David Perkins, CAIA, Chief Executive Officer, Tailwind Investment Partners discusses the state of the market, opportunities in private markets, and allocation considerations.
Increasingly, advisors are turning to private markets to enhance income, generate alpha, and add portfolio diversification. Traditionally, long lock up periods, unpredictable capital calls, high minimums, access to quality managers, and targeted allocations made private equity and alternative investments out of reach for non-institutional investors. The Tailwind Endowment Alternatives Fund, aims to solve many of these challenges, while delivering access to a traditional endowment model, which is highly diversified across many alternative asset classes.
The Tailwind Endowment Alternatives Fund, 80% private investments and 20% hedged investments, provides exposure to a complete alternatives solution. The fund is designed to complement a traditional portfolio and offers a differentiated structure with liquidity options.
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With lower for longer return expectations for traditional investments and the return of volatility, asset allocation considerations need to include private investments.
Topics to be discussed:
- Which private equity segment has outperformed in the short and longer term?
- What is the difference between a private equity investment and a private equity program?
- What is the ROR equivalent of a 2X MOIC?
- Why is private company investing critically important now?
David has served as Chief Executive Officer of Tailwind Investment Partners since Co-Founding the Firm in September of 2003. He is responsible for driving the overall strategic vision and culture of our Firm. David has more than three decades of investment management experience and a proven history of building, operating and leading innovation-focused firms.
As the Co-Founder of Tailwind, David’s vision was to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status quo to find ways to improve the Advisor-Investor relationship by creating performance-focused private investment solutions to help Advisors build better portfolios.
Prior to Co-Founding Tailwind, in 1997, David Co-Founded CAPTRUST, the largest Registered Investment Advisor firm in America with $620 Billion Assets Under Advisement.