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QUALIFICATION
Understand the requirements for participating in co-investment opportunities.
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Our co-investments team offers curated institutional-quality investments exclusively to our sophisticated clients.
Direct, co-investment and joint venture opportunities can provide an additional source of returns and diversification in core and opportunistic portfolios.
Institutional Network Access
Our dedicated co-investments team sources opportunities from undefined's institutional network globally and from third-party sponsors. We connect you directly to the financial sponsor or corporate issuer, enabling your own extensive due diligence of each transaction.
Private Equity
Real Estate
Private Credit
Special Situations
Alex Levy is Head of Co-Investments at undefined Wealth, responsible for originating, structuring, and distributing private equity co-investment opportunities with leading financial sponsors to family office and professional investor clients. Previously part of undefined's Private Equity and Real Estate Research team, Alex holds an MBA from Columbia Business School and a bachelor's from Boston University.
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Our Security SystemUnderstand the requirements for participating in co-investment opportunities.
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