Section
Private Real Estate
11 posts
The Alternatives Boom: Access, Liquidity, Patience and Resilience
Listen on The Move When an "alternative" promises liquidity it may not deliver, who is doing the…
Leaning In When Others Pull Back: Ares Makes the Case That Volatility Builds Better Vintages
Most investors treat volatility as a flashing warning light. Ares' Quantitative Research Group, in a new paper, Navigating…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
"Simple, But Not Easy": BMO GAM Builds the Alts Model Portfolio the Industry Has Been Waiting For
The concept is straightforward. The execution is anything but. BMO Global Asset Management's new alternatives model portfolios—built exclusively for BMO Private Investment Counsel—represent a structural step-change in how institutional-grade alternatives get delivered to wealth management clients.
Canada's Private Markets: The Easy Growth Is Over. The Real Work Begins.
iCapital Canada's 2025 survey paints a clear picture — not of a market losing momentum, but of one finally growing up.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
AI, Defense, and a New Private Markets Playbook with Ash Lawrence
Listen on The Move Private markets are quietly being rewritten in real time—and in this conversation, Ash…
2026 Private Markets Outlook: Executive summary
Geopolitical risks remain elevated as the markets continue to digest the impact of trade tariffs. What does this mean for private markets? Franklin Templeton Institute shares its outlook.
Building Portfolios That Never Say Sorry with Kinsted's Brent Smith
Listen on The Move 🎧 Episode Overview In this illuminating episode of Insight is Capital, host Pierre…
Future-Proof Wealth: How First Avenue is Redefining Wealth Management Advice
Listen on The Move In a world where ego often overshadows insight, First Avenue’s Kash Pashootan and…
Private Investments Come of Age: Opportunity & Balance Unlocked
Listen on The Move Private markets aren’t just the playground of institutions and the ultra-wealthy anymore. In…
How to Stay Ahead in a Shifting World: KKR’s Roadmap for the New Market Reality
In its May 2025 Insights report, titled The Art of Learning, KKR’s Global Macro & Asset Allocation team…
Inside the Mind of Tony Davidow: Why Private Markets Matter More Than Ever
For once, Tony Davidow found himself on the other side of the microphone. In a special episode of…