LODAS Markets Names Industry Veteran Kyle Robey Head of Product for Transfer Agent Business

November 4, 2024

Kyle brings 15+ years of leadership experience from SS&C Technologies, where he cultivated relationships with sponsors and intermediaries while helping to build legacy alts infrastructure. This includes assisting in the development and integration of Alternative Investment Product Services (AIP), the Depository Trust & Clearing Corp.'s (DTCC) trading and reporting platform. 

In February, LODAS launched its TA business as the industry's only end-to-end platform offering automated fundraising, investor management, and liquidity features, including LODAS' fully integrated secondary market, capable of settle trades in one day.

WHY IT MATTERS:

  • "This is an important step in our mission to drive innovation, efficiency, and automation in alternative investments. Kyle's experience and industry relationships bring great value to our Transfer Agent business, and we're excited to combine our cutting-edge technology with his understanding of what sponsors and investors need." – LODAS Founder/CEO Brian King.

  • "I joined LODAS because of its distinct value proposition and ability to own the alts investing process from A to Z, including its one-of-a-kind secondary market. Today's sponsors and investors need flexible, automated solutions to succeed and I'm grateful for the opportunity to help build the LODAS TA business." – Kyle Robey

In August, LODAS became the first platform to execute fully electronic trades of Delaware Statutory Trusts (DSTs). Current LODAS most-actives include non-listed REITs and BDCs like FS Specialty Lending Fund, Franklin BSP Capital Corp., TriLinc Global Impact Fund and CIM Real Estate Finance Trust.

To learn more, click here or book a demo.

LODAS Securities, LLC Member FINRA / SIPC - LODAS Securities, LLC is a wholly subsidiary of LODAS Markets, Inc.


The information provided herein does not constitute an offer to sell securities or the solicitation of an offer to buy securities, which can only be made by the applicable offering document filed and registered with the appropriate state and/or federal regulatory agencies and sold by broker dealers authorized to do so. There is no guarantee that a market will develop for some securities, and as a result, they may remain illiquid.

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