Results for "private-equity funds"

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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...

The case for incorporating private equity in client portfolios

April 7, 2015

In today's persistent low-yield environment, the challenge remains for advisers to identify opportunities to enhance portfolio returns for clients. Going forward, the solution may not come from public equities. The equity investment has been...

Regulators bare their teeth on excessive fees

January 23, 2015

A regulatory crackdown on overcharging clients was amplified this week with a move by Finra against an investment company and by a response from an investment banker to Securities and Exchange Commission pressure. The actions highlighted the...

Hedge fund managers testing the social media waters

January 22, 2015

Hedge funds, long known for restricting investor access to complex and secretive strategies, are ever so slowly coming out of the shadows and embracing social media. It's still a far cry from your favorite celebrities tweeting out what they...

Managed futures funds shine anew, but mystery remains

January 14, 2015

As market volatility spikes and correlation between various asset classes breaks down, managed futures strategies are enjoying their day in the sun once again. But whether financial advisers and investors will bite is an open question. The category...

House approves changes to Dodd-Frank law

January 14, 2015

The House of Representatives approved legislation Wednesday that would revise the Dodd-Frank financial reform law with delays and exemptions, a sign of the kind of changes that may be in store in a Republican-led Congress. Among the revisions...

Upstart platform attracts advisory firms with access to alts and capital

November 24, 2014

Aequitas Capital Partners is wading into the financial advisory space with a merchant banking model that provides access to growth capital in exchange for a significant business relationship that might not be for everyone. Launched as a unit...

Decision day: What Fed policy makers will have to say

October 29, 2014

What will Fed policy makers say, and how will investors respond? Fed decision day guide: FOMC seen focusing on too-low inflation Some folks think investors shouldn't focus on the Fed. With the Federal Reserve, timing isn't everything You're...

Markets in a 'bad mood' as S&P 500 gives back year's gains

October 15, 2014

The S&P 500 wiped out its gains for the year Wednesday as banks sank after reporting earnings while a drop in retail sales reignited concern about the economy and a second health worker in Texas caught Ebola. KeyCorp retreated 8.9%, the biggest...

The recovery's winners

September 11, 2014

The recovery has been a good time to be youngish. Only Gen Xers have gotten richer since the recession Here's how far investors have gone to bolster returns. Bond investors turn to leverage in low-yield desperation It's not too early to start...

Private credit markets offer investors double-digit returns

August 15, 2014

As traditional bond funds scramble to navigate around the threat of rising interest rates, a growing number of investors and financial advisers are tapping into private credit markets, thanks to an expanding network of entry points. “It's...

Schorsch's RCS Capital moves into crowdfunding

July 21, 2014

Welcome to “We R Crowdfunding,” the newest alternative investment offering from RCS Capital Corp. RCS Capital, the publicly traded holding company controlled by Nicholas Schorsch and known by its ticker symbol RCAP, announced Monday that...

HighTower gets $100 million loan

July 14, 2014

HighTower Advisors has received a $100 million credit line from two banks as it looks to boost recruiting and build out its newer offerings, including its Alliance platform. The firm, which until this point had secured funds — around $165...

A case for private equity in DC plans

May 11, 2014

There's a paradox in the retirement products world. While defined-benefit plans have historically invested broadly across asset classes, including private equity, defined-contribution plans have not. Financial advisers can reasonably expect...

Next on Janet Yellen's to-do list: Winding down a $4.5T balance sheet

May 9, 2014

As the Fed winds down its bond-buying program, Janet Yellen confronts the awkward issue of overseeing a $4.5 trillion balance sheet, which was at $800 billion before the financial crisis. It's on her to-do list. Waiting for the policy-normalizing...

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