As the Fed raised interest rates last week, Lorenzo Esparza was asked by MarketWatch to weigh on how investors can reposition their portfolios.
“Private debt is an intriguing asset class…The spread between the 10-year treasury and private debt instruments typically expands rather than compresses. Investors can get a better yield, well above treasuries and inflation even while inflation is running high, while maintaining principal protection.”
It’s no secret that our economic climate is changing the needs of the modern investor. Now, more than ever, it’s important that you have a financial professional on your side who can stop you from making decisions that you might regret. In his recent Kiplinger article, Managing Director and Financial Advisor, Tyler Robuck, offered 3 questions to ask yourself before deciding on a financial advisor.
Managing Director, Reginald Tucker who runs the Venture Capital Growth Opportunities (VCGO) fund, sees tremendous opportunities in investing in space technology, as well as space manufacturing and observation. He recently sat down with Institutional Investor to discuss the fund’s investments to-date, how the biggest players in the space ecosystem are investing, and his philosophy on partnering with smaller, emerging firms.
“Venture Capital is a relationship business, and we all need to get into the practice of broadening and deepening our networks, so that demographics are not determining investment activity and outcomes.”
In his recent Crunchbase article, Managing Director Reginald D. Tucker draws from his 20 years of industry experience to outline what is needed to increase diversity in the venture capital space and the long term value of its continued progress.
As we quickly approach Tax Day, Managing Director of Tax Services Elliott Brack weighs-in on how advisors can add value when it comes to crypto taxation. Check out his most recent Financial Planning article where he talks about the importance of knowing all of the details, like cost basis and the return on capital, related to the transactions.
Managing Director of Tax Services, Elliott Brack and Managing Director of Digital Assets, Vik Sasi sat down with Rob Curran from Money Magazine to discuss how investors should be thinking about their crypto trading activity this tax season.
With Crypto top of mind for many investors, CEO Lorenzo Esparza sat down with Financial Planning to discuss how Manhattan West and other investment firms have been taking steps to increase exposure to crypto for clients. Read on for his take on how the industry is adapting to the cryptosphere.
Founding Partner and Financial Advisor, Angie Spielman firmly believes that all women should strive for financial independence, and during Women’s History Month, there is no better time to tell her story. Featured in Financial Planning, she talks to Justin Mack about her story, the hurdles she has faced as a woman in finance, and how she has excelled in her career.
How can professional athletes and entertainers use NFTs effectively in building out their personal brand? In his latest Forbes article, CEO Lorenzo Esparza lays out five key considerations before creating an NFT strategy.
ICONIQ Capital is now an $89 billion RIA. As they continue to evolve, our Founder and CEO, Lorenzo Esparza was asked to offer his thoughts to Brooke Southall for RIABiz. His view?
“[…] PE backed RIAs get rolled up to capture scale and efficiency. But then these RIAs end up looking like most other RIAs without any real differentiation. […] They begin to look like a UBS or Merrill with the massive infrastructure and corporate red tape. […] In order to differentiate, firms start to move into other areas not traditionally found in an RIA. That is precisely what Manhattan West has done. We are offering a variety of services around the traditional RIA model and adding direct investments. It’s those practices and offerings that make us look different than most other RIAs.”