FORWARD FEATURES CALENDAR

Solutions

Stephen Brod, Crystal Capital
Crystal Capital Partners has rolled out a new proprietary e-commerce portfolio construction platform that aims to make building institutional private equity and hedge fund portfolios as simple as adding items to an online shopping cart. Advisors can select from a diverse list of vetted institutional private equity and hedge fund exposures across various strategies, add them to their cart and, within seconds, generate an institutional-quality portfolio proposal for client presentations.   “With 25 years at the forefront of alternative investing, it is our ongoing commitment to remove the complexities and barriers to entry associated with the asset class and to smoothly pave
A significant aspect of any private equity investment is trusting the manager to make the right decisions. It is, after all, why investors pay fees. But how far should that trust relationship be tested? And how much transparency should managers be expected to provide, in order to appease their investors?  This is a tricky question to answer but it is, perhaps, becoming more pertinent as investors look at the global economy slowing, and start to think about how they would manage liquidity in their private equity portfolios. If a recession were to hit tomorrow, how would they expect managers to
Peter Sanchez, Northern Trust
Northern Trust has launched a range of new client dashboards for Omnium, its middle- and back-office technology platform for alternative fund administration. Designed to provide clients with greater transparency into workflows and metrics critical to efficient fund management, the web-based dashboards exemplify Northern Trust’s commitment to solutions that support alternative investment managers.   Omnium client dashboards feature a streamlined interface to enhance the user experience and are optimised for mobile devices to provide key decision makers with real-time, on-demand access to their portfolio information wherever they might be. Additional features include interactive data visualisation capabilities, readily accessible static reports and
Shape Security, an online fraud prevention platform, has secured USD51 million in a funding round led by C5 Capital, a specialist venture capital firm focused on cyber security, data analytics and cloud computing. Investing alongside C5 are Silicon Valley and corporate investors Kleiner Perkins, HPE Growth, Norwest Ventures Partners, Focus Ventures, JetBlue Technology Ventures, Top Tier Capital Partners, and EPIC Ventures. The new capital brings the total amount raised by Shape, founded in 2011, to USD173 million with a pre-money valuation on the business of USD1 billion.   Shape uses AI-powered automation and fraud detection capability to distinguish between human
Andrew Borowiec, IMDDA
The Investment Management Due Diligence Association (IMDDA), an investor-based organisation dedicated to the professionals who perform  investment and operational due diligence, has launched a new program giving its members access to background checks provided by Intelligo, a specialist in technology-driven background checks. This new IMDDA member-only program provides access to Intelligo’s platform, Clarity, which leverages a combination of AI and human intellect to enhance the quality and depth of background checks. Intelligo Clarity reduces report generation time and eliminates paperwork with online SaaS reporting. “IMDDA is committed to helping members implement best practices throughout the due diligence process,” says Andrew
Ole Rollag, Murano
Asset management industry veteran Ole Rollag has launched Pueblo, a new venture which aims to simplify and improve the investor/manager engagement process, reducing the burden of speculative emails from unsolicited fund managers that arrive in investor’s inboxes every day. Pueblo is a simple and free-to-use diary scheduling tool that allows professional investors to see which managers are visiting their area and request meetings, information or other follow-up activity.  Pueblo aims to eliminate the need for professional investors and capital allocators to trawl through emails and inbound calls tfrom unknown and un-curated managers. Pueblo can also be used by investors to identify
Dominic Wheatley, Guernsey Finance
Guernsey is proposing to adopt limited liability companies (LLC) in a move intended to enhance the island’s competitive position in the United States. The island’s government, the States of Guernsey, has launched a consultation exercise, as it considers following many other international financial centre jurisdictions in introducing LLCs.   LLCs are commonly used in the US as structures for trading businesses, holding vehicles and special purpose vehicles. It offers a flexible hybrid structure for any lawful business purpose or activity, offering legal personality and limited liability in a tax-transparent structure. There has been commercial interest in Guernsey in introducing LLC
TMF Group, a provider of global business services, has completed the acquisition of State Street’s private equity and real estate fund administration business in the Channel Islands. The acquisition is a key milestone in TMF Group’s drive to further grow its fund services business and means it now has over USD125 billion in client assets under administration within fund services, making it one of the leading fund administrators in Europe. TMF Group’s ‘one-stop-shop’ of fund services, including fund administration and depositary services, is supported by experts in over 80 jurisdictions worldwide.   In Jersey, the acquisition of State Street’s private
Centaur is planning a series of celebrations to mark the tenth anniversary of its launch in the fund administration space, having first opened its doors to business in Dublin back in 2009. The firm will be celebrating what it describes as ‘an exceptional first decade of fund administration’ with events on both sides of the Atlantic including a 10th birthday party in New York in September. Over the last 18 months Centaur, which provides independent fund administration and regulatory services to hedge funds, funds of funds, private equity and real estate funds, insurance-linked securities funds, family offices and institutional investors,
Avista Capital Partners (Avista), a private equity firm focused on growth-oriented healthcare businesses, has acquired GCM Holding Corporation (GCM) from May River. Based in Silicon Valley, GCM is a leading outsourced manufacturer of high-precision components and assemblies, providing an integrated platform of manufacturing solutions primarily for the MedTech industry, as well as select Diversified Industrial end markets. Within MedTech, the Company manufactures products for high-growth segments such as robotic assisted surgery, radiotherapy, diagnostic technology, and other vital equipment.   GCM maintains strong and long-tenured relationships with many market-leading OEMs who value the Company’s strong capabilities in highly engineered and difficult

Events

12 November, 2026 – 8:00 am

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