Alternative investment

Cadence Bank Announces Simplified Organizational Structure and Expanded Roles for Key Executives

Retrieved on: 
Friday, March 29, 2024

Effective immediately, he will assume the role of special advisor to the chief banking officer through June 30, 2024.

Key Points: 
  • Effective immediately, he will assume the role of special advisor to the chief banking officer through June 30, 2024.
  • Mary Katherine Franklin will transition from private banking executive to chief credit officer of the Corporate Bank, reporting to Chris Bagley.
  • Since the merger of legacy BancorpSouth Bank and legacy Cadence Bank in October 2021, the company's Management Committee has been consolidated from 15 to 12 members.
  • "I could not be more encouraged for the future of Cadence Bank," added Rollins.

Dynamo Secures Two Awards Underscoring Product Excellence, Industry Leadership Among Alternative Investments FinTech Platforms

Retrieved on: 
Tuesday, January 30, 2024

Two new accolades for alternative investments FinTech Dynamo Software , include acclaim from Pan Finance and the Best in Biz Awards.

Key Points: 
  • Two new accolades for alternative investments FinTech Dynamo Software , include acclaim from Pan Finance and the Best in Biz Awards.
  • Pan Finance recognized Dynamo with the Alternative Investment Management Platform of the Year award, while Best in Biz bestowed Dynamo with the Enterprise Product of the Year - Financial Software Bronze award.
  • “We thank the judges at these two well-known industry groups for their thorough evaluation and recognition of the work of our product and innovation teams,” said Hank Boughner , CEO of Dynamo.
  • “We uniquely understand the pressures both asset managers and asset allocators face every day in scaling their alternative investment strategy.

Phoenix Merchant Partners Launches Private Credit Strategy with Close of Innovative Financing Solution to Gryphon Holdings

Retrieved on: 
Monday, January 29, 2024

RYE, N.Y., Jan. 29, 2024 /PRNewswire/ -- Phoenix Merchant Partners, LP ("Phoenix" or the "Firm"), an independent investment firm focused on providing broad financing solutions to the middle-market universe of companies, today announced the closing of its first transaction, an innovative financing to Gryphon Holdings (the "Company"), a company involved in quota share non-catastrophic property and casualty reinsurance services. 

Key Points: 
  • The financing, which closed on January 10, marks the official launch of the Phoenix private credit and lending solutions platform, and provides for the capitalization of the Company's balance sheet and the future growth of its reinsurance program.
  • The terms include the ability for Phoenix and related parties to provide additional growth financing over the course of the next several months.
  • "We believe that this could be the first of many innovative financings by the Phoenix Merchant Partners platform that can help redefine how companies approach financing alternatives."
  • We look forward to continuing to strategically expand our team and advisory board as we work with high quality companies and investment partners."

Northern Trust Asset Management Names Director of Quantitative Solutions, International

Retrieved on: 
Tuesday, January 23, 2024

Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.18 trillion in assets under management as of December 31, 2023, announced today that Milan Vidojevic has joined NTAM as Director, Quantitative Solutions, International.

Key Points: 
  • Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.18 trillion in assets under management as of December 31, 2023, announced today that Milan Vidojevic has joined NTAM as Director, Quantitative Solutions, International.
  • View the full release here: https://www.businesswire.com/news/home/20240123372586/en/
    Milan Vidojevic has joined Northern Trust Asset Management as Director, Quantitative Solutions, International.
  • Additionally, Bart van Vliet joins NTAM in Amsterdam as Quantitative Solutions Associate, International.
  • These appointments follow the recent hiring of Guido Baltussen Ph.D. as Head of Quantitative Strategies, International.

NEI launches its first Alternative Investment Fund with NEI Long Short Equity Fund

Retrieved on: 
Monday, January 22, 2024

The new NEI Fund is sub-advised by Picton Mahoney Asset Management, ("Picton Mahoney") a pioneer in alternative investing in Canada.

Key Points: 
  • The new NEI Fund is sub-advised by Picton Mahoney Asset Management, ("Picton Mahoney") a pioneer in alternative investing in Canada.
  • NEI Long Short Equity Fund brings together Picton Mahoney's expertise in alternative strategies and NEI's expertise in responsible investing.
  • The Fund's investment strategy includes exclusionary screens, ESG integration and stewardship to add an extra layer of risk mitigation to Picton Mahoney's active long short equity strategy.
  • Picton Mahoney has nearly 20 years of experience managing alternative investments, including long short strategies, for various clients and investment funds.

Justin Arasin Joins US Realty Advisors as Head of Capital Formation & Product Development

Retrieved on: 
Tuesday, January 9, 2024

NEW YORK, Jan. 9, 2024 /PRNewswire/ -- US Realty Advisors, LLC ("USRA"), a $3.9 billion real estate firm focused over the past 34+ years on single tenant net lease investing, announced that Justin Arasin has joined USRA as Managing Director, Head of Capital Formation and Product Development.

