Host Todd S. Rich sits down with Francesco “Checo” Marzano Bosch, Executive Chairman of Losa Group, to discuss preparing future generations for leadership, building long-term partnerships with other families, and using philanthropy to strengthen communities across Latin America.
David M. Rubenstein is currently Declaration Partners’ largest investor. Mr. Rubenstein was not compensated for his statement above, although he receives priority access to certain of Declaration’s investment opportunities, and is subject to reduced fees in certain of his investments in Declaration-managed vehicles. Such access and reduced fees subject Mr. Rubenstein to potential conflicts of interest in making this statement.
David M. Rubenstein is currently Declaration Partners’ largest investor. Mr. Rubenstein was not compensated for his statement above, although he receives priority access to certain of Declaration’s investment opportunities, and is subject to reduced fees in certain of his investments in Declaration-managed vehicles. Such access and reduced fees subject Mr. Rubenstein to potential conflicts of interest in making this statement.
Strategies include Private Investments, Real Estate, GP Solutions, and other opportunistic investments.
Emphasis on long-term partnership alignment to optimize shared outcomes.
280+ years of combined institutional investment experience and $1.8B AUM (as of 3/31/2026).
Entrepreneurial mindset, investment flexibility, and focus on long-term alignment to maximize value creation
Experienced investment team with sub-sector expertise supported by an institutional investment management infrastructure
Global network of entrepreneurs, executive relationships, and senior capital markets participants
Prioritize reputation and integrity and build lasting relationships with founders, family owners, management teams, and co-investors
Across strategies, Declaration seeks superior returns on flexible capital with a long-term focus.
Objective: Capture the asymmetric upside from attractive growth companies across cycles.
Objective: Combine the best attributes of family office flexibility and institutional real estate experience to generate attractive risk-adjusted returns.
Objective: Assist talented investors and entrepreneurs in building compelling investment platforms.
Declaration successfully closes second real estate fund with approx. $303 million in commitments, reflecting strong interest from existing and new partners in the team’s differentiated approach to real estate investing
Jason Wenk, CEO of Altruist, goes deep on his career and disrupting the RIA custodian model in this “Financial Advisor Success” podcast.
One property in Dallas and one in Southern California. The opportunistic sales provided an early return of capital to investors in Fund I (final closing in September 2022).
Adding SSG’s advisor services experience to Altruist’s innovative technology will equip RIAs with the technology, custodial services, and support needed to run great businesses and make financial advice better, more affordable, and accessible to everyone.
Wide-ranging discussion covers Todd’s background, familial influences, investment philosophy, the power of giving back, and the importance of “having fun”.
With its new self-clearing platform, Altruist has established itself as the leading non-legacy custodian service for RIAs.
Funding is expected to fuel growth in new regions for the company’s amenity access marketplace and SaaS offerings for hotels.
Enstructure LLC has received a $525 million credit facility from Blackstone Credit and M&T Bank to refinance its debt and support its growth.
Declaration successfully closes inaugural real estate fund with approx. $240 million in commitments, reflecting its focus on differentiated real estate investment opportunities through aligned partnership.
Paxos introduces USD & BUSD monthly reserves holding reports.
Take a look at Todd S. Rich’s thoughts on the value of flexibility in private real estate investing – included in this issue of PERE profiling the next generation of private real estate managers.
We value partnership and welcome your interest in what we are doing. How can we work together?
