Remove Assets Remove Due Diligence Remove Investment Horizon
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Direct deals or fund investments? The importance of considering each family office’s unique needs, risk tolerance and long-term objectives.

Private Equity Insights

This collaborative approach allows for risk-sharing, joint due diligence e orts, and value creation opportunities. Collaborating with other family o ices o ers access to a wider range of resources and expertise, providing the opportunity to gain control over assets and invest over an extended investment horizon.

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Overheard at Axial – Market Insights From Top Lower Middle Market Dealmakers

Axial

Elevated Valuations vs. Asset Quality In 2023, elevated interest rates and economic uncertainty have put pressure on business valuations. On the sell-side, advisors reported that owners have been less eager to enter the market due to declining asset valuations. There are over 150 private credit firms on the Axial platform.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. between 2015 and the end of 2021. trillion in 2015 to$13.32

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. between 2015 and the end of 2021. trillion in 2015 to$13.32

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AIMCo's CIO Talks Total Portfolio Approach, Private Credit and Risk

Pension Pulse

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets.

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Suyi Kim on What Drives Success at CPP Investments' Giant PE Portfolio

Pension Pulse

“For a large-scale deal, we have to go to the global investment committee and even to the board in some cases,” she says. Our job is due diligence, and for deals that require a level of speed that makes the due diligence difficult, well, we won’t do the deal. I like to be able to sleep at night.”

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Transcript: Aswath Damodaran

The Big Picture

Why can’t foundations and endowments and you know, go down the list of entities that has capital, that shouldn’t panic, and has a hundred-year investment horizon? How important is it for a mature company to have a mature CEO to come in and maximize their assets? DAMODARAN: We’re going to do our due diligence.

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