ActiveAllocator is very inspired by Addepar, and the generous analogy investors now draw. At a closed door briefing I was told ‘one day you will exceed Addepar’. For a struggling FinTech CEO this, I thought was the highest compliment! I looked at similarities and differences between our companies ..here
email me for pdf
ActiveAllocator examined +20 Sovereign Wealth Firms ( SWFs) to decipher commonality…Aside from their opacity these deep pools of capital are very simple to fathom but they are very heterogeneous. Here we describe the anatomy of a SWF.
email me for pdf
ActiveAllocator is unique in that it saddles the public policy , private investments and investing banking space. We have advised international Governments and are pleased to share our views on privatization; here we explain why governments privatize assets, suggest best practices, opine on key considerations for successful sale, present the larger institutional framework, highlight global privatization trends, PPP/PFI and sale structure alternatives. We applaud the Modi Govt’s courageous decision today to divest Air India, India’s national carrier lock stock and barrel! Hopefully the first of many more privatizations to come!
email me for pdf
LP-GP negotiations : the more things change the more they have remained the same in private equity land over the last two decades. I had analyzed contract negotiation dynamics during an earlier phase of my career on Wall Street – attached .. (It also lends itself to be formulated as a gigantic Game Theory problem, I imagine )
Download :
key contractual considerations in private equity fund placements.pdf
ActiveAllocator analyzes portfolios and tells you exactly how much, if at all, you ought to allocate to the Private Debt asset class (inter alia). I had analyzed the characteristics of a variant, Distressed Debt, early on in my career. Attached is an excerpt reproduced by CAIA in their alternative investments journal from my more comprehensive white paper – hopefully active investors find it useful….
Download:
ActiveAllocator analyzes portfolios and tells you exactly how much, if at all, you ought to allocate to the Private Equity asset class (inter alia). I had analyzed its characteristics early on in my career. Attached is how I explained it then and reproduced in many books now. While the data here is now outdated, active investors tell me they still find it very useful….as I hope you do too.
Download:
ActiveAllocator analyzes portfolios and tells you exactly how much, if at all, you ought to allocate to the Private Debt asset class (inter alia). I had analyzed the characteristics of a variant, Mezzanine Debt, early on in my career. Attached is how I explained it then and reproduced in many books now. While the data here is now outdated, active investors tell me they still find it very useful….as I hope you do too.
Download:
ActiveAllocator analyzes portfolios and tells you exactly how much, if at all, you ought to allocate to the infrastructure asset class. We also advise national and government investment funds on public policy and investment issues surrounding infrastructure (inter alia). In this deck we share our general thoughts, as well as append one of the early white papers written by yours truly when I worked on Wall Street. I am told by practitioners, it is one of the better pieces on this topic, has had great shelf life and I certainly hope you find it useful.
ActiveAllocator is grateful to the Bank of International Settlements and the European Central Bank for their generous support. Here is our first piece (of hopefully many) on “Central Bank Reserve Management: Developments 2020” – where we surveyed 47 Central Banks to derive real world insights for you .
email me for pdf