Firm
iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions May 27, 2022

iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions May 25, 2022 | iCapital iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets2, the award-winning3 fintech company offering a digital platform designed to help…
Alternative Investment Exchange (AIX) Announces Technology Integration with The Sycamore Company May 26, 2022

Alternative Investment Exchange (AIX) Announces Technology Integration with The Sycamore Company

Alternative Investment Exchange (AIX) Announces Technology Integration with The Sycamore Company May 25, 2022 | Alternative Investment Exchange Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, is integrating with The Sycamore Company ("Sycamore") to put efficient alternative investing at advisors' fingertips. Sycamore is a provider of cloud-based…
Diversification Across Continuously Offered Nontraded REITs May 25, 2022

Diversification Across Continuously Offered Nontraded REITs

A portfolio of five continuously offered nontraded REITs with reasonably low correlations between their respective returns has potential for significant reduction in portfolio risk while offering a return that is the weighted average of the respective REIT returns.
CAIS: Bitcoin as Digital Gold May 25, 2022

CAIS: Bitcoin as Digital Gold

In this clip, Steve Kurz (Galaxy Digital Partners, LLC) speaks with Nicholas Millikan (CAIS) about why cryptocurrency should be added to a portfolio.

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