Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Peachtree Group Expands Hotel Management Portfolio with Six New Properties
Peachtree Group’s hospitality management division manages hotels across leading brands and markets nationwide.
Brookfield and Angel Oak Complete Strategic Partnership Transaction
The partnership will accelerate Angel Oak’s growth while reinforcing Brookfield’s strategy of combining best-in-class credit managers alongside its direct investment capabilities.
SEI Announces Strategic Partnership with Graphene
SEI wealth platform to drive growth for U.K. wealth infrastructure provider.
Demand for Private Real Estate Indexing Surges as Advisers Seek Diversification Amid High Equity Market Valuations
Accordant ODCE Index Fund sees strong adoption as advisers turn to institutional private real estate for inflation protection and stability.
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Recent News
LODAS Six-Month Trading Volumes Rose 73%; Transfer-Agent Business Continues Momentum
LODAS Markets LODAS Markets, the only fully automated online marketplace to buy and sell alternative investments, reported 366 trading transactions for the first half of...
Go Store It Self Storage Names Adam Willey as New Director of Operations
Go Store It Self Storage Go Store It Self Storage, an affiliate of Madison Capital Group, has appointed Adam Willey as the new Director of Operations. With an impressive...
Watch: ExchangeRight Surpasses $6 Billion in Assets Managed on Behalf of Investors
ExchangeRight WATCH NOW>> ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the company has...
Blue Owl Capital Significantly Expands Alternative Credit and Asset-Based Finance Capabilities with Acquisition of Atalaya Capital Management’s Business
Blue Owl Capital Blue Owl Capital Inc. (“Blue Owl”) (NYSE: OWL), a leading alternative asset manager, announced today it has entered into a definitive agreement...
Which nontraded REIT acquired the most properties in the fourth quarter of 2023?
Answer: Ares Real Estate Income Trust acquired four properties for $139.5 million during the fourth quarter. Blackstone Real Estate Income Trust acquired 11 properties for...
How North Carolina’s Cornerstone Leverages Faith to Help its Clients Manage ‘Eternal Wealth’
Johnathan Rickman | Blue Vault Cornerstone Wealth Management, a Raleigh, NC-based financial services firm, was founded on of a leap of faith. Former pastor R. Floyd Green...
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Legendary Capital: Equity Uplift Results (subscriber-only content)
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Urban Catalyst: OZ Projects in a Booming San Jose (subscriber-only content)
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2021: A Record Breaking Year for Altigo
Blue Vault research subscribers can watch WealthForge’s Blue Vault Bowman Alts Week 2022 presentation, featuring Megan Bosch (Senior Director, Altigo Strategic Accounts).
UMB Bank: Lifecycle Support for Alts Product Sponsors
Blue Vault research subscribers can UMB’s Blue Vault Bowman Alts Week 2022 presentation, featuring Jason Fry (Senior Vice President, National Director of Business Development), Mike Huisman (Senior Vice President, Director of Transfer Agency), and Amy Small (Executive Director, Institutional Custody).
ExchangeRight: Stable Income, Capital Preservation, and Tax-Efficient Net-Leased Real Estate Strategies (subscriber-only content)
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Keynote: Breaking Down the Barriers to Investing in Alternative Investments (CAIS)
Blue Vault research subscribers can watch CAIS’s Blue Vault Bowman Alts Week 2022 keynote presentation, featuring Diana Britton (Managing Editor, Wealth Management), Brendan Ciddihy (Chief Operating Officer, CAIS), Justin Fay (Director, Global Strategy and Product Management, BNY Mellon | Pershing), and Joe Raieta (Partner, Managing Director, Snowden Lane Partners).
Keynote: The Democratization of Alternative Investments (Apollo Global Management)
Blue Vault research subscribers can watch Apollo Global Management’s Blue Vault Bowman Alts Week 2022 keynote presentation, featuring Stephanie Drescher (Partner, Chief Client & Product Development Officer, Client and Product Solutions).
Phoenix American: Advanced Fund Administration Services
Blue Vault research subscribers can watch Phoenix American’s Blue Vault Bowman Alts Week 2022 presentation, featuring Tony Olivo (Vice President, Sales).
Apollo Debt Solutions BDC (subscriber-only content)
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Marketing Intent: How to Market to a Goldfish
Blue Vault research subscribers can watch Marketing Intent’s Blue Vault Bowman Alts Week 2022 presentation, featuring Cherie Fournier (Principal) and Alise Lucero (Account Manager).
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