Michael Granoff, Founder & CEO, Pomona Capital and a panel of industry experts weigh in private market trends and key allocation considerations across public and private markets.
Historically, private equity and private markets access as a whole, has been extremely limited for individual investors. While institutional investors have enjoyed the diversification and alpha generating benefits of alternatives for decades, advisors have faced barriers to entry such lack of information, deal flow, liquidity as well as steep minimums.
The Pomona Investment Fund, a diversified secondaries-based portfolio, aims to eliminate these barriers. The fund provides institutional quality access to a variety of private equity funds, while operating like an open-ended mutual fund structure. The firm’s curated approach to private equity seeks to deliver risk-adjusted returns.
Funds are diversified by number, vintage year, and stage of development. Additionally, this strategy allows liquidity to accrue to investors much faster. These funds also have a retail sleeve in addition to an institutional sleeve, which allows RIAs the same investment capabilities as institutional investors in the private equity landscape, Granoff explains.
In more volatile market periods, dispersion of return increases. Therefore, the quality of manager and robust due diligence is very important for managing upcoming risk.
Founded in 1984, Pomona Capital is a private equity firm that focuses on secondaries investing. Pomona prioritizes long-term capital appreciation with enhanced liquidity and a lower risk profile. By aligning their core values with the interests of their investors and seeking to protect against risk by choosing and managing investments with care, Pomona Capital offers innovative and successful investment solutions.
To learn more, register and watch Pomona Capital’s upcoming presentation, Trends in Alternatives: An Advisor’s Perspective.
Trends in Alternatives: An Advisor’s Perspective is an online event that provides expert insights from thought leaders and top advisors across the country. These interactive, educational sessions offer one hour of CE credit each, and are complimentary for financial professionals. The event will cover:
-Portfolio Construction & Allocation
-Alts and Private Markets: How are CIOs Using Alts to Generate Income
-Crypto Considerations – Where do we go from here?
Register Now