Partner, Tangent Capital
Bob Rice is the Managing Partner of Tangent Capital; a Senior Advisor to Macquarie Investment Management and Wilshire Associates; and a director of Nasdaq Private Markets and the Value Line Funds’ investment manager.
Previously, he was a trial lawyer at the U.S. Department of Justice; a partner at Milbank, Tweed; and the CEO of publicly-traded Viewpoint Corporation.
Bob is also the bestselling author of The Alternative Answer and Three Moves Ahead, is on the editorial board of the IWI Journal, and was a Contributing Editor at Bloomberg TV and Fox Business.
Asset Classes and Market Outlooks
Reviews and Outlooks for the major styles:
• Classic LBO, Venture and Growth
• Private credit
• Real assets and infrastructure
• Natural resources and agriculture
Products for Your Entire Book
We know what the key features are: 1099s, liquidity, IRA eligibility. But what are the costs and trade-offs to get them in various product structures?
• The new generation of non-traded REITs (and Bluerock)
• Interval, tender offer, and Auction Funds
• Non-traded BDCs
• Traded REITs, BDCs, and MLPs
Portfolio Construction and Planning Considerations
• How does one create an intelligent portfolio of private markets asset classes?
• How do their inclusion impact overall risk return characteristics? What are the wealth planning implications?
• From where do I allocate to these strategies?
• Idealized portfolios for HNWs
.
© 2023 Investments & Wealth Institute
