Insights and News

Maximizing the Opportunity in Private Markets The Case for Rebalancing Private Portfolios and Secondary Market Liquidity New report unveiled from experts at Ben and Oxford Economics including the first-ever published forecast illustrations using Ben’s proprietary Total Portfolio Management tool.

Read this report to gain a deeper insight into private market portfolio allocation strategies; a 5-year outlook on macroeconomic considerations and market impacts; how Ben’s TPM works with robust discussion on two forecast illustrations; and explore the story behind the growing demand for secondary market liquidity.

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Maximizing the Opportunity in Private Markets 5-Year Outlook: Macroeconomic Considerations & Market Impacts DEVELOPED IN PARTNERSHIP WITH OXFORD ECONOMICS

Trends in broad policy decisions and macroeconomics along with the impacts on the markets continue to provide vital context to investors’ allocation decisions. Ben partnered with Oxford Economics to bring you these 4 Macroeconomic Considerations and 3 Market Impacts discussed here as well as in Ben’s new Private Markets report (available inside).

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Maximizing the Opportunity in Private Markets Behind the Curtain of TPM: Ben’s Proprietary Alternative Asset Portfolio Management Tool

In order to fully harvest the value of private markets Ben believes strategic asset allocation and active portfolio management are crucial. At Ben, we call this proprietary framework Total Portfolio Management (TPM) in Ben’s new Private Markets report.

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Video Library: A Discussion of the State of the Alternatives Market A discussion of the state of the alternatives market with Oxford Economics’ Global Chief Economist Innes McFee and Ben’s Chief Risk Officer Yuri Mushkin

This timely discussion covers a range of issues that are top-of-mind for investors, from the impact of COVID-19 to potential risk factors on the horizon.

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Maximizing the Opportunity in Private Markets 2021 Private Market Illustrations: Baseline and Bear Forecasts

Join Ben’s Risk Management Team as they utilize TPM, Ben’s proprietary asset allocation tool, to illustrate two forecasts for private market portfolio construction. This preview to the forecasts includes key findings and access to our Private Markets report. The report includes a deeper discussion and analysis of the mechanics of TPM and forecast methodology.

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Maximizing the Opportunity in Private Markets Infographic: The Growing Demand for Secondary Market Liquidity from Alternative Assets

Explore the facts and figures that comprise the marketplace need for the growing demand for secondary market liquidity from alternative assets. From here, you may also gain access to Ben’s Private Markets report which includes a more thorough analysis of portfolio construction methodology and the resulting essentiality for liquidity in the marketplace.

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Tapping the Liquidity Locked in Alternative Assets Part I: Realizing the Need for Early Liquidity of Alternative Assets

In a series of five installments from the white paper, “Tapping the Liquidity Locked in Alternative Assets,” Ben Founder and CEO Brad Heppner discusses how high net worth individuals and small-to-mid-sized institutions can potentially tap liquidity for their alternative investment at any time – at or near Net Asset Value – with the same flexibility as large institutional investors.

DALLAS – December 17, 2020 – The Beneficient Company Group announced it has hired two deeply experienced Managing Directors to strengthen the firm’s Underwriting and Originations teams.

Tapping the Liquidity Locked in Alternative Assets Part II: The Lock-up Period of the Typical Alternative Asset Explained

Understanding the “J-curve.” Our second white paper installment discusses why alternative assets have such a long lock-up – and how an understanding of a typical private equity fund’s return stream can potentially help you earn at or near net asset value.

Ben’s Chief Risk Officer Yuri Mushkin was featured in a story about Ben’s recent White Paper “The Case for Rebalancing Private Portfolios and Secondary Market Liquidity.” The story backed up Ben’s strategy to serve the market for secondary market liquidity, saying that “investors would get better returns if they could periodically rejigger their private markets portfolios based on macro factors and economic cycles, such as the recession caused by the pandemic.”

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Tapping the Liquidity Locked in Alternative Assets Part III: Three Reasons Why Investors Exit Alternative Assets Early

Liquidity when it’s needed. Liquidity when it’s wanted. Liquidity when it makes financial sense. White paper installment number three discusses why high net worth individuals and small-to-mid-sized institutional investors may want to exit alternative assets early.

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The best of both worlds. In white paper installment number four, learn how Ben may be able to help you enjoy potentially higher returns and better diversification from alternative assets – and the opportunity to exit when the time is right for you.

Tapping the Liquidity Locked in Alternative Assets Part V: How Leveling the Playing Field for Alternative Assets Liquidity Benefits All Participants

In our final white paper installment, see why a rising tide could lift all ships and how greater access to liquidity can potentially benefit individual investors, smaller institutions, wealth managers and general partners.

DALLAS – December 2, 2019 – The Beneficient Company Group, L.P. (“Ben”), which empowers investors with new liquidity options for their alternative asset portfolios, announced today that James Silk will join the company as Executive Vice President and Chief Legal Officer. This is a newly created senior leadership position located at Ben’s headquarters in Dallas and reporting to Ben Chairman and CEO Brad Heppner.

Brad Heppner, founder and CEO of Beneficient, joins CNBC’s Kelly Evans to discuss how investors can use its new platform to exchange ownership in an alternative asset for a cash-income producing Liquidity Bond.

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The Beneficient Company Group LP said it is forming a platform focused on high-net-worth individuals and small institutions seeking liquidity for their alternative asset investments. The company said it would use its own balance sheet and publicly traded stock and SEC-registered bonds of GWG Holdings in its effort to provide liquidity to investors.