Ethan Green’s Post

Van Lanschot Kempen Investment Management today launched the Kempen North American Private Equity Fund. The launch of this new private equity fund is an important addition to Van Lanschot Kempen's current range of investment products within private markets. The fund focuses on small and medium-sized privately owned companies in North America. Read more: https://lnkd.in/eMRqbrrA Capital at risk. For professional investors only. #privateequity #investing #alternatives #investmentmanagement

There are a lot of misconceptions and fears surrounding Private Equity investment. Co-Investment strategies offer a way to address many of these concerns. In this article David Maréchal, Co-Head of Private Equity, explores some of the opportunities and how this diversifying asset class can be accessed. #privateequity

Morgan Stanley Investment Management’s McCabe On Accessing Alternative Investments Watch Now: https://lnkd.in/e9sRRNuh #RIA #RIAChannel #AlternativeInvestments Morgan Stanley Dennis McCabe

Los Angeles (June 24, 2024) – Quincy Cass Investment Management announces the launch of their new Focused Equity Strategy. The Quincy Cass Focused Equity Strategy (the “Strategy”) will leverage the extensive experience of portfolio managers Mark Minichiello, CEO and Deanna M Adams, CFA, CIO, who together bring over 50 years of combined investment experience. Launching in July 2024, the strategy will expand QCA’s suite of investment solutions and will cater to the evolving needs of both their existing and new high net worth clients as well as their expanding institutional base. This latest Strategy will be the fourth in Quincy Cass’s line-up of actively managed offerings and is intended to replicate hedge funds in terms of performance and investment style including holding concentrated positions. However, the Strategy will present investors with certain specific and unique advantages including:  * Unrestricted Liquidity and Full Transparency: Clients retain full access to their investments and receive comprehensive monthly statements for simplified tax reporting (1099).  * No Lock-Up Periods or Performance Fees.  * Custodial Flexibility: Choice of either Fidelity or Schwab for custodial services. Client funds will be managed by QCA Capital, an SEC registered investment adviser. The Strategy is designed for accredited investors with an aggressive risk profile coupled with a long-term investment horizon. The minimum initial investment is $1,000,000 and the strategy will be closed to new investors once it reaches $1 billion under management. The strategy may exhibit market volatility and high portfolio turnover with limited tax optimization considerations. “The Focused Equity Strategy seeks to build upon Quincy Cass’s unwavering commitment to identify industry leaders by investing concentrated positions in the chosen companies. Our team will leverage its deep research capability and focus on identifying companies with a clear competitive edge and robust business models positioned for exceptional growth,” says Ms. Adams. A complete detail of Quincy Cass’s 102-year history and services offered can be at www.quincycass.com #quincycass #investmentmanagement

DLA Piper, market-forward with the formation of a dedicated Investment Funds practice group through a strategic consolidation of our Investment Management practice, led by John Cusack and Jesse Criz, and our Institutional Investor practice, led by David Parrish and Nicole Brennig. #InvestmentFunds #Investors #FundFormation #FundFinance

Want to get inside the mind of an active allocator to emerging manager venture and understand how to drive the most meaningful returns as a LP? The latest Alt Goes Mainstream by The AGM Collective episode with active allocator to emerging managers Jamie Rhode, CFA, a Principal at Verdis Investment Management, is an important listen for any emerging manager VC or LP spending time in venture. Jamie and I had a fascinating discussion. We covered: * Why Jamie believes that 90% of investment returns come from asset allocation strategy. * Why smaller funds often drive the best returns. * Why illiquidity and duration are so critical to producing outsized returns, with Verdis finding that the last 20% of the hold period of a fund producing 46% of the returns. * Why Verdis believes in the strength of the YC network. * The perfect fund size and portfolio construction. * Why former operators may not make the best fund managers in Jamie’s view. Thanks for coming on the show to share your wisdom and data-driven perspectives, Jamie. https://lnkd.in/eikRbPNc

Davidson Kempner Capital Management, a global investment management firm, announced that it has closed its Davidson Kempner Opportunities Fund VI, with $3.0bn in capital commitments. With a flexible and opportunistic mandate, DK Opportunities Fund VI targets investments in less liquid, longer-duration situations arising from capital dislocations, motivated sellers, and substantial asset or structural complexity. The Fund builds upon the track record of five previous vintages which have collectively invested over $10.0 billion since the inception in 2011. The funds are diversified across geographies, industries and investment types, including corporates, real estate, structured products, infrastructure and hard assets. #PEInsights #privateequity #fundraising #investment

With the fallout from the new Swiss laws in 2021 now if full flow... Do you think we are going to see more boutqiue Wealth Management Firms acquired by the larger brands? And is this solely down to now having to be licensed? #Switzerland #PrivateBanking #Wealthmanagement #EAM #Assetmanagement

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On today’s blog, learn how Peter Andersen CFA of Anderson Capital Management, partners with Proteus to offer private and alternative investments to his clients. https://lnkd.in/gDS2HCYg #privateinvestments #alternativeinvestments #allianceprogram