Professional Services Perspectives
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Five Questions with Nate Oltmans: Purpose and Intentionality
“When I connected the dots that I wasn’t saving the world one financial plan at a time, but helping other people overcome worry, fear, and dissatisfaction with their money, I enjoyed every client interaction more.” — Nate Oltmans
Credit-Focused Funds Help Drive Business, ‘Alts’ Industry Growth
Innovatively structured investment vehicles such as business development companies and interval funds centered on credit are stepping in to fill stubborn lending gaps.
Record growth: Interval funds emerge as key players in alternative investments
“Interval funds’ design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution.” — Kimberly Flynn, XA Investments
Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says
“Historically, women haven’t always been front and center in financial planning conversations, so advisors need to ensure women are well-positioned to manage the wealth coming their way.” — Cherie Fournier, Marketing Intent
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More articles…
Clip: Government Assistance Worked
Watch Andrew Winer’s take on the effects of government intervention during the pandemic in this clip from Inside the V(ALT).
Clip: CRE Lending Opportunity
Don MacKinnon talks about the future of CRE lending opportunities in this clip from Inside the V(ALT).
Clip: All Credit All The Time
Learn more about Sound Point Capital from Don MacKinnon and Andrew Winer in this clip from Inside the V(ALT).
Capital Square 1031 Acquires 55+ Manufactured Housing Community in Vero Beach, Florida for DST Offering
Capital Square 1031, a leading sponsor of Delaware statutory trust (DST) offerings for 1031 exchange and other accredited investors, announced today the acquisition of…
Oaktree Real Estate Income Trust Declares August Distributions
On August 30, 2021, Oaktree Real Estate Income Trust, Inc. declared distributions for each class of its common stock in…
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