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Why Diversify?
Investment Chris Carsley Investment Chris Carsley

Why Diversify?

With AUM in alternatives expected to grow from 18% to 24% by 2025, it is the perfect time to understand what diversification is, and how this information can help you think about building a portfolio. How can alternatives potentially play a part in a diversified portfolio?

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The Importance of Valuations for Alternative Investments
Blogs/Articles Chris Carsley Blogs/Articles Chris Carsley

The Importance of Valuations for Alternative Investments

Kirkland Capital Group Chief Investment Officer Chris Carsley’s paper, The Importance of Valuations for Alternative Investments, was published in the prestigious CAIA Blog, Portfolio for the Future. This paper provides important and accessible, education to investors on How is the Accuracy of Investment Valuations Important? Fair Value Measurement and Valuation Best Practices.

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Evaluating Real Estate Debt Structures
Webinar Brock Freeman Webinar Brock Freeman

Evaluating Real Estate Debt Structures

Kirkland Capital Group COO – Brock Freeman and CIO – Chris Carsley join Leftfield Investors to discuss Evaluating Real Estate Debt Structures. This topic is more important than ever now that interest rates are rising, and many operators continue to use adjustable-rate bridge debt.

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Alternative Investments: Investment Allocations 5 Questions to Ask
Blogs/Articles Chris Carsley Blogs/Articles Chris Carsley

Alternative Investments: Investment Allocations 5 Questions to Ask

Kirkland Capital Group Chief Investment Officer Chris Carsley’s paper, Alternative Investments: Due Diligence Red Flags, was published in the prestigious CAIA Blog, Portfolio for the Future. This paper provides important, and accessible, education to investors on how to identify and vet certain red flags during the pre-investment due diligence process.

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Dive into Private Investment Due Diligence with a Guided Tour of the PPM
Webinar Chris Carsley Webinar Chris Carsley

Dive into Private Investment Due Diligence with a Guided Tour of the PPM

Identify key aspects of a and define what fits your investment goals so you can pull that information quickly from the document and determine if you need to read further. Get to the “No” quickly so you can move to a better opportunity.

Watch Chris Carsley walk you through the private placement memorandum and the due diligence it requires to invest with confidence.

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Alternative Investments: Due Diligence Red Flags
Blogs/Articles Chris Carsley Blogs/Articles Chris Carsley

Alternative Investments: Due Diligence Red Flags

Kirkland Capital Group Chief Investment Officer Chris Carsley’s paper, Alternative Investments: Due Diligence Red Flags, was published in the prestigious CAIA Blog, Portfolio for the Future. This paper provides important, and accessible, education to investors on how to identify and vet certain red flags during the pre-investment due diligence process.

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4 Factors to Help You Avoid a Disappointing Private Alternative Investment
Webinar Brock Freeman Webinar Brock Freeman

4 Factors to Help You Avoid a Disappointing Private Alternative Investment

Private alternative investments are a powerful way to build your wealth. However, like other powerful tools there is risk if the user manual is not read, and the proper precautions are not taken before using. Understanding how to look at the selection of tools available, assess, and select the right one for your need is critical. Good ones build and protect your wealth more efficiently; the wrong one can do much harm to your wealth (and even your health).

In this webinar hosted by Verivest, alternative fund expert Chris Carsley and his partner at Kirkland Capital Group, Brock Freeman, walk through four important areas to equip you in assessing a private alternative investment fund. The documents (the fund’s “user manual”), fees (what will you be charged), fund operation risk (can hackers steal your money), and transparency (or do you know what your fund manager is really doing with your money).

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3 Ways the Rich Get Richer with Private Alternative Investments, and How You Can Too
Blogs/Articles Brock Freeman Blogs/Articles Brock Freeman

3 Ways the Rich Get Richer with Private Alternative Investments, and How You Can Too

As a newly qualified accredited investor, you may be asking yourself “what is the next step for my investment portfolio?”

Let’s look at two university classmates, Annie and Tom, who have had similar successful tech industry roles, similar household income, and comparable living costs. It’s now the future and both are turning 50 this year. Annie is, along with her spouse, retiring this year as they have enough income from investments to replace the income from their jobs; they are financially independent. Tom and his spouse, on the other hand, are making standard progress in their retirement investments, but are years away from having enough investment income to retire.

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