Debra will focus on educating, connecting, and helping wealth management firms differentiate themselves by providing their clients with improved access to alternative investments, and simplified asset management solutions for their practices.
Patrick will be a part of IOI Capital and Markets’ growing network of professionals and he will focus on the financial advisor space, with an emphasis on alternative investments.
iownit and Sudrania Deliver a Digital Solution with Straight Through Processing for Private Investments
Through their partnership, Sudrania and iownit will enable asset managers to expand access to private products, seamlessly create investment vehicles, and provide their clients with a simplified investment process.
iownit capital and markets, Inc., a leading digital assets issuance and trading platform, is pleased to announce that it has entered into an agreement with Midland Trust Company to provide investors the ability to invest in private securities and alternative assets through their self-directed IRA accounts custodied at Midland.
After Rashad had his first piece published on CAIA’s blog, AllAboutAlpha, we had some broader discussions with Bill Kelly and Aaron Filbeck about the implications of the DOL decision regarding private equity investments, and the SEC’s discussion regarding the definition of an accredited investor.
Listen in on a panel discussion between industry practitioners and veterans on how they navigate through the operational complexities of private security investing.
Over time, alternative investments, powered by the issuance of private securities in the form of equity and debt, have grown and become a larger market and have become a larger percent of diversified institutional investment portfolios.
iownit’s purpose is to provide advanced technology tools to help entrepreneurs and investors invest in each other. One of the requirements our users have is to have a platform for information sharing during an investment due diligence process. While we always provided basic data room capabilities on the platform our users asked for the ability to offer controlled access to confidential information.
Last week I had the pleasure of participating in a webinar with four colleagues. The webinar was hosted by Scott Becker and The Becker Group, and I very much enjoyed my conversation with my fellow panelists about the business trends and investments we are looking at in this post-Coronavirus era.
Investors place a high value on being able to easily connect with a person or a team of people behind the business and vision they are considering investing in