Category: Investment

MILLIONAIRES BOOST PRIVATE EQUITY HOLDINGS

TIGER 21 INVESTORS PUSH FOR MORE PRIVATE EQUITY

Tiger 21 Investors Push for More Private EquityBy Kathleen Laverty July 24, 2014Members of ultra-high-net-worth peer group Tiger 21, which represent more than $25 billion in assets, have boosted their private equity allocations by 10% in Q2. Priva...

TIGER 21 UPS PRIVATE EQUITY ALLOCATION

TIGER 21 UPS PRIVATE EQUITY ALLOCATIONStaff / July 23, 2014Private equity investments maintain their appeal for members of TIGER 21, with the category gaining two percentage points from the previous quarter, according to the group’s latest A...

WEEKLY INTELLIGENCE FOR MLP INVESTORS

Weekly Intelligence For MLP InvestorsJul. 5, 2014 2:56 AM ETSummary Alerian MLP index loses 0.32% for the week while S&P 500 sets record high with 1.25% gain. With the close of Q2, investors start looking towards earnings season with one-th...

WEALTHY TIGER 21 MEMBERS INVESTING IN MLPS

JULY 2, 2014Wealthy Tiger 21 Members Investing in MLPsSome ultra-wealthy investors hold 5% to 20% of their portfolios in master limited partnerships, group saysMaster limited partnerships, which provide the tax benefits of a limited partnership wi...

AN INTERVIEW WITH CLAY SPEAKMAN

WE RECENTLY SAT DOWN WITH CLAY SPEAKMAN, THE CO-FOUNDER OF MAGNOLIA LIFESTYLE + BENEFITS TO DISCUSS A NEW TREND IN LUXURY SPENDING: THE ROLE OF A PURCHASING ADVISOR.Clay Speakman, President and Co-FounderWhat is a Purchasing Advisor?A Purchasing A...

HOW TO CONNECT WITH ULTRA-WEALTHY INVESTOR NETWORKS

How to Connect with Ultra-Wealthy Investor NetworksBy Danielle Verbrigghe June 13, 2014 TIGER 21, a peer-learning group for ultra-wealthy investors, has expanded its footprint and membership base to meet investor demand shaped by low interes...

THE BEST THERAPY $10 MILLION CAN BUY

JULY 12, 2004The Best Therapy $ 10 Million Can BuyInside TIGER 21,an exclusive investment club where the seriously rich trade financial tips-and life lessons.BY ANDY SERWERMICHAEL SONNENFELDTis in for a tongue-lashing. It won’t be abusive-th...

Investing in friends

Investing in friendsFinancial share clubs fill niche for investors who want to talk money without a sales pitchBy: Joel SchlesingerPosted: 07/16/2011Every month, about a dozen seniors get together to discuss their aches and pains — but they ...

TIGER 21: ULTRA-WEALTHY KEEN ON PRESERVING, NOT RISKING, THEIR MONEY

Tiger 21: Ultra-Wealthy Keen on Preserving, Not Risking, Their MoneySurvey of Tiger 21 members reveals 26% allocation to fixed income and cashBY GIL WEINREICH, ADVISORONENovember 1, 2011A new survey of high-net-worth investors suggests the ultra-w...

HIGH NET WORTH INVESTORS LIKE STOCKS, BUT INVEST CONSERVATIVELY

High Net Worth Investors Like Stocks, But Invest ConservativelyBy Danielle Reed, Financial PlanningNovember 1, 2011Despite the volatility of recent months, publicly traded stocks still top the list of preferred investments forhigh-net-worth invest...

MICHAEL SONNENFELDT EXPLAINS WHY PEER-TO-PEER NETWORKING WORKS

Tiger 21’s Michael Sonnenfeldt explains why peer-to-peer networking worksQ: What makes Tiger 21 unique from otherhigh-net-worth organizations?A: TIGER 21 has been built on a core premisethat meaningful personal and financialgrowth can be gen...