Overview: |
| Title: An Alternative to Alternatives: Accessing Niche Investments through Wingspan Capital |
| Date: Friday, September 8, 2023 |
| Time: 1:00 PM Eastern Daylight |
| Duration: 1 hour |
Register Now: |
| Already Registered? |
Summary: |
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As market volatility continues to persist, investors are looking for new sources of income and diversification in their portfolios. Historically, advisors faced challenges accessing new alternative asset classes due to the lack of transparency and exhaustive due diligence processes.
Accepted for 1 CFP® / IWI / CFA CE Credit |
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Speakers: |
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17 years experience comprising of investment banking and buyside research experience in private funds
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Disclosure Information:
The content of this brochure is for informational purposes only and does not constitute an offer to sell, solicitation to buy, or a recommendation for any security. Any offer to sell is done exclusively through a Private Placement Memorandum. This information is being furnished to you on a confidential basis to provide preliminary summary information regarding Wingspan and may not be reproduced or used for any other purpose. Past performance is not indicative of future results, and it should not be assumed that recommendations made in the future will be profitable or will equal the performance stated herein. There can be no assurance that a fund will be able to consummate any such investments, implement its investment strategy, or achieve its investment objectives.
Wingspan funds invest in other private funds (“Underlying Funds”). This approach subjects your investment to risks and expenses of the Underlying Funds. Such risk encompasses the possibility of loss due to the Underlying Funds’ fraud, intentional or inadvertent deviations from a predefined investment strategy, or simply poor judgment. The returns of the Underlying Funds are impacted by the ability of the Underlying Funds and their general partners or investment managers, in their capacity as the investment manager, to successfully apply their investment techniques to generate profits. There can be no assurance that the Underlying Funds will achieve their objectives or avoid substantial losses. Different types of investments and investment strategies involve varying degrees of risk. All investing involves risk.
The fund of funds structure also exposes investors to multiple layers of expenses and fees. Fund investors will incur management, performance, advisory, sponsorship or other fees and expenses due to the Fund’s investing in the Underlying Funds. The fees and expenses of the Underlying Funds are in addition to those incurred by investors through an investment in the Fund itself. Such layers of fees could be substantial and have a material adverse effect on performance of an investment in the Fund. All Key Terms presented herein are for the Underlying Fund.
Certain information contained herein constitutes “forward-looking statements.” Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced herein will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing herein should be construed as guaranteeing any investment performance. There can be no assurance that the funds’ investment objectives will be achieved.
The content of this brochure is for informational purposes only and does not constitute an offer to sell, solicitation to buy, or a recommendation for any security. Any offer to sell is done exclusively through a Private Placement Memorandum. This information is being furnished to you on a confidential basis to provide preliminary summary information regarding Wingspan and may not be reproduced or used for any other purpose. Past performance is not indicative of future results, and it should not be assumed that recommendations made in the future will be profitable or will equal the performance stated herein. There can be no assurance that a fund will be able to consummate any such investments, implement its investment strategy, or achieve its investment objectives.
Wingspan funds invest in other private funds (“Underlying Funds”). This approach subjects your investment to risks and expenses of the Underlying Funds. Such risk encompasses the possibility of loss due to the Underlying Funds’ fraud, intentional or inadvertent deviations from a predefined investment strategy, or simply poor judgment. The returns of the Underlying Funds are impacted by the ability of the Underlying Funds and their general partners or investment managers, in their capacity as the investment manager, to successfully apply their investment techniques to generate profits. There can be no assurance that the Underlying Funds will achieve their objectives or avoid substantial losses. Different types of investments and investment strategies involve varying degrees of risk. All investing involves risk.
The fund of funds structure also exposes investors to multiple layers of expenses and fees. Fund investors will incur management, performance, advisory, sponsorship or other fees and expenses due to the Fund’s investing in the Underlying Funds. The fees and expenses of the Underlying Funds are in addition to those incurred by investors through an investment in the Fund itself. Such layers of fees could be substantial and have a material adverse effect on performance of an investment in the Fund. All Key Terms presented herein are for the Underlying Fund.
Certain information contained herein constitutes “forward-looking statements.” Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced herein will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing herein should be construed as guaranteeing any investment performance. There can be no assurance that the funds’ investment objectives will be achieved.