Industry Insights, Global Engagement and New Fund Launches Driving the Success of Client Sponsors
New Client: Worth Investment Group
Phoenix American Announces New Client, Private Equity Fund Sponsor, Worth Investment Group, for Transfer Agent Services
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New Client: Great Oak Funding
Phoenix American Announces New Client, Commercial Real Estate Debt Fund Sponsor Great Oak Funding, for Fund Administration
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New Client: Opencasa
Phoenix American Announces New Client, Real Estate Fund Sponsor Opencasa, for Fund Administration
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Industry Engagement: TNDDA Summer Conference
Scottsdale, AZ
The National Due Diligence Alliance (TNDDA) hosts conferences that connect fund sponsors with Independent Broker Dealers, Advisors & Service Providers.
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Industry Engagement: ADISA Alts Research
Salt Lake City, UT
Phoenix American attended the Alternative & Direct Investment Securities Association (ADISA) Research and Due Dilligence Forum
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Industry Engagement: FactRight Annual Due Diligence Conference
Salt Lake City, UT
FactRight’s Due Diligence Conferences are designed to provide the premier source of perspective and advice for alternative investments.
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Industry Engagement: IPA Vision 2023
Frisco, TX
IPAVision 2023, where influential leaders and stakeholders gather for product education, real-time analysis of industry trends, and the latest updates on regulatory and legislative issues.
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Community Outreach: PAFS Ireland
PAFS Ireland participated in community outreach in July where the team helped paint and remodel the local Shannon Family Resource Centre.
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Charity Event: PAFS Ireland Football (Soccer) Competition
PAFS Ireland took part in the annual Carlyle Aviation Football Tournament to raise funds for the Cancer Clinical Research Trust.
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