The investment manager has grouped its private credit, real estate equity and debt, private equity and other strategies under the PGIM Private Alternatives banner with plans to grow its menu of investments further.
Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and the unique opportunities and risks they pose.
“We got tired of being shuffled around like cattle from private equity. We had no idea which direction Osaic is going,” said Jason Hohenstein, co-founder of the Equity Design Group.
Wealthspire Advisors’ Mike LaMena reveals the secret to building a national RIA with a single identity that empowers advisors to bring their “personal brand” and credibility to local communities and niche markets.
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