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Podcast: Not Boring
Episode:

Equi: Is That a Family Office in Your Pocket?

Category: Business
Duration: 00:36:05
Publish Date: 2021-07-29 14:45:51
Description:

Equi is building one of the most impressive investment tech products I've ever seen. 


The problem: Institutions & family offices have 50% in alternatives. Individuals have <6%. And portfolios that includes non-correlated alternative assets tend to outperform the traditional 60/40 portfolio dramatically.

The solution: Equi behaves like an alternative Fund of Funds in your pocket, providing non-UHNW investors access to a portfolio that would normally take at least $90M to construct. 

We cover: 

  • Re-Building a Modern Portfolio: Why 60/40 Doesn't Work Anymore
  • Meet Equi: The Family Office In Your Pocket
  • How Equi Invests: Pushing Out the Efficient Frontier by Backing Great Managers
  • Democratizing Access to the Private Markets: Combining tech, legal, and human creativity to deliver great investing at scale

You can read the full post at Not Boring.

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