Q&A with Kelly Winget of Alternative Wealth Partners
CEO & Founder
Luminary Series:
Alternative Wealth Partners (AWP) is a Dallas-based Private Equity Firm that manages diversified, tax-advantaged Private Equity funds. Founded in 2020 by Kelly Ann Winget in response to the growing demand for alternative investments from both the retail investor and family office investor post pandemic. Kelly Ann leverages her 15+ years of operational and entrepreneurial experience to source and structure opportunities within risk-mitigated, tax-advantaged diversified private equity funds. Both AWP and Kelly Ann have received multiple awards for their work in impact investing, DEI and leadership. AWP Launched it’s 3rd fund, AWP Diversity Fund II LP in Q2 2024, Raising $150M targeting double-digit returns.
A private Family Office Insights Webinar featuring Kelly Ann Winget of Alternative Wealth Partners.
Trailblazing Female Private Equity leader, Kelly Ann Winget-CEO & Founder of Alternative Wealth Partners, launches new diversified PE fund, AWP Diversity Fund II, targeting $150M to invest in the future of energy, infrastructure and manufacturing. Following the successful strategy of AWP Diversity Fund I, AWP DFII has already deployed capital into a dynamic pipeline of assets. Kelly Ann Winget is an emerging manager in the VC/PE space, leveraging her decade+ of experience as both an operator and private wealth thought leader to access deal flow and creative investment structuring.
August 22, 2024 Luminary Series Recording
Join us on September 12th, 2024 for a Family Office Insights Webinar: A deep dive into the AWP Strategy for an opportunity to partner on the next generation of ALPHA.
Investor Only Please!
Family Office Insights is a voluntary, “opt-in” collaborative peer-to-peer community of single family offices, qualified investors and institutional investors. Join the community here www.familyofficeinsights.com
How does Alternative Wealth Partners manage risk within its private equity fund offerings, especially given the contrarian and alternative asset focus? Can you detail the diversification strategies you implement to protect and grow our investment?"
At Alternative Wealth Partners, we prioritize robust risk management by integrating a comprehensive diversification strategy across all our funds. This involves a deliberate allocation across different asset classes, geographies, and sectors, specifically chosen to mitigate systemic risks and market volatility. Our contrarian approach also plays a crucial role here, as it allows us to identify undervalued assets with strong potential. Each investment is meticulously analyzed not just for its standalone merits but for how it complements and diversifies the broader portfolio, ensuring we maintain a balanced approach that safeguards our investors' capital.
Could you provide specific examples of past investments by AWP that have achieved significant returns? How do these investments reflect your stated approach of blending impact with high financial returns, and what measures do you use to evaluate success both financially and socially?
Since founding AWP, we've consistently achieved double-digit returns by focusing on alternative assets that others may overlook. For example, our portfolio companies include Ellevest, Dapper Boi Inc., The Sun Company, Occidental, EOG, and other major operators Oil & Gas holdings. We evaluate success through a dual lens of financial performance and social impact, aligning our investments with progressive, sustainable practices. Our track record reflects not just financial gains but also our commitment to making a positive societal impact, resonating deeply with investors seeking more than just financial returns.
How can investing with AWP align with our family office's long-term wealth preservation and growth objectives? Additionally, what steps does AWP take to ensure transparency and continuous communication with investors regarding fund performance and strategic decisions?
Investing with AWP offers family offices a unique opportunity to preserve and grow their wealth through strategies that are not only financially sound but also socially responsible. We ensure that our investment goals align with those of our investors by conducting thorough initial consultations to understand their specific objectives, including the desire for wealth preservation, long-term growth, and societal impact. Transparency is a cornerstone of our relationship with investors; we maintain open lines of communication through regular updates, detailed reports, and direct access to our management team. This ensures that our investors are well-informed and confident in the strategic decisions we make together.
Kelly Winget of Alternative Wealth Partners
Kelly Ann Winget is an accomplished alternative investments expert and the founder of Alternative Wealth Partners (AWP), the first private equity firm founded and led by a millennial, openly LGBTQ+ woman. Kelly Ann has raised close to $1 billion in capital for startups, energy companies, manufacturing ventures, real estate, and other key emerging markets, including initiatives in Opportunity Zone Funds (OZF), aligning social impact investing through creative tax strategies. She is also the author of Pitch the Bitch: Grab Your Financial Future by the Bags (May 2023), Board Member-Stella Foundation Board of Directors, and a sought-after keynote speaker and panelist who has shared her expertise in finance, entrepreneurship, and diversity topics. Kelly Ann possesses a keen understanding of how to navigate transitioning markets, with pragmatic insights to achieve a more sustainable and inclusive financial future. In 2020, after a decade-long track record of building other firms’ reputations and raising 700 million in capital, Kelly Ann decided to create her own firm, Alternative Wealth Partners (AWP). AWP excels in managing diversified funds, combining smart tax strategies with community empowerment. Their ethos, “Good Deals, Good People, Great Returns,” reflects a fusion of investment savvy and dedication to societal upliftment. With an extensive background allowing her to relate to a wide range of investors and advocate for their goals, Kelly Ann knew she was the right woman to offer diverse, high net worth/income clients the very best of what the private market has to offer. Through AWP, her clients have exclusive access to private assets – ranging from completely diversified private equity to tax-advantaged and high-yielding energy and real estate funds – through a single investment.
A nationally recognized and awarded trailblazer and visionary, Kelly Ann has been featured in the New York Times, Forbes, Fast Company, D Magazine, Real Leaders, U.S. News & World Report, CBS Moneywatch, Business Insider, Yahoo! Finance, and NASDAQ, among many other media outlets.
Contact Kelly: k.winget@alternativewealthpartners.com