Leighton Z.

On Thursday, September 26th, 400 Capital Management LLC’s Director of Private Credit Nora Granville will speak on a private credit roundtable at AIF Global’s 10th annual Women Investors’ Forum in NYC. Nora will join leading industry peers to discuss opportunistic, structured and specialized credit strategies. If you’re attending the event, tune into the roundtable to hear Nora’s insights and connect with the 400CM team on-the-ground. #privatecredit #womeninprivatecredit

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Interesting article from Douglas Appell in Pensions & Investments about the post-ZIRP, “higher for longer” interest rate environment that boils down to advocating for the pursuit of satisfactory investment outcomes that are relevant to asset owners’ actual spending needs and goals, rather than continuing the historically common practice – and expected future folly – of tethering one’s equity beta to that of an equity benchmark whose performance from today’s elevated levels is widely expected to be sluggish and insufficient to fund minimum liabilities (ie: payout rates, actuarial hurdles, spending goals, etc.).   Quoting the inimitable Ben Phillips, “In that world, the relevant benchmark becomes the client’s required cash flows.”   Fresh perspectives and new ideas are warranted. Satisfactory outcomes not benchmarks.

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Insights from CAIS and Mercer's "The State of Alternative Investments in Wealth Management" survey reveal a significant shift in portfolio strategies. 85% of financial advisors plan to boost allocations to alternative asset classes within the next year to achieve diverse portfolio goals, including enhancing returns and diversifying risk. This trend reflects a growing recognition of the benefits that alternative investments offer. Promising opportunities lie ahead as the wealth management industry adapts to meet investor needs.

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If you think portfolio risk management is just about diversification, think again. This article sheds light on some surprising strategies that challenge common perceptions. Here are some thought-provoking takeaways: - Did you know that reducing the number of investments in a portfolio can sometimes actually decrease risks? It's all about strategic selection. - Contrary to popular belief, actively managing risk doesn't necessarily mean more frequent trading. In fact, a hands-off approach can be a smart move. - One of the key points discussed is the importance of understanding the correlation between investments, a factor often overlooked in risk management strategies. - Asymmetric risk and the role it plays in portfolio management is explored, offering a fresh perspective on balancing risk and return. - Ever considered tail risk hedging? This article dives into this lesser-known strategy that can enhance risk management effectiveness. Share your thoughts and feelings on these unconventional risk management strategies. https://lnkd.in/ecgSpH93

It was great to be back in Boston last week, reconnecting with returning Institute members and meeting new market and investment leaders! We are excited for the events and research areas we have coming up in the next few months! #ocio #investmentsolutions #investmentmanagement #investmentconsulting

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Do boutique asset managers need a different playbook to succeed? In the competitive world of asset management, it’s easy for boutique firms to feel overshadowed by industry giants. But as Stacy Havener, Founder of Havener Capital Partners, explains, success doesn’t come from following the same playbook as the big players. Instead, it’s about embracing what makes you unique and using storytelling to connect on a deeper level. In this short clip, Stacy shares how boutiques can shift their focus from performance stats to building meaningful relationships and why asking the right questions in meetings is more effective than delivering a polished pitch. Want to hear the full conversation? Watch the exclusive interview on Asset TV and learn how boutique firms can overcome scale and regulatory pressures while thriving in today’s landscape. Watch the full video: https://lnkd.in/dJs38rrD #AssetManagement #BoutiqueFirms #Storytelling #AssetTV #Leadership #InvestmentInsights

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Marathon Asset Management is pleased to announce the reset of Marathon CLO 2020-15. The reset reinstated the CLO's reinvestment period for another five years and upsized into a $462 Million structure. The fact that a CLO manager has the ability to lower its liability cost via refinancing, while also extending maturities through a reset is one more factor while CLO Equity is viewed as a compelling investment opportunity. Resets and refinancings have the potential to add additional cash-flow that accrues to the CLO Equity.

