Concurrent Asset Management stakes Catherine Avery boutique
August 19, 2025 Concurrent Asset Management (CAM) has taken a minority stake in boutique value asset manager Catherine Avery Investment Management (CAIM). Concurrent Asset Management
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August 4, 2025
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Concurrent Asset Management Forms Strategic Partnership with Catherine Avery Investment Management
August 19, 2025 – 9:00 AM EDT Partnership brings award-winning investment expertise to CAM’s platform while expanding CAIM’s access to infrastructure, technology, and distribution support.
SMArtX Brings Semi-Liquid Alts Into Practice Within Model Portfolios
NEWS PROVIDED BY SMArtX Advisory Solutions Proprietary Technology Powers Direct UMA Access to Semi-Liquid Alternatives via Interval and Tender Offer Funds Across Rep-Directed Sleeves, Proprietary
Sectors Up Close: AI ‘could improve drugmaker revenues by 12%’ featuring Leah Bennett
August 4, 2025 https://www.reuters.com/video/watch/idRW481904082025RP1/ The healthcare sector has trailed behind other stocks this year, as drugmakers like Ozempic maker Novo Nordisk and Eli Lilly have
Ramin Abrams: Striking a New Chord in Finance
by Ramin Abrams In music, a motif is a short, recurring musical idea. It’s a sequence of notes or rhythm, distinct enough to help build
Concurrent Honored as RIA Firm of the Year Excellence Awardee by InvestmentNews
As we kick off Q3, we’re proud to share that InvestmentNews has named Concurrent Investment Advisors an Excellence Awardee in the RIA Firm of the