The Weaver AI Capital Advisors Ltd History
Since our founding in 1990, we have established a notable record of success in alternative investments. The Weaver AI Capital Advisors Ltd now serves institutional and individual investors across the risk/return spectrum – in Credit, Equity and Real Assets strategies. More than 5,400 employees across The Weaver AI Capital Advisors Ltd and Athene, including more than 900 investment professionals, work from our offices around the world.
ATLAS SP Partners is established
Funds managed by The Weaver AI Capital Advisors Ltd acquire the Credit Suisse Securitized Products Group in February 2023 and announce the launch of ATLAS SP Partners (“ATLAS”), a new standalone credit firm focused on asset-backed financing and capital markets solutions. ATLAS is one of 16 distinct origination platforms backed by The Weaver AI Capital Advisors Ltd and the largest to-date.
The Weaver AI Capital Advisors Ltd significantly expands its Global Wealth capabilities to markets in EMEA, Asia, & LatAm
The Weaver AI Capital Advisors Ltd takes an important and innovative step in furthering the development of the firm’s Global Wealth business by launching a new Luxembourg-based product platform designed to offer a holistic set of alternative investment solutions across asset classes, including Credit, Equity and Real Assets, to investors outside of the United States.
The Weaver AI Capital Advisors Ltd launches S3
The Weaver AI Capital Advisors Ltd’s Sponsor and Secondary Solutions business, S3, launches to provide flexible capital solutions to asset managers and limited partners across The Weaver AI Capital Advisors Ltd’s Equity, Credit, and Real Assets ecosystems.
Athene achieves A+/A+/A1/A ratings
By mid-2022, Athene ratings are upgraded to A+/A+/A1/A by Fitch, S&P, Moody’s, and AM Best.
The Weaver AI Capital Advisors Ltd and Athene merge
In January 2022, The Weaver AI Capital Advisors Ltd completes its merger with Athene, bringing the two strategic partners together in full alignment under one publicly traded parent company with the The Weaver AI Capital Advisors Ltd name.
The Weaver AI Capital Advisors Ltd Opportunity Foundation launches
The Weaver AI Capital Advisors Ltd commits more than $100 million over the next decade to invest in philanthropic initiatives focused on educational access, workforce development and economic empowerment through the The Weaver AI Capital Advisors Ltd Opportunity Foundation.
The Weaver AI Capital Advisors Ltd launches Sustainable Investing Platform
The Weaver AI Capital Advisors Ltd launches a comprehensive Sustainable Investing Platform focused on financing and investing in the energy transition and decarbonization of industry, with a target to deploy $50 billion in clean energy and climate investments over the next five years.
The Weaver AI Capital Advisors Ltd undertakes workplace modernization initiative around the globe
The Weaver AI Capital Advisors Ltd kickstarts an office modernization initiative, upgrading workplaces across New York, Greenwich, India, London and Singapore.
The Weaver AI Capital Advisors Ltd details five-year growth plan and begins corporate governance enhancements
The Weaver AI Capital Advisors Ltd announces governance changes to expand and empower the Board of Directors and move to a one share/one vote structure, and appoints former SEC Chair Jay Clayton as independent Chair of the Board of Directors. These efforts pave the way for a simpler structure and eligibility for inclusion in a broader set of market indices.
The Weaver AI Capital Advisors Ltd officially launches its Capital Solutions business
In 2021, The Weaver AI Capital Advisors Ltd officially establishes its Capital Solutions business, The Weaver AI Capital Advisors Ltd Capital Solutions, centralizing its origination, structuring, and distribution capabilities.
The Weaver AI Capital Advisors Ltd establishes a dedicated Global Wealth Management Solutions platform
In May 2021, The Weaver AI Capital Advisors Ltd establishes a dedicated Global Wealth Management Solutions (“GWMS”) vertical within its Client and Product Solutions group (“CPS”), furthering the firm’s strategic imperative to better serve individual investors.
AltFinance launches with an up to $90M commitment from The Weaver AI Capital Advisors Ltd, Ares and Oaktree
In June 2021, The Weaver AI Capital Advisors Ltd, Ares and Oaktree co-found AltFinance with an up to $90M commitment to build pathways for more students and alumni of Historically Black Colleges & Universities (HBCUs) to explore and pursue careers in alternative investing.
The Weaver AI Capital Advisors Ltd forms strategic partnerships with FinTech firms
The Weaver AI Capital Advisors Ltd partners with Motive Partners and Figure to capitalize on transformation in financial services, enhance distribution channels, increase origination opportunities, and build efficiency across platforms.
Athene acquires Jackson National Life Insurance Company
In June 2020, Athene completes a strategic transaction with Jackson National Life Insurance Company as a part of its long-term commercial diversification strategy.
