ALTS’ Post

Origin Investments ranks in the top 2% of Qualified Opportunity Zone fund managers for the third year, placing 12th out of 885 managers surveyed nationwide for total equity raised, according to the Novogradac Opportunity Zones Investment Report. We are one of only 14 managers surveyed who raised $500 million or more for our QOZ Funds.    If you have realized capital gains in the past 180 days, investing in Origin’s open QOZ Fund III can offer significant tax benefits and potential growth. Join Origin Co-CEO Michael Episcope and Managing Director of Acquisitions Dave Welk for a QOZ Fund III update webinar on Thursday, March 28 at 1 p.m. CT to learn more about the Fund’s strategy, benefits and pipeline. Register at the link in our comments.    #qualifiedopportunityzone #qoz #realestateinvesting  

Please join us at the assettv alternatives conference this Friday, 1 November 2024 where our Partner and Co-Head of Impact Credit, Saad Sheikh talks unlisted credit from an Africa perspective. #alternatives #investingforImpact Enko Capital

Advent International, an American global private equity firm, and Leonard Green & Partners (LGP), an American private equity investment firm, agreed to invest in Genstar Capital-backed Prometheus Group, an asset management software provider. Financial terms were not disclosed. “It has been an honor and pleasure to work with Eric Huang and the Prometheus team to build the business together over the last five years. This milestone is a great achievement, and we look forward to continuing to the next chapter of ownership with the Prometheus team, Advent, and LGP,” Eli Weiss, Genstar Capital Managing Partner. Genstar Capital (led by Eli Weiss) and Prometheus Group are advised by Aeris Partners, Evercore, Lazard, Simpson Thacher & Bartlett LLP and Chris Tofalli Public Relations (led by Chris Tofalli). Advent International (led by Eric Wei) is advised by Centerview Partners and Ropes & Gray LLP. Leonard Green & Partners is advised by Barclays and Latham & Watkins. #MergersAcquisitionsDivestitures #PrivateEquity #Software

The discussion unpicks the evolution of managers from buyout shops to multi-asset firms investing across the capital structure and at each stage of a company’s journey - and asks, where does it go next? #realdeals #returns #transactions #market #invl #investments

Panel: From one-trick ponies to herding assets with Vytautas Plunksnis from INVL Asset Management and other professionals. #realdeals #returns #transactions #market #invl #investments

"Supporting the democratisation and accessibility of alternative investments" 🎯 Following the "Best Alternative Fund Manager WealthBriefing Swiss Award 2024" received earlier this year, ITERAM Capital SA CEO Manuel Garzelli, CAIA has shared with ClearView Financial Media the behind-the-scenes story of this unique recognition. Read the interview below! 📑⬇ #ITERAM #AlternativeInvestments #Awards #TeamWork

Structuring the unstructured. Private markets requires a re-architecting of how post-investment data is tracked, managed, and analyzed. This challenge for GPs, alts tech companies, and wealth managers is even more acute as the wealth channel becomes increasingly involved in private markets. AltExchange has built critical connective tissue and interoperability for private markets to streamline post-investment processes and structure the unstructured data flying around in the space. AltExchange is creating a level of data hygiene that will enable greater efficiencies and better-decision-making for private markets participants. As an investor in 20+ private markets-related companies and a user of AltExchange, I've seen first-hand how their product provides a markedly better experience by automating data management for asset managers and advisors. We are thrilled to continue to partner with Zak Boca, Kareem H., Roberto Montesi & Team AltExchange as they help private markets become more mainstream. https://lnkd.in/eZPMZYAd

The Alternatives Investor ranked the 10 top-performing private equity funds with vintage years 2016-2019: 1. Spectrum VIII-A Discretionary Overage Program managed by Spectrum Equity 2. Francisco Partners Agility, L.P. managed by Francisco Partners 3. Summit Partners Europe Growth Equity Fund II, SCSP managed by Summit Partners 4. Vivo Capital Fund IX, L.P. managed by Vivo Capital 5. ICG Strategic Equity Fund III LP managed by Intermediate Capital Group (ICG) 6. Lone Star Fund XI, L.P. managed by LoanStar Technologies 7. Polaris Growth Fund managed by Polaris Growth 8. HgCapital 8 A L.P. managed by HGCAPITAL LLP 9. Strategic Partners VIII managed by Strategic Partners 10. Advent International GPE IX, L.P. managed by Advent International The ranking is based on data from The Alternatives Investors Returns Database, a comprehensive database that collects the historical returns generated by private alternative investment funds and firms in private equity, private credit, private real estate, and private infrastructure. https://lnkd.in/dausX2JV Some private equity funds currently available to individual investors include: 1. The Blackstone Private Equity Strategies Fund (BXPE), managed by Blackstone 2. The StepStone Private Markets Fund (SPRIM), managed by StepStone Group 3. The Hamilton Lane Private Assets Fund (PAF), managed by Hamilton Lane 4. The Ares Private Markets Fund (AMPF), managed by Ares Management Corporation 5. The BlackRock Private Investments Fund (BPIF), managed by BlackRock 6. The KKR Private Equity Fund (KPRIME), managed by KKR 7. The Apollo Aligned Alternatives Fund (AAA), managed by Apollo Global Management, Inc. #privateequity #privateequityfunds #privateequityfirms #returns #returnoninvestment #roi #alternativeinvestments #alternativeinvestment #alternativeinvesting #privatemarkets #privatemarket #assetmanagement #assetmanagers #privatefunds #bxpe #sprim #paf #ampf #bpif #kprime

When it comes to private equity investing, manager selection is important. Private equity asset classes show considerably higher performance dispersion than other asset classes as measured by interquartile spreads. These interquartile spreads can be interpreted as how much potential value lies in selecting superior active managers within each asset class. Meketa Capital has developed a new report discussing the potential opportunity for advisors and their clients. Read more here: https://lnkd.in/eUGtuTDv #wealthmanagement #privateequity #privatemarkets #RIAs https://lnkd.in/gfGBKFyH

"The opportunity set is broader and wider on the private side." - Sevasti Balafas, CFA, CPWA®, CEO and Founder of GoalVest Advisory. "Clients are asking about it...and we're giving other financial advisors something to talk about with their clients and something interesting to invest." Many thanks to Bloomberg Businessweek for having Sevasti on for a deep-dive on private markets and the new GoalVest Advisory Venture Growth Fund. #venturecapital #RIA #wealthmanagement #alts