James Levy-Newman

Expert Investor is proud to announce the launch of its Madrid Investment Club. The Club brings together great speakers and top fund selectors from the Madrid region to discuss topical issues. The Madrid Investment Club will meet annually, away from Madrid, to allow for meaningful discussion and debate, share ideas with members away from the office and absorb new perspectives. In 2017, we launch The Madrid Investment Club in Valencia on 25th and 26th September.

Real Estate Bridge Loan Funds offer investors consistent, non-correlated returns of over 8 per cent p.a. The loans are normally secured by a first mortgage on high quality real estate in jurisdictions that facilitate rapid liquidation in favour of the creditor in the event of non-payment.

La experiencia de los equipos gestores activos en fondos sicav-SIFs luxemburgueses de préstamos respaldados por bienes es realmente impresionante.

There is an astounding width and depth of credit expertise to be found among the management teams of many of the secured lending funds registered as Luxembourg SICAV-SIFs

Intelligent Partnership Research Director Dan Kiernan moderated a panel at the Lendit Europe 2016 conference. The panelists from Octopus Choice, Ratesetter, LendingWell, Goji and Clearwater Private Investment debated what it would take to get financial advisers to engage with direct lending investing.

James Levy, founder of Clearwater Private Investment, argues there are several benefits to P2P and marketplace lending that institutional investors should take note of.

On reading the title of this article, many Altfi readers will think, “of course marketplace lending is a new asset class”. However, the answer is not nearly so clear, especially to the asset management industry. This is true despite the exponential growth of market lending platforms worldwide in the past several years, and the increasing participation of institutional money as an alternative funding source to traditional bank lending. In fact, to the best of my knowledge, at this time no… Mostrar más

On reading the title of this article, many Altfi readers will think, “of course marketplace lending is a new asset class”. However, the answer is not nearly so clear, especially to the asset management industry. This is true despite the exponential growth of market lending platforms worldwide in the past several years, and the increasing participation of institutional money as an alternative funding source to traditional bank lending. In fact, to the best of my knowledge, at this time no significant private bank or major asset management firm has included marketplace lending assets among their traditional asset classes such as cash, bonds, stocks, commodities and real estate. Mostrar menos

When I began this series in Altfi.com in June of this year, I compared market lending to a volcanic island emerging from the sea, a new and largely uncharted territory rich in opportunities for income investors. Those opportunities have multiplied and matured significantly even in the brief time since that first article was published.

In this fifth instalment of a six part survey of market lending from the investor´s perspective, I would like to draw the reader´s attention to a fast growing new area of market lending that is providing attractive and stable returns to increasing numbers investors on the other side of the pond.

In this fourth installment of a six part survey of market lending from the investor´s perspective, I would like to draw the reader´s attention to trade finance, a little known, but very attractive area of market lending. Trade finance is the short term financing of transactions between buyers and sellers, particularly international transactions.

Gain an insight into P2P from James Levy, a leading international advisor, with over twenty years’ experience in private banking.

Learn about:
◦Top Tips for investors wishing to engage in P2P
◦How P2P works
◦Where the UK P2P market currently stands

In this third instalment of a six part survey of market lending from the investor’s perspective, I would like to address what I see as an important potential bottleneck for the growth of market lending in the future, and the ability of the alternative lending platforms to meet very ambitious growth projections for the coming years.

In this second instalment of my Survey of Market Lending from the investor´s perspective, I intend to analyze the risk of market lending, particularly Peer-to-Peer (P2P) Lending, in comparison to traditional fixed income tools such as bank deposits and bonds. While much is written about the advantages of market lending for individual borrowers and small business owners, the fact is that alternative finance will never grow to significantly challenge the incumbent banks unless fixed income… Mostrar más

In this second instalment of my Survey of Market Lending from the investor´s perspective, I intend to analyze the risk of market lending, particularly Peer-to-Peer (P2P) Lending, in comparison to traditional fixed income tools such as bank deposits and bonds. While much is written about the advantages of market lending for individual borrowers and small business owners, the fact is that alternative finance will never grow to significantly challenge the incumbent banks unless fixed income investors begin to trust market lending for a significant portion of the investment allocations. Mostrar menos

