The Motley Fool

MARCH 5, 2024

Plus, Motley Fool host Deidre Woollard talks with Carrie Sun, author of the new memoir, Private Equity , for a behind-the-scenes look at life at a hedge fund. Dylan Lewis: We've got a double-stack short squeeze and the inside scoop on the world of hedge funds. Hedge funds control over $5 trillion dollars in assets.

Hedge Funds 130

Hedge Funds Funds Due Diligence Companies 130

BlueMind

DECEMBER 23, 2022

Moreover, be aware of assets sold at a heavily discounted price (also known as a fire sale.) Perform your due diligence and do some side research, after all, it is your life’s savings that are on the line. In 2013 Bharara led the prosecution of the hedge fund manager Steven A. Cohen of S.A.C Capital Advisors.

Hedge Funds 98

Hedge Funds Due Diligence Finance Financing 98

Insight Partners

DECEMBER 5, 2024

Regulatory regimes like MIFID II require banks, asset managers, hedge funds, etc., Hebbia , Rogo , and Sibli help enable banks, asset managers, and PE firms to analyze unstructured data quickly. Reflexivity allows asset managers to analyze companies and test investment theses using natural language.

Financial Services 69

Financial Services Due Diligence Startups Hedge Funds 69

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. Some common hedge fund strategies include long/short equity, global macro, event-driven and arbitrage.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. Some common hedge fund strategies include long/short equity, global macro, event-driven and arbitrage.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Private Equity Wire

JUNE 20, 2023

Partnering with a collaborative firm to help navigate this environment can help them exceed operational due diligence and SEC audits with less difficulty, says Vinod Paul, chief operating officer, Align. Are there upcoming regulatory changes which could affect your business and that of your clients?

Due Diligence 52

Due Diligence Hedge Funds Best Practices Consultants 52

Pension Pulse

MAY 2, 2024

In 2012 when I came to the fund, we had invested four percent of our portfolio in private equity,” CIO Marcus Frampton said. “We Last year, APFC’s staff decreased its private asset allocation from 19 percent to 15 percent, hypothesizing that there were better risk-adjusted returns to be had in asset classes like fixed income and hedge funds.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

Pension Pulse

JUNE 1, 2023

A unique collaboration to build sustainable finance Innocap, a global leader in managed account platforms, will act as the investment fund manager for the Investi Fund and will provide a rigorous institutional framework for due diligence, risk management, and ongoing monitoring.

Finance 52

Finance Financing Due Diligence Funds 52

Axial

JANUARY 30, 2024

We support clients with the expertise needed to build their business through growth acquisitions, optimize value in an exit or sale, transition ownership to family or management, divest non-core assets, or raise capital. Our fees are 100% performance based paid at close of transaction.”

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

Pension Pulse

SEPTEMBER 12, 2023

Our job is due diligence, and for deals that require a level of speed that makes the due diligence difficult, well, we won’t do the deal. focus on Quality in a challenging Market Kim is also preparing for tougher returns in the asset class ahead. I like to be able to sleep at night.”

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. Everybody knows what a hedge fund is, but let’s talk about liquid alts.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Pension Pulse

JUNE 12, 2024

annual rate of return and maintains healthy funded status in 2023: Toronto, ON – University Pension Plan Ontario (UPP) today released its 2023 Annual Report outlining performance and development from its second full operational year. annual rate of return, growing net assets to $11.7 UPP ended the year with a 10.2% UPP manages CAD$11.7

Liabilities 59

Liabilities Assets Leveraging Due Diligence 59

Pension Pulse

JANUARY 25, 2024

Investments in climate-focused technology are a growing priority for TVG, which manages about $7-billion in assets and typically backs tech companies that are moving past their startup stage and looking for funds to help them grow more quickly. Stephen McLennan is appointed Chief Investment Officer, Asset Allocation.

Investors 59

Investors Funds Startups Assets 59

The Big Picture

JULY 26, 2022

Well, you have to have a certain track record, be around for certain length of period, be able to check all of their due diligence boxes, and that takes time and money. All-in, you’re $8 billion in assets totally. WEAVER: And you can overpay for any asset. WEAVER: Yeah. And I checked zero of those boxes.

