Berkman Woods的动态

What factors will enable Family Offices to surpass private equity and venture capital? ?? Yesterday I had the pleasure of joining Ronald Diamond, Jack Ablin, CFA, Ryan Eisenman, and John Wieker as they explored this and more on Nasdaq TradeTalks. Big thanks to Jill Malandrino for having us in-studio and masterfully facilitating the discussion. Key topics include: ? ?? The $84.4 trillion wealth transfer ? ?? Evolving investment strategies in Family Offices ? ??? Increasing technical expertise required in modern Family Offices ? ?? The attractiveness of recession-resilient investments like student housing ?? Tap on the thumbnail below to watch the full segment. #FamilyOffice #thoughtleaders

We had a wonderful dinner with Blue Owl Capital's Chris Crampton a few weeks back (yes, just now catching up) and appreciated his insights into the private markets. ? One of their priorities is something called a continuation fund. What makes a continuation fund unique is that it enables a General Partner (GP) of an existing fund to extend the life of their best assets by transferring them into a new one. ? Despite being relatively new, continuation funds already represent about 10% of private equity exits (with M&A and IPOs making up the remaining 90%). ? However, what I learned from Chris is that this percentage is expected to shift significantly in favor of continuation funds in the future. Indeed, a large percentage of the sponsors that Blue Owl works with are engaging in continuation funds for the first time, which should enable GPs to retain their best-performing companies. ? This shift comes as a historic time as Private Equity firms have increased their market presence considerably. It will be interesting to see how this impacts other sectors of the private markets over the coming years as they become more well-known for management acumen rather than just turnarounds.

As we approach our 10th year, I’ve set a bold yet realistic goal: $2 billion in lifetime acquisition volume. While $2 billion AUM might be too ambitious due to sales bringing down assets under management, hitting this milestone feels achievable and deeply meaningful. We’re four years away from this vision, but every step forward today brings us closer to achieving it. Let’s make it happen! To never miss another investment opportunity with?Lone Star Capital, click the link in the comments and join our investor list. #realestategoals #milestones #lonestarcapital

Our Chief Investment Officer John Wieker sat down with Nasdaq #TradeTalks to discuss why the family office market could be bigger than private equity and venture capital… and how student housing has proven to be an increasingly attractive asset class for family office investors. Watch the roundtable here: https://lnkd.in/ewmFAVgw Thanks Jill Malandrino for leading the conversation.

??Could the family office market overtake private equity and venture capital combined? On a recent episode of Nasdaq TradeTalks, our co-founder and CEO Ryan Eisenman sat down with Jill Malandrino to discuss the growth of the family office market and how Arch uniquely serves each family office by providing an easier way to understand and streamline their clients’ private investments. "The reality is that today, most private markets operate off spreadsheets and some kind of Sharefile or DropBox. What we’re doing at Arch is digitizing private market investments to give investors a way to track and understand those investments, so that you can have that feeling of stability and make good decisions.” To hear more of Ryan’s insights on the sector’s growth and the technological expertise required to streamline private markets investing, tune in to the full episode. https://lnkd.in/ewmFAVgw #alternativeinvestments #privatemarkets #familyoffice

SuperReturn North America, the premier private equity and venture capital conference series, is set to host its highly anticipated event on November 12-13 at The Marriot Marquis in New York City. This two-day gathering will bring together over 900 senior decision makers, including limited partners and general partners, to explore the 2024 private markets landscape, fundraising strategies, and specialist investment approaches. The event boasts an impressive lineup of distinguished speakers, including Alex Rodriguez of A-Rod Corp, Steven Meier of the NYC Comptroller's Office, Allen Waldrop of the Alaska Permanent Fund Corporation, and Kristie M. Feinberg of Manulife Investment Management. Panel discussions and presentations will delve into AI's impact, secondaries, mid-market trends, and more. 'SuperReturn North America offers a wealth of opportunities to build relationships, connect with LPs and GPs, and converse with influential market leaders,' said Dr. Dorothy Kelso, Global Head of SuperReturn. Leading firms such as Caceis Investor Services, Golub Capital, and Marshall Wace North America LP are co-sponsoring the event. @superreturn @informaconnect #privateequity #venturecapital #northamerica #networking #investments Paragraph break. @alexrodriguez @stevenmeiercio @allenwaldrop @kristiefeinberg @neuberger_berman @manulifeinvestmentmanagement @carlyle @mercercareers @cdpq @wafracompany @ge

Rethinking Direct Secondaries: A Strategic Move in Today’s Extended Private Market ?? Direct Secondaries have often been misunderstood in the ever-evolving landscape of venture capital. As I navigated the bustling halls of the?Lazard's T500 Conference?in London last week, a founder, skeptical of secondaries, expressed concern over early employees and shareholders seeking liquidity. It was perceived as a lack of faith in the company’s future. However, I took this opportunity to shed light on a different narrative. ?? In an era where companies remain private longer, Direct Secondaries offer a beacon of strategic foresight. They provide well-deserved liquidity to those who have fueled the company’s growth from its inception. This isn’t a sign of abandonment; it’s a celebration of success and a welcoming of new investors who see the untapped potential and are willing to invest, understanding the risks and rewards that come with positions lower in the preferred share hierarchy. ?? This is not just a transaction; it’s a strategic move that signals a healthy ecosystem where all parties’ contributions are valued and growth is still on the horizon. ?? Let’s embrace a broader view of Direct Secondaries and recognize their potential to balance the needs of the company’s long-term supporters with the enthusiasm of new investors ready to join the journey. #VentureCapital #DirectSecondaries #PrivateMarkets #Innovation #GianoCapital #Secondaries #Exit

North Square Tactical Growth Fund Marks Twentieth Anniversary at the Top of Its Morningstar Peer Group — MediaContacts.co — North #Square #Tactical #Growth Fund marked its #20th #anniversary with a #number one percentile #ranking in its Morningstar #peer #group category, according to #North Square #Investments the Fund's #investment adviser. CHICAGO, May #16 #2024 North Square Tactical Growth Fund marked its 20th anniversary with a number one percentile ranking in its?Morningstar peer group category, according to North Square Investments, the Fund's investment adviser. For the 20-year #period ended May #2 2024, North Square Tactical Growth #Class I shares

North Square Tactical Growth Fund Marks Twentieth Anniversary at the Top of Its Morningstar Peer Group — PRBuzz.co — North #Square #Tactical #Growth Fund marked its #20th #anniversary with a #number one percentile #ranking in its Morningstar #peer #group category, according to #North Square #Investments the Fund's #investment adviser. CHICAGO, May #16 #2024 North Square Tactical Growth Fund marked its 20th anniversary with a number one percentile ranking in its?Morningstar peer group category, according to North Square Investments, the Fund's investment adviser. For the 20-year #period ended May #2 2024, North Square Tactical Growth #Class I shares

What are the benefits of operational alpha? ?? Erkko Etula, CEO and Co-Founder, Brooklyn Investment Group, joined Rusty Sommer, Managing Director – Strategic Partnerships, Flyer Financial Technologies, to try and answer the big question, “how do you serve the portfolio in a personalized way, while making it tax and cost-efficient?”. Take a watch to find out where “operational alpha” comes into this, what it means to Brooklyn Investments, and how it could be implemented into your firm >> https://spr.ly/6041WOYJX #WMEDGE #personalization #operationalalpha