In last month's blog feature we ventured into new media with the introduction of audible.com to describe some thoughts on summer readings. This month I'd like to explore the media frontier of Trusted Insight and share a video from their 2017 Alpha Investment Conference with you.
Trusted Insight (TI) is the world’s biggest network of institutional investors. Think of it as the LinkedIn of institutional investors. The TI network allows lead investors to syndicate investment opportunities to family offices, qualified institutional buyers, and other institutional investors across asset classes such as Venture Capital, Private Equity/Buy-out, Real Estate, Infrastructure and others. TI also manages its own platform fund(s) and acts as syndicate lead in seed stage venture capital funds.
With over 140,000 members on the platform controlling over $18 Trillion in assets, TI is one of the fastest growing and most trusted alternative asset syndication platforms. Each week 30,000 institutional investors engage on the TI platform. These institutional investors are actively investing in alternative assets, primarily private equity, hedge funds, real estate and private companies.
Founded by Alex Bangash, TI started in 2010 and is venture-funded and revenue producing. Its investors were the first investors or founders of Facebook, LinkedIn, Mint, Match.com, and Blackstone, among others. The company has offices in NYC and San Francisco.
TI hosted its first annual Alpha Investment Conference in San Francisco in June. I was fortunate enough to participate as a panel member on Reassessing The Golden Age Of Private Equity with Dale Hunt, Managing Director - Private Equity at Ascension Investment Management, Josh Stern, Director - Private Markets at Robert Wood Johnson Foundation, and Tristram Perkins, Managing Director - Neuberger Berman. Please click on the image below to hyperlink to a 14 minute video from this panel discussion entitled The Charm and Unknown of Emerging Markets by TI.
Although the discussion is primarily targeted to institutional investors, I think it provides helpful perspectives for individual investors as well, particularly in the complex investment landscape that investors find themselves in. TI prefaced the discussion as follows: "Emerging markets take a sizable chunk of institutional capital from developed countries. But as domestic private equity has been providing steady returns, is the risk of going into emerging markets still worthwhile? While some warn that investors should be careful betting on emerging markets, others argue investors need a little patience and a “buy-and-build” approach.
In part three of TI’s private equity panel, investors discuss their experience and observations on emerging market investing. The panelists also answered questions from the audience."
In the video, I reference a new book from Sam Zell. Please click the image below to a hyperlink to the audible site to listen to the book read by Sam. Enjoy.
We've also been busy over the past year or so contemplating the establishment and progression of Servant Financial over the past 12 years and going through a refresh of our branding and marketing materials to ensure proper reflection of our founding mission, values. and raison d'être. This journey started with a new corporate logo which you see below. Please note the heraldic shield that forms the V in Servant. We believe investment and wealth management is a noble profession. The assets that we manage for clients represent their dreams for the future whether it be a college education for a son or daughter, vacation home, secure retirement, or eldercare for aging parents. At the center of the shield is a key which represents our vision of providing better client solutions through experience, passion, and integrity represented by the three rings at the bottom of the key. The mustard plants coming forth from the key symbolize our mission to serve clients and communities with good and faithful financial advice and cultivate the growth and fulfillment of their dreams.