Education

New to Alts? Become an expert with our curated library covering venture, real estate, crypto and more.

Alternative Investing 101

1.  What Are Alternative Investments?
2.  What is a Fund?
3.  How to Use IRR to Measure Fund Performance
4.  3 Key Benefits of Funds of Funds

Private Equity

1.  Private Equity: Stages and Strategy
2.  Buyout Performance Relative to Public Market Indices
3.  Private Equity vs. Venture Capital

Real Estate

1.  What is Real Estate?
2.  Real Estate Investment Strategies

Venture Capital

1.  How Does Investing in Venture Work?
2.  Venture Capital: Stages and Strategy
3.  Three Common Misconceptions About VC Investing
4.  Where the Money Goes in a Venture Investment

Private Credit

1.  What is Private Credit?
2.  Private Credit: Understanding the Capital Structure
3.  Intro to Mezzanine Capital

Crypto

1.  What is Cryptocurrency?
2.  How to Get Exposure to Crypto With Less Risk

All Education

Private Credit: Understanding the Capital Structure

Private credit, or direct lending, is a rapidly growing asset class that offers investors attractive yields and downside protection. As […]
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Real Estate Investment Strategies

A famous quote attributed to Andrew Carnegie is that “90% of all millionaires become so through owning real estate.” The […]
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Private Equity vs. Venture Capital

Private equity has existed since 1901 when investment banker John Pierpont Morgan (JP Morgan) bought Carnegie Steel for $480 million. […]
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What is Private Credit?

Private credit refers to loans and other forms of financing that private lenders provide so the debt is not issued […]
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A Simple Guide to Hedge Funds

Hedge funds are one of the most misunderstood investment vehicles out there. People think they’re only for the super-rich, that […]
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Intro to Mezzanine Capital

Mezzanine, meaning “in the middle,” is a type of capital that falls between senior debt and equity financing in a […]
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HNWI Investing: Challenges and Remedies

High-net-worth individuals (HNWIs) are an essential target market for asset managers. They tend to be more active and engaged investors, […]
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What Are Alternative Investments, and How Do I Talk to Clients About Them?

Over 200 years ago, a group of stockbrokers met under a Buttonwood tree on Wall Street to organize securities trading. […]
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3 Key Benefits of Funds of Funds

As an investment strategy, diversification is nothing new. It’s about as old as investing itself. The basic idea is simple: […]
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Back-Office Distractions Hurt Due Diligence and Returns

RIAs know that due diligence is essential. But when it comes to manager research, they may not realize just how […]
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How RIAs Can Offer Clients the Investments and Returns They Want

It’s no secret that public markets have been on a tear in recent years. The S&P 500 index more than […]
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Three Common Misconceptions About VC Investing

With the astronomical success of companies like Airbnb, Facebook, and Uber, it’s no wonder that venture capital has become one […]
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How Does Investing in Venture Work?

The world of venture investing can be confusing and filled with jargon and acronyms. Regulations around who can invest and […]
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Where the Money Goes in a Venture Investment

Critics quip that the only thing venture capitalists (VCs) are good at is making money for themselves. While General Partners […]
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How to Get Exposure to Crypto With Less Risk

The SEC regularly cautions investors about the risks of investing in digital currencies, including the potential for fraud and market […]
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