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Intuitus, a specialist in technology and digital advice to private equity firms and mid-market companies, has consolidated its digital expertise into a new Digital Practice specifically tailored to address the interests of the private equity sector. The Digital Practice will provide Intuitus’ clients with thought leadership and actionable insight throughout the investment lifecycle, including a new Digital Maturity Assessment designed to quickly identify and evaluate digital opportunities and threats that could have a material impact on entry and exit value. Led by Alasdair Redmond, Intuitus’ Head of Technology, the Practice comprises over 40 experts in digital technology and industry advances
Swarm, the blockchain for private equity, announced that the recently tokenised Andra Fund will be made available to its investors. The firm writes that through the Andra Fund, Swarm investors will be able to utilise any of four cryptocurrencies (Bitcoin, Ethereum, Swarm, or the Dai stablecoin) to invest in one of the fastest-growing markets of the last decade: late stage, pre-IPO technology companies. “Late stage pre-IPO technology companies have become their own asset class, growing from USD100 billion to USD490 billion during the past three years. While one of the most attractive and large-growth asset classes, it is also an
Bill Kelly, CAIA
Founded in 2002, the Chartered Alternative Investment Analyst Association (CAIA) has gone from strength to strength in the alternative investment education arena. William Kelly (pictured), CAIA CEO, joined in 2014 and declares that, while it’s been an interesting run, the value proposition of alternatives is alive and well.   Kelly came from the long only buy side sector but his belief in diversification and the need to make alternatives less opaque through education found him joining the CAIA organisation which now has a global footprint in 90 countries with almost 10,000 CAIA members.   CAIA defines alternatives as hedge funds;
Chris Meader, NAFAA
Stone Coast Fund Services, Basiz Fund Services and North Street Global are the latest firms to join the North American Fund Administration Association (NAFAA), a group for the alternative investment fund administration industry. “The alternative fund administration industry is transforming and administrators recognize that NAFAA presents an opportunity to collaborate to address how these changes might affect their business strategies,” says founding director, Chris Meader (pictured). “We are thrilled that Stone Coast, North Street Global and Basiz have decided to join to help strengthen the efforts of the association to advance the alternative fund administration industry.”   Stone Coast Fund
Odysseus Investments, the venture capital and private equity arm of Reech Corporations Group and Seed Founders, a technology investment company established by InsureTech investor Minh QTran, are joining forces to create an new framework which will allow investors to achieve scale exposure to a range of traditional, alternative and tech venture capital assets. The firm writes that Odysseus Alternative Ventures combines Reech Group’s strengths in real estate, alternative assets and technology with Seed Founders’ expertise in incubating innovative start-ups in insurTech, propTech and disruptive finance generally.   The new firm plans to bring an innovative approach to managing alternative
Chris Zingo, Finastra
Harmonic Fund Services has gone live with Finastra’s Fusion Loan IQ solution. The independent fund administration and alternative asset fund servicing firm will use the platform – traditionally employed by banks and service providers to service their bilateral, specialised and syndicated loan portfolios – to provide a new loan administration and agency service to its diverse alternative investment funds client base. “Our customers have sophisticated needs, and when it comes to loan admin servicing that is no exception,” says John Wolfe, Director, Harmonic Fund Services. “With Fusion Loan IQ, we will be able to expand our services to meet the
Cedric Jauquet, EFA
European Fund Administration (EFA) has appointed Cédric Jauquet as Head of Private Asset Services and member of the company’s Executive Committee. Jauquet (pictured), joins from Credit Suisse Fund Services Luxembourg, where he was Head of Private Equity and Real Estate Administration. Cédric has 18 years’ experience in private asset services in Luxembourg at Credit Suisse, Banque Internationale à Luxembourg’s corporate and fund services subsidiary, RBC Alternative Investor Services and PwC.   EFA further strengthens its existing team of experts by appointing Fabrice Freilinger, Head of Private Asset Investor Services, and Tomasz Szubartowski, Head of Private Asset Accounting Services. Both also
SharesPost, a liquidity provider to the private technology growth asset class, has closed a USD15 million Series C round led by LUN Partners and Kenetic Capital. The funding will be used to build out SharesPost’s Alternative Trading System (ATS) for private company shares and security tokens and to further expand its global reach into Asia.    “Our strategy is to create a single, global marketplace for traditional and digital securities of private growth companies. Connecting US and Asian investors and companies on our ATS is a key objective in realising that vision,” says Greg Brogger, Founder and CEO of SharesPost.
Nick Eatock, Intelliflo
CoInvestor, a platform that digitises alternative asset transactions for advisers, fund managers, and private investors, has integrated its technology with financial advice back-office software supplier Intelliflo’s ‘Intelligent Office’ (iO), to deliver an upgraded service to customers. CoInvestor is now available to iO users via Intelliflo’s app store and for the first time allows financial advisers using Intelligent Office to allocate and manage their clients tax-efficient investments within their existing back office. The CoInvestor integration will help to deliver and receive updates directly from fund managers, such as dividends, valuation updates and exits.   Since its inception in 2004, Intelliflo has
Global regulatory and compliance services provider, Lawson Conner has launched a new outsourced anti-money laundering (AML) solutions offering for Cayman funds. Following the Cayman Islands Monetary Authority (CIMA) requirement to appoint an AML Compliance officer (AMLCO), Money Laundering Reporting Officer (MLRO) and a Deputy MLRO for Cayman domiciled funds, Lawson Conner has developed a comprehensive services offering, including the relevant appointments of regulatory experts, and the relevant compliance monitoring program.   Andrew Frost (pictured), Executive Director at Lawson Conner, says: “The ongoing anti-money laundering compliance environment in the Cayman Islands continues to be a key issue for the financial services

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12 November, 2026 – 8:00 am

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