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
SEC Modernizes the Accredited Investor Definition
Aug 26, 2020 | By the ALTI Team
On August 26, 2020, about a year after its initial Concept Release and Request for Comment on revising the Accredited Investor definition, the SEC adopted significant amendments to the definition in order to “effectively identify institutional and individual investors that have the knowledge and expertise to participate in those markets.”
Bloomberg CMO Deirdre Bigley Joins ALTI as a Senior Advisor
March 31, 2020 | By the ALTI Team
ALTI’s Executive Team is pleased to announce that Deirdre Bigley, current Chief Marketing Officer at Bloomberg L.P., has joined ALTI as a Senior Advisor.
Private Equity: The Final Frontier, Part 2
March 20, 2020 | By Joseph Bonvouloir
“If something’s easy, there will always be plenty of people willing to help solve it. But find a real mess, and there is no one around.” - Stephen Schwarzman, Founder & CEO of The Blackstone Group. Ironically, democratizing private equity has been almost completely free of competition due to a variety of complex problems in delivering such products to individual investors—problems that historically lacked solutions.
Tom Selman Joins ALTI as a Senior Advisor
March 11, 2020 | By the ALTI Team
ALTI’s Executive Team is pleased to announce that Tom Selman, Former Executive Vice President for Regulatory Policy and Legal Compliance Officer at FINRA, has joined the firm as a Senior Advisor.
Private Equity: The Final Frontier of Investing
January 8, 2020 | By Joseph Bonvouloir
Private Equity for The Masses. It has been a catchphrase used for over a decade among politicians, lawmakers, financial industry executives, and reporters, who have all taken turns speculating about the coming democratization of private market investing. Each report has speculated on the potential impact this could have on the retail investment marketplace, as well as for private equity as an industry.
ALTI CEO Discusses Private Equity Access with Industry Leaders at New York Stock Exchange
Aug 26, 2020 | By the ALTI Team
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.”