Professional Services Perspectives
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NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
Blue Vault Q3 2025 REIT & BDC Individual Performance Report Update
Fifty-eight Q3 2025 nontraded REIT and BDC Individual Performance Pages are now available to Blue Vault Members. Trust Blue Vault for your alternative asset information needs.
Eagle Point Credit Management Hires Greg Lindsey as Managing Director, Client and Partner Solutions
In this role, Mr. Lindsey will be responsible for leading institutional business development efforts in the US Western Territory, cultivating and deepening the firm’s relationships in the region.
SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business partnership highlights commitment to helping advisors scale and grow.
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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...
More articles…
What percentage of nontraded BDC public capital raise came from Blackstone Private Credit Fund in the third quarter of 2024?
Answer: Blackstone Private Credit Fund raised a total of $1.93 billion in public capital in the third quarter of 2024, approximately 26.0% of the industry total. Blue Owl Credit Income Corp. raised the second most capital at $1.45 billion, approximately 19.5% of the...
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
Vistra collaborates with 1776ing to enhance alternative investment processing
“1776ing is dedicated to creating a frictionless investment experience and our collaboration with Vistra will amplify this mission.” — Sean O’Toole, Founder and CEO of 1776ing
Five Questions with Ryan Detrick: Navigating U.S. Markets
“Stocks and bonds are what a lot of people think of when they think about investments, but alternatives are becoming more important. As this economic cycle ages, having some non-correlated assets like alts is going to be very important for investors.” — Ryan Detrick
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