Private Equity Wire

AUGUST 13, 2024

Lazard has appointed Guggenheim Securities banker Courtney Haydon as a Managing Director in a move to bolster its private equity and alternative asset management dealmaking efforts, according to a report by Reuters. At Guggenheim, Haydon served as Senior Managing Director in financial sponsor investment banking.

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Private Equity Firms Private Equity Firms Pension Funds Asset Management 98

Private Equity Wire

AUGUST 12, 2024

Lazard has recruited Courtney Haydon from Guggenheim Securities as Managing Director to enhance its private equity and alternative asset management dealmaking capabilities, according to a report by Reuters. At Guggenheim, Haydon was a senior managing director specialising in financial sponsor investment banking.

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Pension Funds Buyout Asset Management Banks 97

Private Equity Insights

SEPTEMBER 12, 2023

0% Limited Partners 0% General Partners 0% Investment Banks EXPERIENCE PE-INSIGHTS Get the experience of the leading private equity conference in the United Kingdom. Milano Investment Partners – MIP SGR StepStone Group Alkemia Capital Bregal BU Bregal Italy ProA Capital Primo Ventures EUREKA! WHO ATTENDS?

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Consulting Consultants Pension Funds Venture Capital 130

Pension Pulse

JULY 16, 2024

A higher cost of debt and slower economic growth have created a tough investing environment, pushing down the value of some private assets that pension funds own. Private credit has been one of the best-performing asset classes for some large pension funds in recent years, often earning double-digit percentage gains.

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Pension Funds Buyout Assets Debt 64

The Motley Fool

APRIL 23, 2024

Despite the tough Q1 operating environment for us, we delivered double-digit organic subscription run rate growth among asset owners, hedge funds, wealth management -- managers, and corporates. Across all product segments, the retention rate with asset owners and asset managers was 95% and 97%, respectively.

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Mergers and Acquisitions Hedge Funds Asset Management Banks 130

Pension Pulse

DECEMBER 13, 2023

Singapore wealth fund GIC Pte has grown its global infrastructure team to about 70. billion for its second Asia-Pacific infrastructure fund last year, and Bloomberg News reported in October that Macquarie Asset Management is seeking to raise $4 billion for a new fund with a similar focus. KKR & Co.

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Pension Pulse

AUGUST 8, 2023

Mr. Hill will join OMERS in September, the public pension fund announced Wednesday, and report to Ralph Berg, who took over as the chief investment officer in April. He also spent 25 years in investment banking at Japanese dealer Nomura Securities, German lender Deutsche Bank AG and U.S.-based

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Venture Capital Capital Pension Funds Startups 52

Pension Pulse

AUGUST 15, 2024

James Bradshaw of the Globe and Mail reports OMERS reports steady gains at mid-year mark in shift to bonds, credit: Ontario Municipal Employees Retirement System relied on steady returns from private assets, tailwinds from strong stock markets and a resilient U.S. per cent on their investments. dollar to earn a 4.4-per-cent

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Pension Pulse

JULY 11, 2024

A broader worry is that while buyers’ hunger may be back for higher-quality companies, as shown by the uptick in investment-banking activity on Wall Street, the books of PE firms are stuffed with less attractive businesses snapped up at inflated prices. Advent and Cinven declined to comment. billion PIK loan from Carlyle Group Inc.

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Pension Pulse

JULY 4, 2023

The company is still in talks with its shareholders about raising as much as £1 billion in fresh funds following a £500 million injection agreed last year. Its largest shareholder is Canadian pension fund Ontario Municipal Employees Retirement System (Omers), which holds a nearly 32 per cent stake. billion in Canadian funds.

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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. Investment banks were not really a known concept in the area where I grew up.

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Pension Pulse

SEPTEMBER 6, 2024

Below, Tom Lee, Fundstrat Global Advisors managing partner, joins CNBC's 'Closing Bell' to discuss market outlooks, expectations for the Fed, and more. There are several real-time proxies of the unemployment rate, but one of my favorites is from the Conference Board.

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Banks Pension Funds Hedge Funds Capital 52

Pension Pulse

JANUARY 22, 2024

Last year, Ontario Municipal Employees Retirement System (OMERS) hired investment banks to find a new owner for Toronto-based LifeLabs , according to four sources familiar with the sales process. Two of the sources said OMERS picked New York-based Evercore Group LLC to run the process and also brought in a Canadian bank.

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The Big Picture

MAY 23, 2023

Not its asset management, its brokerage piece. GREW: So, I got a call and this one was ultimately from a recruiter who’s working for Lehman Brothers, an investment bank, a bond house. RITHOLTZ: Sure, all the little banking things, yeah. I manned client call phones. I did everything. And it was a bit of a blast.

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The Big Picture

SEPTEMBER 10, 2024

Mike Wilson has been with Morgan Stanley since 1989, rising up through the ranks of institutional sales, trading, investing, banking to eventually becoming Chief Investment Officer and Chief US Equity Strategist. So I was really investment banking. What was that experience like? What was your trading career like?

Companies 64

Companies Hedge Funds Pension Funds Investing 64

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I found this to be really a fascinating conversation about approaching the world of investing from a different angle. I joined, effectively, Deutsche Bank.

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Banks Asset Management Assets Capital 59

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. KENCEL: It’s the investment banking affiliate.

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Private Equity Firms Private Equity Firms Banks Finance 59

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. And I went to pitch this asset management guy on why he should come be a part of that process. Look, our parents all had pension funds.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Pension Pulse

NOVEMBER 25, 2024

In addition to BMW and Volkswagen AG , Northvolt’s top investors included Goldman Sachs’s asset management arm, Denmark’s biggest pension fund ATP, Baillie Gifford & Co. funds and a number of Swedish entities. What a mess, Northvolt's collapse has hit many investors, including Canadian pension funds.

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Pension Funds Funds Finance Financing 59

The Motley Fool

JANUARY 29, 2025

Among client segments, we also had a strong quarter with hedge funds and wealth managers as we grew our firmwide subscription run rate growth by 15% and 12%, respectively, excluding FX. In index products, the ecosystem linked to MSCI indices remains central to global investing. billion from one of our large pension fund clients.

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Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

DECEMBER 24, 2024

We've got a REIT, a bank, a consumer goods company, a retailer, a fast food chain, drug developer, an asset manager. I think JP Morgan, of course, is the most dominant, but even JP Morgan has competition from Bank of America , Citibank , Goldman Sachs , and investment banks as well. That's really limited.

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Banks Depreciation Pension Funds Asset Management 130

Pension Pulse

MARCH 3, 2025

Amanda White of Top1000funds reports OMERS positions to buy, favouring North America: Only two years into the top investment job at OMERS, Ralph Berg has made his mark, dramatically re-engineering the investment programs, adjusting the geographical focus and getting ready to buy as M&A markets open up. Amanda White reports.

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Buyout Pension Funds Investing Assets 52

The Big Picture

OCTOBER 31, 2022

And it appears, at least, in the post-World War II period, they come about every 25 years, the Nifty Fifties, which was a period where institutions and pension funds bought just growth stocks. RITHOLTZ: What sort of advice would you give to a recent college grad who is interested in a career in investing in finance?

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