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What is a Hedge Fund?

What is a Hedge Fund?

Beyond the Gloss and Glamour of Hedge Funds.

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7 Real Lessons From Monopoly (That We’re Using Right Now)

7 Real Lessons From Monopoly (That We’re Using Right Now)

This is the Legacy playbook.

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The Sub-Institutional Gap in Real Estate Investment

The Sub-Institutional Gap in Real Estate Investment

Unlocking Alpha in an Overlooked Segment of the Market

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The 25% That Keeps Your Private Portfolio Moving

The 25% That Keeps Your Private Portfolio Moving

The best portfolios don’t abandon public markets—they repurpose them. Here’s how.

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Balancing a Portfolio Between Equities and Alternatives: Invest Like the Wealthy

Balancing a Portfolio Between Equities and Alternatives: Invest Like the Wealthy

This report explores the rationale behind this strategy and presents a data-backed approach for retail and institutional investors to emulate the success of the wealthy.

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The $2.5T Shift Banks Don’t Want You to Notice

The $2.5T Shift Banks Don’t Want You to Notice

Capital is shifting into private credit and we have a playbook for LPs.

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Bank Retrenchment: the main private credit enabler

Bank Retrenchment: the main private credit enabler

This first section captures a powerful and timely signal of bank retrenchment: the net percentage of U.S. banks reporting tightened lending standards for Commercial & Industrial (C&I) loans.

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Your Portfolio Isn’t Diversified

Your Portfolio Isn’t Diversified

Your 60/40 allocation provides little downside protection. Here’s how to fix that.

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The Rise of Alternatives: Beyond the 60/40 Playbook

The Rise of Alternatives: Beyond the 60/40 Playbook

In today’s capital markets, the traditional investing playbook is being rewritten.

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Don’t Buy a Building. Buy the Block.

Don’t Buy a Building. Buy the Block.

The best investors I know are compounding cash flow, control, and upside—in one concentrated move.

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Commercial Real Estate: Why the Cycle Looks Like 2013—and Why Multifamily Is the Opportunity of the Decade

Commercial Real Estate: Why the Cycle Looks Like 2013—and Why Multifamily Is the Opportunity of the Decade

The commercial real estate (CRE) market is entering a pivotal phase that closely resembles the recovery dynamics seen in 2013.

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Crypto Just Went Mainstream - Here's the New Playbook

Crypto Just Went Mainstream - Here's the New Playbook

Last week the Senate passed the GENIUS Act and Crypto stocks, including stablecoin company Circle, soared.

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