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Crossing the Threshold: Forging Alliances and Asking the Right Questions
Crossing the Threshold: Forging Alliances and Asking the Right Questions
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™. In this blog…
Access to Alternatives, State of the Industry
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Know What You Own: Underlying Concentration Risks Embedded in Domestic, International, and Emerging Markets Equity Indices
By Paul Kenney, CFA, SVP – Client Solutions, and Jake Goldstein, Analyst at Syntax Data. …
Manager Selection, Risk Management, State of the Industry
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Private Equity Critics Have It Wrong
By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater.  A…
Private Debt, Private Equity
Crossing the Threshold Building World Order Sandy Blog 2024
Crossing the Threshold: World Building In a New Saga
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™.  I…
Access to Alternatives, State of the Industry
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FY2023 Ivy Report Card: Volatility Laundering And The Hangover From Private Markets Investing
By Michael Markov, co-founder, and chairman of Markov Processes International, Inc. (“MPI”), a fintech…
Asset Allocation, Hedge Funds, Infrastructure, Manager Selection, Risk Management, State of the Industry
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Perpetuals Gaining Traction Again, Despite Real Estate Headwinds
By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater.  …
Private Debt, Private Equity, Real Estate, State of the Industry
Crossing Blog
Crossing the Threshold: The Second Wave of Democratization in Wealth Management
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™. I love action…
Access to Alternatives, State of the Industry
Quarterly Mark Summer 2024
Estate of the Union: Trends in Alts and the Family Office
By John L. Bowman, CFA, President, CAIA Association The fragmented and secretive world of family offices…
Access to Alternatives, State of the Industry
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Is Crypto An Investable Asset Class?
By Byron Gilliam, Markets Strategist at Blockworks. Is Crypto an Investable Asset Class? Charlie…
Emerging Asset Classes
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International Intangible Value
By Kai Wu, Founder & Chief Investment Officer, Sparkline Capital.  Since 2010, international…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
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Investment Decision-Making: Leveraging Data Analytics for Smarter Investment Strategies
By Sam Bowman.  Investing in anything is a gamble; no matter how good the odds seem at first glance…
Risk Management, State of the Industry
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Money for Nothing? Hedge Funds Haven’t Budged on Hurdle Rates (Yet)
By Chris Stevens, Senior Director, Diversifying Strategies at bFinance.  Although two years have…
Hedge Funds, Risk Management
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Proration -- Friend or Foe?
By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater.  …
Private Debt, Private Equity, State of the Industry
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Private Equity’s Second(ary) Act
By Phil Huber, CFA, CFP, Managing Director and Head of Portfolio Solutions at Cliffwater.  …
Private Debt, Private Equity, Risk Management
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This Is Not Your Millennial’s Real Estate Market
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™.  The post-…
Real Estate