Leap launches Credit Scoring Model to Improve Risk Assessment
December 5, 20234 min
Proprietary Model Analyzes Hundreds of Data Points to Create More Equitable Scores
David Wong, CFA, joined Callan’s Private Equity Consulting Team
December 5, 20234 min
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,...
Helios enhances its Suite of Customized Investment Models with ML
December 1, 20234 min
New feature aggregates and analyzes data in real-time to bolster the firm’s quantitative investment methodologies while optimizing client outcomes
Arete Wealth launches direct-to-consumer digital wealth platform
November 30, 20234 min
Arete Investments' announced as newest cloud-based investor program, fueled by partnerships with industry leaders FusionIQ and DriveWealth
Pomona Investment Fund now on iCapital Marketplace
November 29, 20234 min
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
November 28, 20234 min
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....
Pagaya announced CFO Transition
November 27, 20234 min
Michael Kurlander to depart as CFO; Evangelos Perros appointed Interim CFO
Deerpath Capital announced new appointment
November 22, 20234 min
Roemisch to oversee Deerpath's LP relationships throughout Germany, Austria and Switzerland, amid rising demand from institutional investors
Investcorp-Tages welcomes Global Macro Team led by Adrian Owens
November 20, 20235 min
Investcorp-Tages, a global alternative investment manager, is excited to announce that a highly experienced macro trading team is joining the firm. Adrian Owens, Rahul Mathur and Scott Watson, who have managed one of the longest-established and most successful strategies in the space, are joining Investcorp-Tages. As part of this move, the team will continue to manage their existing fund, the GAM Star Global Rates UCITS.  The fund will remain on the GAM UCITS platform, but...
OneSeven continues expansion, welcomes Hyperion Wealth Group
November 17, 20233 min
Fast-growing RIA aggregator OneSeven welcomes $250 million Toledo, Ohio-based practice in latest expansion.