Pallas Capital Advisors

In a recent CNBC article, Pallas Capital Advisors Chief Investment Officer, Gaurav Mallik, shared his perspective on the growing risks in the market amid rising geopolitical tensions. Here's what he had to say: https://lnkd.in/giFfbgiv #CNBC #PallasCapitalAdvisors #StockMarketVolatility #MarketRisks #CIOInsights #FinancialNews CRN24_282

Senior Portfolio Manager Stephen Kylander and Chief Investment Officer Gaurav Mallik of the Pallas Capital Advisors Investment Team share the impact of the 2024 Presidential Election on financial markets in the latest commentary... ?? Read the full written commentary - https://lnkd.in/eDfKp2Um ?? Listen to the podcast - https://lnkd.in/eBsep7yr #PallasCapitalAdvisors #Markets #PresidentialElection #2024 #InvestmentInsights #PallasPerspective #Impact CRN24_281

Catch the latest insights on Bloomberg Surveillance with Tom Keene and Pallas Capital Advisors' Chief Investment Officer, Gaurav Mallik… ? Gaurav dives into the importance of CapEx as a key theme across markets, highlighting how ongoing investments in areas like AI, defense, and the near-sourcing of high-tech manufacturing are shaping the future. These secular trends are not only likely to maintain inflation around a manageable "2 handle" but also provide strong support for GDP growth. For investors, Gaurav emphasizes the role of private assets in a balanced portfolio, recommending a mid-single-digit allocation across the wealth spectrum to capture growth opportunities. ? Stay informed with Pallas Capital Advisors as we navigate today's evolving investment landscape. https://lnkd.in/ee7gmaYJ #PallasCapitalAdvisors #PallasPerspective #Bloomberg #InvestmentTrends #AI #Defense #MarketInsights #InvestmentStrategy #FinancialPlanning #Broadcast #Radio CRN24_278

As we pause to recognize Veterans Day, we at Pallas Capital Advisors want to extend our deepest gratitude to all the veterans within our community. This day is a reminder of the courage, dedication, and sacrifices made by those who have served in the armed forces. Their commitment to protecting our freedoms and securing a brighter future for all of us is something we hold in the highest regard. Many of our clients, partners, and team members have either served themselves or have loved ones who have served, and today we especially honor and thank them. We recognize the significant impact veterans have had on shaping the values of resilience, responsibility, and service that we strive to uphold in our firm every day. Earlier this year, at Pallas Capital Advisors we had the opportunity to sponsor Swim With A Mission for our Veterans. Swim With A Mission harnesses the creativity and networks of its principal supporters to strengthen and support worthy organizations that serve, honor, and uplift our veterans. We're proud to be part of this meaningful initiative and contribute to a cause that directly impacts the lives of those who have sacrificed so much for our country. Learn more about Swim with a Mission – https://www.swam.org/ If you know a veteran, reach out to express your gratitude. And if you are a veteran, we offer our sincerest thanks for your service. #VeteransDay #OurVeterans #PallasCapitalAdvisors #SwimforaMission CRN24_276

??Tune in to CNBC's World Squawk Box to hear insights from our very own Pallas Capital Advisors, Chief Investment Officer, Gaurav Mallik. Gaurav discusses how rising correlations between stocks and bonds are posing challenges for investors seeking diversification. He believes this trend is temporary and linked to shifts in the inflation outlook.... he also emphasizes the importance of gold and alternative strategies as hedges in the current environment. https://lnkd.in/eNFThjFt #PallasCapitalAdvisors #CNBC #MarketOutlook #SquawkBox #CIO #MarketInsights #Inflation #Gold #AlternativeStrategies #PallasPerspective #Diversification CRN24_275

We are proud to announce that Richard Mullen and Harrison Mullen had the honor of representing Pallas Capital Advisors at the Creative Community For Peace (CCFP) event in Los Angeles last month. The evening served as a powerful reminder of the arts' ability to unite, highlighting the remarkable potential of music, film, and television to promote understanding and build connections among diverse communities. We were incredibly proud to support Ben Silverman, who was honored with the Ambassador for Peace Award for his outstanding contributions and commitment to the cause. ? #CreativeCommunityForPeace #PallasCapitalAdvisors #PallasPerspective #Philanthropy #AmbassadorForPeace #Community CRN24_274

