Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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iCapital® Announces Continued Investment in Leadership; Appoints Gary Gallagher as President
A seasoned executive with deep expertise in wealth management, industry architecture, and infrastructure, as well as asset management, will lead the company’s go-to-market activities.
Industry Veteran Named as CEO & President of Inland Investments
Mr. Fries will report to Tony Chereso, CEO and President of The Inland Real Estate Companies, LLC.
ExchangeRight Welcomes Betsy Ward as Senior Vice President of National Accounts
Ward brings over 30 years of experience in alternative investment distribution and capital formation.
Burlington Capital: Year in Review 2025
We believe this acquisition positions us for continued portfolio growth and additional strategic acquisitions in 2026.
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Recent News
Bridging the Gap: Why Marketing and Sales Need to Work Together
Marketing Intent In the world of alternative investments, where complexity is the norm and advisor relationships are everything, your marketing and sales efforts can’t...
SEI Investments (Europe) Limited Makes Two Key Board Appointments
SEI SEI® (NASDAQ: SEIC) today announced that Diane Seymour-Williams has been appointed as Board Chair of SEI Investments (Europe) Limited (SIEL), and David Lawton has been...
ExchangeRight Strengthens National Accounts Team with Michele Drummond’s Promotion to SVP
ExchangeRight We are excited to announce the promotion of Michele Drummond to Senior Vice President of National Accounts, further enhancing ExchangeRight’s Distribution...
SEI Appoints Robert Hum to Lead Investment Product Development and Activation
SEI SEI® (NASDAQ: SEIC) today announced that Robert Hum, CAIA, has joined as Head of Investment Product Development and Activation, reporting to Michael Lane, Head of SEI’s...
Eagle Point Securities Offers Institutional Private Credit Strategies to Private Wealth Clients
Eagle Point Securities Eagle Point Securities LLC (“Eagle Point Securities”), a wholesale distributor of alternative investment strategies to private wealth clients,...
Empower Survey Reveals Growing Advisor Support for Private Market Investments in Retirement Plans
Empower A new survey today from Empower uncovers significant advisor interest in bringing private market investments into defined contribution portfolios. Empower’s July...
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ExchangeRight’s Geoff Flahardy Promoted to President of Strategic Relations
Flahardy joined ExchangeRight in 2014 and has more than 20 years of experience in the financial industry focused on securitized 1031 exchanges. He holds Series 7 and 63 licenses with the Financial Industry Regulatory Authority (FINRA).
LODAS Markets Cuts Trading Fees for NAV REITs, Executes BREIT Trade Just 4.5% below NAV
LODAS Markets, operator of the fourth-largest alternative trading system in the U.S., announced reduced fees to trade NAV REITs* on the LODAS Marketplace…
Gold Leaf Farming , A Unique Investment Opportunity
Blue Vault hosted a very interesting webinar with the co-founders of Gold Leaf Farming, Brandon Rebiero and Jack McCarthy, along with Josh Guggenheim, VP of Acquisitions. Jack and Brandon were introduced five years ago, Brandon a farmer and trained agronomist and Jack a private equity investor…
Capital Square Delivers 157.57% Total Return* to Investors in Raleigh Medical Building DST
Located at 2503 E. Lyon Station Road in Creedmoor, North Carolina, just north of Raleigh and Durham, the single-story building is 100% leased on a long-term basis to Duke University Health System.
What percentage of outstanding debt principal was due before 2025 for those nontraded REITs in Blue Vault’s Q2 2023 NTR Review?
Blue Vault is your trusted partner for alternative investments research and education.
The Trends in NTR Capital Raise from Q1 2023 to Q2 2023
The contrast between capital raised by nontraded REITs in the first quarter of 2023 and the second quarter of the year is marked significantly by the injection of capital by the University of California Board of Regents…
Almonds and Pistachios: Great Snacks but Better Investments
In the realm of agricultural investments, almond and pistachio farmland has emerged as a high-value potential investment option, offering a unique opportunity within the U.S. farmland landscape.
Why “Done” Often Outweighs “Perfect”
In marketing, a common struggle often arises: How do we strike a balance between perfection and getting something done? If you’ve ever found yourself agonizing over every detail of a marketing piece, only to see deadlines whiz past, you’re not alone.
ESG: More than a Buzzword in Farmland Investing
“ESG Investing” has gained lots of attention–both good and bad–over the past 5-10 years. What used to be a niche corner of impact investing has become a greater part of the general investing landscape with the behemoths like BlackRock opining on sustainability and offering investors ESG-packaged funds…
Inside the V(ALT), with Josh Guggenheim
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