Thomas Stanton, Head of Family Wealth, The Carlyle Group, joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Alternative Investment Summit to discuss the benefits of investing in private markets.
Founded in 1987, Carlyle is one of the largest investment managers on the planet, as well as one of the most global with 30 offices in 19 countries. Carlyle’s main business units are private equity, private credit, and fund solutions. Over the last 18 months, Carlyle has grown its US private wealth team to 14 with dedicated regional directors to service and educate advisors and family offices on the use of alternative investments within portfolios
By moving from public equity to private markets, investors will be reducing the liquidity of their portfolios but have the potential to increase returns in private equity and increase yields in private credit. The growth of registered, perpetual, semi-liquid fund offerings gives high-net-worth investors access to alternative investment vehicles in more flexible ways than have historically been offered in institutional fund vehicles.