
Private Markets
Building Better Portfolios with Private Equity, Private Credit, and Private Real Estate
- 289 pages
- English
- PDF
- Available on iOS & Android
Private Markets
Building Better Portfolios with Private Equity, Private Credit, and Private Real Estate
About this book
Comprehensive guide to the private market, covering allocating capital, portfolio construction, product evolution, and more
Written in accessible language, Private Markets: Building Better Portfolios with Private Equity, Private Credit, and Private Real Estate addresses the challenges and opportunities with investing in the private markets, including understanding the merits of the asset classes—private equity, private credit, and private real estate—product evolution, and the structural tradeoffs, and how to incorporate these versatile and valuable tools in client portfolios.
This book leverages Tony Davidow's 40 years of experience working directly with advisors and high-net-worth families/ ultra-high-net-worth families. Davidow is an award-winning author and has also been recognized for building Franklin Templeton's alternative education program (2023 recipient of the "Wealthie"). Topics discussed in this book include:
- How private markets can be used to increase the likelihood of achieving client goals?
- Examining the historical risk and return characteristics of the private markets relative to their public market equivalents.
- Exploring the benefits of private markets including the potential for higher returns, an alternative source of income, diversification, and hedging against the impact of inflation.
Now that private markets are available to a broader group of investors outside of institutions and family offices, Private Markets: Building Better Portfolios with Private Equity, Private Credit, and Private Real Estate is an essential resource for all financial advisors and individual investors who are considering allocating capital to these once elusive investments.
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Information
Table of contents
- Cover
- Title Page
- Copyright Page
- Contents
- Foreword
- Acknowledgments
- Introduction
- Chapter 1 Defining the Private Markets – Why Now?
- Chapter 2 Democratizing Private Markets
- Chapter 3 Exploring the Merits of Private Equity
- Chapter 4 Private Credit: The Emergence of a New Lender
- Chapter 5 Private Real Estate –Not All Sectors Are Created Equal
- Chapter 6 Secondaries: A Vital Part of the Private Market’s Ecosystem
- Chapter 7 Real Assets – Infrastructure and Natural Resources
- Chapter 8 Asset Allocation and Portfolio Construction
- Chapter 9 Total Portfolio Approach
- Chapter 10 The Future of Wealth Management
- Chapter 11 Macro-Outlook for Private Markets
- Chapter 12 Private Markets Come to Main Street
- Appendix
- Glossary of Key Terms
- Third Party Content Providers and Disclosures
- About the Author
- Index
- EULA