SHARING OUR INSIGHTS

Investment check-in: why now may be an opportune time to diversify with alternatives

calendar_today April 8, 2024

A pivotal time for portfolio decisions

Investors experienced an interesting time in public markets and many asked “where do I go from here?” We checked in with our Investment Strategist for ideas on how to take advantage of current market conditions and identify ways alternative investments can help achieve broader portfolio goals. In our conversation, we cover:

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Is now the right time to outsource the operations of your in-house alternative investment funds?

calendar_today March 22, 2024

Re-gain control in five areas of your alternative investment program.

You made the decision to offer alternatives investment funds for good reason – they can be highly effective for diversification and uncorrelated returns in your clients’ portfolios.

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Financial Advisor Magazine: The Hunt for Alpha

calendar_today March 19, 2024

Six Themes to Watch in Private Markets.

It’s an interesting time for investors to think about new ways to diversify and differentiate portfolios. Overvalued stocks, especially on the technology side, may be a good indication for investors to take gains and diversify. Can alternative investments play a role in helping to drive returns when the public markets may have tapped out on growth? Our investment team shares key private market sectors on our radar with Financial Advisor Magazine.

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Across the Pond

calendar_today February 23, 2024

Real Estate Bust. Right time, wrong place.

Analysts and journalists have long been discussing the impending commercial real estate collapse in the US. However, European deals have already fallen off a cliff in both value and volume. Significant and sticky inflation caused the implementation of aggressive monetary policy that has essentially brought the real estate market to a halt.

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2024 Global Outlook

calendar_today January 24, 2024

Reflection calls for diversification opportunities

Looking back on several unprecedented events in 2023 left many investors asking “Where do we go from here?”. Our latest outlook analyzes those pivotal moments to answer just that. Highlights include:

Download our complete 2024 Global Outlook

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With Intelligence: PPB Capital Partners seeking specialty finance strats

calendar_today January 5, 2024

A focus on unique investment opportunities that support client priorities

In today’s environment, investment strategies can be oversaturated by managers, most operating in the same capacity. Publication With Intelligence checks in with our Anton Golding on what stands out to PPB – niche investment opportunities. Currently, PPB is investigating equipment leasing funds, with a focus on aerospace equipment.

In the article, Golding discusses why PPB hones in on new and unique investments strategies.

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With Intelligence: PPB Capital Mulls Sports Financing Opportunities

calendar_today January 5, 2024

Niche strategies bring sports financing to the table

Discovering untapped areas in the marketplace can bring new opportunities for investors. Publication With Intelligence asks Anton Golding about a sector on our radar, sports financing. The article discusses various possibilities that can easily be overlooked. Anton explains.

“There are opportunities to buy minority or majority stakes in teams and clubs around the world. Outside of direct exposure to these teams, related markets like sports betting, merchandizing, and others have grown exponentially.”

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PPB Capital Partners Promotes Amanda Bannon to Chief Operating Officer

calendar_today November 15, 2023

CONSHOHOCKEN, PA, November 15, 2023 – PPB Capital Partners (“PPB”), a provider of alternative investment solutions and streamlined processing for wealth advisors, has promoted Amanda Bannon to Chief Operating Officer.

Bannon joined PPB in 2021 from a large alternative investment complex. She has a diverse background in compliance, operations and financial services technology solutions that streamline all operational aspects of the complexity around investing in private funds.

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Time to Buyout?

calendar_today November 9, 2023

What are the opportunities in information technology?

The Investment Strategy and Research team from PPB Capital Partners highlight the catalysts that are driving the tech buyout market.

How will you take advantage of these opportunities?

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Financing the Future

calendar_today September 19, 2023

Trends and opportunities in information technology

Less than 130 years ago, canaries were used to detect carbon monoxide in coal mines. Now a carbon monoxide detector is in every home and costs less than $20. However, with every advance in technology, one question from investors remains: What’s Next?

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PPB Capital Partners Named One of Philadelphia’s Fastest Growing Businesses

calendar_today September 29, 2023

PPB ranked 35th on the Philadelphia Business Journal’s 2023 Soaring 76 list.

PPB Capital Partners, a provider of alternative investment solutions and streamlined processing for private wealth advisors, has been named to the Philadelphia Business Journal’s Soaring 76 list of fastest growing companies in the Greater Philadelphia area.

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Getting to know Carly Kramer of PPB Capital Partners

calendar_today July 29, 2023

The next member of the PPB Capital Partners’ staff to profile is Carly Kramer, Vice President, Fund Operations. Carly celebrated her second anniversary at PPB earlier this year and was promoted to vice president in the fall of 2022.

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Getting to Know Matt Williams of PPB Capital Partners

calendar_today July 20, 2023

The next member of the PPB Capital Partners’ staff to profile is Matt Williams, Associate, Advisor Relations. Matt is close to celebrating his first anniversary at the firm, but you would think he’s been here for years.

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Judge for Yourself

calendar_today July 12, 2023

By Frank A. Burke, CFA, CAIA, Chief Investment Officer
and
Anton W. Golding, Associate, Fund Manager Analyst
PPB Capital Partners

Regular readers of PPB’s monthly insights know that we are big fans of Charles Dickens, as clearly illustrated in the title of our February market update. Dickens always had something clever to say about everything (which is only part of what made him so great), and legal proceedings are no different.

