Investment
June 9, 2014
PENTATUESDAY, AUGUST 7, 2012 | By CHRISTIANA CEFALUThe Allure of Private EquityInsights and advice for families with assets of $5 million or more.When markets turn tricky, there’s a lot to be said for sticking to what you know.That’s w...
Investment
June 9, 2014
TIGER 21 portfolios long on private equityStaff / August 16, 2010TIGER 21’s latest asset allocation report shows the super rich are increasingly choosing alternative investments.The quarterly report shows the asset allocations for members of...
Investment
June 9, 2014
MONDAY, JULY 9, 2012 ©2012 Dow Jones & Company. All Rights ReservedParsing the Cash Piles: Bad Storm Rising or Stocking Up for a Sale?By RESHMA KAPADIAManagers of global mutual funds have uppedtheir cash positions, on average, to 4.2...
Investment
June 9, 2014
THE CONVERSATION Michael Sonnenfeldt [Founder,TIGER 21]FALL/HOLIDAY 2012TPJ: TIGER 21 is a peer-to-peer learning group for high net worthindividuals, founded in 1999. Where did the name TIGER 21 comefrom and why did you see a need for this type of...
Investment
June 9, 2014
Wells Fargo’s Silvia Tells TIGER 21 Why He’s Bearish on the Long Term Tough decisions face the next president-whoever is electedOctober 15, 2012 | By Michael S. FischerWhile big business appears to be returning to normal operations, sm...
Investment
June 9, 2014
EXPERT’S PODIUMWealthy ‚ÄòTIGERs’ look bullish on stocks, economic upturnThane StennerPublished on Tuesday, October 12, 2012Every quarter I review asset allocation updates from over 200 U.S. and Canadian TIGER 21 memb...
Investment
June 9, 2014
FRIDAY, OCTOBER 26, 2012 | By BRENDAN CONWAYWealthy Choose an ETF Over Buffett’s Berkshire?That’s the gist of Margaret Collins’ story at Bloomberg News this morning: Millionaires would rather own theSPDR S&P 500 ETF (SPY) tha...
Investment
June 9, 2014
Rich Choose ETF Over Buffett’s Berkshire in Indexing GainBy Margaret Collins – Oct 26, 2012 U.S. millionaires would rather match the stock market through an exchange-traded index fund than try to beat it usinghigher-fee hedge funds or ...
Investment
June 9, 2014
THURSDAY, JANUARY 24, 2013 ©2013 Dow Jones & Company. All Rights ReservedWhere the Wealthy Are Moving AssetsBy JULIE STEINBERGUltra-high-net-worth investors are shifting moreof their portfolios toward either public or privateequity, ...
Investment
June 9, 2014
TIGER 21 Investors Increase Exposure to Public, Private EquitiesFourth quarter report shows fixed income allocation flatJanuary 28, 2013 | By Michael S. FischerUltrawealthy investors have been reallocating their portfolios over the past year, incr...
Investment
June 9, 2014
Ultra-Wealthy Bullish on Equities, For NowBy Tom StabileJanuary 30, 2013Ultra-high-net-worth investors were still favoring equities to kick off 2013, but that bullish approach may not last thewhole year. That’s according to new research from...
Investment
June 9, 2014
PENTAWEDNESDAY, JANUARY 30, 2013 Where the Rich are Investing NowMore than ever, it seems, the rich are following the dictum of mutual-fund legend Peter Lynch: “Invest in whatyou know.” They are increasingly using the industry insights...