GP Fund Solutions’ Post

  Another Milestone reached – we continue on the path to democratize the IPO Process (both equity & debt). We formed a strategic collaboration with Virtu, see their press release in case you missed it: https://lnkd.in/exwZ3HNm   Virtu is one of the top 2 or 3 financial service providers offering global market making expertise and infrastructure allowing clients to trade on hundreds of venues across 50+ countries. Their 700 + US firms will be able to access our Price Discovery Platform (PDP) to place bids on any IPO coming to market via CB. Virtu will now expand access to the primary markets for the first time. For CB – this brings instant credibility and validation. All brokers and financial institutions that rely on Virtu’s connectivity will now be able to place orders for IPO shares using the same order entry systems as secondary market limit orders.    The revolution has begun – it is still early stages, but we have started to pull back the curtains on the opaque and “black box” of the current IPO process. Join us on this Journey.    Go to ClearingBid.com – register and become a member so that you can stay informed of our progress and get notified when we have live deals – our first one is in the pipeline.    Reach out if you have any questions or are interested in helping us to change the way “new issues” are brought to market. I would love to tell you more about what we are doing and how you can participate.     #Virtu Financial #IPO     https://lnkd.in/efzDEuZ9  

Cheers to 3 years! The beginning of the second quarter of 2024 marked the 3rd anniversary of QV’s launch of its Global Small Cap strategy, and the results speak for themselves. Read on to learn more. https://lnkd.in/ehnMPMK4 #smallcap #investmentstrategy #equity #valueinvesting #assetmanagement

“It’s not just enough to implement direct indexing—It’s how you implement it.”   That’s CEO Barrett Ayers in his latest article for @WealthManagement, discussing how #advisors can maximize #directindexing through a Unified Managed Account framework. Failing to do this can cause a lot of the benefits of direct indexing, such as #taxmanagement, to fall flat. Read more here:

Pepper Opines Special Purpose Vehicles: Powerful Tools, Complex Management Fund managers, managing complexity is your new normal. On top of everything else, you need to understand Special Purpose Vehicles (SPVs) to access the right opportunities. Strong governance is key. Here's what you need: 1) SPV-specific governance playbooks. Every SPV needs clear oversight. 2) Constant monitoring. Track performance, identify risks, and value investments regularly. 3) Consolidated views. See all your asset exposures, regardless of structure. 4) Relationship mapping. Understand how funds and SPVs are connected. 5) Liquidity & tax management. Ensure smooth transfers and compliant tax handling. SPVs are powerful tools, but managing them requires a robust infrastructure. Pepper's platform can help you create, monitor, and report on even the most complex SPV structures. Ready to learn more? Contact us or request a demo today Pulak Sinha Ann Eberle Thomas #SPV #fundmanagement #alternativeinvestments #privateequity #financialmarkets #SPVgovernance #fundgovernance #investmentcompliance #riskmanagement #financialreporting https://lnkd.in/dCp8Amvw

Beyond its steady performance through multiple interest-rate cycles, #CMNIX offers unique characteristics that we believe set it apart during times of uncertainty. Dive into the full discussion now on-demand: https://okt.to/r7VcaE

SEI®, a financial services technology and investment solutions company, announced the acquisition of Altigo, a cloud-based technology platform that provides inventory, e-subscription, and reporting capabilities for alternative investments. WealthForge Altigo Ryan Hicke Kevin Crowe #AlternativeInvestments #Advisor #Adviser #Investment #Investing #Broker #BrokerDealer #Brokerage #FinancialAdvisor #FinancialServices #Altigo #FinancialTechnology #FinTech

Beyond its steady performance through multiple interest-rate cycles, #CMNIX offers unique characteristics that we believe set it apart during times of uncertainty. Dive into the full discussion now on-demand: https://okt.to/wDnypH

Beyond its steady performance through multiple interest-rate cycles, #CMNIX offers unique characteristics that we believe set it apart during times of uncertainty. Dive into the full discussion now on-demand: https://okt.to/yAjBmv

Exciting News: Initium Capital Announces Acquisition of APIR Code   We’re delighted to announce that Initium Capital has successfully acquired an APIR code, marking a significant milestone in our journey towards innovation and growth. This strategic move aligns with our commitment to providing unparalleled financial solutions and expanding our footprint in the market.   What is an APIR Code?   An APIR code, or Australian Participant Identification Code, is a unique identifier used in the Australian financial services industry. It is a standardised code assigned to financial products, including managed funds, superannuation funds, and other investment products. The purpose of the APIR code is to facilitate the efficient processing and identification of financial products across various platforms and systems within the industry.   What is a Participant and a Product APIR Code?   A Participant APIR Code is a unique code used to uniquely identify participants within the financial services industry and remains unchanged for the 'life' of the individual or business structure. These may be either organisations or individuals, such as Responsible Entity, Trustee, Administrator, Dealer Group, Financial Planning group, Financial Planner, Stockbroker and Financial Researcher.   A Product APIR Code is a unique code used to identify a financial services product and remains unchanged for the 'life' of the product.   Initium Capital’s Participant APIR Code: INIX616AU   Initium Commercial Property Fund Product APIR Code: INI1048AU #initiumcapital #apir #commercialpropertyfund