Insights

Palantir Case Study

aSince its direct listing, Palantir’s (PLTR) explosive stock movement has taken over the financial news. Palantir offered its stock to the public on September 30th with an initial valuation of[…]

InvestX Launches GEM, a Trading Platform Delivering Access to Late-Stage Private Equity

Enabling broker-dealers with greater access, liquidity and transparency in the private markets InvestX, a leading private equity marketplace that empowers broker-dealers to trade in Late-Stage Private Equity, announces the launch[…]

Featured In Traders Magazine and MarketsMedia – Outlook 2021: Brian Schaeffer, InvestX

Brian Schaeffer is Managing Director at InvestX, a platform that connects broker-dealers with pre-IPO private markets. What surprised you in 2020? Over the past decade we have been transacting in[…]

InvestX Establishes U.S. Operations with NYC Headquarters and Appoints Brian Schaeffer as Managing Director

Company Experiences Considerable Global Growth and Expands Opportunities to Provide Broker-Dealers with Greater Access to the Private Markets New York, NY – December 17, 2020 – InvestX, an investment platform that empowers broker-dealers and[…]

Insight from InvestX – September 2020

SPACs – the new way unicorns go public By: Marcus New, CEO/Founder of InvestX Capital, August 2020 In today’s business press, a word we hear more and more is SPAC.[…]

How Much Should Your Client Allocate to Private Equity?

As an investment adviser, you may wonder what proportion of my clients’ assets should be allocated to private equity? This article will show you the types of investors who traditionally[…]

The Shrinking Public Market: Making Small Investors Losers

Over the past 20 years, a dramatic shift has been taking place in the capital markets. According to Pantheon, the number of publicly listed companies in the U.S. has declined by 50%[…]

How to Manage Your Portfolio During Covid-19

The widespread outbreak of the virus has negatively impacted the global stock markets with approximately $9 trillion being erased from the markets in nine days on growing fears of a market downturn.

Launching the Distressed Sellers Basket

We are in a unique situation where highly distressed sellers need to sell their private share positions quickly in a private market which is highly inefficient and illiquid. This was[…]

Forget hedge funds, private equity is where it’s at!

Hedge Funds, Options, Futures, Exchange Traded Funds, Stocks, Bonds and Private Equity…. so many to choose from. Learn about the recent trends in how the biggest players are allocating their portfolios. In the[…]

“SoFi: This is the beginning of the bankless world!”

“This is the beginning of the bankless world” As an investor, one of the crucial questions to ask before investing is: what is the addressable market size? Well, for SoFi, its addressable[…]

Swiss Pension Fund favors Private Equity

Swiss pension fund worth €10.3bn has decided to switch to an asset class that will allow them to reach its high return targets. Pensionskasse Basel-Stadt (PKBS) didn’t have a great year 2015[…]