Alternatives Marketing Materials
All external marketing materials related to Alternative investments should now be sent using the secure links provided via ShareFile. The links for Alternative investment materials can be found for each approved manager on the platform here: ShareFile Master.xlsx
A brief document detailing how to access Sharefile can be found here: How to Access Sharefile Resource.docx
Questions related to the marketing materials or the process should be sent to corientaltsteam@corient.com and compliance@corient.com
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Alternatives Overview
Corient's Alternative Investments offering provides clients access to top-tier alternative investment managers and funds.
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Corient Private Access
Access a comprehensive private funds solution for qualified purchaser clients that is fully managed by Corient’s Alternative Investments team.
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Registered Funds
Access a curated set of registered “tender offer” funds available to accredited investors but not requiring the qualified purchaser standard. The funds have been selected by Corient’s Alternative Investments team.
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Due Diligence Guidelines
Detailed due diligence requirements and processes for all of Corient’s Alternative Investment offerings.
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Tax-Advantaged Funds
Access a curated set of tax-advantaged funds designed to enhance after-tax returns for investors by leveraging strategies and vehicles that offer tax benefits.
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Corient Registered Alternatives Fund (CoRA)
Corient’s first branded registered fund provides diversified multi-manager exposures to a range of strategies, including private equity, private credit, and private real estate in a simple, single-fund solution.
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Specialists
In order to provide sophisticated local support for advisors and clients, we have partnered with local leadership to designate regional Alternatives Specialists. You can find the coverage mapping here or listed below. Please feel free to reach out to these Specialists for any assistance. The regional coverage is as follows:
- Northeast – Dilan Kluge
- Southeast – Paul Platkin
- Chicago – Alan Polansky
- Midwest and Texas – Mary Liz Guidry
- California, Seattle and Utah – Nic Cristea
For questions regarding onboarding, general training, and alternative operations, please contact Madeline Parker.