• Alternative Investments

Reflections – The Future of Serving Wealth Advisors

[av_textblock size=” font_color=” color=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” av_uid=’av-kb9pyrt2′ id=” custom_class=” admin_preview_bg=”] Our world is in the midst of a global pandemic, bringing with it unprecedented economic devastation, unexpected societal changes, and leaving in its path a heartbreaking death toll and uncertainty of when normalcy will be restored. The current environment has wreaked havoc, while at the same time called upon many businesses, families, and individuals to reflect on their lives and livelihoods in ways many have not considered in a very long time, if ever. As Founder of PPB Capital Partners, a platform of institutional quality alternative investments which both increases access for wealth advisors and allows fund managers to reach new sources of capital, I am embracing this moment — to reflect on our past, to evaluate our present, and to look forward with anticipation. PPB’s Chief Investment Officer, Frank Burke and I are inspired by you, our wealth advisor community, to share these reflections. We offer you a glimpse into our vision, mission and values, our best practices, and our predictions for the private wealth industry in the aftermath of COVID-19. We are optimistic that the alternative investment industry is poised to grow in 2020 and beyond. We thank you for your support, your friendship, your ingenuity and your innovation. We are honored to work alongside you. Click the link below to continue reading PPB Capital Partners’ paper titled Reflections. [/av_textblock]