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- The Advantages and Impediments to Adopting Performance Reporting Systems
Among the impediments to financial advisers’ ability to integrate alternative investments into client portfolios is the ability to generate timely, accurate and meaningful information for clients. This article discusses how adopting performance reporting systems can help. Read More Here
- New Investment Marketplace To Offer Access to Private Investments
Templum launches marketplace for private investments. Read More Here
- ALTSMIA
December 4-6 | Miami Beach, FL ALTSMIA is an education-focused alternative investment event designed to bring the investor community together for a full day of dialogue and discussion on the most relevant topics facing investors and managers today. ALTSMIA is developed and led by the CAIA Association, CFA Society Miami, CFA Society South Florida, Miami Finance Forum and Markets Group and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSMIA is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, and more. Templum is honored to sponsor this years event. Our team looks forward to meeting the participants to discuss how Templum's expertise and technology can be leveraged. Learn More about the event here
- From Alternatives Watch
Three alternative investment predictions for the rest of 2023 Read More Here
- Regtech Experts Break Down The Impact of Latest Standards and Developments
Examining the past and present states of regtech and compliance, highlighting lessons learned that will shape the future of the sector. Read More Here
- Balancing Tech and the Human Touch
Key Strategies for Improving Customer Success while balancing tech and the human touch. Read More Here
- Templum Brings Trading Technology to Securitized Artwork
Templum's CEO Christopher Pallotta talks about the Templum's trading technology and the broker-dealer's new client Masterworks, which securitizes art via the SEC. Read More Here
- Templum & Guardd Announce Partnership
GUARDD, Inc. is a SaaS platform service that collects, verifies, and disseminates private company information, including financial data, facilitating transparency for investors and Blue Sky compliance for issuers. With a Blue Sky GUARDD report a company's financial information is published in a National Securities Manual and their securities can trade on an ATS. Templum is excited to partner with Guardd to help clients navigate state Blue Sky laws, paving the way for new marketplaces to emerge and scale while enabling broader investor access. "GUARDD is an important service that drives transparency for both us and our issuers," says Christopher Pallotta, CEO of Templum Inc. "It allows us to focus on our technology, investor experiences, and new market infrastructure, while ensuring that our clients are compliant with state Blue Sky laws." For more information see the press release on MarketWatch .
- Mythic Markets Launches Trading Capabilities For Pop Culture Collectibles & Memorabilia
May 3, 2021 - SAN FRANCISCO, CA - Mythic Markets, an investing platform and community for pop culture fans, is excited to announce that it now supports trading capabilities on its platform for investors. Mythic Markets' collection includes vintage comics, trading cards, fantasy art, video games, and memorabilia. As part of this strategic initiative, Mythic Markets chose SEC Registered Transfer Agent Vertalo of Austin, TX and FINRA Registered Broker Dealer Templum Markets LLC of New York to, respectively, assist in managing the digital ledger and create a frictionless trading solution for Mythic to its investor clients. Mythic Markets is currently offering All-Star Comics #8 (Wonder Woman's debut) at $37 per share, the original Metroid video game at $25 per share, and Magic: The Gathering 's Benalish Hero original art for $35 per share, with previously sold collectibles including Amazing Fantasy #15 (Spider-Man's first appearance) and Magic: The Gathering's Alpha Black Lotus card. Previously, Mythic Markets simply allowed buyers to purchase fractional ownership or shares of these valuable collectibles with the hope that they will one day be sold for a profit. Alternative assets like collectibles and art have been increasing in popularity for decades. Pop culture collectibles, in particular, have surged in demand since "geekdom" went mainstream. However, opportunities to buy have been prohibitively expensive for most individuals. Now, the Mythic Markets platform will provide the capability for the buying and selling of the ownership interests in the collectible - making the market accessible to fans of all income levels. In order to achieve this type of active marketplace, Mythic Markets has tapped digital transfer agent Vertalo and Alternative Trading System (ATS) provider Templum . Vertalo provides Mythic Markets with a digital transfer agent and data management platform. Templum and its wholly-owned subsidiary, Templum Markets, provide the trading solutions, including trade matching, order management, risk and surveillance, and market data. The continuous trading model provided by Templum and Vertalo will make the investor experience for Mythic Markets far more interactive. CEO of Mythic Markets, Joe