The recent sell-off of many large-cap tech stocks may be signaling some issues with the sustainability of the AI boom. Companies like Google, Amazon, and Intel have taken major hits, leaving investors wondering if the high amounts of money being spent on AI are worth the return. Investment fraud lawyer […]
Private equity firms like Blackstone, Apollo, and Blue Owl have begun marketing to retail investors. With many institutional investors backing out, they have resorted to selling their product at beach parties and sporting events. These types of products come with many risks. Low liquidity, high asset prices, capital calls, and exposure […]
The judge presiding over a putative class action related to the Easterly Fund collapse recently denied a motion to dismiss the plaintiffs’ claims that the Easterly Fund exceeded its illiquid investment limits and that its managers omitted material information about securities that were in default. This is a significant development […]
Many people get sold on structured notes because they offer high rates of return. But these investments can come with some major pitfalls. In his latest TalkMarkets article, investment fraud attorney Jake Zamansky discusses some of these dangers. Before investing in a structured note, make sure you know what you’re […]
A federal judge has allowed key claims in the class-action lawsuit over the collapse of the Easterly RocMuni High Income Municipal Bond Fund to move forward. The court found that investors plausibly alleged the fund understated its exposure to illiquid and distressed securities, while dismissing claims related to valuation practices […]
When you work with an investment advisor, your advisor is required to manage your portfolio with your best interests in mind. Among other things, this means that your advisor must diversify your portfolio in accordance with your risk profile. If your advisor failed to adequately diversify your portfolio—and if you […]
Financial Advisors are expected to move $20 trillion of their clients’ money into so-called “alternative” investments (or ALTs) in the next 5 years. These investments include hedge funds, private equity, non-traded REITs and “pre-IPO ” share holdings. There are some serious drawbacks to ALTs that retail customers need to understand […]
In his latest TalkMarkets article, investment fraud lawyer Jake Zamansky encourages investors to contact his office if they have concerns regarding pre-IPO investments that may ultimately be “Russian doll” investments. SpaceX’s highly anticipated IPO has exposed a troubling side of the booming pre-IPO investment market. Some investors who believed they […]
Investment fraud attorneyJake Zamansky’s newest TalkMarkets article discusses Leopold Aschenbrenner’s recent $45 billion hedge fund implosion, what caused it, and what it can teach retail investors. Because of his high leverage and concentration in illiquid private AI firms, a normal market correction turned into a staggering defeat for Aschenbrenner. Jake […]
Investment fraud attorney Jake Zamansky discusses the latest concerns for investors in TalkMarkets. Wall Street is at it again. They are dumping their private credit funds ( that are experiencing huge losses and investor redemptions) by packaging them into a “bond” seeking a Moody’s rating of “A”. These new “bonds” […]