The Financial Advisor's Guide to Private Investments

$22.95
by Joseph E. DaGrosa Jr

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The Financial Advisor's Guide to Private Investments explains how private equity, private credit, real estate, and other alternative assets are transforming modern wealth management. Drawing on decades of institutional experience, the authors provide practical guidance for advisors and investors to access, evaluate, and integrate private markets into diversified portfolios. The book bridges education and opportunity, helping readers confidently navigate the future of investing. Joseph ("Joe") DaGrosa, Jr. is the Chairman and CEO of Axxes Capital. Mr. DaGrosa has over 30 years of private equity experience, successfully investing in multiple industries, including insurance, retail, food & beverage, real estate, hospitality, healthcare, aviation, and sports & entertainment.Mr. DaGrosa previously served as Co-Chief Executive Officer of Jet Support Services, Inc., one of the world's largest specialty insurers in private aviation. He was also the Co-Founder and Co-Chairman of Quinn Homes, a $900 million REIT focused on build-to-rent homes across the United States.Mr. DaGrosa also serves as Chairman of DaGrosa Capital Partners LLC, a Miami-based private equity firm focused on making control and influential minority investments in exceptional companies located throughout the United States, Western Europe, and Latin America.Mr. DaGrosa began his career as a wealth advisor at PaineWebber Inc., where he managed accounts for both retail and institutional clients. Arun Kaul, CFA, is Chief Investment Strategist of Axxes Capital. Mr. Kaul has over 30 years of industry experience, including the management of equities, bonds, multi-asset strategies, and hedge funds. He has also overseen manager-of-managers platforms and conducted diligence on hundreds of private market strategies covering private equity, debt, and real estate.In 2018, Mr. Kaul founded Boutique CIO, serving as President and Chief Investment Officer. The firm provides comprehensive investment solutions to family offices, private clients, and RIAs.Previously, Mr. Kaul was Chief Investment Strategist at Chicago-based Mainstreet Advisors (now a unit of Fifth Third Bank), which managed over $4 billion in assets primarily for community banks and their private clients. He has also served as President and Chief Investment Officer of a $2 billion RIA based in Boca Raton. Additionally, Mr. Kaul was Principal and Co-Chief Investment Officer of Hillsdale Investment Management, Inc., a firm he helped grow from inception to more than $500 million by managing long/short and traditional equity, high-frequency trading, and income hedging strategies.

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