace a fulfilling retired lifestyle. Read to gain valuable insights for a secure future: https://lnkd.in/djVN4fbT

Retirement planning can be a sticky situation and timing matters! I explained how diversification can help mitigate volatility and assist in keeping a healthy retirement portfolio when you don't know what could happen in the markets.

Happy New Year!! This is a must read if you are considering private markets and private equity in particular in your DC portfolios. Here we challenge the current negative thinking about performance fees and put forward a very strong case for their inclusion, to ensure that you don't end up compromising the quality of the underlying assets by trying to change the way top quality PE managers are remunerated and will continue to be in the future. Main takeaways: • Quality is the key driver in the performance beating the hurdle rate • In only 12 out of 20 years has the median PE fund beaten the hurdle rate • It's impossible to access the best PE managers without paying performance fees At Natixis Investment Managers we can be creative with the addition of co-investments, secondaries and emerging manager programmes to build a flat fee that can be flexed up or down with the addition of a small performance fee element, keeping your fees competitive which we hear is one of your main objectives. And you only pay performance fees if you beat the hurdle rate you are happy with! Thanks to all who attended this excellent session. #MarketingCommunication #privatemarkets #privateequity #performancefees #DC #DCschemes

As a private client of Mount Stuart Wealth Management, your key relationship remains with us, but you also have exclusive access to a specialist St. James's Place advice and servicing team, which brings together highly experienced financial planners, investment and pension planning specialists, specialist banking advisers, and access to experts in tax planning and legal matters. The value of an investment with St. James's Place will be directly linked to the performance of funds you select, and the value can therefore go down as well as up. You may get back less than you initially invested. #PrivateClients #InvestmentPlanning #WealthManagement

High-net-worth individuals, pension funds, banks, and a range of companies are actively engaged in investing in our London Credit Fund. Here is the current breakdown of our esteemed investors who have placed their trust in our Fund. Would you like to join us on this financial journey? Reach out today. Georgia Bourouchtsi invest@consulco.com +35722361300 Investing; it’s all about results. #Consulco #ConsulcoInvestments #LondonCreditFund #AlternativeInvestments #MonthlyResults #LCF

What happens when investment clubs aren't all they promise to be... A client approached us back in 2022, having lost over £100,000 in savings. He was a member of an investment club that published investment suggestions - a recent suggestion being that subscribers should consider “investing” in Peer to Peer lending via a SIPP pension. Our client opened a SIPP with Greyfriars Asset Management and made substantial “investments” in companies known as Savings Stream (now Lendy) and Thincats. Some of the “investments” that our client made failed, resulting in him suffering a loss of over £100,000. We assisted our client in making an application for compensation against Greyfriars Asset Management LLP to the Financial Services Compensation Scheme, on account of the failure by the SIPP company to carry out due diligence on the investment club and/or the underlying “investments”. We were very pleased to advise our client that we had recovered £85,000 on his behalf. But not all investors are this lucky. If you think you've lost money as a result of bad advice, get in touch with Pension Justice today. Don't delay! #Pension #Compensation #SuccessStory