Results for "private-equity funds"

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Third Avenue rattles the junk bond market

December 14, 2015

Third Avenue Management's unprecedented move last week of blocking investor redemptions from its junk-bond fund has clearly rattled the bond markets, but it doesn't mean this is the end of days for fixed income investors. Try not to freak out...

Crowdfunding platform borrows a page from private equity

November 16, 2015

The latest twist in the fast-evolving crowdfunding market borrows some aspects of private equity. Wunder Capital on Monday plans to launch its second investment fund since June, employing many of the structures used by private equity funds,...

Calpers makes another move away from pricey investments by trimming real estate exposure

November 13, 2015

Calpers trims its real estate holdings with a $3 billion sale, representing 10% of the pension giant's holdings. Part of a broader effort to simplify portfolio holdings and reduce fees. The SEC has cracked down on adviser for allegedly convincing...

The endless and irrelevant financial woes of presidential candidates

November 11, 2015

Presidential candidates are not always good at managing their own money, and voters don't care, or need to. Congress has control of the budget If growth stocks are still beating value, does that shoot all kinds of holes in the argument for smart...

With SEC poised to expand crowdfunding rules, it's time for advisers to get up to speed

October 29, 2015

Investment crowdfunding is coming to the retail-investor marketplace and financial advisers who are not up to speed could be missing an opportunity to provide valuable guidance to their clients. “I think it's a really big thing,” said Doug...

A 60-40 portfolio can no longer deliver growth and inflation protection, investment strategist warns

October 27, 2015

The standard setup of an investment portfolio has too many risks, not the least of which is an expected annual return of 2.2% for a portfolio of 60% stocks and 40% bonds, according to Bob Rice, chief investment strategist at Tangent Capital....

Fallout at Fortress Investment Group

October 13, 2015

The dust is being kicked up at Fortress Investment Group, including the departure of a top hedge fund manager and the closing of a flagship fund in the wake of a really bad run. Michael Novogratz hits the bricks When it comes to retirement saving,...

Papal visits have become precursors to stock market pullbacks

September 23, 2015

Brace yourself for the latest stock market indicator as the Papal visit gets under way. Turns out, those rare trips to the U.S. by a Pope have not always been good for stocks. The three most recent trips were ominous signs for the markets Sen....

The next REIT privatization wave is underway

September 8, 2015

The swelling gap between public and private valuations is making REITs a sweet target. A treasure trove of properties Taking a swipe at liquid alternative investments is always fair. But blaming the current market environment on the category...

How advisers can benefit as the cost of private-equity investing is driven down

August 14, 2015

Investing history is about to repeat itself. Just as the cost of stock trading plunged in recent years – to zero, in some cases – increased liquidity and transparency will drive down the costs of private equity investing in coming years....

Lynn Tilton, the "Wonder Woman of Wall Street," goes from corporate savior to SEC target

July 16, 2015

Lynn Tilton was rushing to get dressed at her home in Paradise Valley, Ariz., when she got a tip that the Securities and Exchange Commission was about to charge her with fraud. Taking in the news, she froze for a moment, then grabbed her laptop....

Blackstone and BlackRock are starting to cross over into each other's bread and butter

June 30, 2015

To understand how Steve Schwarzman and Larry Fink, one-time partners who had an ugly breakup two decades ago, today compete for attention among the most powerful people in business and finance, consider the events of a few days in mid-April....

Asset managers beat the bushes to woo reclusive family offices

May 26, 2015

It was an invitation too good to resist. Matthew McCarthy was asked by KKR & Co. to fly to New York from Ohio, where he manages money for the founders of a consumer-products company. First, he had dinner with KKR's billionaire co-founder Henry...

A portfolio strategy that goes all in for alts to dial down market risk

May 20, 2015

For a lot of financial advisers, a 5% or 10% allocation to alternative investments is still viewed either as pushing the limits or as checking off the box for having some exposure to alternatives. But what about a 45% allocation that represents...

Asset manager sees gold in grass; starts PE pot fund

May 18, 2015

As marijuana becomes legalized in various parts of the country, investors and asset managers are grappling with the best way to make some money off the trend. The latest, and perhaps most aggressive, effort is a new private-equity fund from...

SEC to expand alternative investment examination program to more asset classes

May 15, 2015

The Securities and Exchange Commission plans to expand its ongoing alternative investment examination program to other alternative investment managers including credit advisers, infrastructure and timber managers, said Marc Wyatt, acting director...

Dynasty hires Scott D. Welch to be chief investment officer

May 14, 2015

Dynasty Financial Partners, a company that sells advisers services and tools to run their businesses, has hired Scott D. Welch for its new position as chief investment officer. In his new role, Mr. Welch will oversee investment research, choose...

Private equity stalwart Pomona Capital launches fund for smaller investors, joining ranks of Carlyle, Altegris

May 14, 2015

Global private equity stalwart Pomona Capital has become the latest firm to try and push the alternative investing strategy to the retail-investor level with a registered fund launched this week. The Pomona Investment Fund, which starts with...

Vanguard, Goldman Sachs agree that advisers face tall order in picking alts fund managers

April 29, 2015

There may be no two investment firms more different than Vanguard and Goldman Sachs. But the two have found a note of harmony. In separate presentations to financial advisers — and potential clients — at a conference in Las Vegas, investment...

The riddle and the dilemma of global bonds

April 17, 2015

If not even negative yields can bring a bond bull to their knees, what will? The riddle and the dilemma of global bonds Making the case for emerging markets, where bargains are still plentiful. 'There isn't any reason to become positive, just...

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