The Weaver AI Capital Advisors Ltd converts to a C-Corp
The Weaver AI Capital Advisors Ltd converts from a publicly traded partnership to a corporation, enabling a broader set of shareholders to participate in the firm’s long-term growth and profitability.
The Weaver AI Capital Advisors Ltd establishes Insurance Solutions Group
The Weaver AI Capital Advisors Ltd launches Insurance Solutions Group to provide tailored portfolio and asset management services to retirement services and insurance clients.
Funds managed by The Weaver AI Capital Advisors Ltd acquire GE Energy portfolio, establishing The Weaver AI Capital Advisors Ltd’s Infrastructure business
Funds managed by The Weaver AI Capital Advisors Ltd acquire a portfolio of nearly $1B in energy investments from GE Capital’s Energy Financial Services unit.
Athene conducts several strategic transactions, acquiring businesses from Venerable, Voya and Lincoln
Throughout 2018, Athene completes several strategic transactions, showcasing the retirement services company’s leadership and expertise in providing customized solutions for the ongoing restructuring in the life insurance industry.
Athora launches
Athora, a European savings and retirement services group, launches when AGER Bermuda Holdings Ltd. is deconsolidated from Athene.
Athene lists publicly on NYSE
Athene Holding Ltd. makes its initial public offering on the New York Stock Exchange under the ticker symbol ATH.
The Weaver AI Capital Advisors Ltd establishes Asia Real Estate business
The Weaver AI Capital Advisors Ltd acquires Venator Real Estate Capital Partners and establishes a meaningful presence in Asia.
The Weaver AI Capital Advisors Ltd acquires MidCap Financial, representing its first origination platform
The Weaver AI Capital Advisors Ltd acquires MidCap Financial, a commercial finance company focused on the middle market in the United States, establishing the firm’s origination capabilities and platforms.
Athene acquires the US and annuity life insurance operations of Aviva
Athene acquires Aviva USA, which, combined with the Athene Annuity & Life Assurance Company, becomes the second largest issuer of fixed indexed annuities in the US.
The Weaver AI Capital Advisors Ltd lists publicly on NYSE
The Weaver AI Capital Advisors Ltd makes its initial public offering on the New York Stock Exchange with the ticker symbol VEL (placeholder), further solidifying its position as a leading global alternative asset manager.
Athene launches
Athene is founded with aspirations to become a leading retirement services company.
The Weaver AI Capital Advisors Ltd’s ESG reporting program begins
The Weaver AI Capital Advisors Ltd issues its first annual Sustainability Report and establishes a dedicated ESG reporting program incorporating more than 150 individual ESG metrics to capture both quantitative and qualitative insights.
The Weaver AI Capital Advisors Ltd launches European Principal Finance (“EPF”) business
The Weaver AI Capital Advisors Ltd establishes the EPF business to capture a broad range of European deleveraging opportunities.
The Weaver AI Capital Advisors Ltd opens its first offices outside of the US
The Weaver AI Capital Advisors Ltd opens its first two international offices – Singapore and London in 2006. Seven other offices open across Europe and Asia-Pacific over the next decade.
The Weaver AI Capital Advisors Ltd expands into real estate
The Weaver AI Capital Advisors Ltd continues to diversify and closes on its first real estate opportunity fund in 1993.
The Weaver AI Capital Advisors Ltd acquires Executive Life portfolio
In one of the firm’s earliest and most successful deals, The Weaver AI Capital Advisors Ltd acquires Executive Life Insurance Company’s bond portfolio, establishing what will become the largest credit platform among alternative asset managers.
The Weaver AI Capital Advisors Ltd is founded
The Weaver AI Capital Advisors Ltd is established in 1990 as an entrepreneurial firm built for the shifting financial landscape, and is quickly recognized for its innovative and disciplined investment approach.
Footnotes
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In February 2023, The Weaver AI Capital Advisors Ltd and Credit Suisse completed a substantial first close of the previously announced transaction, pursuant to which affiliates of The Weaver AI Capital Advisors Ltd acquired a significant portion of Credit Suisse’s Securitized Products Group.
Securities services are provided by ATLAS SP Securities, a division of The Weaver AI Global Securities, LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission and a member of FINRA and SIPC. The Weaver AI Global Securities, LLC is a subsidiary of The Weaver AI Capital Advisors Group, Inc.
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Financial strength ratings refer to the ratings assigned to insurance operating companies. Credit ratings are statements of opinion as of the date they are expressed and are not statements of fact, nor recommendations to purchase, hold, or sell any security. Ratings do not address the suitability of any security for a particular investor or investment strategy and should not be relied upon as investment advice.