Eye on Alts for advisors: a weekly digest of industry news.
April 22, 2025
Personnel
April 22, 2025
April 1, 2025
ExchangeRight Appoints Jason Roland as Senior Vice President of the Mid-Atlantic Region
Jason Roland appointed as Senior Vice President of the Mid-Atlantic Region at ExchangeRight with over 15 years of experience in the alternative investments and securities industries.
March 27, 2025
ExchangeRight Welcomes Will Powers as National Sales Director
"Will’s extensive experience in capital markets and his proven leadership in building strong relationships align seamlessly with ExchangeRight's mission and values." — Warren Thomas, managing partner at ExchangeRight
March 27, 2025
ExchangeRight Welcomes Will Powers as National Sales Director
ExchangeRight has named Will Powers as its new national sales director to help enhance and lead the company’s strategic relationships.
January 6, 2025
Peachtree Group Appoints Industry Veteran Josh Rubinger to SVP of National Accounts
Peachtree Group announces the appointment of Josh Rubinger as senior vice president of national accounts for Peachtree PC Investors, bringing over 20 years of financial services expertise to drive business development.
December 25, 2024
2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption
The alternative investment industry sees growing advisor adoption with innovations in registered funds, model portfolios, and tech platforms, shaping the future of alts in 2025.
November 8, 2024
Jacques Chappuis Appointed President and CEO of PGIM
Jacques Chappuis, formerly co-head of Morgan Stanley Investment Management, will lead PGIM, Prudential Financial, Inc.’s global asset management business, effective May 1, 2025
November 4, 2024
LODAS Markets Names Industry Veteran Kyle Robey Head of Product for Transfer Agent Business
LODAS Markets appoints Kyle Robey as EVP and Head of Product for Transfer Agent, enhancing its automated platform for trading illiquid real estate and alternative investments.
September 25, 2024
Inland Securities Corporation Promotes Brian Fritz to SVP of Exchange Solutions
Inland Securities Corporation has announced the promotion of Brian Fritz to Senior Vice President, leading the Exchange Solutions Team to provide tailored investment and tax-management solutions for high net-worth investors navigating real estate exchanges.
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The alternative investments industry is
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