Real Assets Adviser

Jason Zweig gave PE an interesting write up in the Journal yesterday, and he used an apt analogy. He's not wrong. When Wall Street hangs an open for business sign and waives in the masses, you probably want to avoid, or at the very least, keep your hand firmly on your wallet while you're there. However, his article misses some nuance. Continuing the analogy, you probably don't want to pile into the huge party that everyone is stampeding into, where drinks are overpriced and it's a shoulder to shoulder madhouse. But if you know what you are looking for, you can dip down an alley to a quiet little speakeasy, where you can find a seat and the drinks are cheaper. And in these more off the beaten path places, the PE party is still lit. #privateequity

Doing deals is sexy, and building portfolios is boring. But this is why boring should be sexy.

Axonic Capital has named James Jordan as a Partner. With nearly 20 years of experience, Mr. Jordan previously led the growth of Taconic Capital's commercial real estate platform. Mr. Jordan will be joined by other senior Taconic real estate team members, who will be joining a well-established commercial real estate franchise at Axonic that is active across commercial lending, agency and non-agency CMBS and opportunistic equity.   Read the full article here: https://lnkd.in/ezBy2f7Z

#PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

As much as 2024 was about growth, it was truly about our people who made it all happen. Through moments—big and small—we’ve continued to foster a culture that values learning and development, belonging and acceptance, community impact, and mental health and wellness. Because we know that when our team members thrive, so do we. This has been our model since day one, and it will continue to be in 2025 and beyond. Come join us in the new year. We’re ready for you. https://lnkd.in/gyUmtTTq

LinkedIn network, please help us find an experienced compliance professional to partner with our GWS Investment Solutions team! https://lnkd.in/eC2ciPic

📣 Fengate Asset Management is #hiring! We are looking for a powerhouse #marketing and #events specialist to join our marketing and #communications team. Click to learn more ⤵️

"Under Jane Fraser’s leadership as the first female CEO of a major Wall Street bank, and with Ida Liu guiding a gender-balanced workforce, the number of female clients globally has doubled in the past three and a half years, since Ms Liu became global head. Women now account for 20 per cent of the bank’s global clientele." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

“The PMA will enable the wealth management industry to benefit from the private markets through a combination of our leading technology, relevant models and top-tier partnerships with key leaders in the industry,” said Jeff Yabuki, Chairman and CEO of InvestCloud. “We are focused on creating a network of connected capabilities to meet growing client demand for private market investments that allows our clients to prosper in this exciting and transformational time.” #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Happy holidays from the entire Regent Peak Wealth Advisors team!