Guilder Finance

Private Asset investment analytics and insights for Advisors, powered by AI. Private beta coming 2024. Perspectives shared are not investment advice.

[Guilder Finance @GuilderFinance]

Following SEC approval, U.S.-listed bitcoin ETFs including BlackRock and Grayscale’s new funds, saw $4.6 billion in trading. This pivotal moment for crypto as an investment option boosts Bitcoin’s price, despite skepticism from some firms. #BitcoinETF https://t.co/PTf59NcO4n

[Guilder Finance @GuilderFinance]

Big Banks Are Copying From Private Credit’s Playbook #investing #privatecredit https://t.co/VNxm039yau

[Guilder Finance @GuilderFinance]

Is there a bubble forming in private credit? UBS Chair Kelleher thinks so #privatecredit #wealthmanagement #investing https://t.co/vUF48dT1qb

[Guilder Finance @GuilderFinance]

BlackRock says private debt will 2x to $3.5 trillion by 2028, competing directly with public #privateassets #wealthmanagement https://t.co/td0EmF4ktq

[Guilder Finance @GuilderFinance]

JP Morgan Asset Management introduces its Private Markets Fund, aiming to democratize access to alternatives. A $25K minimum, the fund offers qualified investors a gateway to PE, previously reserved for institutions. #Investing #FinanceNews https://t.co/rnnxbdmper

[Guilder Finance @GuilderFinance]

Rising interest in alternatives among retail investors is evident and alts in the wealth sector could reach $10T in the next decade. Currently, advisors allocate 5.8% to alts, but this should grow to 20% in coming years. #AlternativeInvestments https://t.co/a2oQp78I6V

[Guilder Finance @GuilderFinance]

Competitive yields are tough to find in the stock market these days. For investors who aren’t averse to risk, business development companies offer an exception #bdc #privateassets https://t.co/0ecRDvSCKq

[Wealth Management @wealth_mgmt]

The Massachusetts Supreme Judiciary Court (the state’s highest court) Friday reversed a lower court’s decision that had found in favor of digital brokerage Robinhood.
https://t.co/ZPAyxn0q8H

[Guilder Finance @GuilderFinance]

SEC to vote on significant private fund rules affecting RIAs. Proposal includes changes to $45T industry, requiring quarterly statements, more transparency, and liability limits. #wealthmanagement #privatefunds #investing https://t.co/OpgHllvjzy

[Preqin @Preqin]

The SEC will meet on Wednesday to decide whether to adopt proposed rules and amendments for private fund advisors under the Investment Advisers Act:
https://t.co/nKP05QlJA5

[MichaelKitces @MichaelKitces]

Asset managers w/ an Ethereum futures ETF. First to market wins pent-up demand.

But... biggest Bitcoin futures ETF (ProShares) is 'just' $1B in assets. Not sure there will be any material advisor demand for an Ethereum futures ETF either?

https://t.co/vzLX40XPhS

[Bain & Company @BainandCompany]

Globally, buyout funds generated $202 billion in deal value during the first half of 2023, a 58% decline from the same period a year ago. Explore the state of the #PrivateEquity industry in our midyear update: https://t.co/VI0w9avYwc

[Preqin @Preqin]

As sentiment starts to improve among private equity investors this quarter, fundraising continues its downtrend, allowing LPs to be selective in their allocations and prompting renewed interest in re-ups and secondary funds opportunities.

Read more: https://t.co/HBfvLB8T4c

[Blackstone @blackstone]

On last week’s investor call, Stephen A. Schwarzman, $BX Chairman, Co-Founder and CEO, remarked that while significant in many ways, crossing $1 trillion in assets is a mile-marker in the firm’s longer journey.

Full 2Q23 Results: https://t.co/3dfEr7hCtg

[Guilder Finance @GuilderFinance]

⁦@GoldmanSachs⁩ Asset Management division managed $170B in #privatecredit at end of 2022. The manager raised $6B more to start 2023. https://t.co/1mnwaoeoLN

[Guilder Finance @GuilderFinance]

#privateequity giant ⁦@blackstone⁩ became the first among its peers to reach $1 trillion in AUM https://t.co/2RshuIEwqW

[PitchBook @PitchBook]

Data from the Q2 2023 PitchBook-NVCA Venture Monitor points to more trouble ahead for the US VC market. The loss of crossover investors and dismal fund performance are reminders that investors and LPs may continue to look elsewhere for returns. https://t.co/15xpWj8pHw

[McKinsey Global Institute @McKinsey_MGI]

Real estate, equity, debt, and currency/deposits have risen significantly relative to GDP since 2000. Real estate grew by 33% more, equity by 100% more, and debt by 90% more.

📊🏢Dive into the factors shaping this asset value expansion. https://t.co/K4Rj5kBXiX

[Wealth Management @wealth_mgmt]

Those seeking clarity from Congress on how crypto assets will be regulated have reason to be optimistic that lawmakers could inch closer to a consensus on digital asset legislation this summer.
https://t.co/pxJgmnXJrR

[Boston Consulting Group @BCG]

Despite the adversity of 2022, global financial wealth is expected to rebound in 2023 by roughly 5% to reach $267 trillion.

We have developed a toolbox of initiatives to help wealth managers achieve consistent growth in 2023 and beyond. https://t.co/elT2XQVr4u