AltFi.com uses cookies on this website. They help us to know a little bit about how you use our website, which improves the browsing experience and marketing - both for you and for others. They are stored locally on your device. By continuing to use this site you accept this use of cookies. Go to the Privacy and Cookies page for more information. You'll see this message only once.
Not signed in. Log in here.

Your daily download of all things alternative finance and fintech, from us at AltFi


 


LinkedIn
Twitter

James Levy


Founder, Clearwater Private Investment and Senior Advisor for Business Development Synthesis Multi-Asset Architecture SICAV-SIF 

 

James Levy is an international investment advisor with over twenty-five years of experience both as a Senior Vice President in Merrill Lynch International Private Bank and the founder of Clearwater Private Investment, a boutique investment consulting firm.  James is also Senior Advisor for Business Development of the Luxembourg-based Synthesis Sicav-Sif, the investment managers of Europe’s first regulated Peer-to-Peer Lending Fund, as well as a speaker and writer on Alternative Finance and Market-based Lending. James is a strong advocate for the urgent need for Investment Advisors to embrace alternative finance and market lending for the benefit of their clients, who now face the daunting challenge of saving for retirement in a near-zero interest rate world. 

Click here to see our other contributors.


Articles by James Levy

Why real estate bridge loan funds should be on investors’ radar

15th December 2016

Clearwater Private Investment’s director James Levy reveals why he is backing real estate bridge lending funds for clients’ portfolios.   Real Estate Bridge Loan Funds offer investors ...

Luxembourg secured lending funds: An attractive alternative to traditional fixed income for wealth managers

28th November 2016

It is remarkable...what a change of temper a fixed income will bring about" Virginia Woolf, A Room of One´s Own   Though few who practice our trade will admit it publicly, the wealth ...

When will private banks offer marketplace lending investments?

17th August 2016

James Levy, founder of Clearwater Private Investment, argues there are several benefits to P2P and marketplace lending that institutional investors should take note of.    A recent ...

Is Marketplace Lending Really a New Asset Class? (And Why This Matters)

17th August 2015

On reading the title of this article, many Altfi readers will think, “of course marketplace lending is a new asset class”. However, the answer is not nearly so clear, especially to the asset ...

Towards a New Language for Marketplace Lending Investors

25th November 2014

When I began this series in Altfi.com in June of this year, I compared market lending to a volcanic island emerging from the sea, a new and largely uncharted territory rich in opportunities for income ...

Short Term Small Business Lending: The Sweet Spot for Investors?

13th October 2014

     In this fifth instalment of a six part survey of market lending from the investor´s perspective, I would like to draw the reader´s attention to a fast growing new area of ...

Trade Finance Offers Attractive Opportunities for Market Lending Investors

15th September 2014

In this fourth installment of a six part survey of market lending from the investor´s perspective, I would like to draw the reader´s attention to trade finance, a little known, but very attractive ...

Can Market Lending Attract Sufficient Investors to Support Projected Growth?

14th August 2014

In this third instalment of a six part survey of market lending from the investor’s perspective, I would like to address what I see as an important potential bottleneck for the growth of market lending ...

Market Lending vs. Traditional Fixed Income: Which has more Risk?

14th July 2014

In this second instalment of my Survey of Market Lending from the investor´s perspective, I intend to analyze the risk of market lending, particularly Peer-to-Peer (P2P) Lending, in comparison to ...

Alternative Finance for Income Investors: A Survey of Market Lending

23rd June 2014

Like a volcanic island emerging from the sea, a new and largely uncharted territory rich in opportunities for income investors has been unfolding at internet speed during the past several years. This new ...

Alternative Finance for Income Investors: A Survey of Market Lending

23rd June 2014

Like a volcanic island emerging from the sea, a new and largely uncharted territory rich in opportunities for income investors has been unfolding at internet speed during the past several years. This new ...

Escape from the Matrix: Alternative Finance and Investment Advisors

9th April 2014

Neo: I don't like the idea that I'm not in control of my life.   Morpheus: I know exactly what you mean. Let me tell you why you're here. You're here because you know something. ...