Leap launches Credit Scoring Model to Improve Risk Assessment
Proprietary Model Analyzes Hundreds of Data Points to Create More Equitable Scores
Proprietary Model Analyzes Hundreds of Data Points to Create More Equitable Scores
Callan, a leading institutional investment consulting firm, announced that David Wong, CFA, joined the firm’s Alternatives Consulting group as a senior vice president. Based in the San Francisco office, Mr. Wong reports to Pete Keliuotis, executive vice president and head of alternatives consulting at Callan. With decades of private equity and broader alternatives consulting experience, Mr. Wong will work collaboratively with Callan’s institutional clients and consultants to implement private equity portfolios, including direct partnership evaluations, direct co-investment evaluations,...
New feature aggregates and analyzes data in real-time to bolster the firmâs quantitative investment methodologies while optimizing client outcomes
Arete Investments' announced as newest cloud-based investor program, fueled by partnerships with industry leaders FusionIQ and DriveWealth
Pomona Capital, a global private equity firm specializing in secondaries investing, along with Voya Investment Management, the asset management business of Voya Financial, Inc. (âVoyaâ), announced it has expanded its partnership with iCapital1, a leading global fintech platform driving access and efficiency in alternative investing, with the addition of the Pomona Investment Fund (âPIFâ or the âFundâ) to the iCapital Marketplace. iCapital Marketplace makes it even easier for investors to access the Fund. PIF, distributed...
Adams Street Partners, LLC, a private markets investment firm with more than $58 billion in assets under management (âAdams Streetâ), announced that Michael Kurlander has been named Partner and Chief Financial Officer. Effective January 3, 2024, Kurlander will sit on the firmâs Executive Committee and report to Jeff Diehl, Managing Partner and Head of Investments. âMichaelâs experience at both private and public companies will be enormously valuable as Adams Streetâs business and products scale,â said Diehl....
Michael Kurlander to depart as CFO; Evangelos Perros appointed Interim CFO
Duncan Williams Asset Management (DWAM) has earned the distinction of being ranked as the 25th fastest-growing Registered Investment Advisor (RIA) in the United States, according to SmartAsset’s most recent analysis. The financial advisory industry comprises more than 15,000 SEC-registered investment advisors. It places DWAM among the top performers among the 1,700 SEC-registered investment advisors with no disclosures, offering personal financial planning services and managing over $500 million in client assets. DWAM has demonstrated impressive growth in the past...
Roemisch to oversee Deerpath's LP relationships throughout Germany, Austria and Switzerland, amid rising demand from institutional investors
Continuing PGIMâs long-standing commitment to economic equity in asset management.