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Updated by Phoenix American on Jun 11, 2021
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Growing Variety of New Fund Offerings in Alternative Investment Space - Phoenix American

Lighthouse Life Capital’s fixed income debt investments, Beacon Bonds, provide investors the ability to participate in the life settlement asset class. Lighthouse Life’s strategy is to source and purchase unwanted, unneeded or unaffordable life insurance policies and generate revenue from the resale of the policies to third-party purchasers.

Lighthouse Life Capital’s fixed income debt investments, Beacon Bonds, provide investors the ability to participate in the life settlement asset class. Lighthouse Life’s strategy is to source and purchase unwanted, unneeded or unaffordable life insurance policies and generate revenue from the resale of the policies to third-party purchasers. Read more on https://bit.ly/3uPIS2i

In its most limited sense, a transfer agent is an agnostic third-party entity required to process a transfer of a company’s securities from one investor to another. Some companies are required to use a transfer agent due to the nature of their registration with the Securities and Exchange Commission. Read more on https://bit.ly/3uLub0l

In 2019, Phoenix concluded managing agent contracts with Stratos Aircraft Management for the JOL Air Limited ABS, Merx Aviation for the MAPS 2019-1 ABS, BOC Aviation, Ireland for the Silver 2019-1 ABS, Carlyle Aviation Partners for the AASET 2019-1 ABS and Dubai Aerospace Enterprise for the Falcon 2019-1 ABS. Read more on https://adobe.ly/3yWVsQL

Phoenix American Financial Services Announces New Client Partnership with Inspired Healthcare Capital Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Inspired Healthcare Capital (“IHC”). Phoenix will support IHC with its advanced transfer agent system and industry leading investor services platform, as well as fund accounting and financial reporting services. Read more on https://bit.ly/3vSV7g3

“LaSalle is one of the flagship names in investment management,” said Andrew Constantin, Senior Vice President, Operations for Phoenix American. “We are very pleased that they have embraced the superior capabilities of our investor services platform and we look forward to working together.” Read more on https://bit.ly/3vM6tSV

In a recent post we discussed ten ways outsourced fund administration saves you money. But it gets better. There are actually four ways the right fund administration provider can make you money. Obviously, as an agnostic third-party provider of back-office services, your fund administrator is not in a position to introduce capital, refer potential investors or in any way promote your investment product. Read more on https://bit.ly/3z11tvz

The most likely investors in your next fund are your existing investors. You have already cultivated a relationship with them, familiarized them with the way that you do business and given them the benefit of your management skills with healthy returns on investment. But what has been their day-to-day investor experience? Do their tax documents arrive on time? Read more on https://bit.ly/3vQIUIN

Sourcing new investors for your fund takes insight. Insight comes from actionable data. Actionable data should be coming from your fund administrator’s investor record keeping system. However, this is rarely the case. Few administrators use systems capable of robust sales and marketing reporting. Fund administrators use ‘investor record keeping’ or ‘transfer agent’ systems to manage the investor database for their clients. Read more on https://bit.ly/3uOOmdS

Fund Accounting 101: Financial Reporting For Private Equity — Phoenix American

When you begin working with a fund accounting provider, you want to know what to expect from working with your fund accountant on a day-to-day basis. Fundamentally, fund accounting will maintain the…

STAR-XMS (Syndication Tracking and Reporting with Expanded Marketing and Sales Capabilities) is our proprietary investor recordkeeping system for outsourced fund administration services. The system is also available under license to self-administered funds to reduce their costs and maximize back-office efficiency.

Phoenix American Financial Services and PAFS Ireland, Ltd Announce Solid Progress During a Challenging 2020 for Aviat...

Phoenix American Financial Services and its subsidiary PAFS Ireland, Ltd (“Phoenix American”) announced solid business and operational progress in 2020, building on the company’s nearly 25-year industry-leading role as provider of managing agent services for asset-backed securitizations (ABS) in the

Growing Popularity of 1031 Exchange Funds

Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including DSTs and Qualified Opportunity Zone (QOZ) funds. Founded in 2012, the company has completed over $2.3 billion in transaction volume. The firm is a leading sponsor of DST offerings for both investors seeking replacement property as part of a Section 1031 exchange and cash investors. Read more on https://bit.ly/3ikAJ3q

Founded in 1966, Time Equities, Inc. (“TEI”) has been in the real estate investment, development, and asset and property management business for more than 50 years. TEI currently holds in its own portfolio approximately 33.6 million square feet of residential, industrial, office and retail property, including about 5,000 multi-family apartment units, approximately 800,000 square feet in pending acquisitions. Read more on https://bit.ly/3gjp4iA

Phoenix American, a leading transfer agent and fund administrator for alternative investment sponsors, and Forge Trust, a leading provider of custody services for alternative investments, have announced a partnership to make it easier to invest in alternative assets for IRA account holders. Read more on https://bit.ly/3v7Q8qD

New Client: Crowdfunding Real Estate Fund Sponsor Modiv - Phoenix American

Phoenix American is pleased to announce its client partnership with Modiv Inc. Phoenix is supporting Modiv with its advanced transfer agent system, STAR-XMS, and industry leading investor services platform with customizations to accommodate Modiv’s innovative approach to product distribution. Read more on https://bit.ly/3g35eJF

Innovation Helping to Scale the Industry - Phoenix American: Fund Accounting

STAR-XMS’s integration with the Altigo platform, achieving end-to-end data connectivity with no paper documents, will represent a competitive advantage for client fund sponsors. Advisors will enjoy simple, transparent and efficient access to alternative investment products. Fully automated straight-..

New Client: Valeo Groupe Americas - Phoenix American by Phoenix American

Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with investment management firm Valeo Groupe Americas, LLC (“Valeo”). Phoenix will support Valeo with its industry leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system as well as integrated fund accounting services. Read more on https://bit.ly/3zbvgSt

The partnership for straight-through processing is a key step in advancing the investor and advisor experience of the alternative investment industry. Digitizing and streamlining the investment process accomplishes three important goals: accelerating the purchase of alternative investment products, minimizing the entry and processing errors inherent in paper subscription documents. Read more on https://bit.ly/352tWU9

Phoenix American Financial Services and its wholly owned subsidiary PAFS Ireland, Ltd (collectively “Phoenix”) announce today that John McInerney, Managing Director of PAFS Ireland, Ltd, has been honored with the Future Leader Award by Airline Economics magazine. Annually, Airline Economics recognizes emerging talent in the aviation industry with its 40 Under 40 list of outstanding professionals, nominated by their peers. Read more on https://bit.ly/2Sva7C9

Reducing the Costs and Frustrations of IRA Investing - Phoenix American

The partnership between Phoenix American and Forge Trust addresses a key challenge in the alternative investment industry. IRA investors in alternative funds account for a large portion of a typical capital raise for sponsors. These investors are typically required to establish a dedicated custodian