Secondary Markets: Providing Liquidity in a World of Illiquid Alternatives

by Excelsior Capital | Jan 24, 2021 | Resources, Webinars

Secondary Markets: Providing Liquidity in a World of Illiquid Alternatives The secondary market refers to the buying and selling of pre-existing investments. [Webinar] Secondary Markets: Providing Liquidity in a World of Illiquid Alternatives The secondary market...

Inside the Mind of a Syndicator: Crowdfunding, The Democratization of Assets, & Opportunities in Private Equity

by Excelsior Capital | Dec 9, 2020 | Resources, Webinars

Inside the Mind of a Syndicator: Crowdfunding, The Democratization of Assets, and Opportunities in Private Equity The world of syndications used to be reserved solely for ultra-high-net-worth individuals, and most people didn’t learn anything about them in school....

Gold, Bitcoin, & Commodities: Exploring Alternative Assets with Industry Experts

by Excelsior Capital | Nov 18, 2020 | Resources, Webinars

Gold, Bitcoin, & Commodities: Exploring Alternative Assets with Industry Experts In times of political and economic uncertainty, can these alternative investments serve as a hedge against broader market forces in your portfolio? [Webinar] Gold, Bitcoin, &...

What is Private Placement Life Insurance (PPLI) and Who Is It For

by Excelsior Capital | Nov 4, 2020 | Investing & Blog, Resources

What is Private Placement Life Insurance (PPLI) and Who Is It For? Families and high income individuals looking to convert highly inefficient taxable assets into favorable tax-efficient investments should consider Private Placement Life Insurance (PPLI). What is...

The Case for Holding Alternative Investments in Retirement Accounts

by Excelsior Capital | Sep 21, 2020 | Resources, Webinars

The Case for Holding Alternative Investments in Retirement Accounts “Something that Wall Street really doesn’t want you to know about.” [Webinar] The Case for Holding Alternative Investments in Retirement Accounts “Something that Wall Street really doesn’t want you to...