ActiveAllocator Comparison to Addepar

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

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Key Contractual Considerations in Private Fund Placements

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 )

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key contractual considerations in private equity fund placements.pdf

Investing in Distressed Debt

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….

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investing_in_distressed_debt_caia

Investing in Private Equity

 

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 While the data here is now outdated, active investors tell me they still find it very useful….as I hope you do too.

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Private Equity Compendium

Investing in Mezzanine Debt

 

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 While the data here is now outdated, active investors tell me they still find it very useful….as I hope you do too.

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Investing in Mezzanine Debt

Infrastructure – Recommendations to Government

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.

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Central Bank Reserve Management: Developments 2020

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 .

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