Solutions
By Olivia Munro, EzeCastle Integration – With Cybersecurity Awareness Month steadily approaching in October, there’s no time like the present to evaluate your firm’s IT vulnerabilities and take steps to mitigate these threats. When looking for vulnerabilities in your organisation’s IT, there are questions you can ask yourself to help you pinpoint the vulnerabilities and remediate the findings. Continue reading for 7 questions to ask yourself when beginning to evaluate your IT security.
1. Does my firm know what assets, both hardware and software, are in inventory?
The first step to considering your vulnerabilities is to create a complete inventory of technology
Canoe Intelligence (Canoe) a new AI-driven solution aimed at eliminating manual data entry for alternative asset investors. Canoe’s technology allows institutions, LPs, and family offices to automate data extraction and data management and refocus capital and human resources on business performance and growth.
“Canoe is leading the charge against manual data entry,” says Seth Brotman (pictured), Canoe CEO. “Investors demand solutions to reduce the burdens of manual data extraction and management. “Canoe is that solution. By leveraging artificial intelligence, we empower allocators of all sizes to make better use of their teams’ capital resources and time. Canoe helps allocators make
Maples Fiduciary, a provider of fiduciary, corporate formation and administration services to investment funds, partnerships, structured finance vehicles, corporate entities and private clients, has extended its Middle East offering to Abu Dhabi Global Market (ADGM).
As a financial free zone, ADGM is an independent jurisdiction encompassing the entire Al Maryah Island with rules and regulations aligned with international best practices. In addition, ADGM’s three independent authorities – Registration Authority, Financial Services Regulatory Authority and the ADGM Courts – provide a controlled environment that enables registered companies to conduct business and operate with confidence. The extension of our offering to ADGM
BB&T Securities has selected CAIS to bolster its range of alternative investment offerings and can now offer access to hedge funds, private equity and debt, real estate and other non-traditional investment strategies to its financial advisers.
“BB&T Securities’s adoption of CAIS demonstrates our platform’s flexibility to serve wealth management firms of all sizes,” says Brad Walker, Managing Director at CAIS. “With a cumulative buying power of USD1 trillion, the CAIS advisor-network remains the platform of choice for alternative investment managers seeking access to the fragmented US wealth management channel.”
CAIS is an open-architecture alternative investment product platform offering wealth
Linedata, a provider of credit and asset management technology, data and services, is to operate an integrated technology and services solution in Europe for London-based Inverewe Capital, a credit-focussed global investment manager.
This expands Inverewe Capital’s relationship with Linedata, allowing the firm to leverage Linedata’s holistic offering to streamline and scale its operations across a range of capabilities for risk management, research and the middle office.
Alternative managers across the global investment spectrum are implementing new operational models as they tackle challenges in the form of fee pressure and increased regulatory, compliance and investor demands. Linedata provides reconciliation, shadow
Independent depositary firm INDOS Financial is now offering a new ESG oversight service, which will be led by Matthew Queree, the company’s newly-appointed Head of ESG Oversight.
INDOS Financial, now has USD28 billion of assets under its oversight, plus a further USD16 billion over which the 32-strong firm performs money laundering reporting officer functions.
CEO Bill Prew (pictured) explains his role as an independent depositary, as one where his firm is free of conflicts with other service providers of a fund and provides valuable oversight over fund operations.
The idea of offering an ESG service has come from INDOS’s
The Growth Stage has launched what it says is the world’s first funding platform for private growth companies to raise investment capital from regulated institutional investors.
The company has signed up investors with over USD4 trillion of assets under management, from pension funds, retail funds and hedge funds through to sovereign wealth funds and family offices.
Headquartered in London, The Growth Stage has been designed exclusively to marry the increasing demand from institutional investors around the world, to invest in high growth, scale-up companies, and for those companies to seek alternative sources of capital.
Directly challenging the traditional
By Amanda Daly, EzeCastle Integration – When confronted with unexpected business disruptions, alternative investment firms must react swiftly, methodically and successfully or else risk significant financial loss. This level of response requires extensive business continuity planning to ensure allspects of a firm’s business are evaluated and protected. In this blog, we will help you create a Business Continuity Plan and help you identify which threats pose a risk to your firm.
1. Regulatory review and landscape
The first step to creating an Business Continuity Plan is to perform a Regulatory Review as all businesses have requirements coming from oversight bodies. There are also
Bain Capital Specialty Finance (BCSF), a business development company managed by an affiliate of Bain Capital, LP, has filed a registration statement with the Securities and Exchange Commission (SEC) relating to a proposed initial public offering of its common stock.
BCSF is expected to list its common stock on the New York Stock Exchange under the symbol BCSF. The completion of the proposed offering depends upon several factors, including market and other conditions.
BCSF expects to use substantially all of the proceeds from this offering, net of expenses, to repay a portion of its outstanding indebtedness. BCSF intends to
EdtechX Holdings has made its debut on the Nasdaq, becoming the world’s first education and education technology SPAC (Special Purpose Acquisition Company).
EdtechX Holdings, headquartered in London, intends to build an industry-leading platform of next generation education and training businesses through the targeted acquisition, consolidation and development of companies that are growing, profitable and early adopters of technology. In the first 18 months, EdtechX Holdings intends to initially focus its acquisition strategy on businesses typically ranging in value from USD100-USD600 million (and up to USD1 billion).
EdtechX Holdings is led by CEO Benjamin Vedrenne-Cloquet and Chairman Charles McIntyre. Benjamin
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm