Over the past 20 years, the private markets have grown in both influence and importance. Since the 1990’s, the number of public companies has decreased to ~4,600, down from ~8,000. Additionally, of the approximate 103,000 enterprise software companies currently in existence, only 3% are currently publicly traded.
As companies have continued to stay private longer, non-institutional investors have realized the importance of tapping into the private markets as a component of their portfolios. For high-net-worth and family office investors, gone are the days of basic 60% Public stock / 40% Fixed Income portfolios. Increasingly, investors are searching for ways to efficiently and effectively access the private markets.
To accomplish this, education is critical. Private markets are opaque, ever-evolving, and complex. We believe that the investors of tomorrow should be provided with all the tools and information to be able to invest with all the advantages institutions enjoy.
As such, we are thrilled to formally announce Allocate Institute, a new educational platform dedicated to empowering private market participants.
Imagine a place where private market participants can find accessible information to better understand the nuances and intricacies of each sub-asset class.
Historically, Allocate hosted webinars and published whitepapers to share with our clients and the broader ecosystem. We are now institutionalizing this effort–offerings will expand to include roundtable discussions with fund managers and top limited partner (LP) investors and industry experts, semi-annual market reviews, and research and data-driven white papers. Allocate Institute will be a destination for Wealth Advisors, High-Net-Worth investors, and Family Offices to better understand private markets, including the nuances of the various sub-asset classes, the tools and techniques to evaluate each, and the frameworks to best build private portfolios.
In addition to the Allocate Institute, we are expanding our community efforts, including our flagship Allocate Innovation Field Trips, which consist of 1-2 day visits to top fund managers, founders, and investors (available to Allocate members).
Our goal is for Allocate Institute to equip and empower private market participants with the insights, tools, and connections necessary to navigate the world of private markets successfully.
To unlock exclusive insights from Allocate, check out Allocate Institute at allocate.co/allocate-institute.
Please let us know if you’re interested in being part of Allocate Institute either as a contributor or a participant by signing up on our mailing list here.
