Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Mentenova and SEI Partner for Global Equity Investments
Science-backed, data-driven process powered by technology to deliver better outcomes for South African investors.
Inside the V(ALT) with Marketing Intent
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Content Leverage and Reuse: Marketing With a Lean Team
Cherie Fournier and Alise Lucero offer guidance on repurposing and extending the shelf life of marketing content—helping sponsors strengthen fundraising and advisor engagement even with limited resources.
Smart Use of Tools & Automation: Marketing With a Lean Team
Cherie Fournier and Alise Lucero share insights on using automation tools to maximize efficiency, expand reach, and support sustainable marketing for small teams.
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Recent News
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom July 31, 2023 | Sebastian Moss | Data Centered...
Investments In Nontraded REITs Up 39%, But Still Far Outpaced By Withdrawals
Investments In Nontraded REITs Up 39%, But Still Far Outpaced By Withdrawals July 28, 2023 | Ciara Long | Bisnow Fundraising shot back up in June for nontraded REITs...
Practice Management: Why Innovators Pounce When Growth Slows
Practice Management: Why Innovators Pounce When Growth Slows July 28, 2023 | Megan Carpenter | Wealth Management If you want to see how business leaders respond to a...
Barry Sternlicht: ‘Category 5 Hurricane’ Has Come For Commercial Real Estate
Barry Sternlicht: ‘Category 5 Hurricane’ Has Come For Commercial Real Estate July 21, 2o23 | Ciara Long | Bisnow New distress opportunities are emerging for commercial...
Brian Evans: Alternatives Are a True Diversification Class
Brian Evans (Founder, Madrona Financial Services) reviews five attributes of investing and how many apply to alternative investments in this Blue Vault...
Concerns percolate about how SEC’s AI proposal aligns with Reg BI
Concerns percolate about how SEC’s AI proposal aligns with Reg BI July 27, 2023 | Mark Schoeff Jr. | Investment News An SEC proposal to eliminate conflicts of interest in...
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Inside the V(ALT), with Jeffrey Schwaber of Bluerock [full episode]
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Jeff Schwaber: The Future of Real Estate
In this clip, Jeff Schwaber talks about the relationship between cap rates and treasury bonds and what that means for the future of real estate.
Blackstone REIT in Negotiations to Purchase Mobile Home Park Portfolio
The Blackstone Group Inc. is in exclusive negotiations to buy about 40 mobile-home parks mainly located in Florida for roughly $550 million, Bloomberg News reported, citing people…
Inside the V(ALT), with Mike Huisman of UMB Bank[full episode]
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Clip: COVID’s Push Toward Digital Marketplace
In this clip, Stacy Chitty considers how COVID has contributed to the alts industry’s push towards a digital marketplace.
Clip: COVID’s Effect on Product Sponsor Process
In this clip, Mike Huisman and Stacy Chitty talk about how sponsors are working through the product development process.
Clip: COVID’s Effect on New Product Release
In this clip, Mike Huisman and Stacy Chitty discuss the activity level of new product introductions.
Jeff Schwaber: Preferred Stocks (Risks & Benefits)
In this clip, Stacy Chitty and Jeff Schwaber consider what has driven inflow to nontraded preferred stocks.
Jeff Schwaber: Real Estate Value During COVID-19
In this clip, Stacy Chitty and Jeff Schwaber cover the divergence of publicly traded and nontraded real estate offering values.
Pershing API integrations with CAIS and iCapital Network enhance advisor access to alternative investments
Pershing API integrations with CAIS and iCapital Network enhance advisor access to alternative investments September 15, 2020 BNY Mellon’s Pershing (“Pershing”) recently announced integrations with CAIS and iCapital Network, the two most prominent alternative...
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