Opportunity Zones – Frequently Asked Questions

Download FAQ Q. What is an Opportunity Zone? An Opportunity Zone is an economically distressed community selected for revitalization and redevelopment by the Opportunity Zone program. The aim of the program is to stimulate private investment into disadvantaged areas that … Read more

Potential Macro Influences and Hedge Funds: 1Q17

Hedge Fund Landscape The first few months of Donald Trump’s presidency have produced some controversy, to say the least. And while the U.S. equity markets have largely responded positively thus far since the change in leadership, there is uncertainty about … Read more

An Introduction to Distressed Debt and Credit Investing

Overview Distressed debt and credit is a comparatively small but growing sector of the private equity and hedge fund market with approximately $250B in AUM spread across approximately 120 US based funds1. The sector is focused on investment opportunities that … Read more

Alternative Investments: Potential Trends and Outlook for 2017

Alternative Investments: Growth and Diversification As the first quarter nears its end the latest research, outlined below, suggests that there are mounting trends in alternative investments that may influence how financial advisors leverage the asset class through the remainder of … Read more

Private Real Estate Investing: Some Facts for Financial Advisors

Private Real Estate Investing: Some Facts for Financial Advisors In CAIS’s view, financial advisors that wish to introduce real estate opportunities to the portfolios of their ultra-high-net-worth clients should be aware of more important considerations than the old adage “Location! … Read more