Family offices are increasingly shifting their investment strategies towards becoming their own private equity funds. A recent survey by BNY Mellon Wealth Management revealed that 62% of family offices made at least six direct investments in the previous year. This involved buying stakes in private companies or providing lending directly. Moreover, a staggering 71% of
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The U.S. economy seems to have created a clear division between those who have enough and those who do not. This division is also apparent among retirees, with an estimated $84 trillion expected to shift from older to younger generations by 2045. However, despite this massive wealth transfer, there are concerns about a looming retirement
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Elliott Management, an activist hedge fund, has recently acquired a significant $1.9 billion stake in Southwest Airlines. This move by Elliott signals its intention to push for leadership changes within the airline, which it believes has fallen from a “best-in-class” status to become one of the biggest laggards in the industry. The fund is seeking
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The CEO of an alternative trading platform, Kelly Rodriques, is on a mission to transform the world of private equity investing. Partnering with Accuidity, he introduced the Forge Accuidity Private Market Index earlier this year with a vision to enhance the accessibility of unicorns for a larger pool of investors. In a recent interview on
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As the 2025 tax cliff looms, there is a significant amount of uncertainty surrounding the expiration of trillions of dollars in tax breaks that were introduced as part of the Tax Cuts and Jobs Act of 2017 (TCJA). These expiring provisions could potentially lead to a tax increase for the majority of Americans if Congress
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The Covid-19 pandemic has undoubtedly had a profound impact on the American economy, bringing both vulnerabilities and resilience to the surface. As day cares closed, schools transitioned to remote learning, and parents struggled to balance work and childcare responsibilities, the child care sector stood at the forefront of these challenges. While employment in the child
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