Category: Insights
-
Industry Perspective: A Candid Conversation About the Future of Private Equity – Evolution, Revolution, or Replication?
Listen to the full discussion here: The transcript below has been edited to improve readability. Introduction While the broader private equity industry is seemingly united in its continuing push around ‘democratization’ and ‘evergreen’ funds, we believe the real story about the best way for individuals to access the Private Markets…
-
Third Wire Counterweight Newsletter: November 2024
To subscribe to our newsletter visit us on LinkedIn: You know what keeps me up at night? 🙂 Actually, not much keeps me up at night. I sleep like a baby. But it did seem like a dramatic way to introduce our latest (and first) paper, The ‘Problem’ with Alternative Investments.…
-
Third Wire Counterweight Newsletter: October 2024
To subscribe to our newsletter visit us on LinkedIn: I’ve been sitting here thinking about what to cover in this month’s introductory letter. I’m having the semblance of an idea for a longer thought piece: goals-based asset allocations vs. liquidity (or lack thereof). How can illiquid investments, over time, complicate the…
-
Paper: The ‘Problem’ with Alternative Investments.
This shift marks a fundamental change in how many firms believe your clients should approach risk, return, and diversification in modern portfolios.
-
Third Wire Counterweight Newsletter: September 2024
To subscribe to our newsletter visit us on LinkedIn: You know what grinds my gears? What gets my goad? What really chaps my hide? You want to watch me go from zero to livid in like 3 seconds flat? Let’s talk about fees for alternative investments. I recently did a quick…
-
Asset Allocation 201: Fees—The Silent Performance Killer
Helping clients create the financial future they desire requires more than just selecting the right investments. With the growing push to “democratize” alternative investments, investors are increasingly attracted to these products. However, an often-overlooked aspect is the profound impact that fees can have on overall performance. Successfully investing in alternative…
-
Third Wire Counterweight Newsletter: August 2024
To subscribe to our newsletter visit us on LinkedIn: Well, folks, it’s been quite a month, hasn’t it? B-Boys and B-Girls in the Olympics. Major changes on the campaign trail—fingers crossed that we’re not just rearranging the deck chairs. And, like many others, we had CNBC running in the background most…
-
Third Wire Counterweight Newsletter: July 2024
To subscribe to our newsletter visit us on LinkedIn: Well, it’s July. You know what that means? Of course, you don’t. This is the first July I’m writing this newsletter. It just sounded like the way a newsletter should start. 🙂 Nothing says “summer fun” quite like poking fun at ‘private…
-
Industry Perspective: Beating Back the Bullsh!t.
Originally published on LinkedIn on July 8, 2024 Institutional Investing for Individuals: A Recipe for Disaster (And Why You Should Avoid It) Ok, I just couldn’t read another article or watch another video about how “your clients are more like institutional investors than you think” without speaking up on it.…
-
Third Wire Counterweight Newsletter: June 2024
To subscribe to our newsletter visit us on LinkedIn: In a speech at a banking conference last month, Jamie Dimon expressed concerns about the rapidly growing private credit market, which has surpassed $1.7 trillion in assets globally. He cautioned that while there are many “brilliant” people in the industry, not all…