ALTI aims to give individual investors greater access to institutional-quality private equity opportunities. ALTI does this by means of innovative financial structuring and strategic partnerships with leading investment managers.
Here is What ALTI Seeks to Provide Investors:
Exposure to Private Equity Investment Opportunities
Private Equity has historically outperformed Public Markets
The Expertise of Proven Investment Managers
Access to non-correlated assets and a diversified private equity portfolio
ALTI CEO Discusses Private Equity Access with Industry Leaders
October 31, 2019 | By the ALTI Team
On Tuesday, October 8th, XA Investments hosted a panel discussion on private equity accessibility and trends in the alternative investment world. ALTI CEO, Joseph Bonvouloir, spoke alongside alternative investing experts including Artivest’s Clayton Cheek, Pantheon’s Head of Private Wealth, Doug Keller, and Chris Shepherdson of CR Capital Distributors. The panel was moderated by XA Investments Managing Director of Alternative Investments, Kimberly Flynn.
Response to Concept Release
ALTI Responds to SEC Concept Release on Harmonization of Securities Offering
September 27, 2019 | Written By Joseph Bonvouloir
We appreciate this opportunity to comment on the Securities and Exchange Commission’s (“Commission”) Concept Release on Harmonization of Securities Offering Exemptions (the “Release”). The Release includes a request for comment on regulatory restrictions that we believe have had the effect of limiting retail investment in, and access to, private equity investments.
The Democratization of Private Equity is Here
August 26, 2019 | By Ron Diamond
Nine months ago, a young entrepreneur named Joseph Bonvouloir traded a lucrative investment banking career to pursue a concept he is passionate about—a growing trend and need that he brought to my attention and I simply could not ignore. Private markets are blowing up, both in terms of quantity of companies, and in market caps of those that are either remaining private or going from public to private. This trend is unlike anything we have ever seen before.
SEC Calls for Comment on the Concept of Investor Accreditation
June 20, 2019 | By the ALTI Team
The US Securities and Exchange Commission issued a concept release on June 18th that reviews the framework for exempt offerings, including several exemptions from registration under the Securities Act of 1933 that affect capital raising. The SEC is seeking the public’s comment on possible ways to “simplify, harmonize, and improve the exempt offering framework to promote capital formation and expand investment opportunities while maintaining appropriate investor protections.”