Category: Investing

MEMBERS PLAN TO INCREASE ASSET ALLOCATIONS IN CASH AND PRIVATE EQUITY

Members will largely maintain allocation in other six categories New York, NY, November 10, 2014 –A new survey of TIGER 21 Members shows that a majority of respondents plan to increase their allocation to Cash and Private Equit...

PRIVATE EQUITY TITANS OPEN CLOISTERED WORLD TO SMALLER INVESTORS

For decades, David M. Rubenstein has persuaded big institutions like pension funds and university endowments to invest billions of dollars with his private equity firm, the Carlyle Group, promising them better returns than the general market. But ...

ENERGY BOOM, INCOME DEMAND BOOST INTEREST IN MLPS

ByDanielle Verbrigghe Managers with separately managed accounts (SMAs) and funds of master limited partnerships (MLPs) have been raking in high-net-worth assets, a trend that appears far from over. The U.S. oil and gas industry boom, coupled with ...

MARKET CORRECTION? HOW THE RICH ARE INVESTING NOW

8/01/2014 @ 1:44PMRob Russell, ContributorMarket Correction? How The Rich Are Investing NowAccording to a recent report by Tiger 21, North America’s premier peer-to-peer learning network for high net worth investors with a collective $25 bil...

WEALTHY FAMILY ALLOCATION SHIFTS TOWARDS PRIVATE EQUITY: TIGER 21

Wealthy Family Allocation Shifts Towards Private Equity: Tiger 21by Mark Melin | July 28, 2014, 3:45 pm Hedge funds lose ground while private equity gainsOver the last three years, wealthy families have increased exposure to private equity investm...

ULTRAWEALTHY PILE INTO PRIVATE EQUITY, HOLD LINE ON STOCKS, CASH

Ultrawealthy pile into private equity, hold line on stocks, cashLawrence Delevingne | @ldelevingneMonday, 28 Jul 2014 | 7:00 AM ETClick here to watch video. The rich are increasingly enamored with private equity investing, but their rising allocat...

MILLIONAIRES BOOST PRIVATE EQUITY HOLDINGS

TIGER 21 INVESTORS PUSH FOR MORE PRIVATE EQUITY

Tiger 21 Investors Push for More Private EquityBy Kathleen Laverty July 24, 2014Members of ultra-high-net-worth peer group Tiger 21, which represent more than $25 billion in assets, have boosted their private equity allocations by 10% in Q2. Priva...

TIGER 21 UPS PRIVATE EQUITY ALLOCATION

TIGER 21 UPS PRIVATE EQUITY ALLOCATIONStaff / July 23, 2014Private equity investments maintain their appeal for members of TIGER 21, with the category gaining two percentage points from the previous quarter, according to the group’s latest A...

WEEKLY INTELLIGENCE FOR MLP INVESTORS

Weekly Intelligence For MLP InvestorsJul. 5, 2014 2:56 AM ETSummary Alerian MLP index loses 0.32% for the week while S&P 500 sets record high with 1.25% gain. With the close of Q2, investors start looking towards earnings season with one-th...

WEALTHY TIGER 21 MEMBERS INVESTING IN MLPS

JULY 2, 2014Wealthy Tiger 21 Members Investing in MLPsSome ultra-wealthy investors hold 5% to 20% of their portfolios in master limited partnerships, group saysMaster limited partnerships, which provide the tax benefits of a limited partnership wi...

AN INTERVIEW WITH CLAY SPEAKMAN

WE RECENTLY SAT DOWN WITH CLAY SPEAKMAN, THE CO-FOUNDER OF MAGNOLIA LIFESTYLE + BENEFITS TO DISCUSS A NEW TREND IN LUXURY SPENDING: THE ROLE OF A PURCHASING ADVISOR.Clay Speakman, President and Co-FounderWhat is a Purchasing Advisor?A Purchasing A...