Fund Launches
Blackstone Private Equity Strategies Fund Revives Launch Plans
Redemption overload at Blackstone’s flagship non-traded REIT cast a pall over the whole retail alternative sector for several months. Blackstone had to delay the launch of Blackstone Private Equity Strategies Fund(BXPE), a publicly registered vehicle designed to bring traditional private equity to a wider audience of investors. Yet the launch plans are back on now, […]
The Reemergence of Non-traded REITs
Total non-traded REIT (NT REIT) assets were $232 billion as of the end of 2022Q2, up 76% compared to a year ago. This recent growth has been led by Blackstone, which has come to dominate the sector. Yet several other major asset managers have launched new funds, indicating that the NT REIT is becoming a […]
PGIM Registers Non-traded BDC
On November 1, PGIM filed a registration statement for a new perpetual life non-traded BDC: PGIM Private Credit Fund. PGIM, formerly known as Prudential Investment Management, has been expanding its alternative investment lineup in recent years. In this article we provide a preview of PGIM’s new NT BDC, and its alternative investment business strategy. PGIM […]
Asset Allocation
Limitations of the 60/40 Portfolio and the Role of Alternative Investments.
The traditional 60/40 portfolio allocation has been a popular investment strategy for many years. It involves allocating 60% of your portfolio to stocks and 40% to bonds. This strategy has served as a good rule of thumb in the past but it has a number of limitations that investors should be aware of. 60/40 Limitations […]
iCapital® Launches iCapital Marketplace to Connect Wealth Managers to World’s Largest Selection of Alternative Investment Opportunities
iCapital Marketplace offers enhanced distribution for asset managers with access, diligence, and analytics capabilities for wealth managers, advisors, and their clients – all in one place Originally posted on iCapital’s website. NEW YORK & ZURICH — (BUSINESS WIRE) — iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced […]
3 Pillars of David Swensen’s Method
David Swensen (January 26, 1954- May 5, 2021) served as chief investment officer at the Yale University Endowment from 1985 until his death in 2021. His legacy is that of a pioneer in the world of asset allocation and alternative investments. Prior to the 1980s, endowments had invested exclusively in stocks and bonds, with an […]
Tender Offers
Morgan Creek Global Equity Long/Short Fund Liquidation
Morgan Creek Global Equity Long/Short Fund launched in 2011. It is an unlisted closed end fund(tender offer fund) that invests in a diversified portfolio of hedge funds and other private funds, mainly following long/short equity strategies, including both US and foreign stocks. They invested in many of the largest brand name hedge fund franchises including […]
Skybridge Funds Face Liquidity Crunch: What Investors Can Do
SkyBridge is a famous, some would say infamous alternative asset manager. It is one of the largest sponsors of hedge fund vehicles that use the transparent 40 act fund structure known as a tender offer fund. SkyBridge Multi Adviser Hedge Fund Portfolios and SkyBridge G II Fund LLC each offer exposure to some of the […]
Strategic Realty Trust Tender Offer
Alternative Liquidity Capital has announced an offer to purchase up to 1,050,000 shares of Strategic Realty Trust, Inc.(SGIC) at a price of $0.75 per share. Offer documents are available on the SEC EDGAR database and at Alternative Liquidity’s website. In this article we provide some background information on SGIC, and the offer. Strategic Realty Trust […]
Alternative Asset Managers
Blackstone Private Equity Strategies Fund Revives Launch Plans
Redemption overload at Blackstone’s flagship non-traded REIT cast a pall over the whole retail alternative sector for several months. Blackstone had to delay the launch of Blackstone Private Equity Strategies Fund(BXPE), a publicly registered vehicle designed to bring traditional private equity to a wider audience of investors. Yet the launch plans are back on now, […]
Carlyle Group’s Alternative Investment Strategy
Carlyle Group is a global investment firm that focuses on alternative investments such as private equity, real estate, credit, and infrastructure. The firm’s alternative investments strategy involves identifying high-potential assets and adding value through operational improvements, with the aim of selling those assets for a profit. Carlyle Group has a total of $376 billion in […]
Understanding the Franklin Templeton Alternative Investment Strategy
Franklin Templeton has long been a mutual fund powerhouse. However, they have also quietly become one of the biggest players in the alternative investments industry. Strategic M&A and educational initiatives helped Franklin Templeton alternative investment products gain traction in the RIA channel. Franklin Templeton’s strategic focus on alternative investments is just beginning to have an […]