News & Press

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

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|

Gemini to Host Virtual Capital Introduction Event

The Gemini Companies (Gemini) announced today that they plan to host an inaugural Virtual Capital Introduction Event from January 21-28, 2019. The event will be produced by Hedge Connection and designed around their patented Capital Club investor-introduction service. During the event, qualified investors will have the opportunity to review 30 comprehensive profiles of hedge fund and alternative managers from Gemini's [...]

December 12, 2018|

Diverse Private Equity Funds Featured in Gemini Industry Roundup

The Gemini Companies (Gemini) today makes available a recorded webinar featuring experts from a variety of private equity fund structures, including a registered interval fund, a registered open-end fund, and a private equity fund. The event was moderated by James Williams, editor of Private Equity Wire, and included four panelists: Eric Bundonis, Portfolio Manager from KKR; David Armstrong, Portfolio Manager [...]

November 29, 2018|

Gemini Discusses “What You Need to Know” When Launching a Mutual Fund or ETF

Gemini recently made available a recorded webinar for investment advisors who are interested in launching a registered fund (such as a mutual fund or ETF). The webinar, “A Realist’s View: What You Need to Know About Launching a Fund,” featured experienced industry panelists Anita Krug, an Independent Trustee, Kyle Thorberg, Gemini Senior VP, and James Ash, Gemini Senior VP. Mr. [...]

November 29, 2018|