“We’re pushing back against grotesque behavior from some in the asset-management industry,” Boaz Weinstein says.
The once popular securities lost their appeal this year as the Federal Reserve hiked interest rates to control inflation.
CIM Group Principal Emily Vande Krol discusses the firm’s tactics for making inroads with RIAs and financial advisors and why it’s targeting the wealth channel.
The limited liquidity vehicle is becoming increasingly popular as a tool for individual investors looking for some exposure to private assets.
Julie Cane is managing partner and CEO at Democracy Investments.
Devon Drew is the CEO at AssetLink.
Iraklis Kourtidis is the CEO of Rowboat Advisors.
Ryan VanGorder is the CEO at Opto Investments.
Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.