In The Curiosity Shop, Dickens writes:

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Getting to Know Anton Golding of PPB Capital Partners

calendar_today June 28, 2023

To Anton Golding, PPB Capital Partners was so nice, that he decided to work here twice! After joining the team for a stint as an undergraduate co-op from Drexel University in 2018, Anton embraced his alternative investments roots and returned last fall.

Born and raised in Los Angeles but having attended his secondary and post-secondary schools in the mid-Atlantic, Anton has the unique distinction of having both “California cool” and “East Coast grit.”

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PPB Capital Partners Expands Distribution, Operations Teams To Serve Wealth Advisor Partners, Meet Growing Demand

calendar_today June 14, 2023

CONSHOHOCKEN, PA, June 14, 2023 — PPB Capital Partners (“PPB”), a provider of alternative investment solutions and streamlined processing for wealth advisors, has named two executives to its Fund Solutions and Advisor Relations teams. These staff members help PPB meet an increasing demand for its services and maintain PPB’s commitment to providing the U.S. private wealth community entry points to institutional-caliber alternative investment solutions.

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Office Space Oddity

calendar_today June 7, 2023

By Frank A. Burke, CFA, CAIA, Chief Investment Officer, PPB Capital Partners
and Anton W. Golding, Associate, Fund Manager Analyst. PPB Capital Partners

After a multi-year push for a “return to office” for employees, many have found work-from-home and hybrid accommodations to be a sticky benefit, with office landlords and investors feeling the brunt of this societal change.

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Maintaining Face Time in a Remote World

calendar_today May 24, 2023

By Jeremy Diem, Managing Director, Advisor Relations
PPB Capital Partners

In early 2020, the thought of maintaining relationships with your clients through a computer was closer to a novelty than was the norm. I don’t have to tell you what happened next that made Zoom, Teams and Google Meet part of our nomenclature.

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Getting to Know Andrew Sussingham of PPB Capital Partners

calendar_today May 15, 2023

Apparently, Assistant Vice President, Fund Accounting, Andrew Sussingham is an overachiever … in a good way. Instead of submitting 15 answers for the latest edition of “Getting to Know,” he answered 26. When asked to recommend a book, he named two.

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Creating Custom Solutions

calendar_today May 10, 2023

Listening to what wealth advisors need and what they think is right for their client is the first step to creating custom solutions.

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Break on Through (to the Other Side): Post-Pandemic Trends and Opportunities in the Hospitality Industry

calendar_today May 2, 2023

By Frank A. Burke, CFA, CAIA, Chief Investment Officer
and Anton W. Golding, Associate, Fund Manager Analyst

In the Rearview Mirror

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Getting to Know Ed Chandler of PPB Capital Partners

calendar_today April 6, 2023

Assistant Vice President, Fund Operations, Ed Chandler is in the middle of his first year at PPB Capital Partners and he’s quickly become an integral member of our team. The Worcester, Mass., native and Syracuse University graduate is a 007 fan and, unlike some of our most recent profiled employees, leaves no doubt about his dessert preferences.

We would love to be a fly on the wall during his dinner party with three famous people.

Enjoy getting to know Ed.

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Learning From an Old Fashioned “Run on the Bank”

calendar_today April 5, 2023

By Frank A. Burke, CFA, CAIA, Chief Investment Officer, PPB Capital Partners
and
Anton W. Golding, Associate, Fund Manager Analyst, PPB Capital Partners

“Those who cannot remember the past are condemned to repeat it.”

  — George Santayana

Déjà vu

Let’s set the stage for a dramatic, volatile and fascinating turn of events in American banking history…

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Connecting a Remote Staff Through Culture

calendar_today April 4, 2023

By Amanda Bannon
Chief of Staff
PPB Capital Partners

In 2018, nearly 18 months before “COVID-19” or “Coronavirus” became household words, 5.7% of the workforce in the United States was working remotely. Fast forward five years to today, that number has multiplied more than four times, to 26%. While the pandemic did accelerate that curve—reaching a high of 41.7% in 2020—the trajectory was already on the upswing. Remote workers increased from that 5.7% in 2018 to 22.4% in 2019.*

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Aligned with Wealth Advisors

calendar_today March 14, 2023

Decisions are made in alignment with the wealth advisor community and their clients.

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“There’s No Place Like Home…”

calendar_today March 3, 2023

By Frank A. Burke, CFA, CAIA, Chief Investment Officer, PPB Capital Partners
and
Anton W. Golding, Fund Manager Analyst, PPB Capital Partners

Thanks to a little nudge from Glinda, the Good Witch of the North, it seems that Dorothy was onto something. With real estate prices soaring, much like Dorothy’s home in that famous Kansas twister, and rates threatening market stability, investors must examine all opportunities and risks that are present today.

Recent Developments

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Get to Know Vikki McLaughlin of PPB Capital Partners

calendar_today February 24, 2023

Senior Associate, Fund Operations, Vikki McLaughlin has been at PPB Capital Partners for three years and she’s a rising star on our fund operations team. As you read through her “Getting to Know” responses, you’ll see why she is such a great fit on our team.

She enjoys most cleaning chores (seriously), she’s always up for a good concert and planned on being a veterinarian when she was growing up.

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Loyalty

calendar_today February 16, 2023

“My loyalty is two-fold. It’s to employees … and it’s to the U.S. private wealth advisor.”

Brendan Lake

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“It was the Best of Markets . . .”

calendar_today February 3, 2023

By Frank A. Burke, CFA, CAIA, Chief Investment Officer, PPB Capital Partners
and
Anton W. Golding, Fund Manager Analyst, PPB Capital Partners

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