June, 2019

Unlisted Closed-End Funds White Paper

June 15, 2019

UMB Fund Services: Based on a Q3 2018 FUSE Research Network survey of senior product leaders at 37 asset management firms, product developers are increasingly looking at structures for less liquid and uncorrelated alternative investments. Read more…

Unlisted Closed-End Funds White Paper

June 15, 2019

UMB Fund Services: Based on a Q3 2018 FUSE Research Network survey of senior product leaders at 37 asset management firms, product developers are increasingly looking at structures for less liquid and uncorrelated alternative investments. Read more…

Wilshire Phoenix Continues to Build by Adding Talented Derivatives Trader Dan Grill as Partner

June 6, 2019

Wilshire Phoenix, a leading provider of investment management services for traditional, alternative, and emerging asset classes, today announced that Dan Grill has joined the firm’s executive leadership team as a Partner. Read more…

Permanent Capital Summit: RSM Key takeaways

June 5, 2019

RSM: The Permanent Capital Summit, sponsored by Dechert, ING, RSM and KBW/Stifel, brought fund sponsors and asset managers together in New York to consider the impact of a shifting financial and regulatory environment on the formation and investment of permanent capital. Read more…