Alternative Asset Investors, Their Wealth Behaviors and Attitudes

THE BEN LIQUIDITY REPORT™
Investors who hold between $5 million and $30 million in alternative assets – mid-to-high net worth (MHNW) investors – are a unique segment that, surprisingly, can be underserved by large investing firms. Often, they are viewed as having too many assets to fit most financial firms’ cookie-cutter solutions, but too few assets for the special products that ultra-high net worth individuals and large institutional investors may qualify for.

Realizing the Need for Early Liquidity of Alternative Assets

TAPPING THE LIQUIDITY LOCKED IN ALTERNATIVE ASSETS | PART 1
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.