Mahavuthivanij, says, "Trading has been our most requested feature since we debuted back in 2019. We're extremely excited to offer our investors a real-time trading system that brings liquidity, price transparency, and investment access to people all over the country. We have been working with Vertalo and Templum to implement a solution for our clients and they have been instrumental in helping Mythic Markets implement trading of these valuable real world assets without the necessity of physical fulfillment." Dave Hendricks, CEO of Vertalo, explains, "Mythic Markets represents the emerging convergence of real world and digital assets. By offering their clients the opportunity to own a digitized fractional ownership of an iconic collectible, Mythic Markets enables more collectors to participate in a vibrant market for iconic pop culture assets, while reducing the amount that they have to invest in order to benefit from any potential upside. Vertalo helps Mythic Markets to offer this service without any customer having to know anything about digital assets, tokens, wallets, or other complex technology that might create buyer or seller friction. The Vertalo team is honored to work with pioneers like Joe, Deb, and Tony at Mythic Markets." For more information on Vertalo , visit www.vertalo.com or stay updated with Vertalo's communications: Telegram – https://t.me/vertalotoken Twitter – https://twitter.com/vertalo_?lang=en Medium – https://medium.com/@Vertalo LinkedIn – https://www.linkedin.com/company/vertalo For more information on Mythic Markets , visit https://mythicmarkets.com/ or stay updated with Mythic Markets' communications: Instagram – https://www.instagram.com/mythic_markets/ Twitter – https://twitter.com/mythicmarkets Facebook – https://www.facebook.com/mythicmarkets For more information on Templum , visit https://www.templuminc.com/ or stay updated with Templum's communications: Twitter - https://twitter.com/TemplumHQ LinkedIn - https://www.linkedin.com/company/templuminc ABOUT VERTALO Launched after their own March 2018 STO, Vertalo is a B2B SaaS company founded to map the gaps between primary and secondary trading of digital securities offerings. As the 'Operating System for Digital Assets', Vertalo is focused on connecting and enabling the digital asset economy, providing an industry-leading cap table and investor onboarding solution that facilitates direct ownership and direct listing of any private asset. In addition to offering direct issuance services to private companies, Vertalo also offers white-label, licensed, and joint venture opportunities to capital advisors, broker-dealers, and investment banks. A subsidiary of SeriesX, Vertalo is headquartered in Austin, TX with offices in New York City and Seoul. Learn more about SeriesX and Vertalo at www.vertalo.io . ABOUT MYTHIC MARKETS Mythic Markets is an investing platform that allows fans to buy, sell and trade equity shares of the alternative assets they love. The company facilitates faster, easier, more flexible investment opportunities for buyers who want to jump into high-end collectibles, including the most prestigious and sought-after comics, trading cards, artwork and video games. This curated set of premium collectibles is fractionalized so investors can have more control over their portfolio, avoiding the overheads and challenges associated with physically holding such items while still reaping the financial benefits. Learn more at https://mythicmarkets.com . ABOUT TEMPLUM Templum Markets is a New York-based broker-dealer and Alternative Trading System (ATS) approved to trade unregistered private securities in 53 U.S. States and Territories, and is a wholly-owned subsidiary of Templum, Inc., a trading technology company. Templum is paving the way for investors to participate in new asset classes through integrated market technologies and API's for primary issuance and secondary trading. Templum's combined solution provides liquidity and distribution in private markets by enabling a continuous trading experience for investors, rather than the manual processes currently in place. In doing so, Templum delivers custom trading solutions to power marketplaces. For more information, please visit www.templuminc.com . MEDIA CONTACT Katie Campisano Kamp Media Relations for Vertalo katie@kamprelations.com 1.908.247.8678
- Templum Announces Strategic Investment and Partnership Led by WestCap Group
NEW YORK, June 16, 2021 - Templum, Inc. ("Templum"), a provider of next-generation capital markets infrastructure for alternatives and private securities, announced it has closed a strategic financing round led by WestCap . WestCap's investment in Templum enables the technology company to expand on marketplace services for its growing list of global clientele and enhance liquidity for institutional and retail investors across the ecosystem. Templum and its wholly owned broker dealer subsidiary, Templum Markets LLC, deliver transparency and liquidity to investors and marketplaces with its frictionless, end-to-end white-label trading technology products, using its proprietary Alternative Trading System ("ATS") and brokerage solutions. "The most recent investment from WestCap advances Templum's strategy to transform