CIOs and Bow Ties

https://www.youtube.com/watch?v=a6AnNSfcFVs (https://www.youtube.com/watch?v=a6AnNSfcFVs) (come learn with me)Our website - https://ritterbandinvest.com (https://ritterbandinvest.com)points form the article:- Electric Geely Homtruck to take on Tesla Semi with autonomous driving and built-in apartmentThis communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.

https://youtu.be/WTXgBhcQj2w (come learn with me)

points form the article:

- New Applications of Alternative Data in Private Equity

- Increased Interest in Alt Data - there has been a 5x increase in private equity attendees from both senior executives and data science roles.

- Efficiency Focus “ Since the data is needed yesterday for PE firms, the focus is on accessing the data, reviewing it quickly and implementing it into the process.

- Data as an asset “ PE firm Blackstone brought a spotlight to the idea that Your data may be worth more than your company and how they were looking to monetize the data of their portfolio companies. Corporates and PE firms are now more aware of this and wanting to tap into this revenue stream.

- Vendor innovation - Data vendors have been used to working with asset managers, but are now are tailoring their data to suit PE and corporates as well as creating technology and dashboards to improve the overall buyers experience.

- ESG Explosion - PE firms are becoming more aware that positive ESG activities can lead to the successful long-term success of companies.

- Regulatory Scrutiny -  Legal and compliance teams are busier than ever with the ever-evolving regulations surround data. Pertinent regulatory buzzwords include, personally identifiable information (PII), data governance, user consent, data over-collection and data privacy.

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.

Our website - https://ritterbandinvest.com

https://youtu.be/U_v0YrjdwgQ (come learn with me)

points form the article:

- Private market ESG assets set to take off – PwC

-Shifting societal values, changing investor behavior, policy shifts and regulatory changes, and ESG's value creation and risk mitigation power

-When asked what their main drivers are to invest in ESG, 41% of survey respondents each said risk management and corporate values, and 35% said risk-adjusted returns.

-49% said governance, 31% said all were equally weighted, 13% said social and 7% said environmental

-As regulators and society increasingly urge LPs to incorporate sustainability considerations within their investment policies and operations — and as these LPs increasingly awaken to ESG's value creation and risk mitigation potential — GPs will likely see the demand for their non-ESG funds slow considerably."

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.

Our website - https://ritterbandinvest.comhttps://www.youtube.com/watch?v=rSSvoWNAvYE (https://www.youtube.com/watch?v=rSSvoWNAvYE) (come learn with me)points form the article:- A $200 billion money manager on why every stock market investor should be ready to go to cash- That often means owning things ... planes, trains, timber, rights to music and TV shows, theaters, all things that can create cash flows, not market correlated,â€ Williams said.“Collectibles, if you have an edge there, like a family office, those might be a good place to sit for a while,â€ Burton said.- every single U.S. treasury maturity has a negative real rate and the time value of money is really nothing,â€ Erdoes said.- For most investors, it should not be a binary decision between being in stocks or out, according to Ashbel Williams, who recently retired as head of the roughly $200 billion investment portfolio for the Florida State Board of Administration.- Hedging inflation risk with real assets including real estate, alternative assets including cryptocurrency, and a focus on hyper-growth companies rather than broader market gains, are among the ways that investors are making allocations amid what they view as a U.S. stock market running a little hot.- Investors should always have assets in their portfolio that can be quickly liquidated and turned into cash, but that is so they can rebalance into equities that have taken a hit and offer value- Market volatility is up and valuations in the S&P 500 may tempt stock investors to go to cash, especially if Q3 earnings disappoint.- Research has consistently shown that time in the market is more important than perfect timing, but that does not mean money should- The No. 1 way to protect capital is to follow investment policy and rebalance back into equities while at depressed prices.â€This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.

https://youtu.be/b_CKRZipva0 (come learn with me)

points form the article:

-Taking Another Look at the Chinese Real Estate Market

-US$60 trillion China real estate market—which is likely the largest asset class in the world

-As such, these regulations have caused Chinese junk-rated property developer bonds to underperform this year—and in the case of Evergrande,

