Katie Wood

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When Leverage Meets Denial at Full Speed

How Many Grains of Sand in a Pile? 2025 has been filled with multiple news stories downplaying ‘small’ private credit implosions and celebrations of the genius that AI brings to the US marketplace. While there were multiple little [$100-$200M] blowups that impacted major banks such as JP Morgan, Barclays and Fifth Third, there are three […]
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Where do Alternatives fit within a Portfolio?

Long are the days that alternatives were only available to institutional clients.  A trend has emerged across alternative asset management that lowers the barrier of entry for the mass affluent.  Enter, the democratization of private market investments.  Prior access to these types of products, was previously relationship driven for many.  Growing platform based technological advancement […]
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