BMO appoints Daniel Phillips as CIO for U.S. Wealth Management by Elise Mackanych | Jul 1, 2025 BMO Wealth Management has appointed Daniel Phillips as CIO for U.S. Wealth Management.
Private equity and private credit are resilient amid market challenges, according to KBRA by Released | Jul 1, 2025 Amid ongoing trade tensions, tariffs, market volatility and a possible economic slowdown, KBRA views alternative asset managers—particularly those geared toward private equity and private credit —as more resilient on average than other types of financial institutions.
Northwestern Mutual appoints Teresa Bitetti and Andrew Feldstein to board of trustees by Released | Jul 1, 2025 Northwestern Mutual has announced that Teresa Bitetti and Andrew Feldstein have been appointed to serve on its board of trustees
Sage Advisory and Cedar Trace to offer investment products with insurance-linked securities and credit opportunities by Released | Jul 1, 2025 Sage Advisory Services and Cedar Trace Group will collaborate to offer innovative investment products featuring insurance-linked securities (ILS) and credit opportunities.
CIM Group leases Panorama Brooklyn property to The Beginning Clubhouse, a family-centered membership club by Released | Jul 1, 2025 CIM Group has announced that it has signed a long-term lease with Little Big Hospitality for 45,000 square feet at its Panorama office and retail complex in Brooklyn.
Green Street expands private market data platform with coverage of data centers and lodging by Released | Jun 30, 2025 Green Street, a provider of commercial real estate intelligence and insights, has expanded its U.S. market data and deals platform with the full coverage of data centers and lodging, bringing the total sectors under coverage to nine.
Citco appoints managing director Chris Shaw to lead retail alternatives by Elise Mackanych | Jun 30, 2025 Citco’s new managing director and head of retail alternative fund services, Chris Shaw, is leading the company’s private markets expansion.
Sale-leaseback transactions exceeded $2b in Q1 2025 by Elise Mackanych | Jun 30, 2025 First quarter 2025 saw six sale-leaseback (SLB) transactions exceeding $100 million, according to SLB Capital Advisors.
Alternative investment fundraising hits $72.7b by Elise Mackanych | Jun 30, 2025 Fundraising among alternatives with semi-liquid and illiquid retail investment offerings reached $72.7 billion in May 2025, according to data from Robert A. Stanger & Co.
Carlyle and UBS partner to provide an open-end private equity secondaries initiative by Released | Jun 30, 2025 Global investment firm Carlyle and UBS’s Unified Global Alternatives (UGA) business have announced their collaboration on an open-end private equity secondaries initiative for wealth management clients.
Principal cites global trade and policy shifts as drivers of industrial real estate transition by Andrea Zander | Jun 27, 2025 The industrial market is realigning and entering a more complex phase — one that requires a deeper understanding of global interdependence, evolving trade policies, and shifting supply chains, according to Principal.
Blackstone’s alternative investment strategies expand CAIS Marketplace offerings by Released | Jun 27, 2025 CAIS, the leading alternative investment platform for independent financial advisers, has announced that Blackstone, an alternative asset manager with more than $1 trillion in assets under management, has expanded CAIS Marketplace offerings with Blackstone’s alternative investment strategies.
Great Gray selects BlackRock to provide custom glidepath for retirement solutions with access to private markets by Released | Jun 27, 2025 BlackRock has been selected by Great Gray Trust Company to provide a custom glidepath that strategically allocates across public and private markets for Great Gray’s first target date retirement solution featuring private equity and private credit exposures.
Investor confidence returns: Heitman’s Tony Smedley sees recovery in European real estate alternatives by Andrea Zander | Jun 27, 2025 Tony Smedley, managing director and head of private equity – Europe at Heitman, discusses a notable shift in investor sentiment toward European real estate, signaling the early stages of a recovery cycle, in an interview with IREI.
Forum Real Estate Income Fund approves Nuveen as sub-adviser, alongside key executive appointments by Released | Jun 27, 2025 Forum Real Estate Income Fund (FREIF) has announced the re-election of its full board of trustees and shareholder approval of Nuveen as the fund’s new non-discretionary sub-adviser, reinforcing FREIF’s commitment to strategic growth, enhanced sourcing and investment excellence.
