In Case You Missed It, Hear From Our Expert Contributors
Top Row (Left to Right), Anya Coverman, Maureen Quill, Lisa Gok, Bottom Row (Left to Right), Tiffany Duncan-Magri, John Grady, Greg Friedman
This year, AltsWire has welcomed a number of guest perspectives centered on the economic realities and capital formation opportunities of a new year and a new administration.
As we close out our first business week as AltsWire – a name change designed to better reflect the dynamic evolution of the alternative investments industry – we recognize that our value as an independent, trusted media site comes from our unbiased coverage of the space, as well as our willingness to elevate the viewpoints of experts in the industry.
In case you missed any of our guest contributions thus far in 2025, access them below.
Most recently, Anya Coverman, president and chief executive officer of the Institute for Portfolio Alternatives, advocated for the long overdue reform of the accredited investor definition. She noted that investors and their financial advisers are looking for a fresh approach that considers an investor’s sophistication and investment experience rather than a one-size-fits-all rule. Read more.
With the U.S. Securities and Exchange Commission’s November 2024 risk alert highlighting deficiencies and weaknesses in its examinations of funds over the past four years, Maureen Quill – executive vice president, executive director registered funds of UMB Fund Services – implored entrants to the registered fund space: Don’t fight the ’40 Act! Quill shared five facts about the registered fund world. Read more.
Lisa Gok, chief legal officer of Cetera Financial Group, recommended that financial firms embrace the most stringent state regulations to build trust, minimize risk, and stay ahead of future changes triggered by shifts in federal oversight. Gok noted that adopting the highest standards isn’t just a defensive strategy; it’s an opportunity to differentiate in a crowded marketplace. Read more.
How can advisers best navigate the risks of off-channel communications? Noting that the SEC’s off-channel communications sweep has resulted in more than $2 billion in penalties against more than 100 firms since 2021, Tiffany Duncan-Magri, regulatory adviser of Smarsh, discussed modern compliance, i.e., balancing immediate communication needs against regulatory requirements. She shared how to stay ahead as enforcement priorities likely shift. Read more.
John Grady, president of the Alternative & Direct Investment Securities Association, i.e., ADISA, hypothesized myriad policy changes and outcomes related to a second Trump administration plus Republican control of both chambers of Congress. Grady examined the intersections of alternative investments with regulatory shifts, tax cuts, opportunity zones and commercial real estate, among other topics. Read more.
Last but not least, Greg Friedman – managing principal and chief executive officer of Peachtree Group – kicked off 2025 with a look at the “new game,” i.e., a new dawn for commercial real estate. He predicts that savvy and patient players will have the most success in the still vulnerable space and that smart investors who can capitalize on mispriced risk and outdated valuations may best reap the benefits of an uncertain landscape. Read more.
AltsWire looks forward to featuring additional perspectives from experts in the industry as the year continues.
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