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محتوای ارائه شده توسط Jack Farley. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Jack Farley یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners

54:31
 
اشتراک گذاری
 

Manage episode 468722787 series 3627237
محتوای ارائه شده توسط Jack Farley. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Jack Farley یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Whether you are talking about hedge funds, private equity, private credit, or venture capital, alternative investment strategies are becoming a much larger part of the portfolios of individual investors. For many that’s being done through investment platforms targeting their registered investment advisors. Alan Strauss, senior partner at Crystal Capital Partners, joins OPM to discuss how alternative investment platforms like Crystal Capital are ushering in a new wave of adoption of alternative assets for RIAs and their clients by providing lower investment minimums, curated menus of top tier funds, and improved customization and investment “wrappers.”

Are you a buyside professional looking to fast track your career? Sign up for the Fundamental Edge Analyst Academy and save 10% with coupon code OPM-10 at https://www.fundamentedge.com/opm

Follow Other People’s Money on:

Apple Podcast https://bit.ly/4e7QJ1M

Spotify https://bit.ly/3Yhaazi

YouTube https://bit.ly/3C63VXR

Learn more about Crystal Capital Partners: https://www.crystalfunds.com

Follow Max Wiethe on Twitter: https://x.com/maxwiethe

Timestamps:

00:00 Intro

01:03 History of Fund of Funds

08:47 Early Alternatives Platforms

12:35 Who Invests on Alts Platforms

15:16 Customized Fund of Funds

19:26 Platform Fee Structures

20:46 What Types of Funds Thrive on Platforms

23:56 Fundamental Edge Analyst Academy

25:38 Smaller Fund Managers

27:01 What Gets a Fund Kicked Off Investment Platforms

29:59 The Rise of Private Market Investing

35:36 Newer Vintage Funds

39:10 how Do New Funds Got On Platforms

45:45 Sub Strategy Fund Trends

49:06 Advisor Influence on Fund Menus

53:07 Are Platforms Helping Smaller Fund Managers?

  continue reading

119 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 468722787 series 3627237
محتوای ارائه شده توسط Jack Farley. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Jack Farley یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Whether you are talking about hedge funds, private equity, private credit, or venture capital, alternative investment strategies are becoming a much larger part of the portfolios of individual investors. For many that’s being done through investment platforms targeting their registered investment advisors. Alan Strauss, senior partner at Crystal Capital Partners, joins OPM to discuss how alternative investment platforms like Crystal Capital are ushering in a new wave of adoption of alternative assets for RIAs and their clients by providing lower investment minimums, curated menus of top tier funds, and improved customization and investment “wrappers.”

Are you a buyside professional looking to fast track your career? Sign up for the Fundamental Edge Analyst Academy and save 10% with coupon code OPM-10 at https://www.fundamentedge.com/opm

Follow Other People’s Money on:

Apple Podcast https://bit.ly/4e7QJ1M

Spotify https://bit.ly/3Yhaazi

YouTube https://bit.ly/3C63VXR

Learn more about Crystal Capital Partners: https://www.crystalfunds.com

Follow Max Wiethe on Twitter: https://x.com/maxwiethe

Timestamps:

00:00 Intro

01:03 History of Fund of Funds

08:47 Early Alternatives Platforms

12:35 Who Invests on Alts Platforms

15:16 Customized Fund of Funds

19:26 Platform Fee Structures

20:46 What Types of Funds Thrive on Platforms

23:56 Fundamental Edge Analyst Academy

25:38 Smaller Fund Managers

27:01 What Gets a Fund Kicked Off Investment Platforms

29:59 The Rise of Private Market Investing

35:36 Newer Vintage Funds

39:10 how Do New Funds Got On Platforms

45:45 Sub Strategy Fund Trends

49:06 Advisor Influence on Fund Menus

53:07 Are Platforms Helping Smaller Fund Managers?

  continue reading

119 قسمت

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