Investing
October 27, 2014
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 ...
Investing
September 2, 2014
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 ...
Investing
August 5, 2014
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...
Investing
July 29, 2014
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...
Investing
July 29, 2014
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...
Investing
July 29, 2014
Investing
July 24, 2014
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...
Investing
July 24, 2014
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...
Investing
July 8, 2014
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...
Investing
July 3, 2014
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...
Investing
July 1, 2014
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...
Investing
June 18, 2014
How to Connect with Ultra-Wealthy Investor NetworksBy Danielle Verbrigghe June 13, 2014 TIGER 21, a peer-learning group for ultra-wealthy investors, has expanded its footprint and membership base to meet investor demand shaped by low interes...