-yields on Chinese junk-rated bonds nearly touched 25% before falling recently

-the real estate sector makes up 66% of the high yield index. Additionally, of the $142 billion of U.S. dollar-denominated bonds trading at distressed prices (generally defined as debt with yields over 10%), 48% were issued by Chinese real estate companies

-However, that the China investment-grade corporate index hasn’t responded in-kind provides us comfort that the spillover effects are, at this time, limited

-That Fantasia decided not to pay its obligations caused investors to question the commitment of the property developer market broadly in servicing its financial obligations

-there won’t be a bailout per se but we do expect the PBOC to ring-fence the risks and prevent them from spilling over into the broader financial system

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.

https://www.youtube.com/watch?v=gSIc-1m0qf0 (come learn with me)

points form the article:

- Lifts LTV ratio to 100% until end of next year

- Economy seen back to pre-pandemic levels early 2023

- Real estate sector to take longer to recoversector accounts for about 10% of GDP, 2.8 mln jobs

- Thai central bank eases mortgage rules to support property sector

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.

https://lnkd.in/eZD8hTuh (https://lnkd.in/eZD8hTuh) (come learn with me)points form the article: - Food for Thought: Countries with the highest tensions between liberals and conservatives:-Commodities: US renewable diesel production is expected to surge over the next few years.This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.

https://youtu.be/GaJGnaJjJ0I (come learn with me)

points form the article:

-The most vaccine-hesitant group of all? PhDs

-Most of the coverage would have you believe that the surge in cases is primarily down to less educated, ‘brainwashed’ Trump supporters who don’t want to take the vaccine. This may be partially true

-the areas in which the delta variant is surging coincide with the sections of red America in which vaccination rates are lowest.

-People with a master’s degree had the least hesitancy, and the highest hesitancy was among those holding a Ph.D.

-U-shaped curve with the highest hesitancy among those least and most educated

-More generally, PhDs in the UK often keep quiet about their qualifications, due to resentment. Some are acutely aware of what we do NOT know. So, perhaps they are more risk averse?

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.

https://cnb.cx/3iqH0tt

points form the article:

-Low interest rates, pandemic-induced stimulus, and U.S.-China trade tensions prompting tech companies to move to Taiwan, have created a perfect storm for the capital’s property prices, said Savills’ head of research, Erin Ting. She said she doesn’t expect the trend to abate anytime soon.

-Singapore, Sydney, Seoul and Taipei: How property prices in four Asia-Pacific cities stack up

-Singapore stood out as the most expensive city relative to Seoul, Sydney and Taipei.

-By way of comparison, the median nationwide U.S. home price for active listings in July 2021 was $385,000, up 10.3% year-on-year,

-One- to two-bedroom properties in the city-states’ affluent central district cost around $1.03 million, according to median sale price data collated by real estate site PropertyGuru from Jan-July 2021.

-birthing a class of priced-out buyers dubbed “lightning beggars.”

-Gangnam district cost a median of $855,000 as of July 2021, according to government data collated by South Korean real estate app Zigbang.

-Three to four bedroom properties measuring 99 to 165 square meters came in around $1.8 million.

-Three- and four-bedroom properties came in at a median price of $914,969.

-It is also a reflection of an owner-occupier upswing in house prices, as investors have largely sat on the sidelines over the past year, only becoming more active in recent months.

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.

https://bit.ly/2WfMcsj (come learn with me)

points form the article:

-a move toward e-commerce, cashless transactions, online learning), the advent of COVID-19 accelerated many of these

-The pandemic-era brought to the forefront issues of wealth disparity and racial inequality in a way that I believe will significantly influence our industry over the next 10 years.

-CIO: What do you think will be the biggest innovation in your industry in the next 10 years?

-differentiators are unrivaled operational due diligence, an extraordinary technology platform, and its commitment to DE&I [diversity, equity, and inclusion].

-invaluable covering multiple asset classes globally, with best-in-class coverage in Asia and Europe.”

-Albourne Partners

-“done right by them

-Chief Investment Officer is pleased to present its 10th annual list of the world’s most influential investment consultants and advisers.

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.