Raw Selection’s Post

Three years, three phases across the #PrivateEquity landscape: Capital velocity, rising interest rates, and the current eerie calm. In this episode the Dry Powder #Podcast, host Hugh MacArthur unpacks key trends from our 2024 Global Private Equity Report. Listen here: https://atbain.co/3Tfvrak 🎧

As a complement to public equity investments, private markets have evolved significantly in the last few decades, and their popularity continues to raise. Sara McDonald, Private Markets Sales & Distribution Director and Laura Künlen, Investment Communications, help us comprehend why this is the case in the latest episode of Perspectives from Rothschild & Co. Website: https://lnkd.in/evPNswaJ Apple Podcasts: https://lnkd.in/e6akyA3K Spotify: https://lnkd.in/eYfXr33R #PrivateMarkets #Opportunities #WealthManagement #Perspectives

Is the great wealth transfer becoming a reality? Financial advisors are starting to feel it. A fascinating study from Cerulli Associates found that 90% of affluent investors in search of a financial adviser didn't even consider their parents' advisor in the selection process. These numbers underscore the urgent need for advisors to innovate. They must shift their strategies to leave a lasting impact on the families they serve while initiating tailored conversations with next-gen clients. Learn more about what Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®, Zachary Conway, and Kelsey McKenna believe the next generation is looking for in financial advising. #WealthTransfer #ClientEngagement Catch episode 13 of From the Ground Up! 🔗 Apple Podcasts: https://lnkd.in/gtEkUsSn 🔗 Spotify: https://lnkd.in/eaKgMYF5 🔗 YouTube: https://lnkd.in/ejRUQPZc

TL;DR? Get the headlines from our Dry Powder podcast instead! ~~~ Bain’s 2024 Global Private Equity Report has launched! In this episode of the Dry Powder #Podcast, host Hugh MacArthur breaks down the key trends from our annual report.

How can you leverage the legal advantages of investing in passive real estate? Whitney dives into the top 10 legal benefits that come with passive real estate investments. Through her insights, you'll gain a deeper understanding of the legal protections and opportunities that make passive real estate investing a compelling choice for many investors.   Apple Podcasts: https://lnkd.in/egVfK8px  Amazon: https://lnkd.in/e9MgaU2E   Spotify: https://lnkd.in/eGK4MhwZ     #passiveinvesting #passiveinvestor #realestate #realestateinvesting #passiverealestate

This week on The Reorg Primary View, Richard Byrne, president of Benefit Street Partners, talks about how the current high interest rate environment creates both headwinds and tailwinds for private credit with Reorg’s Catarina Lamelas Moura. Amid a boom in private credit, Byrne also discusses how retail investors fit into the asset class. Spotify - https://ow.ly/cUf950Q4Igi Apple Podcasts - https://ow.ly/ptN150Q4Igh #leveragedfinance #highyield #privatecredit

Any wealth manager you consider working with or currently work with should possess three key characteristics to address your key concerns. Our most recent episode of Your Money & A Cup of Joe explores those three characteristics and provides methods to assess a wealth manager and other financial professionals in all three areas. Click the link below to listen to the episode over on Apple Podcasts: https://ow.ly/CnaI50PWa4H You can also find the show on Spotify by clicking here: https://ow.ly/Ob7650PWa4G #WealthManagement #FinancialGoals #UBS

Had the pleasure of chatting about private credit for this week’s Reorg podcast with Benefit Street Partners’ Richard Byrne who “packed it” with information. A few key takeaways: 💰For new capital, it’s about as good a time as any to invest in private credit: high yields, less leverage, better covenants. But supply is limited, with the slowdown in M&A. “People will look back on this vintage of deals and say it’s one of the best,” Byrne said. 📈 On the flip side, default rates will likely double or go as high as 4%. However, “the increased income we’re generating just far outweighs the increase in risk.” ✨“People are going to be living in a new reality (where) the returns are just going to be more differentiated and more volatile” and good managers will have more of an opportunity to shine. 👩💻 Retail investment has been important and it’s gonna be even more so going forward.

What are the 5 key advantages of investing in passive real estate? In this podcast, director of investor education, Whitney Elkins-Hutten, MPH, explains why optimizing tax benefits matter and what tax benefits to look for in your next passive real estate opportunity. Apple Podcasts: https://lnkd.in/e8vG-Nfh  Amazon: https://lnkd.in/eXZEyG-X Spotify: https://lnkd.in/eD5D5U82   #passiveinvesting #passiveinvestor #realestate #realestateinvesting #TaxTips #taxbenefits 

This has “The Next BIG Thing” written all over it.   Historically, gaining meaningful upfront capital and independence was an “either-or” scenario for advisors considering change—not an “and.”   Meaning you had to choose between going independent OR a transition deal from a firm.   But private equity firms are stepping in to back top wirehouse teams with their sights set on independence at DAY ONE.   So why now? And what types of advisors are these PE firms most interested in? What’s the upside—and the downside?   Listen in to the special Industry Update with Mindy Diamond to learn all about it.   On your favorite podcast app or any of the links below. Our Website: https://lnkd.in/eVVSgMvm Apple Podcasts: https://apple.co/3OXZ8f6 Google Podcasts: https://bit.ly/3QFaZQj YouTube: https://lnkd.in/eKHhGHyx #financialadvisors #financialservices #wealthmanagement