Aquarian Holdings

Institutional interest in private credit is skyrocketing, with over $2 trillion in assets under management and the potential for diversification, robust returns, and protection in uncertain times. High interest rates have created attractive opportunities for institutional investors, especially as private credit strategies begin yielding double-digit returns. The pullback in traditional bank lending has also opened the door for private credit to fill critical financing gaps. ? For institutional investors, the appeal is clear—private credit offers strong income generation and capital preservation without requiring excessive equity exposure. But despite these benefits, risks remain. Sectors like healthcare and software are already showing signs of strain, and the potential for rising default rates is on the horizon. Diversification alone isn’t a mitigant of poor underwriting or poor incentive alignment; selecting managers with demonstrated underwriting depth and discipline and investor-aligned business models will be essential in an environment that may produce greater returns dispersion than observed historically. ? As competition within private credit heats up and private credit expands into a new lineup of assets – from infrastructure to high-risk commercial real estate – institutional investors need to have a voice. Engaging with managers who can offer transparency and tailor solutions to meet both return and risk goals will be critical. Having a proactive communication strategy ensures that investors can capitalize on private credit’s potential while mitigating risks.? ? https://lnkd.in/eb2KQ3DT

Today, Aquarian proudly announced its majority stake in PACE Equity, LLC, the largest independent provider of funding for commercial property-assessed clean energy. This partnership enables PACE Equity to scale effectively and meet growing demand, reinforcing our commitment to lasting, long-term investments. Together, we’re positioned to drive meaningful growth and innovation in the clean energy financing industry. https://lnkd.in/gvKXjPVm

Aquarian has announced today the pricing of a $750 million senior notes private offering, increased from an initial $700 million, to support loan repayment and business growth. The offering is expected to close on October 29, 2024, reflecting Aquarian's continued commitment to financial resilience and long-term growth.? Read more at https://lnkd.in/gs9T8pFd

Last week, Aquarian honored Breast Cancer Awareness month with our annual office-wide fundraiser and sponsorship of the American Cancer Society Making Strides Against Breast Cancer 5K. The week began with a “pink out” and culminated in the 5K in Central Park this past Sunday. We are thrilled to support the Making Strides mission again this year, with our contribution dedicated to the care and support of those affected by breast cancer. Aquarian is invested in the fight against cancer alongside the ACS, a nationwide non-profit dedicated to ending cancer through advocacy, research, and patient support, helping people prevent, detect, and survive the disease.?Aquarian’s commitment to eradicating the disease also includes year-round charitable donations to the Ronald McDonald House Charities, the Brain Cancer Foundation, and the Children's Brain Tumor Project.? ? To learn more about what ACS does and join Aquarian and the thousands of others dedicated to creating a world without cancer, visit their website: https://www.cancer.org/

Big thanks to the Investors Heritage team for hosting our Operations and Human Resources teams in Kentucky last week! It was a productive and rewarding few days filled with new team member introductions, collaborative discussions on key initiatives, and some fun bonding thrown in.?We always value the chance to connect with our Kentucky colleagues and strengthen our relationships both inside and outside the office. Rob Hardy, Andrew Moore, Garth Waterfield, Kate Montgomery, Anna Reynolds, Ashley Disponett, Sasha Sanyal, Hope Cooper, Rozalia Xidias, MBA, Gabriel Valley, Rachel Cocke, MBA, Jennifer V.

Strengthening partnerships… Kentucky style! ???? We had a great time hosting guests from our parent company, Aquarian Holdings, with a visit to Keeneland. It’s hard to beat fall in the Bluegrass — and it’s even better while building connections.

Aquarian and its guests were honored to attend New York City Ballet's (NYCB) annual Fall Fashion Gala On Wednesday, 10/9/2024, in support of the arts community. The event was a celebration of both the dance and design worlds, beginning with a reception, followed by three incredible ballet performances, and concluding with a beautiful dinner on the David H. Koch Theater’s promenade.? ? This year’s program featured all female choreographers: Gianna Riesen, the youngest choreographer ever commissioned to create a piece for the NYCB in 2017 at age 19; Caili Quan, who made her debut at last night’s gala as the showcased choreographer for designer Gilles Mendel / House of Mendel; and Tiler Peck, who is a current Principal dancer with NYCB.? ? Aquarian is thrilled to support the arts in our community, ensuring that cultural institutions like the NYCB—and the talented artists who bring them to life—can continue to thrive.

Aquarian attended the Girls Who Invest Inaugural Gala last night as a proud corporate partner. Girls Who Invest (GWI) is a nonprofit organization dedicated to addressing the investment industry’s gender gap by providing young women with free educational and training programs, paid internships, and mentorship at the alumni level.?? Aquarian was first introduced to Girls Who Invest by our Head of Client Services, Kristen Dickey, who joined their advisory board in 2018. For Kristen, being a part of GWI is all about “paying it forward and making sure that the young women who are coming up have both mentors and sponsors.”? At Aquarian, it’s a privilege to be a?Girls Who Invest partner. As a company that celebrates diversity in thought and experience, partnering with GWI was an effortless decision. We’re excited to do our part in bridging the gap between young women and the financial services industry. To learn more about Girls Who Invest, visit their website here: https://lnkd.in/e8z8c9yx

Aquarian Operating Partner and Investors Heritage President John Frye spoke at Societe Generale's Annual Insurance Forum hosted in New York this past Wednesday.? John sat on the Annuity Products Innovation panel along with Carrie Freeburg, ASA, MAAA, Aaron Podschun and Jared Anderson. Discussions ranged from the current environment for fixed index annuities to where they see the product evolving over the next few years.?? It was an honor to be invited to the forum and share our insights regarding annuity product innovation with our industry peers. Many thanks to Natasha Dadlani and Societe Generale for hosting! To learn more about Investors Heritage and its products, visit their website: https://lnkd.in/gZBJ4pE

The "Great Wealth Transfer" is upon us. Over the next two decades, Baby Boomers and the Silent Generation will pass down a staggering $84 trillion in assets to younger generations (Cerulli Associates). However, many families remain unprepared for this shift—35% of Americans haven’t discussed their inheritance plans, even though nearly half plan to leave one.? With people living longer and family structures evolving, wealth transfer looks different today. Some retirees from the baby boomer generation are skipping their children in favor of grandchildren, while others want to experience the impact of giving in real-time, through shared experiences or educational contributions.? In this evolving landscape, our retail life and annuities insurance company Investors Heritage is focused on designing products that empower financial professionals to achieve their clients' retirement goals. Learn more about Investors Heritage at https://lnkd.in/gZBJ4pE