David Perkins, Chief Executive Officer & Co-Founder at Hatteras Investment Partners discusses allocation solutions today’s market challenges and why advisors should consider a diversified, alternative solution.
Increasingly, advisors are turning to private markets to enhance income, generate alpha, and add portfolio diversification. Traditionally, long lock up periods, unpredictable capital calls, high minimums, access to quality managers, and targeted allocations made private equity and alternative investments out of reach for non-institutional investors. The Tailwind Endowment Alternatives Fund, aims to solve many of these challenges, while delivering access to a traditional endowment model, which is highly diversified across many alternative asset classes.
The Tailwind Endowment Alternatives Fund, 80% private investments and 20% hedged investments, provides exposure to a complete alternatives solution. The fund is designed to complement a traditional portfolio and offers a differentiated structure with liquidity options.
To learn more, register & watch Hatteras’ webcast: A Complete Alternative Investment Solution.
David Perkins has served as Chief Executive Officer of Hatteras Investment Partners since co-founding the Firm in September of 2003 and is a member of the Fund Investment Committee. Prior to Hatteras, in 1990, David and Fielding Miller, partnered together at Interstate Johnson Lane, to provide institutional and private investors innovative fee-based investment consulting services. This partnership evolved into CAPTRUST, which today is one of the largest Registered Investment Advisor firms in America with $575 Billion Assets Under Advisement. David received a BA in Business Administration from University of North Carolina at Charlotte and earned his Chartered Alternatives Investment Analyst (CAIA) in 2004.
In this special one-hour webcast, David will share his perspective on a complete alternative investment solution.
Key topics include:
- Traditional asset allocation may not be enough moving forward
- Private investments compared to a Private Investment Program
- Understanding IRR, MOIC and ROR
- Private investments are complicated, but they don’t have to be