Optima Partners: We're pleased to sponsor IMPACT® 2026 in Boston from October 27-29.
Tags: IMPACT 2026, RIA, Investment Advisors, Wealth Management
Optima Partners - ALTALLO Digest
16 articles
Events
Optima Partners: Our team joined the AllianceBernstein Private Equity CFO/CCO Conference for a panel on designing finance and operations models for scale.
Tags: Private Equity, Operations, Outsourcing
Optima Partners: We joined Global Relay in New York to discuss the evolving regulatory environment ahead of the SEC’s new fiscal year.
Tags: Regulation, SEC, AI, Risk Management
Optima Partners: We are hosting a webinar on the rapidly evolving NAV funding market, covering structure, suitability, and scrutiny.
Tags: NAV financing, Webinar, Private credit, Fund management
Compliance
Optima Partners: We are hosting a discussion on CIMA's new independent AML audit requirement with NAV Fund Services on October 14.
Tags: AML, Cayman Islands, Fund Management, Events
Regulation
Optima Partners: We published two new regulatory alerts for investment advisers and fund managers.
Tags: SEC, Compliance, AML, Cayman Islands
Optima Partners: We have acquired Trifecta Advisory Group Limited, a specialist regulatory advisory firm based in ADGM.
Tags: acquisition, ADGM, UAE, middle east
Optima Partners: Our latest Optima Newsletter is now live, featuring key regulatory updates and industry developments.
Tags: Regulatory updates, Newsletter
Optima Partners: Our latest regulatory and compliance newsletter is now available.
Tags: compliance, newsletter, regulatory updates
Optima Partners: Our latest Optima Newsletter is now live, featuring key regulatory updates and industry developments.
Tags: compliance, newsletters, regulatory updates
Risk Management
Optima Partners: Our new insight examines how private equity firms can manage AI-driven risks across their portfolios.
Tags: Private Equity, AI, Risk Management