Categorized Insight Articles



Conversion Considerations for Investment Managers - 5 Reasons to Convert from a Private Fund to a Mutual Fund Today

By Dave Carson, VP Director of Client Strategies, Ultimus Fund SolutionsMany private fund managers aren’t fully convinced they should or can move into…

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Key Considerations for Liquid Alt Funds in Choosing a Series Trust

Key Considerations for Liquid Alt Funds in Choosing a Series Trust By Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies…

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The 5 Insider Insights Many Liquid Alts Managers Overlook

By Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies of Ultimus Fund Solutions.It seems like everyone is talking about…

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Gaining Scale and Efficiency for Your SMA Strategy

Gaining Scale and Efficiency for Your SMA Strategy - How Launching a Mutual Fund Can Help Advisers Manage More Effectively By Dave Carson, VP Director…

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Real World Marketing: Real World Stories

Advice for Investment Advisers of Mutual FundsModerator: Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies at Ultimus…

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The Share Class Creation Conundrum

Tips and Considerations for Making the Right Distribution and Business DecisionsBy Kevin Guerette, VP Director of Distribution Strategies and Bo Howell,…

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Wholesale Changes - Key Considerations for Launching Funds and Building a Sales Structure in the New Distribution Dynamic

By Kevin Guerette, VP Director of Distribution Strategies at Ultimus Fund Solutions, and Keith Brown, Principal, Keith Brown Consulting An investment manager…

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The Truth About Track Record Portability

By Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies of Ultimus Fund Solutions. The number of private funds converting…

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Complexity, Competition and the Increasing Importance of Operations

Complexity, Competition and the Increasing Importance of Operations By Todd Heim, Client Implementation Manager, Ultimus Fund Solutions In the wake of…

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