Dennis McCabe, Executive Director, Morgan Stanley Investment Management, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss alternative investment offerings at Morgan Stanley Investment Management.
Morgan Stanley has $1.4 trillion AUM, including $235 billion in alternative investments. The firm has long-standing relationships with RIAs who own Eaton Vance or Parametric offerings and is building an alternatives specialist team.
Morgan Stanley’s alternative offerings are broad, including a number of strategies within larger areas of private equity, private credit, real estate, and hedge funds. Private equity offerings include growth equity, buyouts, co-investments, and special situations. A focus on middle-market companies in need of capital brings opportunity, with larger than normal deal flow for co-investments in small and mid-cap private companies. Real estate investments include both prime class-A properties as well as opportunistic funds.
Private credit is the fastest-growing segment of alternative investments at Morgan Stanley, including opportunistic and venture debt investments. A key opportunity is in senior-secured investments from companies with a private equity sponsor. McCabe sees opportunities in the firm’s multi-strategy, market-neutral hedge fund as correlations decline between single stocks.
WEBCAST – Equity Risk Management for Concentrated Single Stock Positions and Tailored Portfolio Solutions
Learn about how The Advisor Solutions Team, within the Institutional Equity Division at Morgan Stanley, equips RIAs & Family Offices with equity risk management strategies and tailored portfolio solutions, which can potentially help clients mitigate risk and monetize concentrated equity positions.
Morgan Stanley is dedicated to providing first-class service to our clients in a way that reflects our commitment to transformative thinking, innovative strategies, and cutting-edge solutions. The Institutional Equity Division at Morgan Stanley is a leading provider of execution services and solutions. Our product suite encompasses equity options, structured notes, equity swaps, warrants, and futures, on individual securities, indices, and baskets of securities.
Featured Speakers:
Lou Mandia, Co-Head of The Advisor Solutions Team
Jenn Pickens, Co-Head of The Advisor Solutions Team
Morgan Stanley | Institutional Equity Division
Date: Friday, February 23, 2024
Time: 1 PM ET
Accepted for 1 CFP® / IWI / CFA CE Credit