Our advisors are speaking at TIDE SPARK this week in Dana Point, CA! On July 10, Michelle Davidson, CAIA, will discuss trends in the current market on a panel titled, “Go with the Flow…or Against the Tide?”. On Thursday, July 11, David Sheng, will discuss, "Private Credit: What's Next for Direct Lending”. If you’d like more insights into private credit/alternatives, please connect with your Aksia advisory representative or learn more at Aksia.com. #TideSpark2024
About us
Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to institutional investors and we advise on $301 billion AUA and $25 billion AUM of client alternative allocations. We represent experienced pension plans, insurance companies, government-related institutions, endowments, foundations and superannuation funds. Aksia has over 460 employees who are located in seven offices across North America, Europe, and Asia, with headquarters in New York City and main offices in London and Tokyo.* *All references herein refer to Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”). AUA/AUM is as of November 30, 2023. AUA is defined as the sum of the NAV and unfunded commitments of our clients' underlying investments. AUM is defined as the sum of the NAV and unfunded commitments of our clients' underlying investments and the amounts committed to an Aksia-managed vehicle but not yet committed to an underlying investment. AUA/AUM represents assets advised and/or managed by Aksia and tracked by Aksia’s Client Operations team. AUM includes all accounts where Aksia serves as the investment manager, whether in a fully discretionary manner or where the client retains veto/approval authority.. Number of professionals and experience is as of January 31, 2024.
- Website
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http://www.aksia.com
External link for Aksia
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2006
Products
![Click here to view MAX]()
MAX
Investment Portfolio Management Software
Aksia's proprietary online portal designed for professional alternative investors, both front and back-office. This powerful pan-alternatives platform consists of an investment research database, operational due diligence database, research notes/coverage updates and strategy research, detailed performance reporting, cashflow and liquidity tracking, LPA reviews, PPM reviews, risk transparency, ESG reporting, Pan-Alts aggregation, flexible analytics, customizable outputs, and much more... If you want to schedule a MAX demo, please reach out to Aksia at contact@aksia.com
Locations
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Primary
Get directions
599 Lexington Avenue
37th Floor
New York, NY 10022, US
Employees at Aksia
Updates
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We are excited to announce that Maiko Nanao, Managing Director, Investment Research, Asia, will be speaking at the PDI Tokyo Forum 2024 on June 27. Join her to discuss emerging trends and global private debt investing opportunities ranging from direct lending, mezzanine, specialty finance, and more. Don't miss this insightful event! See you there! #PDITokyoForum #PrivateDebtInvestor
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We’re excited to share that Veronica Bateman, Managing Director, Private Credit, attended SuperReturn Berlin last week. She participated in a panel discussion “Five Tough Questions about European Direct Leading” with Blair Jacobson, Co-Head of European Credit at Ares Management, where they spoke about the biggest questions facing private credit managers.
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On June 13th, Keith Morgan, Senior Vice President and European Hedge Funds Strategy Head, moderated the Credit panel entitled ‘Carry on or Stress Ahead for Credit Investing?’ at the GS European Hedge Fund Symposium in Rome. Thanks to the panelists for a lively debate and to Goldman Sachs for inviting us to participate.
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We have been partnering with M.S. 582 and their chess program for over 8 years, and they continue to grow and thrive. This year, we're thrilled to share that the M.S. 582 chess team achieved incredible success at Nationals! The students brought home two team trophies and an individual medal, showing their hard work and dedication, while having some fun in Atlanta. We're honored to have played a part in their journey. 🎉 Congratulations to the talented team and their dedicated coaches! We're proud and excited to support their future endeavors. If you would like to join us in supporting these amazing students, please get in touch with your Aksia representative to learn more.
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We are pleased to share that our very own, David Sheng, has been awarded Institutional Consultant of the Year and will be honored later this month at the AlphaEdge Recognition dinner. His work and dedication reflects Aksia's attention to detail, innovation, and client-first mentality. We are proud to have such committed professionals on our team. Congratulations David Sheng! - Disclaimer: Award was provided by Institutional Investor, a business to business publication whose target audience is large institutional investors. Winners were chosen based on a number of factors, although investor opinion was not the determinative factor. This award is not representative of Aksia client experience or satisfaction. Participants did not pay a fee in order to be an award nominee.
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We are delighted to share that Aksia recently hosted a Private Equity Investor Workshop in Zurich on May 15. This event was a great opportunity for LPs to hear from our senior Private Equity Research team as well as participate in roundtable discussions with their peers. We would like to thank all the investors who attended the event. We are looking forward to hosting more Aksia workshops in Zurich!
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David Sheng and Brett Graffy, CAIA are in Toronto for the Private Credit Canada Forum by Markets Group today and tomorrow! Tomorrow, they will lead institutional investor panels on “Opportunities in Direct Lending” and “Navigating Asset Based Lending”.
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