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July 27, 2023

Carron Schmick: Use Cases for Alts

Carron Schmick highlights how alts can meet clients' needs, how she explains alts to clients, and how receptive the clients are.

July 27, 2023

Carron Schmick: Evaluating Alts for Your Practice

In this Blue Vault Minute, Carron Schmick walks through some of the metrics her firm uses to evaluate asset managers.

July 26, 2023

REIT Trends in Property Sector Allocations by Actively Managed Real Estate Funds

One of the unique aspects of REITs is the large, actively managed, dedicated REIT investment community; actively managed funds represent 7% of REIT market capitalization and they have been a key element in REITs’ long-term success because of their combined real estate and equity investment expertise and analysis.

July 25, 2023

Nate Oltmans: Explaining Alts to Clients

Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans offers insights in this Blue Vault Minute.

July 24, 2023

Q1 2023

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July 24, 2023

‘I’ll Show You Mine, You Show Me Yours’: More Office Tenants Looking At Owners’ Books Before Signing Leases

It's traditional in lease negotiations for the owner of an office building to ask a prospective tenant to show proof that they are in good financial standing and can be expected to pay rent every month....

July 20, 2023

Nate Oltmans: Alts Challenges in 2023

In this BV Minute, Nate Oltmans gives an advisor's perspective on the challenges facing alternatives this year, and some of the asset managers he uses in his practice.

July 19, 2023

How Institutional Alternative Managers Can Accelerate Capture of Retail Market Share

We recently caught up with Alliance 160’s Amanda Teeple to discover ways that institutional alternatives offerings can be packaged for RIA firms, broker-dealers and family offices. Alliance 160, a strategic consultancy that provides critical support for institutional alts managers seeking to develop products that adhere to compliance guidelines for the independent broker-dealer (IBD) and Registered…

July 19, 2023

UK takeover wave rolls on with £470 million bid for fund manager Gresham House

Shareholders in alternative asset manager Gresham House (GHE) will be popping the champagne corks today after the firm revealed it had agreed a buyout by private investment group Searchlight at £11.05 per share, a 63% premium to its last price.