Service Provider News
iCapital Market Pulse: Parsing credit risk as rates rise and spreads widen June 3, 2022

iCapital Market Pulse: Parsing credit risk as rates rise and spreads widen

iCapital Market Pulse: Parsing credit risk as rates rise and spreads widen June 2, 2022 | Anastasia Amoroso | iCapital Anxiety about potential credit defaults has risen on the back of equity volatility, rate rises, credit spreads widening, and recessionary concerns. Thankfully, data on high yield and leveraged loan credit quality suggests borrowers are entering…
What does investor servicing and transfer agency cost for a non-traded REIT or BDC? June 1, 2022

What does investor servicing and transfer agency cost for a non-traded REIT or BDC?

What does investor servicing and transfer agency cost for a non-traded REIT or BDC? May 31, 2022 | Mike Huisman | UMB In my role leading UMB’s transfer agency, alternatives sponsors call me and say, “Here’s an NDA; let’s talk pricing for this non-traded REIT (NTR) or business development company (BDC) we’re bringing out.” One…
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…
Alternative Investments: From Friends & Family To Reg D Private Placements May 25, 2022

Alternative Investments: From Friends & Family To Reg D Private Placements

Alternative Investments: From Friends & Family To Reg D Private Placements May 25, 2022 | Marketing Intent Are you looking for ways to ensure success in raising capital? Simplifying your sales story, syncing up marketing and sales efforts, and updating your PPM regularly are a few ways to help you achieve these goals, maximize your…
iCapital Market Pulse: Five crypto questions as stablecoins prove not so stable May 19, 2022

iCapital Market Pulse: Five crypto questions as stablecoins prove not so stable

iCapital Market Pulse: Five crypto questions as stablecoins prove not so stable May 19, 2022 | Anastasia Amoroso | iCapital Investors are understandably concerned about the future of crypto in the wake of the collapse of stablecoin Terra and given continued weak performance of cryptocurrencies. In this week’s blog, we take a step back and…
Griffin Capital Partners with iCapital to Make Qualified Opportunity Zone Fund Investment Offerings More Accessible to Financial Advisors and Their Investors May 16, 2022

Griffin Capital Partners with iCapital to Make Qualified Opportunity Zone Fund Investment Offerings More Accessible to Financial Advisors and Their Investors

Griffin Capital Partners with iCapital to Make Qualified Opportunity Zone Fund Investment Offerings More Accessible to Financial Advisors and Their Investors May 11, 2022 | Griffin Capital Company, LLC Griffin Capital Company, LLC (“Griffin Capital”), a leading alternative investment manager based in El Segundo, California, has announced a partnership with iCapital, the leading global fintech…
Stormy weather an opportune climate for private equity investment May 16, 2022

Stormy weather an opportune climate for private equity investment

Stormy weather an opportune climate for private equity investment May 11, 2022 | Anastasia Amoroso| iCapital With the stock market volatile and continuing to slide, and fixed income only selectively offering protection, investors are scrambling for alternatives. Historical data suggests a downturn might be just the time to target private equity and venture capital funds.…
CION Investments, Man Group, and iCapital Partner to Scale Alternative Investing Access May 16, 2022

CION Investments, Man Group, and iCapital Partner to Scale Alternative Investing Access

CION Investments, Man Group, and iCapital Partner to Scale Alternative Investing Access May 10, 2022 | CION Investments CION Investments (CION), a leading manager and distributor of alternative investment solutions, and Man Group, a global active asset manager with $151.4 billion1 in AUM, announced today that they have partnered with iCapital2, the leading global fintech…
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