Key Points: 
  • NEW YORK, Jan. 9, 2024 /PRNewswire/ -- US Realty Advisors, LLC ("USRA"), a $3.9 billion real estate firm focused over the past 34+ years on single tenant net lease investing, announced that Justin Arasin has joined USRA as Managing Director, Head of Capital Formation and Product Development.
  • He will lead the firm's strategic distribution effort, which includes overseeing client development, investor relations and product innovation.
  • Arasin joined USRA from Nuveen, a $1.1T asset management firm specializing in Real Estate ($155B AUM), Private Capital, and Real Asset strategies, where he was Head of Alternative Investments Distribution.
  • He commented that "US Realty Advisors is a well-capitalized, tenured real estate investment and asset management firm that is admired across the real estate industry.

DWS Announces iCapital Partnership to Deliver Global Alternative Asset Strategies to the US Private Wealth Sector

Retrieved on: 
Friday, December 1, 2023

DWS, the global asset manager with EUR 859 billion of assets under management (AUM), today announced a partnership with iCapital, the global platform driving access to alternative investments for the wealth management industry, to make DWS’s global Alternative Investment funds available via iCapital’s Marketplace.

Key Points: 
  • DWS, the global asset manager with EUR 859 billion of assets under management (AUM), today announced a partnership with iCapital, the global platform driving access to alternative investments for the wealth management industry, to make DWS’s global Alternative Investment funds available via iCapital’s Marketplace.
  • The partnership will enable US-based wealth managers and high-net-worth investors to access the return and diversification opportunities offered by DWS’s Alternative solutions.
  • DWS has a 50-year heritage in Alternative Investments, with over EUR 114 billion in AUM1 across a diverse range of strategies including private real estate, private infrastructure, liquid real assets and private credit.
  • We’re pleased to partner with iCapital to increase the availability of our Alternatives fund range in this important growth sector for DWS.”

ExchangeRight Expands Strategic Relations Team with Kara Howard, Director of National Accounts

Retrieved on: 
Thursday, November 9, 2023

PASADENA, Calif., Nov. 9, 2023 /PRNewswire/ -- ExchangeRight , one of the nation's leading providers of diversified real estate DST and REIT investments, has announced that the company has expanded its Strategic Relations team with the addition of Kara Howard as director of national accounts.

Key Points: 
  • PASADENA, Calif., Nov. 9, 2023 /PRNewswire/ -- ExchangeRight , one of the nation's leading providers of diversified real estate DST and REIT investments, has announced that the company has expanded its Strategic Relations team with the addition of Kara Howard as director of national accounts.
  • Howard will lead ExchangeRight's efforts to strengthen and increase strategic partnerships with broker-dealers, RIAs, custodial platforms, and institutional accounts.
  • "Kara's tenacity, expertise in business development, and history of successful strategic relations and national accounts roles make her an exceptional asset to our team," said Flahardy.
  • Howard joins ExchangeRight with more than 15 years of experience in the Alternative Investment industry, focusing on national accounts and business development.

The 11th Asia Pacific Financial Investment Association Summit to be Grandly Held in Sydney, Australia on the 16th of November, 2023

Retrieved on: 
Wednesday, November 8, 2023

Sydney, Australia--(Newsfile Corp. - November 8, 2023) - On the 16th of November, 2023, the 11th Asia Pacific Financial Investment Association (APFIA) Summit, hosted by the Asia Pacific Financial Investment Association and proudly sponsored by Australia's High Titanium Resources and Technology Ltd (HTL), will be held as scheduled at W Hotel in Sydney.

Key Points: 
  • Sydney, Australia--(Newsfile Corp. - November 8, 2023) - On the 16th of November, 2023, the 11th Asia Pacific Financial Investment Association (APFIA) Summit, hosted by the Asia Pacific Financial Investment Association and proudly sponsored by Australia's High Titanium Resources and Technology Ltd (HTL), will be held as scheduled at W Hotel in Sydney.
  • On the 2nd December, 2021, the 9th Asia-Pacific Financial Summit was successfully held at the iconic Crown Hotel in Sydney.
  • The 11th APFIA Summit, as a reputable event in the global financial arena, carries immense significance for the economic growth of the Asia Pacific region.
  • Serving as a crucial platform for financial investment cooperation, this summit will also act as a bridge to the super financial investment market, facilitating cross-border opportunities, exploring fresh investment avenues, and beginning a new chapter in Asia Pacific finance.

Align Receives Best Cloud Services Provider Award in the 2023 Hedgeweek US Awards for Its Innovative Managed IT Solutions

Retrieved on: 
Tuesday, October 31, 2023

Align, the premier global provider of technology infrastructure solutions and Managed IT Services, announces today that it has been awarded Best Cloud Services Provider in the 2023 Hedgeweek US Awards .

Key Points: 
  • Align, the premier global provider of technology infrastructure solutions and Managed IT Services, announces today that it has been awarded Best Cloud Services Provider in the 2023 Hedgeweek US Awards .
  • As the top Cloud Service Provider, Align prides itself on offering the highest-quality managed IT services for hedge funds.
  • The Align IT Suite , Align’s complete Managed Services platform, is built on the foundation of the Microsoft public cloud, offering flexible, secure, compliant managed services for clients, particularly those in the alternative investment industry.
  • (Photo: Business Wire)
    Chris Zardima, Managing Director of Align Managed Services , expresses his gratitude for the recognition for Hedgeweek, stating, " We are honored to have received recognition as the top Cloud Services Provider by Hedgeweek.