Selden Frisbee

Banner Ridge’s Anthony Cusano, CFA on taking advantage of information asymmetries in secondaries. In this episode of The Insightful Investor podcast, Banner Ridge Partners, LP Co-Founder and Managing Partner Cusano discusses the growth of his firm, information gaps in private markets, relationships with GPs and success factors in secondary investing, with host Alex Shahidi. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/eDavp-vD

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The Percent Pulse: Q3'24 Investor Update / Last Chance to Register! Our Q3 Investor Update Webinar is happening TODAY at 5 PM ET! Don’t miss your opportunity to hear directly from Percent’s leadership team as we share key insights from Q3 and our outlook on private credit. Get answers to your burning questions, discover why private credit is becoming a must-have in portfolios, and learn what’s next for Percent. 👉 There's still time to sign up! If you can’t make it live, register anyway to receive the recording. 🔗https://lnkd.in/dHwrjkFb #PrivateCredit #PercentPulse #InvestorUpdate #Webinar #InvestmentStrategy #Finance

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RCP Advisors is proud to share the first installment of a three-part research presentation series: The Case for Small Buyouts. In this series, we will leverage more than two decades of proprietary data and research focused on lower middle market transactions to explain why we believe small market buyouts produce the highest and most consistent returns in private equity. Part I of this series outlines the observed structural advantages in small market buyout transactions that help lead to these higher levels of return. Read Part I here: https://lnkd.in/gq695NFs Part II of this series will illustrate how these observed structural advantages drive excess returns, and Part III will outline how small buyout transactions have consistently outperformed other investment areas over long periods of time. Be on the lookout for Parts II and III in the coming months! #privateequity #smallbuyouts #research

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Dovetailing nicely with Mark Gordon, CFP CFA's piece above on the "Magnificent One" is this investment observation from Dimensional Fund Advisors. Yes, Nvidia has been on a tear...but does that mean we should change our fundamental approach to investing in a diversified portfolio? We think not. #BuildingWealthierLives #wealthmanagement #wellbeing

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Join us on September 10, 2024, for an insightful webinar titled "Bitcoin and Digital Assets - Understanding the Digital Ecosystem." Presented by Asset Strategy & Fidelity Investments Speakers:  Brian Abely, CFA®, Digital Asset Strategist, Fidelity Digital Asset Management Sean Whalen, CFP®, MSF Director of Private Wealth & Partner, Asset Strategy During this webinar, our expert speakers will guide you through: - The History and Attributes of Monetary Systems - How Bitcoin and Blockchain Work - The Digital Assets Ecosystem - Getting Started with Digital Assets plus more! Whether you're a seasoned investor looking to expand your knowledge or a newcomer curious about the world of digital assets, this webinar will provide valuable insights to help you navigate this rapidly evolving ecosystem. Don't miss this opportunity to deepen your understanding of digital assets. Secure your spot! ⏩ https://lnkd.in/gAcdVKF5

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Check out one of Invest Clearly's recent verified investor reviews on: PPR Capital Management https://lnkd.in/evZttGyH What is does "verified investor" mean? When an LP writes a review on a Sponsor it consists of 3 parts: 1) Choosing a Sponsor 2) Writing the Review 3) Uploading Proof They Participated with that Sponsor Prior to the review being published it goes to an Invest Clearly moderator to review the uploaded verification documents. We also ensure the review complies with our Community Guidelines. This step allows us to validate that the feedback LP's are getting, through reviews on Invest Clearly, is connected to a true experience so they can make the most informed decision. **An investor review of a Sponsor on Invest Clearly is neither an endorsement nor recommendation of Invest Clearly.**

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David Waite, CFA is an expert when it comes to identifying promising small cap companies before the broader market recognizes their potential.  David ensures that our institutional clients are kept up to speed on small cap illiquid block flow. He also utilizes firm capital for client facilitation when appropriate. Learn more about David below! https://lnkd.in/gDNyz7ky https://lnkd.in/gz8Ug55E #smallcaps #smallcapstocks #investing #trading #trader

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Understanding the difference between “asset allocation” and “asset location” is key to building a tax-efficient investment portfolio. HBKS Principal and Senior Financial Advisor Bill Casey breaks down how these two strategies work together to help optimize your portfolio’s performance while minimizing tax burdens. It’s not just about picking the right investments; it's about how to maximize their tax efficiency. At HBKS, investment management is just one part of our holistic approach to comprehensive wealth management. Let us help you create a plan that will help you accomplish your financial goals. #ComprehensiveWealthManagement #TaxEfficientInvesting #AssetAllocation #FinancialPlanning

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Kimberly Ann Flynn, CFA joined Chuck Jaffe on the NAVigator podcast to discuss the growth of the interval fund market. In the episode, Kim shares insights on current trends in the interval fund market and how investors are using these funds to access alternative investments. To listen to the full conversation, click the link below. https://lnkd.in/e_d-QUVR #AlternativeInvestments #PrivateMarkets #Closedendfunds

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📊 Liquidity Growth Comparison: July vs. August 2024 📉 Domestic liquidity growth slowed from 7.3% in July to 5.5% in August, indicating a deceleration in the rate of increase. This change highlights the evolving dynamics in the economy as we progress through the year. #FinanceUpdate #LiquidityGrowth #EconomicTrends #BSP #vdc

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In this edition of Investing chronicles, Lockstep Investing CEO Paul Farah discusses what spin-offs are, and why investors can benefit when parent companies separate a portion of their business or a subsidiary into a new, independent company. Ready to become a smarter, more confident investor? Read the full article on The Shyft Lift blog ➡️ https://lnkd.in/d_WuvHVJ #Shyft #Investingchronicles #Investment #Lockstep #SpinOffs

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Less bid, more ask: Sobering fundraising trends “Dry powder” gets a lot of attention, but capital’s influence on volume and pricing is nuanced. Two subsurface realities: 1. Every dollar comes with return expectations. Closed end funds are inherently value-oriented (non core), and open end funds are much more income-oriented (core/core plus.) Higher returns = lower prices. 2. Closed end funds have defined hold periods. Investors want their money back after __ years. Here’s the sobering part… CRE markets experienced an epic fundraising run with non-core capital between 2015 and 2022, and most of those funds had stated lives of 7 years. Those investors want their money back. I.e., there will be sellers. What about buyers? Closed end fundraising has fallen off a cliff. It’s also been extremely concentrated in the the big mega funds. Less capital on the buy side in the near term. These dynamics could create stronger pressures on the sell side, putting upward pressure on sales volumes and downward volumes on pricing.

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If you’re a sponsor or issuer of traditional or alternative investments, you probably already know that retirement account investors can be a major source of capital for your business. Learn how to target a new audience of self-directed IRA investors: https://hubs.li/Q02HDJZ90 #alternativeinvestments

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