Dan Hermann

Since 2009, CAIS has been at the forefront of making alternative investments more accessible to advisors by solving challenges such as access to quality funds, education on strategies, trusted due diligence and reporting, and operational efficiency. Today we are working to solve another challenge: industry-wide fees and expenses that are significantly impacting end-investor portfolio performance. Our latest initiative focuses on reducing fees and expenses associated with custom feeder funds. Read more about this initiative from our Founder and CEO, Matt Brown: https://lnkd.in/eQdGvus4 #financialadvisors #alternativeinvesting #feederfunds

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Nearly 40% of families are planning to boost their allocation to private equity in the next 5 years, despite an already meaningful increase over the past 5 years. This trend signifies a growing confidence among families in this asset class. PE, including venture capital, now makes up 22% of the average family's strategic asset allocation, as reported by UBS. Higher allocations to alternatives tend to correlate with sophistication, with PE allocations being greater in the US, among larger families, and those with more investment experience. Notably however, large private banks often group venture capital under PE, although VC poses distinct challenges, benefits, and variance for investors. With a substantial influx of trillions of dollars into private markets in the near future from family offices and institutional investors, there is a pressing need for enhanced visibility and support to identify and screen relevant opportunities. The current infrastructure falls short in meeting these demands. Exciting developments are on the horizon at Sprout, including the launch of new software tools, educational content, and curated events tailored for LPs. We are here to professionalise private markets. Stay tuned for more updates.

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In the landscape of private placement investments, Tri-Land Equity Investor Fund produces an innovative investment approach. This white paper explains the strategy employed by Tri-Land Properties, leveraging "Letters of Credit" or "Pledge Agreements" as a substitute for traditional cash investments. This method not only optimizes investment efficiency but also offers investors an avenue to diversify a stock or bond portfolio without liquidating existing assets. Tri-Land Properties RJ Johnson #alternativeinvestments #TriLandEquityInvestorFund #TriLand #LettersofCredit #PledgeAgreements #investments #diversification #realestate

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Watch the April 2024 edition of the "Monthly Market Roll." In this video, Bradley J. Rathe, Partner, Senior Director of Portfolio Management, is joined by Clay McDaniel, CFA®, Partner, Chief Investment Officer of Private Markets of Waverly Advisors, LLC, to have an insightful discussion on the economy, markets, investments, and other macroeconomic data for last month and then "roll" forward to this month with their perspectives on what lies ahead. For more information about the topics discussed in this video or if you would like a complimentary portfolio review, contact a Waverly advisor today. Watch the video here: https://lnkd.in/eCGDjjJV #wealthmanagement #economy #EconomicNews #financialplanning #estateplanning #retirementplanning #investing

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