Remove High Net Worth Individuals Remove Leveraged Buyouts Remove Portfolios
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Transcript: Sunaina Sinha, Global Head of Private Capital with Raymond James

The Big Picture

And we get asked by pension plans, endowments, foundations, family offices saying, Hey, we’ve held this portfolio now for eight years, nine years, it’s getting long in the tooth. And here’s the most important fact that as ultra high net worth and high net worth individuals build out their portfolios.

Capital 52
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Transcript: Gretchen Morgenson

The Big Picture

For years, decades, as you say, this was an investing strategy that was limited to sophisticated investors, high net worth individuals, people who could take it, stand the fact that it’s opaque, that it has high fees, that it is not quite as investing in an S&P 500 stock fund, and not that simple.