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Quarterly Report Preview: What’s new in the interval / tender offer fund market? Learn about the 7 new funds launched this quarter, 21 new SEC filings, and more in the XA Investments Quarterly Research Report which will be published next week. The research team at XA Investments LLC is pleased to share this preview into our quarterly report which will be published October 22. The industry leading report provides actionable insights and consolidated data, including market statistics, recent fund filings, sponsor data, and market overviews. Contact us at [email protected] for pricing information and to subscribe. #intervalfunds #tenderofferfunds #XAIConsulting

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"CAIS announced today an expanded relationship with Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management firms that collectively oversee more than $400B in client assets. This expanded relationship makes CAIS the preferred provider to consolidate Focus’ alternative investment offerings, processes, and data management onto a single operating system." #PrivateWealth #WealthManagement #RealAsets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

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Wellington Management is thrilled to have been named “LDI Manager of the Year” (mega category) by @CIO Magazine as part of their 2024 Industry Innovation Awards program. Director of Corporate Pension Strategies Ryan Randolph was honored to accept on behalf of our LDI team at the Awards ceremony in NYC. Learn more about this accomplishment and the Awards program here: https://lnkd.in/eRfRpwhT Wellington Management did not pay a fee to be considered for this award. Winners were selected by CIO Magazine after reviewing written submissions. The award winners were announced on December 10, 2024, a two-part submission was made on September 19, 2024 and was judged based on written responses about Wellington’s liability-driven investing business. Wellington Management was the only winner in the LDI (mega) category, which was judged based on CIO Magazine’s criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. #LDI #CorporateDB #pensions

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Wellington Management is thrilled to have been named “LDI Manager of the Year” (mega category) by @CIO Magazine as part of their 2024 Industry Innovation Awards program. Director of Corporate Pension Strategies Ryan Randolph was honored to accept on behalf of our LDI team at the Awards ceremony in NYC. Learn more about this accomplishment and the Awards program here: https://lnkd.in/eZhpVE3v Wellington Management did not pay a fee to be considered for this award. Winners were selected by CIO Magazine after reviewing written submissions. The award winners were announced on December 10, 2024, a two-part submission was made on September 19, 2024 and was judged based on written responses about Wellington’s liability-driven investing business. Wellington Management was the only winner in the LDI (mega) category, which was judged based on CIO Magazine’s criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. #LDI #CorporateDB #pensions

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PitchBook Q3 2024 Breakdown showing Add-ons, Carveouts & Divestitures are leading the way to 2024E being 22.5% higher than 2023 in deal value. While that estimate would be below 2022 it's a great first step in the right direction . . . #privateequity E78 #privatecredit

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Massachusetts Pension Reserves Investment Management (MassPRIM) announced Tuesday that the Pension Reserves Investment Trust (PRIT) fund established a new milestone in the first three months of fiscal year 2025, reaching a record market value of $110.5 billion as of Sept. 30. For the three-month period ending September 30, the fund returned 4.4% (net of fees). The fund’s one-year return rate as of Sept. 30 stood at 16.4% - an investment gain of $15.6 billion. MassPRIM has posted a 4.4% return over three-years, an 8.7% five-year return and a 7.9% 10-year return.

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Brooke Parish and Sal Naro are attending MFA Network Boston on June 10th and 11th. MFA Network invites alternative investment industry leaders from around the globe to expand their professional networks, gather industry insights, and explore potential business opportunities unique to the alternative investment sector. Message Brooke or Sal on LinkedIn if you’d like to connect in Boston! Register for MFA Network Boston using the link in the comments. === Tiptree Advisors, LLC manages over $1.5 billion in AUM and specializes in High Yield, Investment Grade, Structured Credit, Public Equities, and Direct Investments. #assetmanagement #investmentmanagement #alternativeassets

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Our Senior Impact Investment Manager Julie Pulda, CFA will attend the Invest in Women Symposium in New York City, hosted by Impax Asset Management. She will speak on a panel tomorrow titled “Endowment, Foundation, and Family Office Approaches to Aligning Mission with Investments.” Please connect with us if you plan to attend. #InvestInWomen #Philanthrophy #WealthManagement #Business #Finance #ClimateFinance

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Should be an interesting conversation on preparing businesses for sale in todays market. Please join if you can.

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❓ Does your shareholder vote matter? 🌎 Andrew Behar, CEO of As You Sow, discussed this topic with our CEO and host Elysabeth Alfano in a recent episode of the Upside & Impact: Investing for Change podcast. This episode, a highlight clip, and an article are now on NYSE’s ETF Central website. Links to the website and to the podcast are in the comments. 🎙 Want to always get the latest Upside & Impact podcast? Subscribe on iTunes and sign up for the VegTech Invest newsletter at www.VegTechInvest.com. #shareholderengagement #impactinvesting #finance

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