BRANDY NICLAI, CFA® CIO, Multi-Asset Strategies The conflict in the Middle East has understandably raised concerns, particularly around energy markets and global growth. While developments remain fluid, the facts available today suggest that the economic impact outside the Gulf region remains limited, and markets are behaving in a historically familiar pattern. What Is Happening in […]

BRANDY NICLAI, CFA® CIO, Multi-Asset Strategies Recent headlines around tariffs have been fast-moving and, at times, confusing. Here is what happened — and what it means for investors. What Happened The U.S. Supreme Court ruled that the administration could not use an emergency powers law to impose certain tariffs. That decision struck down the legal […]

On April 2, the anticipated acquisition of Alaska Permanent Capital Management by an Anchorage-based company, Blue Umbrella, was completed.   I would like to open with gratitude for your patience and support over the last several months as APCM begins this new chapter.  To our clients, the Rose family, Blue Umbrella, and our incredible APCM […]

Nick Whitmore, KPMG LLP In recent years, Alaska Native Corporations (ANCs) have increasingly turned to Alaska Native Settlement Trusts (ANSTs) as a strategic tax planning tool. Transferring assets from the ANC to an ANST can provide direct financial advantages to their shareholders. That said, the tax implications of such contributions, especially when involving non-cash assets, […]

ANCHORAGE, Alaska, Dec. 22, 2024 (GLOBE NEWSWIRE) — Alaska Permanent Capital Management, Co. (APCM) announced it is engaged in a transaction to be acquired by Blue Umbrella, LLC. The transaction is expected to close by March 2025, and will make Blue Umbrella the majority owner of APCM and its subsidiary company, Alaska Wealth Advisors. Outgoing […]

Guest Author Bruce Edwards, Principal at Sorenson and Edwards When Alaska Permanent Capital Management (APCM) approached me to write a guest blog about the benefits for Alaska Native Corporation investors of using a team approach to investing, I was excited because I am a firm believer in the team approach for most things, including an […]

Private Equity (PE) has become an increasingly popular investment avenue for those seeking higher returns and a more active role in driving business growth. But what exactly is Private Equity, and how do you know if it’s the right fit for you or your organization? At its core, Private Equity is a form of investment […]

Senior Analyst – Liquid Alternatives/Private MarketsEmployer: Alaska Permanent Capital Management Company (APCM)Location: Anchorage, AlaskaSome remote work flexibilityCompensation Structure: Competitive Salary + Bonus + 401(k) + Health BenefitsClosing Date: September 9, 2024 Who we are:The Alaska Permanent Capital Management Company (APCM) is an Alaska corporation founded in 1992 by Dave Rose, the first Executive Director of […]

By Richard Cochinos, CFA®, FRM,® CAIA®Senior Porfolio Manager, APCM The first four months of 2024 have dramatically shifted the likelihood of Federal Reserve rate cuts by year-end (Chart 1). Initially a promising year for markets, April witnessed a downturn in both stocks and bond prices driven by concerns over higher US inflation. Market discourse now […]

The SEC approved multiple spot Bitcoin ETFs to begin trading on January 18th. Quite a few launched from some the largest ETF providers in the country and from many niche providers. With the launches has come an increase in news coverage of Bitcoin ETFs and Bitcoin in general, and an increase in advertisement, bringing the […]