Bob Rice

Wealth professionals looking to introduce private market investments into client portfolios are finding that client education is essential. Managing Director James Martin shares a key insight from our Global Private Wealth Survey that highlights how stronger education equips clients to confidently embrace private markets.

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Every anomaly in Bismuth flows from one principle. I just presented it at APEC https://lnkd.in/eD-YFJsp 🔬 "The Legendary Properties of Bismuth" Key takeaways: ⚡ Bismuth doesn't repel magnetic fields — it refuses to be moved 🧊 Its solid crystal is a frozen record of the liquid field — expanding on freezing 🔄 PNAS (2017) proved the most diamagnetic element can be switched to ferromagnetic 🔋 It's essentially a saturated field battery at the edge of nuclear stability Where this leads: propulsion, energy storage, quantum computing, and metamaterials. 🎥 Full talk: https://lnkd.in/edZCtyJ4 Thanks Tim Ventura & the APEC team for hosting. #APEC #Bismuth #FrontierPhysics #AltPropulsion

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Excited to announce New Vista Capital's participation in the recent Investment round in UFORCE. The combination of world class technology and leadership, leveraging global allies and partners. UFORCE battle tested capabilities and family of platforms (UAVs, USV and full autonomy stack) will be built in the US soon. New Vista is honored to partner with such an exceptional team.

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I had the pleasure of attending the NACD New England Chapter event on September 17 in Boston, “Leading Minds of Governance & Tech” for Board members. A big thank you to Ellen Richstone and the organizers for putting together such an insightful event. The CEO panel featured incredible perspectives from CEOs like Tamara Lundgren from Radius Recycling, Sean Keohane from Cabot Corporation, Greg Smith from Teradyne, and Gary Cohen from iRobot. The discussions were rich and thought-provoking. Corporations must be nimble and think long term but be prepared to react promptly in a high frequency environment. Routine jobs are at risk. People are excited about Ai to replace someone else’s job.  Discussion of "New Collar jobs". As manufacturing jobs try to make a comeback in the US, many of them are going to be New Collar Jobs instead of the traditional blue-collar jobs. US companies will have to be competitive with their cost structure, so the New Collar Jobs will be created in reimagined manufacturing settings.  New-collar jobs will require advanced technical and soft skills for emerging tech fields like AI, cloud computing, and data science, but do not always necessitate a four-year degree. These roles combine the hands-on approach of blue-collar work with the higher earning potential and stability of white-collar jobs, emphasizing practical training, apprenticeships, certifications, and continuous upskilling rather than traditional degrees. The concept of new collar jobs, mentioned by the panel, was coined by former IBM CEO Ginni Rometty, based on the rise of new technologies like AI, cloud computing, and data science, which create jobs demanding different skill sets.  There was another great panel discussion moderated by Ellen Richstone on the Governance Expert Panel consisting of Robyn Bew  Richard J. Bannister, Jr. Elyssa (Emsellem) Kutner and Matt Talcoff  Key takeaways from the panel – is your company ready for new international trade; Boards need to be agile to manage the human capital and technology tradeoff. Boards should be prepared to consider more scenarios (short and longer term) to manage their risks. Many institutional investors are getting quiet about what they expect from companies especially in the context of ESG. The 2026 proxy season will be quite different  Also a great discussion between Rich Lesser from Boston Consulting Group (BCG) and Richard Fields from Russell Reynolds Associates. Boards should be factoring Ai, geopolitics and resilience in their discussions.  The world is evolving from “Just in Time” to “Just in Case” Four steps for resilience: prepare, absorb, adapt and reimagine.  Deborah Rosenthal Larissa Ravetto Jim Dodge Sharon Rossi Bryan McCorry Ozge Kurtoglu  #Governance #TechLeadership #NewCollarJobs #AI #BoardMembers #CorporateAgility #ESG #Resilience #ContinuousLearning https://lnkd.in/eQhYT6vd

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Co-President John Zito challenges the outdated notion that private means risky — and explains how Apollo’s scale, flexibility, and integrated platform can position us to meet this moment and deliver across the capital structure.

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AI is everywhere right now — in headlines, boardrooms, and dinner table conversations. Some call it the modern gold rush. But hype doesn’t equal value. My colleague Tim Hoyle explores where AI sits on the Gartner Hype Cycle and what it means for investors, in the latest Haverford Market Commentary: https://lnkd.in/gdFpRUuE

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A new thought piece from XIP's Robert Sternthal and Scott Troeller on today's energy transition sector, issues we face and suggestions to deal with it. #xip #renewableenergy #energytransition #solar #bess

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Share classes continue to draw interest from ETF issuers, but there are a number of important considerations. An article by Sean Teehan at Ignites published today outlines some important considerations. https://lnkd.in/eS-tmZd2

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Entegra A powerful white paper on visibility and its effects on CLO pricing power. Please take the time to read and provide your thoughts. Performance alone doesn’t explain pricing power. An analysis of 2025 U.S. CLO issuance shows that annualized equity returns were not statistically significant in explaining AAA pricing dispersion across managers. Visibility matters! A CLO manager’s secondary market “visibility” (how often their CUSIPs appear in BWICs/bids/offers) shows strong statistical significance against pricing power, which underscores perceived liquidity is embedded in primary pricing. Top visibility managers price tighter - thats a fact few will dispute. The highest visibility deciles correlate with ~2–4 bps tighter AAA spreads, reinforcing that secondary tradability can directly influence new issue execution. Visibility is generally concentrated. Roughly 15% of managers account for ~50% of secondary market visibility, highlighting how market presence is uneven. Secondary liquidity influences primary outcomes. With $2B of BWIC activity in 2025 and dispersion increasing, the data strongly suggests secondary market structure and trading concentration are measurable components of new issue pricing power.

