Ultimus LeverPoint Private Fund Solutions

Cybersecurity threats are evolving, and financial firms are attractive targets. Is your firm prepared? In the first webinar of our three-part series, industry professionals discussed: - The human element in cybersecurity and how it can be exploited through social engineering. - The rise of ransomware and its devastating impact. - Third-party vendor risks compromising unsuspecting businesses. We also shared defense strategies like smarter multi-factor authentication, layered security options, and critical employee training. Check out the blog for key takeaways or watch the full webinar to learn actionable steps from the experts and better protect your firm today. https://lnkd.in/d4vE3-x #Cybersecurity #AssetManagement #FinancialServices #UltimusFundSolutions

Are you going to the Private Equity Chicago Forum on August 5-6 in Chicago, IL? Ultimus will be there, so don't hesitate to reach out!  As the premier Midwest event for enhancing financial and investment practices, this forum brings together top private equity firms, institutional LPs, and RIAs to share insights and strategies for navigating the evolving private equity landscape.   Ultimus associates, Andrew Jones and Stephen Auresto, are looking forward to connecting with industry peers, exchanging ideas, and exploring how Ultimus can help with all your private fund administration needs. We'd love to meet you there! #PrivateEquity #FundAdministration #Networking #Ultimus

Retail alternatives offer exciting opportunities for portfolio diversification and potential growth, but navigating this competitive space requires strategy and adaptability. From fintech partnerships to operational excellence, we’re breaking down the key drivers shaping this evolving market. What you’ll learn in the blog: · The importance of fintech platforms in streamlining distribution · Technology solutions that enhance transparency and efficiency · How selecting the right service provider can position you for success Gain informative insights, practical advice, and innovative approaches to succeed in the retail alts market. Explore retail alts insights now. https://trst.in/0iirZp #RetailAlts #Fintech #Innovation

Ultimus is proud to sponsor this ACG Chicago tradition! Andrew Jones and Gil Maddock are ready to hit the greens at the iconic and prestigious Cog Hill Golf and Country Club for the Annual ACG Chicago Golf Outing. They're looking forward to connecting with an incredible network of deal-makers and business leaders. See you on the fairway! #FundAdministration #ACGChicago #GolfOuting #Networking

Ultimus is looking forward to this sizzling opportunity to mix business with BBQ! The SEAFA Summer BBQ on July 24, in Atlanta, GA, is SEAFA's flagship event for alternative investment industry professionals from across the nation to come together to connect, collaborate, and enjoy great food. Maureen Fitzpatrick, Mick Grunewald, and Chante Schultz are excited to spend an evening sharing Ultimus' client-centric fund administration solutions paired with local BBQ, craft beer, and a hand-selected lineup of premium bourbons. See you there!

Retail investor demand for alternative assets is rising, and Ultimus Fund Solutions' momentum in this dynamic sector has never been stronger. To further strengthen our commitment to this expanding market, we're thrilled to announce Nicholas Ablahani as the head of our growing retail alternatives business. Nick brings a wealth of experience in fund administration and relationship management, with a proven ability to support complex closed-end strategies. Under his leadership, Ultimus' retail alternatives platform will continue to grow and innovate, helping asset managers excel in this rapidly evolving space. Ultimus remains dedicated to providing exceptional service to our clients while actively investing in top talent, cutting-edge technology, and industry participation. Read the full announcement here: https://trst.in/jQC2eW #TEAMUltimus #RetailAlternatives #Leadership

Ultimus Fund Solutions is pleased to announce a new chapter, marking another milestone in our journey of innovation and excellence. With the joint acquisition by GTCR and Stone Point Capital now complete, Ultimus is poised to strengthen its position as a market leader in fund administration. Together with the support of these two leading private equity firms, we're set to accelerate our growth, deliver innovative solutions, and continue providing exceptional service to our clients across both public and private markets. Leveraging our award-winning technology and expertise in fund administration, this partnership enables us to scale further while maintaining the client-centric approach that has made us a trusted name in the asset management sector. Read the full press release to learn more: https://trst.in/VBCIGI #UltimusFundSolutions #PrivateEquity #Innovation

Join us at the CAIS Live West event on July 22-23 in Vail, CO! We're thrilled to be a returning sponsor, and Ultimus representatives Nicholas Ablahani and Stephen Auresto will be on-site. They will be happy to share insights about our tech-driven and client-centric solutions for private and retail alternative fund administration. Don’t miss Nick’s role as a panelist on "The Alternative Edge: Smarter Strategies for Today’s Advisor" session. This session will delve into the intersection of macroeconomic trends and portfolio construction, exploring innovative strategies for incorporating alternative investments, managing risk, and achieving greater diversification. Industry expert panelists will provide insights on navigating market volatility, optimizing asset allocation in different economic cycles, and leveraging alternative solutions to enhance long-term performance.

Raise your glasses! Ultimus is delighted to be a Wine Table Sponsor at the 14th Annual ACG 2025 Wine Tasting Gala & Casino Night event in Tampa, Florida. The Vino and a Casino event brings together the region's premier private equity groups, corporate executives, and other key financial services professionals to promote corporate growth through organic methods, M&As, joint ventures, and such. The event promises to be a spectacular evening of fine wines, thrilling casino games, and unforgettable moments. Make sure to stop by the Ultimus table to connect with Maureen Fitzpatrick and Chante Schultz and pick up a gift from Ultimus! We look forward to connecting with industry peers and enjoying a night filled with sophistication, entertainment, and excitement! Cheers! #fundadministration #privatefund

Efficiency is the key to sustainable growth in today's complex asset management landscape. During our recent webinar we explored how leveraging integrated front, middle, and back-office solutions can help asset managers like you: · Scale operations without compromising quality · Normalize and manage data effectively · Stay compliant with evolving regulatory requirements · Adopt advanced technologies to remain competitive Don't miss the opportunity to gain actionable insights that could transform your operations. Watch the recording now: https://trst.in/amkglT #OperationalEfficiency #AssetManagement #SustainableGrowth