Crestline Investors, Inc.’s Post

The 2025 transformation deadline is approaching. Ann Leepile, CEO of Alexforbes Investments, outlines the steps asset managers can take to ensure they meet the requirements of their new transformation policy.  #AssetManagement #InvestmentBanking

Chambers USA and Chambers Global ranked our alternative asset opportunities practice Band 1 in both Private Equity: Secondaries and Investment Funds: Investor Representation. We are grateful to our clients for sharing praise with Chambers, and to our attorneys for navigating complex and exciting work across a range of transactions, including #secondaries. #assetmanagement

🗓 Register for our upcoming “Focus on Cross-Border Investments” livestream and tune into an in-depth panel discussion on the intricacies of cross-border investment structuring. Abbas Suleiman, Senior Director & Head of Structured Finance at Invesco US and Miriam Wall, Executive Director at Waystone will detail the challenges and opportunities that LPs face in cross-border investments. Register here: bit.ly/3YyP3dS #LuxFinance #CrossBorderInvestment #InvestmentStructuring #GrandDuchy

Private credit plays an essential role in providing financing solutions to privately held businesses. Learn more in our latest #Nuveenin90 with Laura Stolfi, Managing Director, Senior Investment Strategist at Churchill Asset Management. #privatecredit #privatemarkets

AssetMark looks forward to meeting financial advisors at Cambridge Investment Research, Inc.’s Ignite in the Denver area this week. If you’re there, don’t miss VP of Enterprise Consulting Melissa Intezar (Mrazek)’s session, Assessing Your Business to Drive Efficiencies and Enhance Value, and VP of Business Development Norman Pia's presentation, Building A Winning Business with AssetMark. #wealthmanagement #financialadvisors #AssetMark

Empowering Wealth Managers, Financial Advisors, Asset Managers, and Private Offices to unlock their clients' full potential. 🌍⁣ ⁣ Our dedicated team is committed to delivering exceptional value to your clients. Together, we'll navigate global markets, curating, structuring, and distributing top-tier investment opportunities. Let's redefine wealth management together.⁣  ⁣ #OpenOceansGroup #wealthmanagement #investment #financialadvisors #globalmarkets

With Preqin’s detailed coverage of secondaries, you can conduct comprehensive analysis of potential opportunities and make informed investment decisions. Get the latest on investors, funds, fund performance, fund terms, portfolio companies, and service providers in the private secondaries market. Discover more: https://okt.to/lV1ucq #secondaries #alternativeassets #portfoliodiversification

EdgarAgents is pleased to support the 2023 Investment Company Institute Closed-End Fund Conference in New York City Tuesday 14th. Look out for the EdgarAgents team and learn how EA can assist in this highly regulated space as it pertains to meeting your regulatory SEC filings and shareholder communications. #FilwWithConfidence #InvestmentManagement #MutualFunds #AssetManagement

Generalist versus specialist. It's a debate that played out with fund managers over a decade ago but is not often discussed when it comes to private equity, especially in Australia. In today's livestream, Scarcity Partners' Tim Samway and Matthew Webb will explore asset class specialisation and what to look for when considering an asset class specialist manager. Register now to tune in at 2pm today: https://lnkd.in/d6n3tzw8 #privateequity #investmentmanagement #gpstaking

What does the year ahead look like for major alternative asset classes? Alex Di Santo, Group Head of Private Equity, and Scott McClure, Group Commercial Director, have provided a guide for anyone navigating the fund management landscape in 2024: #PrivateEquity #RealEstate #AlternativeAssets