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We’ve surveyed endowments & foundations (E&F) across the US to find out how they are thinking about risk, operational resilience, asset allocation, and more. It highlights the things that are keeping E&Fs up at night. Some of which I am sharing here as well! For example, more than 8-in-10 endowments & foundations across the US see domestic or international politics as the most significant risk to their portfolios at the moment. And, tellingly, they expect to trim allocations to US equities by 7% over the next two years*. The survey has also provided us with a peek at the actions they are taking to protect performance in the years ahead, such as by increasing their allocations to private markets, and leaning further into diversification within their portfolios. The full report goes into detail on how some leaders from across the US E&F landscape are thinking about these risks and opportunities. Download it here: https://lnkd.in/gaNaT6GH   *Source: Mercer Global Endowments & Foundations online survey conducted between June 2, 2025, and July 25, 2025.

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We’re excited to see Labyrinth Capital Partners featured prominently in Carta’s latest report on GP-led secondaries. The report, authored by Kevin Dowd, offers one of the clearest and most comprehensive looks at how GP-led transactions are evolving to meet liquidity needs in today’s private markets. It highlights the nuance, complexity, and growing importance of this segment. This perspective, along with others in the report, underscores the central role GP-led secondaries are playing in shaping liquidity solutions for investors. Well worth a read for anyone following the future of private capital markets. See the full report here: https://lnkd.in/eGrVfQPS

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Alternative Fund Managers are interested in the retail distribution of investment products. Traditional mutual fund/40 Act managers are interested in offering alternative investment strategies. These two movements are driving the democratization of making alternative investment products more broadly available to retail investors. On June 18th my partners Blake Estes and George M. Silfen will lead a discussion about launching an interval fund and, as a result, showcaseAlston & Bird's depth of practice in this area of Investment Funds. https://lnkd.in/gT9FahNV

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Houlihan Lokey is pleased to announce that Cadre Holdings (NYSE:CDRE; Cadre or the company) has acquired multiple leading nuclear safety brands from Carr’s Group PLC. Click here to learn more: https://lnkd.in/eGP63qCC Danny Small Houlihan Lokey #industrialtechnology #robotics #automation

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Helena Scholz, CFA, CIPM just published a concise, visual breakdown of why Small Caps deserve your attention now - well worth the two minute read. The chart showing nearly a century of Small Cap vs Large Cap cycles is particularly compelling - Grateful to Ronnie Moshkoviz for her help on the data and visuals

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Zacks Small Cap Research Senior Analyst Michael Kim has launched coverage on Earth Science Tech (OTC: ETST), a strategic holding company with operations spanning compounding pharmaceuticals, telehealth, real estate, and consumer products. Recent acquisitions are in the process of being activated, with multiple growth levers in play. 📈 Read the full initiation report: https://buff.ly/x6rCdWj #ETST #EarthScienceTech #SmallCapStocks #HealthcareInvesting #ZacksSCR #EquityResearch

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Year after year, Morningstar´s “Mind the Gap“ study documents how much return retail investors loose from bad timing and too much trading. A must-read that leads to the key question: how much more will investors lose as the popularity of intra-day trading increases? “The average dollar invested in US stock funds and ETFs earned 7.0% per year over the 10 years ended Dec. 31, 2024, while those funds earned 8.2% per year, with that 1.2-percentage-point annual “gap” stemming from the timing and magnitude of investors’ cash flows during the 10-year period.“

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On Season 2 of Cambridge Associates' podcast #UnseenUpside, we spoke with Marc von Keitz of The Grantham Foundation for the Protection of the Environment, a grant-making and investing foundation dedicated to fostering environmental advocacy, applied research into climate solutions, and innovation of new technologies. Listen to Marc discuss the work the Grantham Foundation is doing to support carbon removal, and the power of investing capital in high risk, high reward technologies that may help push climate solutions technologies forward. 🎧Listen to the full episode here: https://ow.ly/QtAG30sQflt

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When a $200M family office's growth outpaced their infrastructure, our Asset Owner Solutions team stepped in. We deployed IQ-EQ Cosmos, our proprietary reporting platform, to consolidate their multi-continental portfolio into one unified view. Real-time insights, mobile access and sophisticated liquidity tracking transformed reactive management into proactive capital allocation. The result? Institutional-grade infrastructure that scales with ambition - without the complexity. Read the full case study on AndSimple: https://ow.ly/GwEI30sSiVZ #oneiqeq #familyoffices #wealthmanagement #assetowners

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