Do higher valuations among public equities foreshadow a period of lower S&P500 returns? And, if so, do these same conditions apply to the private markets, or are we entering another cycle for private vs. public outperformance?
Extended stay hotels have proven to be a comparatively resilient segment of the hospitality industry. But despite their generally higher profitability, they remain a misunderstood sector that is only now starting to attract institutional investor attention.
Our Managing Director, Chadd Evans, is joined by Fran Kinniry (Vanguard) and John Rekenthaler (Morningstar) to discuss the topic: Private equity is coming to wealth management. Is that a good thing?
Access to Alternative Investments is no longer a differentiator offered solely by brand name broker dealers and wirehouse advisors. For decades broker dealer reps have touted the fact that they can get their clients allocations to hard-to-access private market funds.
Altera Advisors, an affiliated “alternatives-only” advisor, has been launched to address the needs of our family office and institutional relationships, through an SMA-style approach to alternative asset investment management.
