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Bloomberg Intelligence
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Evolution of Private Investments for Mass Affluent Investors
This chapter introduces interval funds for accredited investors in the mass affluent category, emphasizing the need for private investments to ensure financial security. It transitions to a discussion on the shift from private credit to private equity in the investment space, touching on factors like regulatory impact and generational wealth transfer. The chapter also explores the growth of Miami as a business hub, highlighting its appeal for sectors like wealth management and private equity, along with advantages like quality of life and tax benefits.
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