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Individual Report
Apollo Debt Solutions BDC Q4 2024
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April 15, 2025
Eye on Alts: April 15
Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!
April 15, 2025
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.
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Erik Ogard, CFA
Erik Ogard is a seasoned investment expert with over 30 years of experience in wealth management, portfolio strategy, and capital markets innovation. As Co-Founder of BufferLABS, Erik leads the development of the proprietary ADOPT model (Applied Dynamic Options Pricing Theory), a sophisticated tool for scoring and ranking Buffered ETFs to empower investors with precision insights.…
April 14, 2025
CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
Newly formed division will provide financial advisors access to structured investments, hedging and monetization strategies, trade execution, and managed solutions.
Limited Operations REITs Q4 2024
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IPC Alternative Real Estate Income Trust Q4 2024
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EQT Exeter Real Estate Income Trust Q4 2024
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