James Zelter, co-president and chief investment officer of credit at Apollo Global Management, discusses the alternative asset manager's...

It’s Time to Seriously Consider a Documentation Management Tool February 22, 2023 | Debbie Miller | Docupace Documentation management tools are a must for any wealth management business that wants a robust digital presence. And if that isn’t you yet, it should be. In recent studies, 77% of financial advisors reported losing business because they lacked the…

The issuance of commercial mortgage bonds has taken a sizable hit as buyers and lenders react to the fallout...

Welton Investment Partners Announces Partnership With iCapital® to Provide the Wealth Management Community With Access to Its Multi-Strategy Macro Program February 15, 2023 | iCapital Welton Investment Partners (Welton), the alternative investment manager focused on the pursuit of consistent returns across market environments, today announced the firm's strategic partnership with iCapital, the leading global fintech…

When Might “Golden Vintages” Appear in Private Markets? January 24, 2023 | CAIS In our previous analysis, we found that private equity funds that deployed capital in relatively lower valuation environments and recessionary environments tended to outperform those with other vintages. In the following article, we expand the analysis to the sub-asset class level and assess…

Creating A Powerful Fact Sheet February 22, 2023 | Marketing Intent If you’ve seen one fact sheet, you’ve seen them all. Stats are crammed in and there’s no white space. That poor fact sheet is trying to fit every little bit of information about your product into one page, because we all know the second page…

In this video clip, Kevin Best (Best Times Financial) says that he will be looking forward to networking with his fellow...

In this video clip, Kevin Best (Best Times Financial) explains that he is looking forward to learning...

In this video clip, Kevin Best (Best Times Financial) explains how networking with sponsors is an important...