This series of articles will initially examine the origins of market lending and the exponential growth of the leading platforms in recent years. An overview of each of the key areas of Alternative Finance will first be presented (Peer-to-Peer consumer lending, Peer-to-Business SME lending, discounted invoice financing, trade finance and real estate mortgage funding). Later articles will examine the potential of alternative finance and bank disintermediation to disrupt the current model… Mostrar más

This series of articles will initially examine the origins of market lending and the exponential growth of the leading platforms in recent years. An overview of each of the key areas of Alternative Finance will first be presented (Peer-to-Peer consumer lending, Peer-to-Business SME lending, discounted invoice financing, trade finance and real estate mortgage funding). Later articles will examine the potential of alternative finance and bank disintermediation to disrupt the current model of capital allocation. Further, the challenge of alternative finance to traditional investment management will be evaluated.
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Los préstamos directos permiten a los ahorradores obtener retornos sobre su capital muy superiores a los que ofrecen los depósitos bancarios, las inversiones en renta fija en los mercados de capital, o las acciones con dividendos de la Bolsa, estas últimas -en todo caso- con un nivel de riesgo muy superior. Existen decenas de plataformas consolidadas con muchos años de experiencia y excelentes resultados, especialmente en Estados Unidos y Gran Bretaña, que proporcionan financiación a empresas… Mostrar más

Los préstamos directos permiten a los ahorradores obtener retornos sobre su capital muy superiores a los que ofrecen los depósitos bancarios, las inversiones en renta fija en los mercados de capital, o las acciones con dividendos de la Bolsa, estas últimas -en todo caso- con un nivel de riesgo muy superior. Existen decenas de plataformas consolidadas con muchos años de experiencia y excelentes resultados, especialmente en Estados Unidos y Gran Bretaña, que proporcionan financiación a empresas de pequeño y mediano tamaño. Mostrar menos

Something is wrong, very wrong, at the heart of the investment advisory industry.



Many of my most astute colleagues, who like your author have more than two decades of experience in private banking advising high net-worth clients, know in their hearts that something has gone awry in our trade. Far from improving, the situation is worsening, and the very tools of our profession (deposits, stocks, bonds, annuities) are increasingly inadequate to build a portfolio for our clients… Mostrar más

Something is wrong, very wrong, at the heart of the investment advisory industry.



Many of my most astute colleagues, who like your author have more than two decades of experience in private banking advising high net-worth clients, know in their hearts that something has gone awry in our trade. Far from improving, the situation is worsening, and the very tools of our profession (deposits, stocks, bonds, annuities) are increasingly inadequate to build a portfolio for our clients that will satisfy their fundamental needs for capital preservation plus reasonable, low volatility growth over time.
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This article is a call to action for both investors and investment advisors. The P2P lending train is leaving the station, not only through Lending Club and Prosper, but also through a myriad of new platforms focusing on other sectors of consumer lending such as student loans, real estate and automobile financing. P2P lending offers attractive yields in a yield hungry world, accompanied by low volatility that grants freedom from the burden of market timing. It is my contention that both… Mostrar más

This article is a call to action for both investors and investment advisors. The P2P lending train is leaving the station, not only through Lending Club and Prosper, but also through a myriad of new platforms focusing on other sectors of consumer lending such as student loans, real estate and automobile financing. P2P lending offers attractive yields in a yield hungry world, accompanied by low volatility that grants freedom from the burden of market timing. It is my contention that both individual investors and advisors who serve them should begin to take seriously this emerging asset class, and dedícate some of their "Seeking Alpha" energies to take steps now to prepare themselves to add P2P lending to their investment tool kit.
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Financiación Alternativa para las PYMES: Las nuevas plataformas de pagos anticipados de facturas

Crowdfunding en las PYMEs españolas. Una industria a punto de nacer.

Desintermediación Bancaria y Nuevas Fuentes de Financiación para las PYMES

(OroyFinanzas.com) – En la primera parte de la entrevista que James Levy ha concedido a Javier Santacruz Cano, se habló sobre el papel del dinero en la sociedad de hoy. En esta segunda parte de la entrevista se hablará sobre la importancia de la política monetaria y el fracaso de los reguladores en los últimos años en prevenir los excesos del sistema financiero.

Esta entrevista refleja la existencia de una alternativa al pensamiento único, explicada con claridad y sencillez en cada una de las preguntas. No sólo son importantes las cuestiones económicas, son más importantes las consecuencias que las decisiones económicas tienen sobre los individuos y la sociedad en general.