the alternative asset sector," said Templum CEO Christopher Pallotta . "Our innovative modular infrastructure powers marketplaces by offering fractionalized investing in alternative assets such as private equity, limited partnerships, real estate, collectibles, art, commodities, and debt products. We're seeing increasing appetite from investors for alternative assets and have experienced that first hand with our clients. The partnership with WestCap accelerates distribution and adoption of alternative assets with Templum as the underlying infrastructure." The investment was led by Laurence Tosi , WestCap's founder and former CFO of Airbnb and Blackstone, and by Scott Ganeles , senior partner at WestCap, who will now join Templum's Board of Directors. As longtime partners, Tosi and Ganeles also co-founded iPreo, a leading capital markets fintech company acquired by IHS Markit . WestCap has been actively monitoring the alternative asset industry as investor allocation to alternatives has grown throughout shifting economic trends over the past year. Per research firm Preqin , the alternatives asset industry is projected to increase to $17.14 trillion AUM by 2025 as alternatives are expected to continue to outperform public markets and bring significant diversification benefits to an overall portfolio strategy. "We're excited to partner with Templum as their proven technology and efficient marketplace removes the complexity in the alternative asset industry for capital markets participants," said Scott Ganeles. "Templum's streamlined solution is key to driving liquidity and transparency for alternative assets. Our investment in Templum expands access to the industry and positions WestCap, Templum, and their clients to capitalize on a space that is growing exponentially."For more information, please visit templuminc.com . About Templum Templum Markets LLC. is a New York-based broker-dealer and Alternative Trading System (ATS) approved to trade unregistered private securities in 53 U.S. States and Territories, and is a wholly-owned subsidiary of Templum, Inc., a trading technology company. Templum is paving the way for investors to participate in new asset classes through integrated market technologies and APIs for primary issuance and secondary trading. Templum's combined solution provides liquidity and distribution in private markets by enabling a continuous trading experience for investors, rather than the manual processes currently in place. In doing so, Templum delivers custom trading solutions to power marketplaces. For more information, please visit www.templuminc.com . About WestCap Group WestCap Group is a growth equity firm founded by Laurence A. Tosi, who, together with the WestCap Group team, has founded, capitalized, and operated tech-enabled, asset-light marketplaces for over 20 years. With over $2 billion of assets under management, WestCap Group has made notable investments in technology businesses such as Airbnb, StubHub, iPreo, Skillz, Sonder, Addepar, Hopper, iCapital and Bolt. To learn more about WestCap Group, please visit WestCap.com .
- Templum Announces Filing of Provisional Patent Application for Its End-to-End Technology Platform and Top-Line Growth
NEW YORK, March 15, 2022—Templum, Inc. ("Templum"), a provider of next-generation cloud-based capital markets infrastructure for alternative assets and private securities, announced today that it had filed a provisional patent application with the United States Patent Office. In addition, Templum is also announcing accelerated growth over the last year. The firm's momentum reflects the market demand for its proprietary trading platform ("Platform") as investors embrace alternative investments. The patent application covers the Platform's unique, comprehensive, and scalable nature. Specifically, the Platform is an end-to-end marketplace software-as-a-service solution that allows for trading in almost any asset class—including, but not limited to—fractionalized securities and limited partnership interests. The Platform integrates with third parties to support a seamless trading experience—customer onboarding, capital raising, trading, market surveillance, and settlement—from a single technology stack. Moreover, the Platform is scalable and capable of efficiently supporting marketplaces of all sizes and transaction volumes. In this context, and when paired with Templum's broker-dealer and Alternative Trading System, Templum Markets, the Platform allows investors to participate in private securities markets with the same protections that they would receive when trading public securities. "Investors today demand greater access to liquidity for different types of investments. Investing overall is transforming as investors increasingly adopt alternative investment instruments. We are defining this space and helping propel alternative assets even further into the mainstream with our proven technology and strong regulatory infrastructure. Templum is at the center of the ecosystem and removes the complexities historically encountered in the growing alternative asset industry," said Christopher Pallotta, founder and CEO of Templum. Templum's business momentum, new scalable solutions, and support of its clients