An Option for Streamlined Settlement of Private Placement Bonds September 1, 2021 | Tim Cook In conjunction with capital raises for a fund, sponsors may also issue bonds to the investors. In this situation, sponsors need a trustee and/or paying agent and an approach for settling the private placement bonds themselves. We may already be…

iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market Strengthens commitment to financial advisor education September 22, 2021 |  iCapital Network  iCapital Network1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Axio Financial LLC (Axio),…

In 2019, the people behind CAIS, a $13 billion alternative investments platform founded a decade earlier, were not totally satisfied...

The private debt market has come into its own over the past decade. Once a small and obscure asset class, its profile was raised in...

UMB Fund Services, Inc. (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce that it has been selected to...

CNL Financial Group, a leading provider of alternative investments, and iCapital Network1, the leading global financial technology platform...

CoastalOne, an independent broker-dealer (Coastal Equities) and registered investment advisor (Coastal Investment Advisors) based in Wilmington, Delaware, recently rolled out access to alternative investments for all...

iCapital Network1, the leading global financial technology platform driving access and efficiency in...

A Blue Vault Webinar on June 9, 2021, featuring...