Firm- Page 84 of 277

Firm

October 5, 2022

SmartStop Founder and CEO H. Michael Schwartz to Keynote the Canadian Self Storage Association’s 17th Annual Eastern Canadian Conference in Toronto

SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self storage company...

October 4, 2022

CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations

CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations October 4, 2022 | Diana Britton | WealthManagement.com Alex Cavalieri, the co-founder and former head of strategy at Advisor I/O (formerly Seven Group), has left the financial advisor marketing platform to join CAIS, as director of marketing operations. Cavalieri is best known for building…

October 4, 2022

Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally October 4, 2022 | iCapital® Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries to provide wealth…

October 3, 2022

SS&C Rolls Out Unified SS&C Blue Prism Intelligent Automation Platform

SS&C Rolls Out Unified SS&C Blue Prism Intelligent Automation Platform October 3, 2022 | SS&C SS&C Technologies Holdings, Inc.(Nasdaq: SSNC) today announced at its SS&C Deliver Conference the rollout of its intelligent automation portfolio under the SS&C Blue Prism brand. SS&C Blue Prismcombines RPA, BPM and low and no-code capabilities to provide a comprehensive menu…

September 30, 2022

ExchangeRight Offering Achieves 132.28 to 147.89 Percent Total Returns Including Return of Capital

ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has brought its $66.57 million Net-Leased Portfolio...

September 29, 2022

Blackstone Remains the Best Alts Marketer, but Millennium and Apollo Are Closing In

Alternative investment managers appear to be quickly catching up to the marketing expertise of traditional firms...

September 28, 2022

Is the Market Ripe for Investing in Farmland?

Is the Market Ripe for Investing in Farmland? September 28, 2022 | John Rickman | Altigo As market worries deepen and faith in the 60/40 rule recedes, wealth managers are looking for new ways to balance and bolster client portfolios, with many pivoting to alternative investments as an option. Recent federal data suggests that investing…

September 28, 2022

Using Blue Vault Data to Analyze Distribution Sustainability

From our earliest reports in Q3 2009, Blue Vault has been reporting the NAREIT-defined Funds from Operations (FFO) as well as Modified Funds from Operation (MFFO).

September 28, 2022

Mark Lavery: Is There a Typical Structure of an Interval Fund Portfolio?

In this video clip from the webinar, "How Do Interval Funds Choose Their Investments?", Mark Lavery (First VP, Business Development for CIM) addresses whether or not there is a typical structure for interval fund portfolios.