Dynasty Wealth (DW) is on the forefront of the growth investments transformation from the public to the private capital markets. In August 2024, Bain projected private or non-publicly traded assets managed by wealth managers and funds to increase to $65 Trillion by 2032. For perspective the total value of the S&P 500 at 12/31/24 was $49.8 Trillion. The pace of the public to private transformation began to accelerate in January 2025. The underlying cause for timing of the transformation to begin is that investors are questioning for how long the Magnificent 7, the seven largest companies in the S&P 500, can continue to drive the index of 500 stocks annually to new highs. See 02/12/25 Morgan Stanley, “Big Tech May Be Losing its Luster”. For the flurry of news that occurred in January of 2025 which confirms that the transformation is accelerating see 02/18/25: “2025”, Year for Transformation to Private from Public Market Began – https://savechangeworl
Liquidity for Publicly Traded Micro-caps Evaporated after new 2010 Regulation
Why Dynasty Wealth is well positioned?
1. Has four private digital companies that have potential to multiply by a minimum of 5,800 times in value.
2. Has LHGS, a system that enables both the investor and companies to win:
- Investor invests $25,000 in a fund that contains the four above companies. The fund (see table below) is projected to distribute an aggregate of $57,286.47 per $25,000. Fundholder has discretion for when to sell remaining holdings that are projected to be valued at $648,000 by as late as 2027. Shares held by fund‘s holders are projected to be liquid by end of 2025 and at a premium. See “Liquid Hyper Growth Strategy” Drives $25K to $293M – https://savechangeworld.com/
2024/11/26/liquid-hyper- growth-strategy-drives-25k-to- 293m/
- Four companies have access to cash at company funding round valuations of $250 million, $500 million and $1 billion by as early as 2025 and late as 2027. See table below.
The distributions and valuations in the above table have a high probability for occurring. As has always been the case on Wall Street, investment and wealth managers are driven by greed. The fees for managing portfolios that contain private assets are much higher than public. Excerpt below is from Bloomberg 2/20/25, “Fund Giant BlackRock Is Out to Unite Public and Private Markets | SWCW“ – https://savechangeworld.
“Asset management has two great kingdoms. The purveyors of mutual funds and exchange-traded funds dominate the first and better-known one. They invest in public stocks and bonds, and their clients are increasingly sensitive to costs. Their most popular products these days are passive index trackers with razor-thin fees, often just a few hundredths of a percentage point of assets each year. But the money managers make it up on volume, selling funds to everyone from big institutions to ordinary people putting a bit of each paycheck into 401(k) retirement plans. The so-called Big Three—BlackRock, State Street and Vanguard Group—are the top holders of almost every stock in the S&P 500.
The second kingdom of asset managers invests in private markets. The markets are smaller and the clients more exclusive, but the fees are much, much higher—closer to 2% a year plus a fat share of profits. The longtime titans of leveraged buyouts, including Blackstone, KKR and
Upon the first fund deploying the LHGS reaches its maximum capacity the fund will become the first Private Traded Fund or PTF. Dynasty Wealth (DW) will add additional PTFs that will invest in LHGS’ first four companies at each of the $250 million to $1.0 billion valuation thresholds and the newly identified startup and early stage companies. Shares in the funds will be marketed by DW to wealth managers and venture funds. The plan is for there to be a family of funds and investment managers which work in congruence with each other.
The LHGS and the family of funds strategy is projected to be adopted by many venture capitalists and investment bankers in the future. The result will be a vibrant market place and liquidity for the Private Traded Funds (PTFs). The PTFs will fully evaporate the need for small growth companies to be publicly traded. IPOs for small companies will become extinct.
Michael Markowski, Director of Research for SaveChangeWorld.com. Developer of “Defensive Growth Strategy”. Entered markets with Merrill Lynch in 1977. Named “Top 50 Investor” by Fortune Magazine. Formerly, underwriter of venture stage IPOs, including one acquired by United Health Care for 1700% gain. Since 2002 has conducted empirical research to develop algorithms which predict the negative and positive extremes for the market and stocks. Has verifiable track records for predicting (1) bankruptcies of blue chips, (2) market crashes and (3) stocks multiplying by 10X. In a 2007 Equities Magazine article predicted the epic collapses for Lehman, Bear Stearns and Merrill Lynch. Most recent algorithm developed from research of UBER and AirBnB has enabled identification of startups having 100X upside potential within 7 to 10 years.
