Periods of market volatility often prompt families to review their investment strategy and implementation decisions to ensure they are aligned with their long-term objectives. How well a family is managing risk should be a key part of this review. We believe the most effective investors are those that have a clear understanding of risk. What’s […]
February 2024
Endowments and foundations are some of the most consistent investors in private equity, and they often have some of the highest allocations to the asset class. In this episode of PEI’s Spotlight podcast, Managing Director Jill Shaw shares what advice she is giving her clients when it comes to private markets portfolio construction and which […]
February 2024
Andrea Auerbach, Partner and Head of Global Private Investments, recently joined the Bloomberg Intelligence podcast to discuss her view on the markets and current investment opportunities. The conversation explores private equity’s low 2023 transaction volume and why distribution rates back to LPs are at their lowest point in nearly 25 years. Andrea explains that while […]
January 2024
This article by Barron’s PENTA explores the growing interest among wealthy individuals and family offices investing to address climate change, support biodiversity, and protect ocean health and water efficiency. Liqian Ma, Head of Sustainable and Impact Investing Research, lends his perspective to the story, including how some asset managers are hiring scientists to avoid greenwashing. […]
January 2024
In a recent interview with Family Capital magazine, Managing Director Will Lawrence discussed how the current market environment is impacting private investments. The article outlines how family offices can seek resilience during a downturn, but also stand ready to take advantage of opportunities. “We are sort of obsessed with the importance of planning, strategy and […]
January 2024
Judy Zhang, Managing Director and Head of China Client Business, was recently profiled in South China Morning Post where she shared her experience in building and managing investment portfolios for Asian family offices. Unlike Western family offices, which usually have existed for multiple generations, Asian family offices are mostly starting out and in their first […]
December 2023
Bloomberg recently featured Head of European Private Investments, Dan Aylott, and his thoughts on the 2024 outlook for private equity. Aylott outlines the macro conditions that are still creating headwinds for managers, and what that means for existing portfolios. Read the full article.
December 2023
Families who have built the majority of their wealth in one company often face the difficult decision of whether to sell or retain their investment. Recently, Doug Macauley and Nicole Nava authored a piece in Worth Magazine that explores five key questions to consider when making this decision. Whether you’re a business owner or simply […]
December 2023