SQX Alts
CORE Pacific Advisors (CPA) is a leading investment advisory firm specializing in commercial real estate and related investment strategies, operating as an affiliate of CORE Realty Holdings Management, Inc. (CRHMI). The firm is committed to designing and executing commercial real estate strategies that prioritize three critical objectives: generating superior income, ensuring robust capital preservation, and offering significant growth potential for its clients. Central to its strategy is the utilization of tax-advantaged tools, including 1031 exchange offerings, Delaware Statutory Trusts (DSTs), and Tenant in Common structures, all while maintaining the highest professional standards of integrity, communication, and exceptional client service.
Alternative Investment Exchange (AIX) is the only enterprise technology platform purpose-built to transform and simplify the entire lifecycle of alternative investments, from buying to owning to selling. The platform was created to address the pervasive lack of connectivity and visibility that has historically riddled the alts investing system, turning a chaotic, time-consuming, and largely paper-based method into a point-and-click, all-digital experience. AIX serves as a critical connective tissue for the broader industry, empowering wealth managers, asset managers, custodians, transfer agents, and fund administrators. This focus on digital workflow management, driven by seamless data exchange, is fundamental to reducing friction and mitigating risk for all alternative investing stakeholders.
The Institute for Portfolio Alternatives (IPA) has been the leading industry voice for alternative investments for nearly four decades, serving as the preeminent trade organization championing diverse private markets. This includes asset classes such as private real estate, private credit, private equity, and infrastructure, all of which are crucial components of a balanced investment portfolio. The IPA's primary mission is to empower its membership through innovative events, world-class networking opportunities, and providing essential educational resources. By focusing on these core areas, the organization drives growth and awareness for the alternative investment industry, ensuring it remains dynamic and accessible to a wide range of investors and financial professionals.
Eyeballs Financial is a modern technology company dedicated to revolutionizing the way clients interact with their financial portfolios and advisory teams. The firm provides a cutting-edge platform designed to deliver up-to-date, comprehensive information directly to clients via the proprietary Eyeballs app. This innovative solution transforms the typically cumbersome process of portfolio review by offering immediate access to critical data, effectively putting the answers to complex statement questions directly into the user’s hand. This commitment to transparency and accessibility streamlines the client experience, aligning with the industry-wide shift toward digital empowerment and real-time financial monitoring.
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