Private market investments are not passive investments. Because of how disruption and innovation affect our economy, active management of private market investments by advisors and family offices is critical to identify the innovative companies taking advantage of the opportunities caused by broad economic, environmental and social changes.

Given the current stress on the banking sector, we strongly feel that private credit funds, especially middle-market direct lending platforms, can potentially offer attractive investment opportunities for suitable investors.

Given the current stress on the banking sector, we strongly feel that private credit funds, especially middle-market direct lending platforms, can potentially offer attractive investment opportunities for suitable investors.

Last month, we highlighted how the interest rate environment and disruptions in the banking sector indicated that direct lending platforms are stepping into the void left by traditional banks as they deleverage their balance sheets and reduce their loan portfolios. As a result, we expect private credit funds to provide a solid source of income and deliver outsized risk-adjusted returns for their investors.

Given current market dynamics, secondary private equity funds now offer a particularly attractive avenue for investors looking to participate in the private equity market. “Secondary funds” or “secondaries” are investment vehicles run by managers that specialize in acquiring interests in existing private equity assets from the original investor.

In the United States, when most people put cash in the bank, they assume it’s still going to be there when they wake up the next day. This fundamental assumption was recently tested in the second- and third-largest bank failures in U.S. history.

Is private market investing naturally passive? No. That’s important to understand if you are allocating investments into private equity, venture capital, real estate, or private credit for your portfolio.

Last year’s stunning collapse of FTX has inevitably led to questions about whether founder Sam Bankman-Fried intentionally misled and defrauded his investors.

Ballast Rock Private Wealth Webinar - January 2023

During the webinar the team discuss the need for the 60/40 model to evolve so it can continue to best serve investors and advisors alike, why we’ve seen institutional investors increasing their allocations to private assets in recent years and why it’s time for individual investors to consider doing the same.

For decades, many financial advisors have followed a formula for traditional client portfolio allocation which could broadly be described as 60% in equities and 40% in bonds, otherwise known as the 60-40 model.

Ballast Rock Private Wealth, a Registered Investment Advisor with a focus on private-market investments, today announced that financial services executive Emily Glassman has joined as a Senior Advisor.