?? The Medicare Open Enrollment is Here! ?? From October 15 to December 7, it’s time to review your Medicare coverage to ensure it meets your healthcare needs for 2025. This crucial period allows you to make important changes that will take effect on January 1, 2025. Don't miss out on this opportunity! ?? Check out our latest newsletter written by Pallas Capital Advisors Director of Planning and Chief Operations Officer, James Landry, ChFC?, for essential insights on what you can do, what you need to know, and more. Let’s make sure you’re covered! Read the written commentary here: https://lnkd.in/gmqtBKVq #Medicare #PallasCapitalAdvisors #PlanningCommentary #2025Planning #OpenEnrollment CRN24_273

Pallas Capital CIO, Gaurav Mallik, recently attended Citywire RIA's dynamic conference in Austin, Texas where Pallas Capital Advisors was proudly represented as a Massachusetts' fastest-growing RIA! Alongside more than 90 RIAs from 36 states, Gaurav had the chance to hear from an impressive lineup of speakers and connect with top asset management and fintech firms. The intimate investment workshops were a standout, focusing on how sponsors can help us enhance asset management and deliver even greater value to you, our clients 1?? Tax Efficient Solutions: Innovative strategies for streamlining tax management across a range of assets in a UMA structure. 2?? Downside protection strategies: Insightful approaches for providing downside protection including - custom structured notes, buffer ETF's and others 3?? Private Asset Access: Unique mutual fund structures with attractive fees and strong performance. Connecting with industry peers and sharing ideas was invaluable, and we’re energized to bring these insights back to you! Stay tuned… Citywire's recognition is based on Form ADV data from Discovery Data for the 2023 calendar year. It involves a series of filters that a) exclude firms not engaged in financial planning or controlled by banks or broker-dealers, and b) highlight firms experiencing growth in both assets and employees. Pallas Capital Advisors and its advisors did not pay for this recognition. 4o mini #CityWireRIA #Growth #WealthManagement #Investment #Planning #FinTech #PallasCapitalAdvisors #PallasTeam CRN24_271

?Proud to share that our team had the honor of attending and sponsoring the Bourque Family Foundation's Captain’s Ball! It was a special evening dedicated to celebrating the remarkable legacy of Pete Frates and his ongoing impact in the fight against ALS. The night honored the Peter Frates Family Foundation while raising significant funds to support ALS research, advocacy, and The AMG Center for ALS at Mass General Hospital. Our team was proud to be part of such an impactful and inspirational evening, which celebrated community, resilience, and the power of collective action. ?Thank you to everyone who joined us in making a difference and to Joseph A. Cullen, CFP?, CEPA?, Michael McCarthy, Taylor McCormack, Jason Hughes, Liam Darcy and Ryner Gorowsky, CFP? for representing Pallas Capital Advisors. #ALSAwareness #CommunitySupport #CaptainBall2024 #Philanthropy #PallasCapitalAdvisors #BourqueFamilyFoundation #PeterFratesFamilyFoundation CRN24_270

?? Planning for Medicare - What to Know... Pallas Capital Advisors is excited to share a conversation that dives deep into the intricacies of Medicare planning. Join our Pallas President, COO, and Director of Planning, James Landry, ChFC?, as he sits down with our SVP Michael McCarthy, and Medicare planning expert Brad Carlson. Together, they explore strategies, emerging trends, and innovative solutions to navigate the complexities of Medicare. Tune in to learn how you can better prepare for the evolving landscape of Medicare ??Webcast: https://lnkd.in/erjksD6Z ??Podcast: https://lnkd.in/eZ5HhZpA #Medicare #HealthcarePlanning #PallasCapitalAdvisors #WealthManagement #PallasPerspective CRN24_268