David Wong, CFA, joined Callan’s Private Equity Consulting Team

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,...

Pomona Investment Fund now on iCapital Marketplace

Pomona Capital, a global private equity firm specializing in secondaries investing, along with Voya Investment Management, the asset management business of Voya Financial, Inc. (“Voya”), 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 (“PIF” or the “Fund”) to the iCapital Marketplace. iCapital Marketplace makes it even easier for investors to access the Fund. PIF, distributed...

Adams Street Partners names Michael Kurlander as Partner and CFO

Adams Street Partners, LLC, a private markets investment firm with more than $58 billion in assets under management (“Adams Street”), announced that Michael Kurlander has been named Partner and Chief Financial Officer. Effective January 3, 2024, Kurlander will sit on the firm’s Executive Committee and report to Jeff Diehl, Managing Partner and Head of Investments. “Michael’s experience at both private and public companies will be enormously valuable as Adams Street’s business and products scale,” said Diehl....

DWAM named 25th Fastest Growing RIA by SmartAsset

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...

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