Marketing
Richie Capital Poised To 'Break Through' After 1st Allocation

Richie Capital Group has received its first institutional alloca­tion and is primed to capitalize on increased interest in its con­centrated equity strategy.

11.06.24
News
Wealth Management Firms Continue Dealmaking

Merger and acquisition activity within the wealth management space continued to accelerate in October as two institutional firms were snapped up.

11.06.24
Editor's Note
Editor's Note
Editor's Note

I always wonder what the value of a keynote speaker is at an industry conference. I have not heard one person ever say the keynote speaker is why they signed up for a conference. In fact, most of the time the keynote speaker is not even announced until reg­istration is closed or near closing.

11.06.24
Witnessing The CHANGE: First-Hand Experiences, Local Expertise Guide Emerging Markets Equity Manager
Marketing
Witnessing The CHANGE: First-Hand Experiences, Local Expertise Guide Emerging Markets Equity Manager

The emerging markets are in Thea Jamison’s blood. Born and raised in Eastern Europe behind the Ber­lin Wall, she has a first-hand under­standing of how the capital markets can transform a country and region.

10.02.24
Conference Coverage
Industry Success Stories Offer Advice, Insights To Attendees

Including stories from Thoma Bravo Co-Founder Orlando Bravo and José E. Feliciano, co-founder of one of the most successful Hispan­ic-owned private equity firms, Clearlake Capital.

10.02.24
Conference Coverage
NAA Long-Term Goals Aim To Significantly Grow Assets, Jobs

The New America Alliance is aiming to boost the assets managed by Lati­no-owned invest­ment management firms to 4% by 2040.

10.02.24
Funds-Of-Funds Help Allocators Overcome The Numbers Game
Conference Coverage
Funds-Of-Funds Help Allocators Overcome The Numbers Game

The private markets is a numbers game in more ways than one and, for many institutions, funds-of-funds can provide the resources necessary to research and diligence funds, construct portfolios and monitor performance and relationships, according to panelists in the “Fund-of-Funds: Amplifying Diversification in Investment Port­folios” panel.

10.02.24
Asian American-Owned Firms Lack Inclusion In Emerging Manager Programs, AAAIM Research Shows
News
Asian American-Owned Firms Lack Inclusion In Emerging Manager Programs, AAAIM Research Shows

The Association of Asian American Investment Managers is looking to tackle the issue of per­ception versus reality with new research as it heads into its annual conference next week.

10.02.24
Editor's Note
Editor's Note

When that mid-afternoon fatigue sets in, sometimes you just need a jolt of energy. Much like a cup of coffee or an energy drink can do the trick when 2:30 p.m. rolls around, the uptick in industry events as the third quarter rolls on through can be a boost the system needs after nine months of hard work.

10.02.24
Features/Profiles
Newsome Shifting To The Allocator Side In Stride

Lorenzo Newsome Jr. has developed a lot of skills that he believes will help him excel in his first role on the allocator side of the table.

10.02.24