Category: Investing

ULTRA-WEALTHY SHIFT BIG FROM HEDGE FUNDS TO PRIVATE EQUITY

By Rachael Levy Big dollar individual investors have been making a long-term reallocation from hedge funds into private equity, says Michael Sonnenfeldt, founder of Tiger 21. View Michael Sonnenfeldt’s interview with Rachel Levy Transcript:...

2016 MEMBER FAVORITES SURVEY RESULTS

FAMILY OFFICES SEEN INCREASING ALLOCATIONS TO PRIVATE EQUITY

By Margaret Collins Most invest at least 10% in asset class, iCapital survey shows 40% takes stakes directly in companies, bypassing pooled funds More than half of single-family offices invest in private equity and the majority of those expect t...

ULTRA-WEALTHY BOOST INVESTMENTS IN 3 AREAS, CUT BACK IN 3: TIGER 21

Cash allocations fell to their lowest level since 2008, the high-net-worth investing club reported ByMichael S. Fischer Tiger 21 reported Wednesday that its high-net-worth members’ third-quarter allocations to private equity, public equities...

NEED TO TAKE RISK TO PRESERVE WEALTH IN LOW INTEREST RATE ENVIRONMENT

Sustained Commitments to Private Equity, Public Equity and Real Estate NEW YORK, November 18, 2015 – TIGER 21, the peer-to-peer learning network for high-net-worth entrepreneurs, released new findings today. The data, based on ...

HOW HIGH-NET-WORTH INDIVIDUALS ARE INVESTING THEIR MONEY RIGHT NOW

THANE STENNER,Special to The Globe and Mail One of the most effective ways to learn how to do something is to pay attention to those who do it well. If your goal is to build wealth, it makes sense to pay attention to those who have already built i...

MAKING AN ADVISER RELATIONSHIP WORK

ByFRAN HAWTHORNE In spring 2001, after losing about $75,000 in the dot-com crash, Jerrie Champlin and her husband, Robert Baranowski, decided it was time for professional help. The couple, then living in Rockland County, a New York City suburb, fo...

FUTURE OF THE INVESTING ENVIRONMENT

UBS ADDS ULTRA-WEALTHY BIZ OWNER VIEWS TO CIO RESEARCH

By Danielle Verbrigghe TheUBSWealth Managementchief investment office has launched a program to glean insight from a clutch of wealthy clients who own or manage private companies across certain industries. The program should yield an additional la...

WHY TIGER 21’S MILLIONAIRE MEMBERS ARE PULLING AWAY FROM HEDGE FUNDS

By Gregg Greenberg NEW YORK (TheStreet) — A recent poll of the prestigiousTIGER 21 investingclub revealed that its well-heeled members are “concerned, but not overly concerned” about the market’s recent meltdown, said the g...

THROUGH THE TIGER’S EYE

The laser focused philanthropy of TIGER 21. “The deal of a lifetime comes across our desks every week if we see opportunities instead of challenges.” This kind of perspective has propelled the career of Michael Sonnenfeldt, founder and...

NEW JOINS AT SIDEWALK LABS, IBT, AND NORTON ROSE FULBRIGHT

By Carly Apar Sidewalk Labs:Dan Doctoroff,56, joined Google’s new urban-innovation company as chief executive. He was previously chief executive of Bloomberg LP. Red Peak Branding:Susan Cantor,46, joined the branding agency as president. She...