Mark R Graham

When inflation creeps in, it silently eats away at your savings and fixed-income investments. You feel it when your paycheck stretches less and your portfolio’s real returns begin to shrink. That’s where alternative assets come in—not just as an investment buzzword, but as a practical solution for maintaining purchasing power. From real estate and infrastructure to commodities and private credit, these assets help you offset inflation’s damage while offering the potential for long-term growth. This article guides you through the most effective inflation-resistant assets, helping you build a portfolio that responds intelligently when traditional holdings start to fall behind.  Real Estate and REITs : Tangible Income with Inflation Upside You can count on real estate to hold value during inflationary periods, largely because rents tend to increase with rising consumer prices. When you own physical properties, you benefit from both the appreciation of the asset and the ability to adju...

Entering the world of private equity can be complex and filled with critical decisions that could make or break the deal. As you engage in private equity transactions, understanding the intricate steps involved in getting from start to finish is essential. Each phase of the process, from sourcing deals to finalizing investments and ultimately exiting, requires careful planning, due diligence, and strategic action. In this article, we'll break down the entire process, offering insights into the stages, strategies, and considerations you should focus on to execute a successful private equity deal. Deal Sourcing – The Foundation of Private Equity Deals Every private equity deal begins with deal sourcing, the stage where firms identify potential investment opportunities. This is where you will lean heavily on your network and research. Private equity firms utilize various channels such as investment bankers, industry contacts, and proprietary research to source target companies. This ...

As someone who's guided private equity strategies through changing economic tides, you understand that regulation isn’t just a compliance matter—it’s a strategic force. Fundraising isn’t as straightforward as pitching returns and closing deals. It’s now layered with operational rigor, investor scrutiny, and changing reporting demands. In today’s regulatory environment, the expectations aren’t just high—they’re exacting. This article walks you through how these regulatory changes are reshaping fundraising in private equity, what you need to watch, and how you can lead with confidence in a sector that’s under sharper scrutiny than ever. You're Playing by New Rules—and Everyone’s Watching You’ve likely noticed a shift: fundraising cycles are longer, documentation is heavier, and investors are asking deeper questions earlier in the process. This isn’t coincidental—it’s driven by a set of updated regulatory expectations that emphasize transparency, fair disclosure, and institutiona...

Education has always been one of the most compelling sectors for private equity investment . It offers stable revenue streams, strong global demand, and opportunities for long-term value creation. Over the years, I’ve seen the focus shift from traditional higher education and private schools to AI-driven learning platforms , early childhood education, and corporate training programs. After a cautious 2023, deal activity picked up in 2024, especially in edtech, early learning centers, and workforce development programs. Investors are drawn to models that scale efficiently while delivering real educational outcomes. But with tightening regulations, changing funding models, and competition heating up, navigating this space requires a deep understanding of market dynamics and a clear investment strategy. Why Private Equity is Focused on Education Education investments aren’t just about financial returns—they’re about investing in the future of talent and innovation. That’s why private equi...

Mergers and acquisitions can be powerful tools for growth, but they come with a significant regulatory hurdle: antitrust laws. When two companies combine, regulators closely examine whether the deal reduces competition, creates a monopoly, or harms consumers. Ignoring these issues can lead to costly delays, legal battles, or even a blocked transaction. Navigating antitrust regulations requires a proactive approach—understanding the legal landscape, engaging with authorities early, structuring deals strategically, and preparing for regulatory scrutiny. Companies that integrate antitrust considerations into their M&A strategy from the start can streamline approvals and increase their chances of a successful deal. Understanding Antitrust Laws and How They Apply to M&A Antitrust laws exist to prevent mergers that could lead to unfair market dominance. Regulators assess whether a deal will limit competition, create barriers for new entrants, or give the merged entity excessive prici...

Sovereign wealth funds (SWFs) are government-owned investment vehicles created to manage a country’s surplus revenues, often derived from natural resources or trade surpluses. These funds play a critical role in global financial markets, deploying vast capital reserves to achieve long-term financial and economic objectives. Over the years, SWFs have increasingly focused on alternative assets like private equity, real estate, infrastructure, and hedge funds. This shift reflects their pursuit of higher returns, greater diversification, and the need to hedge against economic uncertainties. From my experience in the investment sector, SWFs are reshaping the alternative asset landscape and setting benchmarks for strategic, sustainable investing. What Are Sovereign Wealth Funds? Sovereign wealth funds are state-owned entities designed to safeguard and grow national wealth for future generations. Their funding sources typically include revenues from natural resources, such as oil or gas, or ...