Consultants 119

Consultants Consulting Private Equity Firms Private Equity Firms 119

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. I think we are very much an owner of assets.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Axial

OCTOBER 26, 2023

.” Visit BMI’s Profile “Young America Capital leverages strong relationships with banks, venture-capital and private-equity funds, family offices, fund-of-funds, foundations, hedge funds, Fortune 500 M&A executives and large employers’ retirement systems to facilitate clients’ goals.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Big Picture

JANUARY 9, 2024

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. Like they had an asset that was not, you know, that was a very untraditional, you know, like we have this ability to tap retail investors to refinance and they played it really fascinatingly. Yeah,00:26:25 It’s over.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

DECEMBER 5, 2023

They run over $27 billion in, in assets. So, 00:22:17 [Speaker Changed] So when you are evaluating a company, this is more than EBITDA or earnings per share or something like that, you are really doing your due diligence on the management team and how effective they are. Michael Fish is co-founder and CEO of American Securities.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

DECEMBER 20, 2022

And that, quite frankly, was the beginning of the of the asset class. So there was a tremendous amount of proprietary trading, you know, hedge funds in the back book, a little bit of a front book. And emerging market is not this homogeneous asset class. And you can see, you know, assets have gone.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

The Big Picture

JANUARY 24, 2023

KKR was the biggest with $400 million of assets and eight people. And Forstmann Little was the second biggest with $200 million of assets, and four professionals and they hired me in as the fifth professional. Do you do distressed asset, real estate? It’s the big Canadian asset plans. And by ‘90s, two guys had left.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consultants Consulting 59

The Big Picture

APRIL 11, 2023

It’s because they wanted to get back at the hedge funds. We’re going to bring the hedge funds down, which is interesting because some of the biggest hedge funds were making money from this. How important is it for a mature company to have a mature CEO to come in and maximize their assets?

Education 119

Education Finance Financing Taxes 119

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We’re we’re the quant shop in real estate, in the quant shop in physical assets. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

Private Equity Wire

FEBRUARY 21, 2025

Unlike some rival bidders, KKR plans to keep Thames Water intact rather than breaking it up or selling off assets to fund its offer. This bid could involve US hedge funds Elliott Management and Silver Point. The due diligence phase is expected to last around eight weeks.

Bidding 72

Bidding Stakes Due Diligence Hedge Funds 72

The Motley Fool

JANUARY 29, 2025

In the fourth quarter, our operating metrics included organic subscription run rate growth of 8%, excluding FX headwinds, and 7% on a reported basis; asset-based fee run rate growth of 15%; and a retention rate of 93%. billion from one of our large pension fund clients. based asset manager, displacing a major incumbent provider.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. And so as those assets grew, I’m now a young 20-year-old going out trying to go to other asset managers saying, Hey, I have this quantitative research.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

Pension Pulse

NOVEMBER 22, 2024

He oversaw a team of 25 investment professionals based in Singapore, Sydney and Delhi managing assets that included renewables, ports, electricity networks and power generation. Although the fund has significant losses on Azure, “the reality is that there is still very good assets underneath.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Motley Fool

MAY 6, 2024

David Einhorn's in our book, famous hedge fund manager, founder of Greenlight Capital. In other words, there's not a lot of homework and there's not a lot of due diligence, there's not a lot of questions being asked of senior management and that's one of the points in the book. Those are growth stocks and bonds.

Assets 130

Assets Banks Hedge Funds Consultants 130

The Motley Fool

FEBRUARY 26, 2025

The multibillionaire Israel Englander has spent more than three decades building Millennium Management into one of the largest, most prominent hedge funds in the world. Trying to make price predictions on a volatile asset like Bitcoin is very difficult. Start Your Mornings Smarter!

Exchange-Traded Funds 200

Exchange-Traded Funds Due Diligence Hedge Funds Prospects 200

The Motley Fool

JANUARY 11, 2025

I would never recommend investing blindly without due diligence because large hedge funds invest over different time horizons than most retail investors and with distinct goals. They also have a lot of experience and professional training, and have been through plenty of market cycles.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Due Diligence Initial Public Offering 246

Pension Pulse

MARCH 12, 2025

David Milstead of the Globe and Mail reports HOOPP, with half of assets in Canada, has no plan to retreat despite trade chaos: The Healthcare of Ontario Pension Plan has invested more than half of its assets in Canadian holdings and that is not about to change despite the threatening economic climate, its leaders say.

Liabilities 59

Liabilities Pension Funds Assets Hedge Funds 59