Vishnu Amble’s Post

Did you know there are little-known assets projected to generate over $690 billion this year? Smart investors are already capitalizing on these opportunities, and you can too. No need to be an expert or get bogged down in day-to-day management. Let's explore how this works. #InvestmentOpportunities #LucrativeAsset

In a recent report by Celent, alternative asset managers are exploring partnerships, mergers, acquisitions, and IPOs in 2024. Here are some key drivers identified by Celent: 1️⃣ Financing strategic growth options: IPOs provide privately owned asset managers with an opportunity to raise public capital through equity financing. This enables them to expand their capacity to fund acquisitions and maintain a financially stable balance sheet. 2️⃣ Evolving investor demand: Limited partners (LPs) are seeking comprehensive relationships with fully-integrated investment solutions providers. By organizing themselves as total solutions providers with multi-strategy capabilities, asset managers and outsourced chief investment officer (OCIO) providers can attract and deepen large strategic LP relationships. 3️⃣ Shifting business models and 'all weather' managers: Asset managers are adopting more diversified business models, driving strategic consolidation and expansions into untapped whitespace in complementary asset classes. 4️⃣ Pursuing the next leg of growth: Alternative and private asset managers are preparing for the next phase of growth through the retail and insurance segments. The adoption of private markets by insurance and retail investors is expected to accelerate significantly. 5️⃣ Flexing next-gen technology muscles: Asset managers will require technology capital to achieve greater operating leverage and scale new products. Emerging technology paradigms offer strategic opportunities for managers and investors, promoting the widespread adoption of private markets investing. The question remains: Are alternative and private asset managers and institutional investors technologically ready from a business and operational standpoint? #AlternativeInvestments #PrivateMarkets #AssetManagement #IPOs #InvestmentStrategies #FinancialInnovation #TechnologyDrivenInvesting #FutureOfInvesting https://lnkd.in/gzBUzE6E

Many firms focus on specific categories or business models when building a portfolio. But that’s now how the team at ZMC operates. They select potential assets based on two key factors: 1. There’s a macro-trend the team believes in that will drive growth for the company. (These themes are identified and vetted on an ongoing basis.) 2. The company has some “unfair advantages”—like proprietary information or a world-class team or network—that have created a defensive moat for the business against competitors. If a company has both of these elements—and ZMC feels they have value to offer—they’ll approach the asset, regardless of their industry. Dive into ZMC’s process for vetting investment themes and performing due diligence in this episode of Private Equity Value Creation. https://lnkd.in/e9e7ueqW

146 strategies, managed by 90 different firms domiciled across 12 different countries, passed the $1bn AuM threshold on Nasdaq eVestment as of 4Q23. The strategies passing this key milestone were broad, ranging from #IndianEquities to #EuropeanFixedIncome to #USLargeCapGrowth (in aggregate this included 9 #Balanced, 88 #Equity, 38 #FixedIncome and 11 #HedgeFund strategies). Passing such AuM thresholds can be important for managers as institutional investors often incorporate product AuM thresholds when screening for managers. As such this is a great time for managers to review their data to enhance visibility and review possible opportunities (since they could be eligible for greater search inclusion). Congrats to the 90 managers passing the $1bn mark! #milestones #managersearches

Cap Connect's final event of the year served as a valuable platform for an exclusive gathering of family offices, wealth managers, and fund managers. The event brought together insights and thought leadership from various specialists in a bid to help these investors navigate their decision-making in the coming year.   Special thanks to Chris Parry, our keynote speaker, who delivered a comprehensive analysis of the geopolitical and economic landscape for 2024 and beyond. The emphasis on long-term investments in sectors such as cybersecurity, space, and biotech reflected the need for strategic positioning in response to evolving market trends. We would like to thank all attending managers Muzinich & Co, Tabula Investment Management, Gravis, Malabar Investment Advisors Pvt Ltd, Capital Fund Management (CFM), Redhedge Asset Management LLP and Federated Hermes Limited for showcasing their market-leading strategies to an attentive and appreciative audience.   As the financial landscape continues to evolve, we look forward to welcoming back family offices and wealth managers with our impressive pipeline of managers and speakers in 2024.   #CapConnect #FamilyOffices #InvestmentManagement #NetworkingEvents #GlobalTrends

AlTi Tiedemann Global announced the acquisition of East End Advisors, an independent advisory firm with assets under management (AUM) of approximately $5.6 billion, offering customized portfolio management & investment services to a select group of UHNW families and foundations. https://lnkd.in/d566kz2a #dailydose #followus #staytuned #stayconnected #technews #technology #trending #trendingnow #trendingpost #trendingnews #explore #explorepage #techdogs

At MPowered Capital, we are working to alter the paradigm for diverse investment managers.    Through numerous conversations with GPs and LPs alike, we have identified what we think are effective ways to address the problem of underrepresentation – ways to begin moving more institutional capital to diverse managers while also accelerating their growth. We believe the most effective way is through what we have termed GP Structured Partnerships, or “GSPs”. Our GSPs are addressing several capital funding gaps including working capital to help managers launch and scale their firms and first close fund capital. Our recent white paper explains what GSPs entail and why we believe this kind of innovative thinking and support can be so instrumental in shaping the future for diverse talent in the private alternative investment space. Read the full white paper here: https://lnkd.in/eN72f_4p   #MPowerTheTalent

NexPhase Capital, LP, a New York City-based private equity firm, has been successfully managing $2.6 billion in assets under management, attracting institutional investors with its strong performance. The firm focuses on lower-middle market companies in the healthcare, software, and consumer sectors. “We spend a lot of time thinking about key macro themes and trends within each of our three verticals to identify which subsectors are the most attractive,” explained Ted Yun, Managing Partner. “We’re also growth-oriented investors. We’re looking to buy companies that we believe have tailwinds behind them and then invest in these businesses to help them turbocharge their growth with our operating playbooks.” NexPhase has 17 companies in its portfolio with two investments recently sold. The firm's thematic investing approach and operating playbook can be seen in its most recent sale. Learn more: https://lnkd.in/dY9UEGxV #privateequity #diverseleadership #alternativeinvesting

How can investment firms address the growing demand for transparency and reporting? John Desmond, Head of Investment Operations, Outsourcing, Service and Delivery, North America at Northern Trust Asset Servicing has some insights ahead of his roundtable discussion at InvestOps in Orlando this year!      You can view the full interview here: https://bit.ly/3uMxs5s    #customercentric #technology #investmentmanagement #InvestOps #InvestmentOperations  

The Top NYC Investment Services Rely on MSPs 💼 Downtime isn’t an option when you're managing critical investments. A split-second delay can cost millions.    As a leading MSP in NYC, we provide real-time IT support to ensure your systems are always up and running. Investment decisions are important; so is the technology backing them. Don't compromise. 🌐⏰   #AlwaysOn #InvestmentTech #ConsultCRA