Beacon Coast Partners launches independent advisory firm, serving ultra-high-net-worth clients at key wealth transitions by Released | Jun 16, 2026 Beacon Coast Partners has announced the launch of its independent, employee-owned registered investment adviser focused on serving a select group of ultra-high-net-worth individuals and families, particularly those preparing for or navigating significant liquidity events.
DC Plan sponsors to modernize investment menus, according to PIMCO consulting study by Released | Jun 16, 2026 More than half of institutional consultants anticipate that a majority of their plan sponsor clients will add active non-core fixed income options, while 45 percent expect increased adoption of multi-asset inflation hedging strategies to investment menus, according to the 20th Annual Defined Contribution (DC) Consulting Study conducted by PIMCO, a global leader in active fixed income with expertise across public and private markets.
Perspectives: A rocket, a record IPO and what it means down here by Geoffrey Dohrmann | Jun 16, 2026 When Space Exploration Technologies priced its initial public offering last week — about $135 a share, roughly $75 billion raised, a valuation near $1.77 trillion, the largest stock-market debut in history — my first reaction was probably the one many of you had. A rocket company. What does that have to do with the buildings, the platforms and the long-lived assets the rest of us spend our careers underwriting?
Cohen & Steers completes conversion of Future of Energy Mutual Fund to active ETF by Released | Jun 15, 2026 Cohen & Steers has announced it has completed the conversion the Cohen & Steers Future of Energy Fund (MLOIX) into a new, actively managed exchanged-traded fund (ETF), the Cohen & Steers Future of Energy Active ETF (CSEN).
New Forests launches global natural capital strategy by Released | Jun 15, 2026 New Forests has launched its Global Landscape Opportunities strategy, its first global natural capital offering, investing across forestry, agriculture and complementary markets such as carbon and biodiversity.
Bryn Mawr Trust Advisors elevates leadership for client growth by Released | Jun 15, 2026 WSFS Financial Corp., the parent company of Bryn Mawr Trust Advisors, has announced key leadership promotions and appointments.
Driftwood Capital: Affluent demand strengthens case for luxury hospitality by Andrea Zander | Jun 15, 2026 Luxury hospitality is becoming a more strategically relevant real estate asset class as affluent consumers continue to drive demand for high-end travel, according to a report from Driftwood Capital.
No more easy money: Why senior housing’s next winners will be built on operations, not rate cuts by Denise Moose | Jun 15, 2026 In March 2026, IREI began interviewing people across 11 different property types to share their insights and outlooks on asset management in a video series titled Asset Management In Focus.
CAZ Investments appoints former Houston Texans president Greg Grissom as executive director of sports investing by Released | Jun 12, 2026 CAZ Investments, a Houston-based alternative investment firm, has announced the appointment of former Houston Texans president Greg Grissom as executive director of sports investing.
Steward Partners welcomes Zelniker Dorfman Private Wealth in strategic partnership, expanding its reach in the Northeast and Florida by Released | Jun 12, 2026 Steward Partners, a full-service, employee-owned, independent financial services firm, has announced a strategic partnership with Zelniker Dorfman Private Wealth, marking the largest wirehouse breakaway in its history and adding $2.4 billion in client assets to Steward Partners' platform in its M&A Channel.
Meeder Investment Management expands adviser consulting leadership team with key distribution appointments by Released | Jun 12, 2026 Meeder Investment Management has announced the continued expansion of its adviser consulting leadership team with the appointments of Brian Waeyaert as senior vice president, national sales director and Dan Tracy as senior vice president, head of strategic partnerships.
Debt markets surge to record highs, signaling liquidity cycle on the rise by Released | Jun 12, 2026 A powerful new commercial real estate liquidity cycle continues apace as a hyper-competitive debt market and expanding investor bidding pools signal a turning point for global property markets.
CalPERS names new investment leaders for private assets, total portfolio by Released | Jun 12, 2026 The California Public Employees’ Retirement System has promoted Anton Orlich to deputy CIO for private markets after a global search.
Hines Private Wealth Solutions surpasses $1.1b in DST offerings by Released | Jun 11, 2026 Hines, a leading global real estate investment manager, has announced that Hines Private Wealth Solutions has completed more than $1.1 billion across eight Delaware Statutory Trust (DST) offerings from qualified investors, since the launch of the Hines Real Estate Exchange (HREX) platform in 2022.
Croatan Investments expands fundraising team by Released | Jun 11, 2026 Croatan Investments, a rental housing investment manager serving private wealth and institutional capital, has announced the recent addition of Arash Najafi as senior vice president of investor relations and capital markets.
