Ultimus LeverPoint Private Fund Solutions

Join us for an evening of networking and conversations at Cocktails & Connections on November 12th from 5:30 PM to 8:30 PM in New York City. This event, hosted in partnership with Ultimus LeverPoint Private Fund Solutions, Withum, and Cboe Global Markets, offers a unique opportunity to meet and mingle with industry professionals, expand your network, and engage with the teams from these leading organizations—all while enjoying craft cocktails and gourmet hors d'oeuvres. If your schedule allows and you're planning to attend the ICI Closed-End Fund Conference, SuperReturn North America Conference, or the ETP Forum, we would be delighted for you to join us at the conclusion of the day's events. Please reach out to our team or send us an email [email protected] for more information.

We’re excited to announce that Ultimus LeverPoint Private Fund Solutions is an exclusive sponsor of the ACG Florida 2024 Annual Capital Connection, November 13-15 in Miami. This premier event brings together the best minds in private equity, M&A, and corporate growth to discuss the future of business in Florida and beyond. As a sponsor, we’re thrilled to engage with industry leaders, explore partnership opportunities, and showcase how our solutions drive efficiency and innovation. Maureen Fitzpatrick AND Charlie Kennedy can’t wait to connect with fellow professionals at this dynamic event – Connect with us!

We’re proud to announce that Ultimus LeverPoint Private Fund Solutions is an exhibiting sponsor at this year’s SuperReturn North America/Private Credit Conference, November 12-13 in New York. This is one of the leading conferences for private credit professionals, and we’re thrilled to be part of the conversation around key trends, growth opportunities, and innovations in the space. Stop by our exhibit to learn more about how our solutions are helping firms unlock new potential in the private credit landscape. Connect with Amanda Houston - VP, Private Credit, and Andrew Jones – Managing Director, Business Development during the conference to learn more about our leading private equity and credit administration solutions - our service team is ready to help regardless of your structure or strategy.

Ultimus LeverPoint Private Fund Solutions is excited to be an exhibiting sponsor at the ACG Chicago 2024 Midwest Capital Connections Conference beginning later today – October 29-30 in Chicago, Illinois. Mark Pawlyshyn and Chanté Schultz Schultz look forward to meeting industry colleagues and exploring how our innovative fund administration solutions can help streamline fund operations. Learn more here: https://trst.in/BzaqeK

Ultimus is excited to announce that Southeastern Asset Management has chosen our comprehensive enterprise-wide service solutions to help streamline their operations. By leveraging our integrated service architecture, Southeastern aims to enhance operational efficiency across all their portfolios, spanning not just middle office but registered mutual funds, private funds, and institutional separately managed accounts as well. We are thrilled to support Southeastern with our flexible and comprehensive solutions. Read more about this new partnership and Ultimus’ extensive enterprise-wide operations here: https://trst.in/YjX8hx

Ultimus LeverPoint Private Fund Solutions is excited to be a silver sponsor at the GAIM Ops West 2024 Conference beginning today – October 27-28 in Carlsbad, California. Maureen Fitzpatrick and Andrew Jones look forward to meeting industry colleagues at booth #8 and exploring how our innovative fund administration solutions can help streamline fund operations. Learn more here: https://trst.in/lhklLA

We’re excited to announce that Ultimus LeverPoint Private Fund Solutions is an exclusive sponsor next weeks ACG Chicago 2024 Annual Midwest Capital Connection, October 29-30 in Chicago. This premier event brings together the best minds in private equity, M&A, and corporate growth to discuss the future of business in the Midwest and beyond. As a sponsor, we’re thrilled to engage with industry leaders, explore partnership opportunities, and showcase how our solutions drive efficiency and innovation. Mark Pawlyshyn and Chanté Schultz are excited to connect with fellow professionals at this annual event!

Is your private equity firm ready to balance autonomy with skilled support? The co-sourcing model might be your strategic solution. By partnering with Ultimus LeverPoint Private Fund Solutions, firms can maintain control while accessing our specialized knowledge and scalability. This assists with enhanced compliance, operational efficiency, and improved financial reporting, boosting investor confidence. With co-sourcing, you gain flexibility to swiftly adapt, giving you a competitive edge in the dynamic market. Read more in our latest blog post to explore today’s co-sourcing solutions: https://trst.in/xcFPPC

Ultimus LeverPoint Private Fund Solutions is excited to be tonight’s exclusive Dinner Sponsor at the prestigious HFM Global US Performance Awards at The Pierre! This event celebrates excellence and outstanding performance in the hedge fund industry, and we are honored to support an evening that brings together top talent and leaders in the space. Good luck to all of tonight’s nominees!   Join us for a night of recognition, networking, and celebration as we raise a glass to the best in the industry. #TEAMUltimus looks forward to hosting this incredible event!

Ultimus LeverPoint Private Fund Solutions is proud to be a Silver Sponsor next week at the annual GAIM Ops Conference, October 27-30 in Carlsbad, California. This event is the leading event for operations, compliance, and ODD professionals in the alternative investments industry. As a silver sponsor, we are eager to engage with industry leaders, share insights, and explore how our innovative fund administration solutions can help streamline fund operations. Connect with Andrew Jones and Maureen Fitzpatrick at Booth #8.