Private equity access is expanding, but retail investors should remain cautious by Elise Mackanych | May 1, 2025 Though private equity has historically only been accessible to institutional investors, pensions, endowments and accredited investors, a shift in the definition of accredited investor has expanded access to private equity investing by retail investors, according to an op-ed by CNBC.
Cambridge Street appoints Andy Cunningham as vice president of investor relations by Released | May 1, 2025 Cambridge Street Asset Management, the asset and property manager for Royal Oak Realty Trust, has announced the appointment of Andy Cunningham as vice president of investor relations.
Focus Financial announces new key leadership positions by Released | May 1, 2025 Focus Financial Partners has announced the appointment of Adam Birenbaum as president and Justin Ferri as COO.
SPONSORED: Clarion Partners – From niche to norm, the mainstreaming of alternative property sectors by Sheila Hopkins | May 1, 2025 In a sponsored report, Indraneel Karlekar, managing director, global head of investment research and Jeremiah Lee, senior vice president, research officer at Clarion Partners, argue that in an evolving and growing commercial real estate universe, alternatives are becoming mainstream and deserve a material allocation from institutional investors.
Empower launches zero-fee index fund for retirement investors by Released | Apr 30, 2025 Empower has announced the launch of the first-ever zero-fee index fund designed specifically for retirement investors.
Creative Artists Agency adds advisory business by Elise Mackanych | Apr 30, 2025 CAA (Creative Artists Agency), a talent and sports agency, is adding an advisory business tailored to ultra-high-net-worth individuals and family offices to its portfolio.
Hamilton Point Investment launches DST in New Mexico by Elise Mackanych | Apr 30, 2025 Hamilton Point Investments has launched HPI Bandera DST (Delaware Statutory Trust), an offering of $20.7 million comprising the 232-unit Casa Bandera Apartments in Las Cruces, N.M.
Alternatives fundraising is expected to reach $180b in 2025, according to Stanger report by Elise Mackanych | Apr 30, 2025 Illiquid and semi-liquid alternative investment offerings reached $45.5 billion in annual fundraising through the end of March, according to Robert A. Stanger and Co.
$1.4t to be deployed in real estate living sector globally by Released | Apr 30, 2025 The living sector is expected to maintain its position as the largest investable real estate sector globally, according to JLL in its report The Global Living Investment Universe.
Edward Jones expands offerings for high-net-worth clients with alternative investments and advanced financial planning services by Released | Apr 29, 2025 Edward Jones is expanding its offerings to include alternative investments available to eligible clients in Edward Jones Generations.
RBC Capital Markets names Erwin Van Der Voort as vice chairman of global investment banking by Elise Mackanych | Apr 29, 2025 RBC Capital Markets has named Erwin Van Der Voort as vice chairman of global investment banking.
Lument appoints Jason Stevens as managing director of the real estate investment team by Released | Apr 29, 2025 Lument has announced that Jason Stevens has joined the firm’s real estate investment sales team as a managing director. Stevens will be teaming up with his former colleague Todd Stofflet, also a managing director, who joined Lument in February.
Balbec appoints CEO and four new partners by Released | Apr 29, 2025 Balbec Capital, an alternative investment manager with more than $16 billion in platform assets, has announced that Balbec partner and president Peter Troisi has been appointed CEO, succeeding founding partner Charles Rusbasan, who will transition to the role of executive chairman alongside chairman Warren Spector.
Yieldstreet, Upgrade partner to expand access to consumer credit investing by Released | Apr 29, 2025 Yieldstreet and Upgrade have completed an agreement to purchase assets through Flex Pay, Upgrade’s BNPL financing solution.
Private wealth to continue reshaping global commercial real estate: JLL by Released | Apr 29, 2025 Private wealth investors have become a formidable source in global commercial real estate in the past decade, according to JLL.
