investments - FinTecBuzz

CDPQ appoints Rana Ghorayeb as EVP and Head of Real Estate

March 22, 20247 min

CDPQ announced the appointment of Rana Ghorayeb as Executive Vice-President and Head of Real Estate. In her new role, she will be responsible for leading the overall Ivanhoé Cambridge portfolio and investment team, which has assets of over $77 billion. Rana Ghorayeb has served as President and Chief Executive Officer of Otéra Capital, a CDPQ subsidiary specialized in real estate lending, for nearly five years. Before joining CDPQ in 2012, Rana Ghorayeb already had an impressive track record in real estate in...

by PRNewswire

Investments

BGL welcomes Jason Myler as a Managing Director in Technology

March 21, 20244 min

Myler's addition to the firm continues BGL's momentum in expanding its capabilities in Technology

by PRNewswire

Investments

Trilogy Real Estate Group hires Archie Hughes as Senior Regional VP

March 21, 20243 min

Trilogy Real Estate Group, a Chicago-based real estate investment and property management firm, announced that Archie Hughes has joined the company as senior regional vice president. Hughes will be responsible for furthering the sales efforts of Trilogy’s platform of investment offerings in the eastern US region. “Financial intermediaries continue to seek options that lessen the impacts market turbulence has on clients’ portfolios,” said Matt Leiter, chief financial officer for Trilogy Real Estate Group. “Archie has developed a reputation...

by BusinessWire

Investments

Summit Partners announces promotions, additions across its offices

March 20, 20246 min

Summit Partners, a leading alternative investment firm, announced the promotion of three professionals and the addition of one new Principal across the firm’s global offices. Yoon Lee has been promoted to Partner, and Hanyin Cheng and Cody Lee have been promoted to Principal. In addition, Ryan McDonald has joined the firm’s Healthcare & Life Sciences team as a Principal. “We are very pleased to recognize the performance of these three colleagues with well-earned promotions,” said Peter...

by PRNewswire

Investments

ViewTrade launches nextgen platform

March 19, 20244 min

Firm Also Introduces Expanded Support for Fixed Income, Complex Options, Mutual Funds, ETFs and Global Access Across its WealthTech Suite

by PRNewswire

Investments

Crystal Capital Partners’ new website with improved user experience

March 18, 20244 min

Thirty years ago, Crystal Capital Partners (Crystal) began investing in what are some of largest and most established alternative investment managers. In the years since Crystal has evolved into a fintech company offering a comprehensive suite of tools that simplify alternative investments for advisors and their QP clients. Today, it continues its development with the launch of a new website and improved user experience. Key Innovations: Strategic and/or Thematic Portfolio Construction: Advisors now begin their due...

by PRNewswire

Investments

W. P. Carey appoints Rhonda Gass to Board of Directors

March 18, 20246 min

Brings 30+ Years of Technology Experience to WPC Board

by BusinessWire

Investments

Permian selects Allvue Systems for fund accounting solutions

March 15, 20244 min

Partnership equips the leading Nordic fund administrator with a cloud-based, fully integrated platform that will streamline back-office functions

by BusinessWire

Investments

Sagard, HalseyPoint Asset Management enter into strategic partnership

March 15, 20244 min

Alternative asset manager Sagard acquires 40% stake in HalseyPoint CLO platform to help accelerate next phase of growth - Platform to be co-branded Sagard | HalseyPoint

by PRNewswire

Investments

TIFIN announces Brooke Juniper as CEO of Sage

March 15, 20243 min

TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Brooke Juniper as the Chief Executive Officer of Sage, its AI-driven investment platform that acts as a personalized CIO, helping advisors through quick ideation and actionability for each client and prospect portfolio. With an extensive background in finance and technology, Brooke Juniper brings a wealth of experience and expertise to her new role at Sage. Before joining Sage, Brooke spent 16 years at BlackRock, where most recently...

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