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Investor Toolkit
47 posts
Practical resources and guides to simplify the private investment process. Useful tools and knowledge to empower investors.
Alts Are the New Black: Building Smarter Private Portfolios
A practical guide to private market investing — from PE to real assets — for investors looking to build smarter, more resilient portfolios.
Collateralized Fund Obligations: Unlocking Liquidity in Private Markets
Collateralized Fund Obligations (CFOs) enhance liquidity in private markets by securitizing illiquid fund interests into structured investment products, balancing risk and return while addressing capital efficiency.
PPLI: A Strategic Tool for Global Families
Private Placement Life Insurance (PPLI) offers UHNW families tax efficiencies, investment flexibility, and global mobility for effective wealth planning, making it essential for complex cross-border financial strategies.
Evergreen Funds: A Gateway to Private Market Investing
Evergreen funds are innovative open-ended investment vehicles offering long-term flexibility and gradual capital deployment. They provide easier access to private markets.
Investment Red Flags: When NOT to Invest
Critical investment red flags, including unrealistic projections, leadership instability, opaque structures, and external risks.
Continuation Funds: Why GPs Are Doubling Down on Their Best Bets
Continuation funds enable private equity managers to extend the life of high-performing assets, providing liquidity solutions while aligning interests of GPs and LPs amidst evolving investment landscapes.
Mastering Due Diligence in M&A
Due diligence in M&A uncovers risks, validates fits, and ensures long-term value. Key areas include financials, legal aspects, operations, and market viability.
Stress Testing Your Investments: The Ghost Portfolio Approach
The Ghost Portfolio approach stress-tests investments by simulating historical scenarios, helping investors identify risks, refine strategies, and enhance portfolio resilience amidst market uncertainties.
Best Practices for Real Estate Due Diligence
Effective real estate due diligence involves thorough assessments of financial, legal, environmental, and market factors. A well-structured checklist aids in identifying risks and optimizing investment decisions for long-term value.
The Hidden Costs of Private Investing (That No One Talks About)
Hidden costs in private investing beyond management fees, including time burdens, legal complexities, and liquidity issues.