News & Press

News & Press 2018-10-03T15:19:23+00:00

Ultimus Hosts Panel Covering The Evolving ETF Landscape

HAUPPAUGE, N.Y.—April 10, 2019— Ultimus Fund Solutions® (Ultimus®), today shares insights from a panel of regulatory and fund product experts (via a video) from a recent industry event they hosted.  The panel, “The Evolving ETF Landscape,” was moderated by Paul McMillan, Managing Editor, Fund Intelligence and featured Brian Privor, Chief Regulatory Officer, Northern Lights Compliance Services, LLC, Robert J. Marrocco, [...]

April 10, 2019|

Private Equity Real Estate Experts Discuss IRS Updates on Opportunity Zones at Ultimus Event

HAUPPAUGE, N.Y.—April 4, 2019—Ultimus Fund Solutions® (Ultimus®), today shares insights from a panel of private equity real estate subject matter experts held during a recent industry event they hosted.  The panel, “An Introduction to Opportunity Zones,” was moderated by Susan Barreto, Editor at Large, HFM Global, and featured pertinent industry perspectives from Kurt Koegl, Partner, Marcum LLP; Joseph B. Darby [...]

April 4, 2019|

Panel of Allocators Defines Ideal Manager Profiles at Gemini (now Ultimus Fund Solutions) Event

HAUPPAUGE, N.Y.—March 27, 2019—Gemini (now Ultimus Fund Solutions®), (Ultimus®), today shares insights from a panel of regulatory and fund product experts at a recent industry event hosted by the firm. The panel, “What Will Allocators Focus on in 2019,” was moderated by Lisa Vioni, Chief Executive Officer, Hedge Connection and featured Ryan K. Hart, CFA, CAIA, Director of Research, Coquest [...]

March 27, 2019|

Data Experts Outline Success Factors for Registered/Private Funds

HAUPPAUGE, N.Y.—March 21, 2019—Gemini (now Ultimus Fund Solutions) today shares insights from a panel of regulatory and fund product experts (via a video) from a recent Thought Leadership & Cocktails industry event it hosted. The panel, “How Funds are Leveraging Data-Driven Insights for Growth,” was moderated by Judith Peterson, Chief Marketing Officer, Gemini, with subject matter expertise from Matthew Franey, [...]

March 21, 2019|

Ultimus Fund Solutions Appoints Ian Martin Chief Administrative Officer

CINCINNATI, OHIO – MARCH 20, 2019 - Ultimus Fund Solutions® (Ultimus®), the largest independent provider of fund administration services which recently closed on the deal to strategically combine Ultimus and The Gemini Companies (Gemini), today announces the addition of seasoned industry professional Ian Martin as Chief Administrative Officer. As Chief Administrative Officer, Martin’s key responsibility will initially be to oversee [...]

March 20, 2019|

Ultimus Fund Solutions Appoints Gary Harris to Lead Sales

CINCINNATI, OHIO – MARCH 14, 2019 - Ultimus Fund Solutions (Ultimus), the largest independent provider of fund administration services, announces the addition of industry veteran Gary Harris as Executive Vice President, Director of Sales, effective immediately. Harris will be responsible for developing the sales strategy and ensuring the execution of that strategy across the various market segments for the entire suite [...]

March 14, 2019|

Gemini (Now Ultimus Fund Solutions) Event Outlines ETF Fund Basics and Best Practices

HAUPPAUGE, N.Y.—March 12, 2019—Gemini (now Ultimus Fund Solutions) today shares insights from a recent webinar featuring a panel of ETF industry experts who covered why this may be an opportune time for an advisor to launch an ETF. The webinar, “Why & How to Launch an ETF in 2019,” was moderated by Alma Piscitello, Executive Vice President at Gemini, and [...]

March 12, 2019|

GTCR Completes Acquisitions of Ultimus and Gemini

CINCINNATI, OH, and HAUPPAUGE, NY (February 4, 2019) – GTCR, a leading private equity firm, announced today that it has completed the previously announced acquisitions of Ultimus Fund Solutions and The Gemini Companies in a strategic combination.  The combined company, which will operate as Ultimus Fund Solutions, is a leading provider of full service fund administration, accounting and investor solutions [...]

February 4, 2019|

Gemini Charts Growth Strategies to Attract New Client Markets via Registered Vehicles

The Gemini Companies (Gemini) today makes available a guide (via recorded webinar) for investment advisors who are interested in understanding growth strategies that may attract new client markets via registered vehicles/products (e.g., a mutual fund or ETF). The webinar, “A Realists View: What You Need to Know About Launching a Fund- Part II” featured subject matter experts Alma Piscitello, EVP, [...]

December 18, 2018|

Gemini and Private Equity/Real Estate Experts Deliver Opportunity Zone Funds Update

The Gemini Companies (Gemini) today makes available a recording from a recent webinar, “How to Take Advantage of Opportunity Zones.” Sam Dale, head of news at HFMWeek, moderated the online event, which featured panelists: John Gahan, Partner – Real Estate, Sullivan and Worcester; Catherine Lyons, Manager of Policy and Coalitions, Economic Innovation Group; Daniel Ryan, Partner – Tax, Sullivan and [...]

December 13, 2018|