Portfolio Summits’ Post

Portfolio Summits is pleased to provide a preview of the agenda for its highly anticipated New York LP Summit in just six months: In one of the morning sessions, our audience will convene to gain insights from the panel discussion "Institutional Allocations to Venture Capital: Why Consider Early-stage Investments?" which will delve into the strategies employed by institutions with fiduciary responsibilities and confronting liquidity challenges as they discern opportunities for returns and sector-specific value in early-stage fund investments. Presenting their perspectives on why they may contemplate early-stage investments in their portfolios will be Summer Zhao, CFA, Investment Director (Lafayette College); Cynthia Maasry, Managing Director, Mission Investments (Trinity Church Wall Street); and Alexander Cochran, Director, Private Markets (LOCKHEED MARTIN INVESTMENT MANAGEMENT CO.), moderated by David Sheng, Managing Director (Aksia). This meticulously curated conference is designed around topics aimed at enhancing the knowledge base of LPs and with respect to the global financial environment. To ensure your early admission, kindly follow this link: https://lnkd.in/eZbV_tuB #PortfolioSummits #NYallocator #LPeducation #investorcommunity

As the private equity industry has matured, two distinct yet related trends have emerged: the rise of the secondary market and the emergence of innovative evergreen structures designed for individual investors.  A symbiotic relationship exists between these trends, with secondaries uniquely suited for asset managers seeking to launch, deploy, and scale perpetual private capital funds.  Those are the thoughts of Phil Huber, CFA, CFP, Managing Director and Head of Portfolio Solutions for Cliffwater, a leading alternative investment adviser and fund manager writing in In this paper for the CAIA Association's, Portfolio for the Future™! Section he explores the evolution of the secondary markets, the portfolio benefits of secondaries, the appeal of specialist secondary managers, and the necessary (but insufficient) role secondaries play in evergreen strategies.  #privatedebt #privateequity #riskmanagement #diversification

🌟 Join Us for “Navigating the Evolution of Private Equity Fundraising: A Dialogue with Edward A. Greene” 🌟 🗓 Date: April 16, 2024  ⏰ Time: 6:00 PM - 8:00 PM  📍 Venue: 上海市,南京西路附近(Location will be provided upon registration) 🎙 Keynote Speaker:  Edward A. Greene , Chairman and Executive Managing Director of Diamond Dragon Advisors, invites you to an insightful dialogue. Discover insights from his journey assisting Capital Today and Asia Alternatives in raising their inaugural funds. Gain valuable lessons on how global allocators’ perspectives on Chinese GPs have evolved over the past two decades. 🌐 About Edward A. Greene:  With decades of experience in alternative investments and capital markets, Mr. Greene managed institutional equity research, sales, and trading divisions at major Wall Street firms. He founded Diamond Dragon Advisors, committed to enhancing institutional quality within the alternative asset community in Asia. 🔍 In-depth Discussion: Explore the evolution of US private equity fundraising from the early '90s to today. Uncover valuable lessons for Chinese GPs looking to raise US dollar funds under today’s macro environment. Additionally, we’ll delve into DDA’s ongoing efforts in representing Asian and US GPs to global investors. 🎤 Host:   Shinya Deguchi serves as the Director of WOA. He also manages Star Magnolia Capital and has interacted with over 3,000 investment managers in his 20-year career. 📅 Agenda: 6:00-6:10 Registration 6:10-7:10 Dialogue with Edward Greene 7:10-7:20 GP Academy 7:20-8:00 Networking Don’t miss this opportunity to gain insights and connect with industry leaders! 🚀 Please Contact me scan the QR code on the poster via wechat WOA_KO WU HAO #DiamondDragonAdvisors #InvestmentInsights #NetworkingEvent #AsiaAlternatives

Join us at the Midwest LP Summit on April 18th, 2024, at the Palmer House in Chicago, Illinois. During our “Is There Any Alternative to Alternatives?” panel, experts will explore the burgeoning interest in alternative investments such as private equity, venture capital, real estate, and hedge funds, and how they diversify portfolios beyond traditional assets. Led by Evan Frazier, CFA, CAIA, Senior Research Analyst at Marquette Associates, our panelists include William Marshall, Senior Investment Officer at Northwestern Medicine, and Sud Murugesu, Partner and Head of the West Coast at Partners Capital. Together, they will dissect the risks associated with alternative asset classes and ponder whether the rush into these investments might ultimately erode any excess returns they promise. Don't miss out on this opportunity to gain valuable insights into the dynamic world of investment strategies. Sign up now: https://lnkd.in/dvaUnSR8 See you there! #PortfolioSummits #MidwestLP #Summit #AlternativeInvestments #ChicagoFinance

When looking after our clients & helping them build & grow a sustainable investment portfolio that will deliver on their goals, you need to think about what assets to include. See the latest article from our Chief Investment Office about working with Blackstone.

The Milken Institute Global Conference last week pointed to what we've been suspecting: 2025 is poised to be a pivotal year for dealmaking activity. Private equity is in a transformative phase, with investors looking for lucrative opportunities and strategic partnerships - particularly in the Middle East - even amidst current economic uncertainty. Financial Times: https://lnkd.in/e5eSUsPM Brooke Masters Harriet Agnew Jennifer Hughes Eric Platt Antoine Gara Stephen Morris #Dealmaking #MergersandAcquisitions #PrivateEquity

Most Famous Investors in the World ➤ Bill Ackman: Pershing Square's Ackman, with a stellar 17.1% annual return, transforms companies through activist strategies, outshining the S&P 500. ➤ Benjamin Graham: Graham, a 1920s value investing pioneer, influenced luminaries like Buffett, shaping the core principles of value investment. ➤ Warren Buffett: Buffett, the "Oracle of Omaha," boasts a 20% annual return since 1965, focusing on quality companies at fair prices. ➤ Jack Bogle: Vanguard's Bogle revolutionized investing, democratizing it with no-load mutual funds and low-cost index funds. ➤ Cathie Wood: Wood, ARK Invest's visionary, leads with optimism. Her ARK Innovation ETF excels, targeting a 15% annualized return. #topinvestors #investing #stockmarket #indexfunds #investment #strategy

Brandon Yee, CFA, CAIA, and Brent Pressentin, MBA, CEPA, attended the #LIFTAZ 2024 Summit this week, where they heard from industry experts about interest rates and inflation and how investing in venture capital, public markets, and real estate can help us better serve our clients. Thanks to Boots Dunlap and C. W. Smead, CFA, for hosting our staff, and to the Arizona Fund Manager Association for their efforts to transform Arizona’s investment landscape. #arizonafundmanager #wealthmanagement #familyoffice #investing #investmentstrategy

Are we in the early stages of a UK equity market renaissance? Join Matthew Tillett, Fund Manager of the Premier Miton UK Focus Fund and UK Value Opportunities Fund, as he discusses how the team exploit opportunities in the UK market, portfolio shifts and recent activity in equity markets. For investment professionals only. Capital at risk. #ukequities #investing #value #Dublinfunds