Had a great evening getting our next generation of Truist bankers, Aprio accountants and G Squared Capital Partners LLC investment bankers together! I have benefited so much by the relationships built with the folks at these companies and can’t wait for the next gen to build/benefit from the same!
Kayla Kania’s Post
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Managing Director | Multi-Asset All-Weather Funds | Alternative Investments | Incurable Golfer | Wannabe Chef |
At GB Wealth Inc. our new chapter has really just begun. We are going beyond traditional diversification. Call it Next-Gen All-Weather. We are building a smoother journey. We believe people do business with people. You don't buy a fund, you hire a person (h/t Havener Capital Partners) "No one ever made a decision because of a number. They need a story. --------------------------Daniel Kahneman, economist In the coming months, we are humbly listening to our investors goals, needs and risk budgets. #hedgedequity #lowvolatility #goalbasedinvesting #alternativeinvestments #riskmanagement
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🚨 Fidelity 🚨 Shutting Down 🚨 ⭐ (1 min watch) ⭐ 3 considerations when joining a new strategy ✔️ Team size.. do they have €300m and 12 person investment team.. even if it works what are your individual economics going to be? ✔️ Track record and fundraising: teams like Adams Street, Morgan Stanley and Alpha Wave all built well in Private Credit ✔️ The deals: Are they being diligent and selective with their deployment? ⭐ On balance capital, GP commitment and the team really drive the quality of the opportunity, but you can never eliminate all risk 💬 What's your view? On this situation and new entrants into private credit #privatedebt #privatecredit #specialsituations #secondaries #leveragedloans #directlending #leveragedfinance #structuredcredit #creditopportunities #privateequity
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Increasingly, ultra-high net worth families are diversifying their portfolios by investing in private markets, alternative assets, and other non-traditional opportunities to achieve sustainable, long-term growth. MoneyTalk’s Kim Parlee discusses this topic with Syed Sarem Naqvi, Managing Principal at TD Wealth Family Office, and Colin Lynch, Managing Director and Head of Alternative Investments at TD Asset Management. #td #tdwealth #familyoffice #alternativeinvestments https://lnkd.in/dcdVaKDh
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How Wealthfront Finally Became Profitable After 14 Years https://buff.ly/4bRxyt0
How Wealthfront Finally Became Profitable After 14 Years
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Another day, another new entrant into private credit! Former Goldman Sachs Group Inc. partners Tom Connolly and Mike Koester are betting on one of the hottest corners on Wall Street for their next act. The New York-based duo have co-founded a new firm, 5C Investment Partners, that aims to capture a slice of the burgeoning private credit market, where alternative asset managers are increasingly displacing banks by providing multi-billion financings to companies. 5C, which describes itself as a credit-centric alternative investment firm, will be initially focused on the US, with scope to expand in Europe. Story by Gillian Tan https://lnkd.in/d8q5zdPq #privatecredit #directlending
Goldman Alums Connolly, Koester Start New Act in Private Credit
bloomberg.com
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J.P. Morgan Private Bank has recently released their 2024 family office report which highlights how the wealthiest families in the world are investing their capital and River X is very much aligned with their thinking. A major takeaway was that family offices are allocating 46% of their total portfolio in alternative investments such as private credit, private equity, real estate and venture capital in search of higher returns and lower volatility while maintaining just a 26% exposure to public equities. If you would like any further information on investing in these asset classes then please do not hesitate to reach out . #familyoffice #privatecredit #privateequity #realestate
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Helping others communicate more effectively, establish rapport, and build strong collaborative teams regardless of gender or generation. All our programs can be delivered virtually, online, or in person.
How Wealthfront Finally Became Profitable After 14 Years https://buff.ly/4bRxyt0
How Wealthfront Finally Became Profitable After 14 Years
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Morgan Stanley and Apollo Global Management, Inc. Executives Launch Credit Secondary Firm FoxPath Capital Partners aims to capitalize on the need for liquidity among investors in private asset classes. As the primary side of private credit garners increasing attention and capital, the challenge of an oversupply of capital seeking limited opportunities is inevitable. This scenario is likely to catalyze the emergence of the private credit secondary market. https://lnkd.in/gqMJWatV
WSJ News Exclusive | Morgan Stanley and Apollo Executives Launch Credit Secondary Firm
wsj.com
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Market-beating Fidelity FAST Global targets ‘broken franchises’ 💥 Great interview with Fidelity International's Dmitry Solomakhin in Citywire: ➡ ‘[Clients] want a good story, but I can’t tell a good story’, he said, cutting to the chase. ‘If there are no significant blow-ups in a given month, it’s a very strange month.’ ➡ ‘Nineteen times out of 20 if the market views something as a broken business, the market is right. The job is to find this one out of 20 where the market might be occasionally wrong,’ Solomakhin said. https://lnkd.in/erKW3YAM #investing #valueinvesting #markets
Market-beating Fidelity FAST Global targets ‘broken franchises’
citywire.com
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“Much as the equity portion of the secondaries market has grown and evolved over the last 15 years, we expect increased innovation in credit secondaries to meet the needs of investors seeking to optimize their portfolios and manage risk.” - This is the central message from Benjamin Wilson, Managing Director and Global Head of Secondaries at HQ Capital, who recently spoke as a panelist in the Credit Secondaries session at The Private Markets Secondaries Meeting in Santa Monica. #HQCapital #CreditSecondaries #SecondaryMarket
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Glad to hear you had a great evening, Kayla! Thanks for sharing! 💜👏