Professional Services Perspectives
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Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology
Marketing Is the New Sales
The firms that stand out—the ones advisors remember and reach out to—are the ones who’ve taken control of their story and told it well.
Cove Capital Investments, LLC Expands Its National Footprint Following the Launch of Its Five Asset $27.6 Million Cove Diversified Portfolio 88 DST Investment for 1031 Exchange Investors
The Cove Diversified Portfolio 88 DST is a 100% debt-free portfolio of assets that features five locations covering multiple geographic regions, asset classes, and tenant companies.
BC Partners promotes four new Partners
“These promotions underscore the exceptional depth and strength of our team — many of whom have built their careers at BC Partners.” — Raymond Svider, Chairman at BC Partners.
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iCapital: Transforming Access to Alternative Investment Opportunities for Retail Investors
Blue Vault research subscribers can watch iCapital’s Blue Vault Bowman Alts Week 2022 presentation, featuring Dan Vene (Co-Founder and Managing Partner, Head of Client Solutions).
Centersky: Utilize Emerging Technology & Streamline Data to Amplify Your Bottom Line
Blue Vault research subscribers can watch Centersky’s Blue Vault Bowman Alts Week 2022 presentation, featuring Gary Davi (Chief Technology Officer).
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).
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