By Dave Carson, VP Director of Client Strategies, Ultimus Fund Solutions In the results-driven investment world, it’s common for startup mutual fund managers – or those converting their private funds [...]
By Kevin Guerette, VP Director of Distribution Strategies, Ultimus Fund Solutions In the last 15 years, understanding the nuances of fund distribution has become a keystone issue for investment managers [...]
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 liquid alternatives. If you read the [...]
Advice for Investment Advisers of Mutual FundsModerator: Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies at Ultimus Fund SolutionsPanelists: Dan Sondhelm, CEO of Sondhelm Partners [...]
Tips and Considerations for Making the Right Distribution and Business Decisions By Kevin Guerette, VP Director of Distribution Strategies and Bo Howell, VP Director of Fund Administration The mutual fund [...]
By Kevin Guerette, VP Director of Distribution Strategies at Ultimus Fund Solutions, and Keith Brown, Principal, Keith Brown Consulting An investment manager launching funds today faces a much different distribution [...]