Firm
CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors June 30, 2022

CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors

CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors June 30, 2022 | CAIS New integrations including SSO, enhanced Document APIs, and automated Order Entry will help to tackle challenges and improve advisor experiences CAIS, the leading alternative investment platform, and BNY Mellon’s Pershing (“Pershing”), a leading provider of…
UMB: What does a custodian do for alternative investment managers? June 29, 2022

UMB: What does a custodian do for alternative investment managers?

UMB: What does a custodian do for alternative investment managers? June 29, 2022 | Amy Small | UMB Legacy mutual fund managers are likely accustomed to hearing about custody requirements driven by regulation. But what does a custodian do for alternative asset managers who are not experienced in hiring a qualified custodian? The primary duty…
StratCap Expands its Wireless Team with Two Key Hires June 29, 2022

StratCap Expands its Wireless Team with Two Key Hires

“We’re thrilled to have Eric and Carl as part of our team,” said Todd Rowley, CEO of StratCap Wireless. “They will help reinforce our continued growth and provide a foundation for future success as we continue to expand our portfolio of essential telecom infrastructure assets.”
CAIS Receives Strategic Investment from Hamilton Lane June 28, 2022

CAIS Receives Strategic Investment from Hamilton Lane

CAIS Receives Strategic Investment from Hamilton Lane June 28, 2022 | CAIS Latest capital infusion underscores heightened demand for alternative investments access amid growing economic uncertainty CAIS, the leading alternative investment platform, today announced a strategic investment from Hamilton Lane (NASDAQ: HLNE), a leading private markets investment management firm with more than $901 billion in…
Opportunity Zone Funds: Could Changes Be on the Horizon? June 28, 2022

Opportunity Zone Funds: Could Changes Be on the Horizon?

Opportunity Zone Funds: Could Changes Be on the Horizon? June 28, 2022 | John Rickman | WealthForge A recent blog post from WealthForge: A key incentive of the federal opportunity zone program may have expired, but qualified opportunity zone funds continue to offer considerable long-term tax advantages for investing in private capital. In addition, legislative…

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