Easterly Investment Partners

We are pleased to share that #Easterly Asset Management Founder & Managing Principal, Darrell Crate will be speaking on the panel "The Rise of the Retail Investor: Attracting Private Wealth into the Market," at SuperReturn North America 2024 on Tuesday, November 12th in New York.  Darrell and fellow panelists from ALTI, Bedell Cristin and CACEIS will explore how the retail market is evolving and growing when it comes to private markets, what structures, strategies and sectors are best aligned with the risk-return profile of retail investors and more. Read more about the panel here: https://lnkd.in/eFbREh5P #SuperReturnNorthAmerica #PrivateWealth #RetailInvestor #EasterlyAM #AssetManagement

Troy Willis, Senior Portfolio Manager at #Easterly ROC Municipals, spoke on the "Opening Bell: Asset Allocation and Macroeconomic Outlook" panel today at the Markets Group 8th Annual Private Wealth Ohio Forum joining experts from Spreng Capital Management Inc., The Joseph Group, CrossingBridge Advisors, LLC and Liberty Street Advisors, sharing valuable perspectives to help investors navigate these uncertain times. As global events and economic shifts continue to reshape financial landscapes, this panel discussion dove into impending current macroeconomic trends, key insights on asset allocation strategies, opportunities and risks across asset classes—from equities to alternatives, and the impact of the US presidential election on market dynamics. The Private Wealth Ohio Forum brings together industry leaders to offer exclusive educational content for RIAs, private banks, family offices, and wealth managers Read more about his panel and the event here: https://lnkd.in/gUZqkpS7

Big News: This morning, #Easterly Asset Management announced the launch of Easterly ROC Municipals. Managed by Troy Willis, J.D., CFA, JD, CFA, and Charles Pulire, CFA, formerly of OppenheimerFunds Rochester, the municipal bond investment team seeks to deliver tax-aware, yield-driven total returns for investors. “Troy and Charlie are results-driven investors with established track records and their addition to our lineup expands access to attractive yield-driven, tax-aware solutions for our private wealth and institutional clients,” said Darrell Crate, Founder and Managing Principal of Easterly. Read more about the announcement in the press release below: https://lnkd.in/d4xHDsEx #EasterlyAssetManagement #MunicipalBonds #InvestmentStrategies #FinancialServices

“We have assembled a specialized team of high-performing sales executives to underscore our commitment to bringing differentiated and unique private markets investment opportunities to investors.” Today, #Easterly announced the appointments of Tom Aitken and Peter Mastropietro as Senior Vice Presidents of Private Market Sales to further expand access to our growing portfolio of Alternatives Solutions. With decades of experience in capital formation and extensive networks within the private wealth and institutional allocator channels, we're thrilled to welcome them to our distribution team. Learn more about their appointments in Susan Barreto's Alternatives Watch piece below: https://lnkd.in/gz4r4qZY

#Easterly Founder & Managing Principal Darrell Crate will speak at Financial Times Live Future of Asset Management North America 2024 on Thursday, September 26th. Darrell will join industry leaders from Allspring Global Investments, Charles Schwab, and Breckinridge Capital Advisors for a panel discussion on Product Personalization: Bringing Customization to the Masses from 2 PM to 2:45 PM EST. Moderated by Will Schmitt of the Financial Times, the panel will explore how improved technologies facilitate the democratization of customized products across a broader client base, and how to stay ahead of product commoditization in an evolving landscape. Read more on the panel here: https://lnkd.in/eKMutQT6 #FTFutureAssetManagement #AssetManagement #EasterlyAM

"The historic underbuilding of housing and a shrinking supply of rental housing overall, combined with a large demographic tailwind of millennials aging into prime single family years, should keep the overall supply and demand environment fairly healthy, even with the potential for lower rates." Colin Trovato, CFA©, Portfolio Manager at #Easterly Strategic Partner Ranger Global Real Estate Advisors, LLC, joined Sarah Borchersen-Keto, Editorial Director at Nareit, for the latest edition of the REIT Report Podcast. During the recording, Colin shared his analysis on the role of the single family rental sector in helping to alleviate supply shortages across the housing industry, as well as his best practices for real estate investors to navigate a potential lowered rate environment. Tune in to the full episode below: https://lnkd.in/gMkhyUq7

Come join our growing team! The #Easterly Snow Investment Team in Pittsburgh, PA is seeking an Associate-level team member to support Senior Analysts and Portfolio Managers through all aspects of the investment process, including financial modeling and maintenance research. Interested in learning more? Access the full job posting and apply here: https://lnkd.in/e6EK_nYa #AssetManagement #SmallCapValue

“Genna and Jennifer’s established track records and deep roots in the private wealth community will serve as valuable assets as we continue to expand access to Easterly’s curated portfolio of Alternatives Solutions to new investors,” says Darrell Crate Founder and Managing Principal at #Easterly. Read more about the appointment of Genna Brounstein and Jennifer Cahill to Senior Vice Presidents of Private Markets Sales at Easterly Asset Management in InvestmentNews: https://lnkd.in/euVyMrXq #privatemarkets #privatewealth

#Easterly is excited to welcome Genna Brounstein and Jennifer Cahill as Senior Vice Presidents of Private Market Sales. In these newly created roles, Genna and Jennifer will focus on growing Easterly’s portfolio of Alternatives Solutions as part of the company’s private markets distribution team. Their established track records will help Easterly support our strategic partners, including Harrison Street, Lateral Investment Management, LLC, and Easterly Clear Ocean. We’re thrilled to welcome them to the team. Read the full announcement: https://lnkd.in/eyhEmBCP #privatemarkets #privateequity #privatewealth

Christopher Merrill, Co-Founder, Chairman & CEO of Harrison Street, an Easterly Asset Management Strategic Partner, will be speaking on "Effectively Investing Through Alternative Markets; Diversification & Returns" panel at the upcoming Markets Group 8th Annual #PrivateWealth East Fall Forum in NYC on September 5. Join us to learn more about potential diversification and risk distribution strategies in volatile markets through alternative asset investments. We hope to see you there. https://lnkd.in/g22CDHfR #privatemarkets #privaterealestate #privateequity