are all underpinned by its hiring strategy, with team growth of 215% over last year. Templum-powered marketplaces have seen a 1,997% increase in investors and witnessed a 3,922% increase in trading volume during the same period. Momentum and unprecedented growth will continue as existing marketplaces come online throughout 2022. “Templum’s rapid growth is driven by our unique Platform and expertise. The Templum Platform provides fractionalization, democratization, regulation (via Templum Markets) and proprietary technology to unlock trillions of dollars in assets and create a brand-new global ecosystem. Our advances have led us to engage in opportunities such as collectibles, real estate, art, energy, agriculture, wine, autos, and much more,” said Jeffery Gangl, Chief Commercial Officer of Templum. Templum is quickly becoming the trusted industry standard because of its robust proprietary technology, regulatory approval set, customer success, and breakneck innovation. About Templum Templum Markets LLC is a New York-based broker-dealer and Alternative Trading System (ATS) approved to trade unregistered private securities in 53 U.S. states and territories and is a wholly owned subsidiary of Templum Inc., a trading technology company. Templum is paving the way for investors to participate in new asset classes through integrated market technologies and APIs for primary issuance and secondary trading . Templum's combined solution provides liquidity and distribution in private markets by enabling a continuous trading experience for investors, rather than the manual processes currently in place. In doing so, Templum delivers custom trading solutions to power marketplaces. For more information, please visit www.templuminc.com .
- Templum Named Most Innovative Alternative Data Solution for Trading & Analytics
NEW YORK, April 7, 2022 -- Templum, Inc. ("Templum"), a provider of next-generation cloud-based capital market infrastructure for alternative assets and private securities, announced today that it has won the A-Team Innovation Award for the Most Innovative Alternative Data Solution for Trading and Analytics. The A-Team Innovation Awards celebrate innovative projects and teams across the vendor and practitioner communities that use new and emerging technologies to deliver high-value solutions for financial institutions in capital markets. "As the alternative assets industry grows exponentially , so does the need for alternative data sets in ready-to-use formats to help investors discover opportunities and minimize risk," stated Christopher Pallotta, Founder and CEO of Templum. "We are excited to have one of the most robust alternative data solutions in the industry powered by our marketplaces focused on alternative assets including real estate, collectibles, artwork, media royalties, agriculture, energy and many more. As a leader in the space, we are setting the standard for alternative data solutions for trading and analysis." The Innovation Awards recognize outstanding performance by the vendors of data and technology solutions to the financial industry, focusing on Data Management and Trading Technology. The awards are overseen by the A-Team Innovation Awards Advisory Board, which helps to shape the categories and review the nominations alongside A-Team Group editors to select the winners. Andrew Delaney, President and Chief Content Officer at A-Team Group, said, "Congratulations to the winners of our Innovation Awards 2022. Thank you to all the practitioners and vendors who entered their ground-breaking solutions and services and A-Team Group's independent, expert advisory board collaborating with our editorial team to select this year's winners. These awards are extremely popular and competitive, highlighting technological innovation that will be game-changing for capital markets participants." Templum's growing list of awards and accolades includes two recent shortlist nominations in the 2022 Trading TechInsight Awards in two award categories: Best Cloud-Based Trading Environment and Best Alternative Data Consolidator. The industry confirms the final winners via polling conducted through April 11, 2022. Winners are announced in June 2022. About Templum Templum Markets LLC. is a New York-based broker-dealer and Alternative Trading System (ATS) approved to trade unregistered private securities in 53 U.S. states and territories and is a wholly owned subsidiary of Templum, Inc., a trading technology company. Templum is paving the way for investors to participate in new asset classes through integrated market technologies and APIs for primary issuance and secondary trading. Templum's combined solution provides liquidity and distribution in private markets by enabling continuous trading experience for investors rather than the manual processes currently in place. In doing so, Templum delivers custom trading solutions to power marketplaces. For more information, please visit www.templuminc.com . About the A-Team Innovation Awards The awards, now in their second year, celebrate innovative projects and teams across vendor and practitioner communities that make use of new and emerging technologies to deliver high-value solutions for financial institutions in capital markets.