In recent years the rise in prominence of smaller, typically seed stage focused venture funds has transformed the landscape of early stage investing. At the same time, mobile innovation has spawned new business models that in a short period of time can achieve great scale and reach.
Erik Mosholt, CFP, Director, Chief Investment Officer – KB Financial PartnersMark Thielmann, Managing Director and Paul Zetterberg, Analyst – KB Financial Advisory Partners
Wednesday, September 28, 2016
With record levels of dry powder, and a larger number private equity firms competing for deals, private capital markets have become increasingly efficient. In this session, we discussed whether there is still value to be had and if so, where and how families can access it.
For decades, families seeking advice on how to invest their hard-earned capital were forced to endure “beauty contests” where potential advisors attempted to demonstrate their supposedly-unique skills and/or access to information.
Christina Kappaz, Associate and Michael Tharp, Managing Director and Founder – Cimarron Capital Partners
Wednesday, August 17, 2016
In light of volatility and low returns in the public equity markets, private equity remains a strategic and tactical part of most family office asset allocations.
Prior to the Brexit vote on June 23, financial markets were relatively strong. The S&P 500 index was trading just under its all-time high and the British pound was at the highest level of the year.
There were two distinct periods during the quarter divided by sentiment and performance. The start of the year through February 11 was a “risk-off” period of negative sentiment and sharp declines across asset classes and countries.
Research shows that individuals investing directly in stocks or in mutual funds tend to have substantially lower returns than do comparable equity indices or the funds themselves.
Many acronyms and terms are associated with impact investing, including socially responsible investing (SRI), mission related investing (MRI), and environmental, social and governance (ESG).
