Blog - Page 200 of 312

August 18, 2022

Four Ways To Communicate With Clients Amid Market Volatility

Four Ways To Communicate With Clients Amid Market Volatility August 2, 2022 | Abby Salameh, Chief Marketing Officer, CAIS & Head of CAIS IQ | Forbes If you’ve been paying attention to the news lately, you’ve probably heard the word “recession” being thrown around. Inflation is at a 40-year high and is affecting everything from…

August 18, 2022

Recession and Resilience: Looking to Leading Indicators

Recession and Resilience: Looking to Leading Indicators August 5, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS The Fed continues navigating what appears to be an ever-finer line between a hard and soft landing for the U.S. economy. We look past the most recent GDP estimate to leading economic indicators that have…

August 18, 2022

Cherie Fournier: Results of the Cerulli/Blue Vault Alts Survey as an Educational Tool

In this video clip from the panel webinar, 2022 Cerulli/Blue Vault Alts Survey Results: How Advisors are Adapting, Cherie Fournier...

August 18, 2022

Daniil Shapiro: Development & Deployment of the Cerulli/Blue Vault Alts Survey

In this video clip from the panel webinar, 2022 Cerulli/Blue Vault Alts Survey Results: How Advisors are Adapting, Daniil Shapiro (Cerulli)...

August 17, 2022

Cantor Fitzgerald and BH Acquire Multifamily Asset in Lenexa, Kansas

“We are excited to add Kansas City to our growing national portfolio with the purchase of West End at City Center,” said Matt Keefer, Managing Director at Cantor Fitzgerald.

August 17, 2022

How many of the 16 offerings by nontraded REITs that were open as of June 30, 2022, are perpetual offerings with no specific closing date?

How many of the 16 offerings by nontraded REITs that were open as of June 30, 2022, are perpetual offerings with no specific closing date? Answer: 14 of the 16 offerings are perpetual. One offering is "continuous" and may have a full-cycle event in the future. One has a specific anticipated closing date.

August 17, 2022

Marketing Intent: Overcoming Obstacles When Managing Marketing And Delegating

Marketing Intent: Overcoming Obstacles When Managing Marketing And Delegating August 17, 2022 | Marketing Intent You’re short staffed, buried in work and you know you should delegate to get out from underneath it and get caught up on your marketing tasks, but you’re not. Why aren’t you delegating? Even seasoned marketing managers fall victim to…

August 17, 2022

SS&C: Closing the Customer Knowledge Gap

SS&C: Closing the Customer Knowledge Gap August 17, 2022 | SS&C Asset managers have access to more data today than ever before. By harnessing it, savvy firms can unlock powerful insights into their customers’ profiles, preferences and priorities. These insights, in turn, can enable firms to design more efficient and effective distribution strategies built on…

August 16, 2022

For those 16 nontraded REITs that had open offerings as of June 30, 2022, how many based their asset management fees on their net asset values?

For those 16 nontraded REITs that had open offerings as of June 30, 2022, how many based their asset management fees on their net asset values? Answer: All but four of the nontraded REITs based their asset management fees on their total net asset value. The four based their asset management fees on the gross…