Friday Frame: How Smart Allocations Can Meet Strong Results
October 31, 2025
Tap into the Strength of a Robust Alternative Investment Approach
Spawned from peer insights and market dialogue, PPB’s Capital Markets Solutions (CMS) helps RIAs turn ideas into action. Focused on diversification, growth, income, and alpha, CMS delivers curated, high-conviction strategies backed by leading managers and deep due diligence.
Unlock Opportunities and Streamline Access
An important component of the program brings access to private markets strategies that might otherwise be inaccessible due to size, entry requirements, or complexity.
Diversified Access: Gain entry to a broad range of private market asset classes, from niche managers to institutional-grade strategies.
Operational Support: Optimize alternative investing with research, due diligence, and portfolio integration handled by our experienced team.
Flexible Solutions: Tailored strategies and fund structures designed to complement existing portfolios and meet specific client objectives.
Rethink How You Approach Alternatives
Solutions Built for Your Goals: Access high-conviction strategies that address growth, diversification, and client-specific objectives.
Streamlined Access to Alternatives: Unlock differentiated private markets opportunities with operational support, research insight, and simplified portfolio integration.
Tap into a focused platform built to help advisors scale efficiently, differentiate portfolios, and capture where opportunity is moving next.
Important Question’s for Setting Your Allocation Strategy:
How could targeted alternatives strategies transform client outcomes?
Are your portfolios truly positioned to capture growth and diversification opportunities?
Is your allocation strategy designed to adapt to changing market conditions?
Disclosure: Information presented is for educational purposes only, are subject to change from time to time and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
A new technological revolution is driving an unprecedented surge in electricity demand. This dramatic shift has far-reaching implications for energy infrastructure. AI training models require up to 10 times the power of traditional cloud workloads. Additionally, the electrification of vehicles, homes, and industry has contributed to this unprecedented surge in demand.
Fossil Fuel assets Are Fossils No More
The surge in electricity demand is creating massive opportunities in energy infrastructure, and oil and gas remain the backbone of this transformation. Investors positioned in pipelines, storage, and power generation https://ppbcapitalpartners.com/wp-content/themes/ppbcapitalpartners-v2/assets stand to benefit from long-term, stable cash flows.
As energy security remains a top priority for governments worldwide, midstream infrastructure—the assets that transport, store, and distribute energy—is becoming even more valuable. The companies building natural gas power plants, LNG terminals, and pipeline expansions are driving the next phase of energy investment, making this a compelling sector for long-term growth.
As opportunities for growth in oil and gas assets continue to increase, so do the associated risks. Here are a few key questions to consider before taking your next step:
Is your portfolio positioned to capitalize on the surge in energy demand?
Are you exposed to the critical infrastructure fueling the AI and electrification boom?
Have you considered private market assets for a more durable portfolio?
Friday Frame: How Smart Allocations Can Meet Strong Results
calendar_todayOctober 31, 2025
Tap into the Strength of a Robust Alternative Investment Approach
Spawned from peer insights and market dialogue, PPB’s Capital Markets Solutions (CMS) helps RIAs turn ideas into action. Focused on diversification, growth, income, and alpha, CMS delivers curated, high-conviction strategies backed by leading managers and deep due diligence.
Unlock Opportunities and Streamline Access
An important component of the program brings access to private markets strategies that might otherwise be inaccessible due to size, entry requirements, or complexity.
Diversified Access: Gain entry to a broad range of private market asset classes, from niche managers to institutional-grade strategies.
Operational Support: Optimize alternative investing with research, due diligence, and portfolio integration handled by our experienced team.
Flexible Solutions: Tailored strategies and fund structures designed to complement existing portfolios and meet specific client objectives.
Rethink How You Approach Alternatives
Solutions Built for Your Goals: Access high-conviction strategies that address growth, diversification, and client-specific objectives.
Streamlined Access to Alternatives: Unlock differentiated private markets opportunities with operational support, research insight, and simplified portfolio integration.
Tap into a focused platform built to help advisors scale efficiently, differentiate portfolios, and capture where opportunity is moving next.
Important Question’s for Setting Your Allocation Strategy:
How could targeted alternatives strategies transform client outcomes?
Are your portfolios truly positioned to capture growth and diversification opportunities?
Is your allocation strategy designed to adapt to changing market conditions?
Disclosure: Information presented is for educational purposes only, are subject to change from time to time and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.