Albourne

Private Markets IDD Senior Analyst - Real Estate, Chris Reel, CFA, CAIA, will be speaking at the 10th Annual Real Estate Midwest Forum in Chicago. Check out his panel, “Macroeconomic Real Estate Overview” on 4 June. Learn more here: https://lnkd.in/ekkyKTd7  Markets Group #IDD #realestate  

Our CEO John C. recently joined Peter Moustakerski on the Family Office Exchange podcast to discuss the growing crisis of trust in investing.   Key Points:  - Conflicts of interest are rising as the lines blur between asset managers, consultants, and data providers, making transparency essential.  - Strong due diligence, data transparency, and industry standards are critical to building trust in a more complex landscape.  - AI is driving efficiency, but trust depends on human oversight and robust operational controls. Check out the full podcast here: https://lnkd.in/eYJTTwAj #alternatives #trust #FamilyOffices 

Private Markets IDD Senior Analyst - Real Assets, Ashli Aslin, will be speaking at the Women in Private Markets Summit: North America in New York.  Check out her panels, “Inside the Portfolio: How Investors Are Responding to Evolving Market Pressures” on 2 June at 10:30am ET, and “Oxford Style Debate: This house believes that opening 401k plans to private equity will expose US retirement savers to unacceptable levels of risk (Off-the-record)” on 3 June at 2:45pm ET.  Learn more here: https://lnkd.in/enXbvN5f  #IDD #realassets #privateequity 

We were delighted that Kellie Hata and Michael Scott were able to join Chief Market Strategist Julien Lafargue, CFA on Barclays Private Bank Markets Weekly podcast.  Thank you for having us! Take a listen on Spotify or Apple using the links below 👇  Spotify: https://lnkd.in/ejjadkSy   Apple: https://lnkd.in/erbiDeN6 #privatecredit #IDD 

Michael Scott, Private Markets IDD Senior Analyst, will be moderating a panel at the Sahar Private Credit Investor Summit on 3 June in New York City. Check out his panel discussion, “Opportunistic & Special Situations” at 4:00pm ET. #IDD #privatemarkets #credit

Albourne Partners Japan recently celebrated its 20th anniversary this month! 🎉  The celebration brought together valued clients, respected industry peers, colleagues from across the region, and former team members who have all been part of our journey over the years. As one of Albourne Asia’s three offices, alongside Hong Kong and Singapore, Albourne Japan has established a strong and enduring presence in Tokyo—made possible by the dedication of our team and the continued trust of our clients. We extend our sincere gratitude to everyone whose support and partnership have contributed to our success, and we look forward to the future with appreciation and confidence. Here’s to many more years ahead!  #20years #milestone #gratitude #Japan #Tokyo 

Albourne has recently published a white paper on Value Transfer in Advisor-Focused Evergreen (AFE) Funds.  The purpose of this paper is to provide readers with a foundational understanding of value transfer, a concept that is central to many of the frictions inherent in the AFE fund universe. The paper concludes with an Advisor-Focused Evergreen 2.0 framework that outlines pragmatic structural enhancements, particularly to redemption mechanics, designed to better align liquidity with underlying assets and reduce unintended value transfer between investors. Key takeaways include:  - Value transfer is an inherent, zero-sum feature of advisor‑focused evergreen structures.   - Existing investors are structurally disadvantaged as captive counterparties.   - Manager liquidity decisions materially shape investor outcomes. Please access the paper here: https://lnkd.in/ekyPtvRP  Clients and prospects can access the full paper here: https://lnkd.in/eTVJ6Dhi  This version includes further details on the implications of manager decisions and further investor implications.  Note: Albourne does not offer fund products.

Albourne’s James Walsh, Ogonna Nneji, PhD, and Samuel Dicks recently hosted our 5A Insights Webinar, highlighting “5A”—Albourne’s Asset Allocation tool—designed to help clients visualize and better understand how allocation decisions affect their portfolio's performance, cash flows and liquidity under different market cycles and environments, as well as payout sustainability, long-term returns, and intergenerational equity.    This webinar recording is available to prospective and existing clients. Prospective clients can request access on our Albourne.com Insights page here: https://lnkd.in/ekqF4gcZ     For clients, please see the front page of the Castle or reach out to your Albourne contact for more information.     #portfolio #risk #allalternatives  

Albourne’s Head of ODD, Ryan Teal, will be speaking at the Standards Board for Alternative Investments (SBAI) North American Stakeholder Forum on 19 May in New York. Check out his discussion, “Data Integrity to Enable AI Usage” at 3:00pm ET. Learn more here: https://lnkd.in/eTCzhRp6  #ODD #data #AI

PM IDD Senior Analyst, Jay Patel, will be moderating a panel at Institutional Investor Alpha Edge North America conference in Fort Lauderdale. Check out his panel, “Private Equity and Secondaries 3.0: Platforms, Consolidation, and the Rise of Multi-Asset Liquidity Solutions” on 14 May from 11:55am-12:35pm ET.  Learn more here: https://lnkd.in/eVvx4A7s  #privatemarkets #IDD #secondaries