Retail Investors

Managers launching evergreen vehicles need to be well versed in fund domicile regulations and ensure appropriate investor protection mechanisms are in place, writes Veronica Aroutiunian, a partner at Loyens & Loeff Luxembourg.

The private funds industry and its regulators have a lot of work ahead of them as private equity enters its retail era.

The executive order is not implementing new policy as much as it is confirming private markets’ roles in retirement portfolios.

The firm has teamed up with GPs including Ardian and the Riverside Company to support cross-European private wealth distribution.

Listed alts giants have recently attempted to temper expectations when it comes to tapping US defined contribution capital – a prudent move that behoves an enormous responsibility.

Pantheon veteran Susan Long McAndrews charts her post-retirement path and shares her vision for the future of private markets – from retail expansion to evergreen innovation.

Apollo's Marc Rowan says in the world of 401(k)s, origination will be king. Plus: Hamilton Lane underscores the importance of bespoke approaches to 'retail' investors; and a New York pension is piling into PE. Here's today's brief, for our valued subscribers only.

KKR has tempered expectations around the speed at which private markets firms will unlock 401(k) capital at scale. Plus: Ares looks set to close its latest buyout fund at just over half the size of its predecessor. Here's today's brief, for our valued subscribers only.

There’s still ‘significant work’ to be done to give US individuals access to private markets investing via their defined contribution retirement plans, according to CFO Martin Small.