Knowledge Base
Tax strategy, healthcare before Medicare, the post-FIRE identity shift, and the financial decisions that get more complicated after you stop earning.
1054 articles — page 50 of 88
Private equity backed companies now sit at the center of a $8 trillion global asset class, according to Preqin's 2024 Global Private Equity Report. If you hold $5M or more in investable assets, PE is not just background noise. It is a direct allocation decision, a potential exit path for a business
Apollo Global Management sits among the handful of firms that genuinely move private equity markets. With over $650 billion in assets under management and a flagship buyout fund that ranks among the largest ever raised, apollo private equity operates at a scale where its deals reshape industries rat
MSCI GICS, the Global Industry Classification Standard, is the taxonomy that organizes every publicly traded company into one of 11 sectors, 25 industry groups, 74 industries, and 163 sub-industries based on its principal business activity and primary revenue source. MSCI and S&P Dow Jones Indices d
MSCI BarraOne is an institutional-grade, multi-asset risk analytics platform built on Barra factor models. It decomposes portfolio risk into systematic and idiosyncratic components across equities, fixed income, derivatives, and alternatives. For managers running complex, multi-asset books, it is th
If you're a limited partner evaluating private equity funds, the question of which portfolio monitoring platform a GP uses is not a software procurement issue. It's an operational due diligence signal. Chronograph and its main competitors, including eFront (BlackRock), iLEVEL (iCapital), Burgiss (MS
Tax distributions in private equity solve a specific problem: partners in a pass-through fund owe taxes on allocated income whether or not they received cash. The fund distributes capital to cover those liabilities. Get the mechanics wrong in your partnership agreement, and you either drain the fund
Luxembourg is the second-largest fund domicile in the world after the United States, with assets under management exceeding €5 trillion across all fund categories, according to Luxembourg for Finance. For private equity specifically, Preqin data consistently ranks it as the leading European domicile
The schedule of investments is the primary disclosure document that tells you what a private equity fund actually owns, what it paid, and what those positions are worth today. For LPs writing checks of $5M or more, reading this document correctly is the difference between informed oversight and blin
The private equity stages that matter most to a serious allocator are five: fund formation and close, the investment period, the value creation hold, the harvest period, and fund liquidation. A standard fund runs 10 years, structured as roughly five years of deploying capital followed by five years
Sports venture capital funds early-stage companies operating within the athletic ecosystem: performance analytics, fan engagement platforms, sports betting infrastructure, esports, and connected fitness. The global sports market exceeds $500 billion according to Deloitte, and the technology layer si
Wing Venture Capital, founded in 2013 by Gaurav Garg and Peter Wagner, focuses on seed and Series A enterprise technology companies across AI, cloud infrastructure, and cybersecurity. For high-net-worth individuals evaluating VC as an asset class, understanding Wing's investment thesis, fund structu
Private equity fraud costs sophisticated investors hundreds of millions annually, and the standard retail-investor warnings won't protect you. The SEC's Office of Examinations has flagged private fund advisers as a priority examination area every year through 2024, citing fee misallocation, valuatio