Private Equity Insights

OCTOBER 5, 2023

The oversubscribed fund received strong support from both new and existing investors comprising a broad range of leading global institutions, including public and private pension plans, asset managers, financial institutions, insurance companies, fund-of-funds, endowments and foundations, family offices and high net worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

The Motley Fool

OCTOBER 21, 2024

He was formerly head of Schwab asset management, so he knows the business really well. He is expected to continue what they're doing right now, I mentioned, leaning into the more profitable areas of the business, like the actively managed accounts the lending business, things like that. It's good at high net worth individuals.

Banks 130

Banks Investment Banks Investment Banking Mergers and Acquisitions 130

Pension Pulse

MAY 25, 2023

In a highly regulated environment, ZEDRA delivers its clients high quality solutions through bespoke planning, governance, and operational services, ensuring the highest standards of compliance and integrity are met. Agile and entrepreneurial, we don’t believe in the idea of a ‘finished picture’.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

The Motley Fool

FEBRUARY 14, 2024

We can invest approximately $500 million this year on a leverage-neutral basis, excluding any disposition proceeds, and without the need for any additional equity capital. billion in 319 retail net lease properties spanning 41 states. We leverage our relationships. of total acquisition volume for the quarter. It takes grit.

Debt 130

Debt Banks Capital Leveraging 130

Pension Pulse

SEPTEMBER 6, 2023

The Managed Funds Association industry group said it continues to have concerns that the new requirements will hike costs and curb investment opportunities. Castle Hall has identified 10 likely outcomes as investors - large and small - receive new levels of transparency over their alternative asset investments.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. But I would say generally, there’s less leverage in the system. SALISBURY: Yes.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

The Big Picture

DECEMBER 14, 2022

You shift from high net worth individuals. And no matter how high net worth they are, they’re individuals. MCCARTHY: Well, I would — RITHOLTZ: Or is that just leverage and don’t — MCCARTHY: Yeah. RITHOLTZ: So let me ask you a very obvious question.

Assets 65

Assets Mergers and Acquisitions Capital Portfolios 65

The Big Picture

FEBRUARY 5, 2025

Lately, it seems that alpha comes from two places: Emerging managers — the new fund managers who kind of identify market inefficiency; and the quants who have seemed to be doing really well as of late. Ted Seides : In all of asset management, there’s this aphorism, size is the enemy of performance.

Hedge Funds 59

Hedge Funds Funds Taxes High Net Worth Individuals 59

The Big Picture

JANUARY 7, 2025

I was working directly with the CEO and president of both companies, but I realized that the biotech vertical was not my playing field for the long term, hence the NBA at Harvard to find another career path and, and that led me into asset management. When it comes to any asset management business, Barry, two things important.

Capital 52

Capital Hedge Funds Buyout Funds 52