The Motley Fool

JULY 23, 2024

We delivered adjusted earnings-per-share growth of 12%, organic revenue growth of 10% with asset-based fee revenue growth of 18% driven by record AUM balances in both ETFs and nonlisted products linked to MSCI Indices, free cash flow growth of 21%. All of this illustrates a key part of our strategy.

Hedge Funds 130

Hedge Funds Assets Asset Management Capital 130

The Big Picture

AUGUST 16, 2022

He used to work with John Henry, currently the owner of the Boston Red Sox, and another successful hedge fund manager. RITHOLTZ: And he seemed to have brought the same set of analytical chops to owning the Red Sox as he did in his own hedge fund. He worked with Paul Tudor Jones. You leave John Henry.

Hedge Funds 122

Hedge Funds Funds Assets Capital 122

Pension Pulse

JULY 24, 2023

Amir Barnea wrote another op-ed for the Toronto Star slamming CPP Investments for investing a third of its assets in private equity when Warren Buffet shuns it: When Canada’s national pension plan reported financial results in May, one fact really stood out for me: a full third of its assets — about $190 billion — are invested in private equity.

Pension Funds 88

Pension Funds Private Equity Firms Private Equity Firms Investing 88

The Motley Fool

JANUARY 30, 2024

Assets under management in equity ETF products linked to MSCI Indices reached an all-time record of $1.47 trillion in non-listed products linked to MSCI Indices, such as separately managed accounts and other institutional and retail fund wrappers. As private allocations continue to grow, MSCI is well-positioned to benefit from it.

Assets 130

Assets Hedge Funds Capital Taxes 130

The Motley Fool

OCTOBER 30, 2024

Year-to-date 2024, the price of Bitcoin has appreciated, spurred notably by the approval of the bitcoin exchange-traded products, or ETPs, which has drawn considerable institutional attention to the asset class. We are a publicly traded company that has adopted bitcoin as our primary treasury reserve asset. trillion asset class.

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. Just really a fascinating history from, from a private company to a public company back to a, a partnership. So fixed income is now a substantial percentage of our assets. And now we’ve added privates to that.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Motley Fool

OCTOBER 31, 2023

With the completed acquisition of Burgiss, MSCI can now provide additional clarity and transparency highly needed by investors across private and public assets in their portfolios. In effect, our goal is to develop the MSCI of private assets.

Assets 100

Assets Hedge Funds Capital Leveraging 100

Pension Pulse

AUGUST 30, 2023

Artemis reports the Healthcare of Ontario Pension Plan (HOOPP) grew ILS investments 35% in 2022: Large Canadian institutional retirement fund, the Healthcare of Ontario Pension Plan (HOOPP), grew its allocation to insurance-linked securities (ILS) investments in 2022, with the asset class nearing 1% of its overall portfolio by the end of the year.

Collateral 59

Collateral Hedge Funds Investing Assets 59

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.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. Those are the publicly traded asset classes that private credit is most comparable to.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

Pension Pulse

NOVEMBER 3, 2023

The C$127 billion investor currently has around C$19 billion invested in assets which it has labelled as “green”, and recently it announced ambitious plans to increase sustainable allocations to C$30 billion by the end of the decade. The emissions from these assets would be exempt from our interim goals.

Pension Funds 59

Pension Funds Investing Hedge Funds Assets 59

The Big Picture

NOVEMBER 21, 2023

So these guys would be bucketed as hedge fund guys. But 00:09:24 [Speaker Changed] The truth of the matter is, if you think about Warren Buffet’s hedge fund, Seth Klarman’s hedge fund, Paul Reed’s hedge fund, they never quarantined themselves to just public investments.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

The Motley Fool

DECEMBER 30, 2023

Sanmeet Deo: Ken, you're the co founder of Clear Secure, but in a prior role you were a hedge fund manager and now you're running and managing an innovative and disruptive business. Can you share with us a little bit about your journey toward co founding, clear and what inspired you to get into this field and actually run a company.

Hedge Funds 130

Hedge Funds Debt Financial Services Shareholders 130

Pension Pulse

SEPTEMBER 12, 2023

focus on Quality in a challenging Market Kim is also preparing for tougher returns in the asset class ahead. Higher interest rates signpost a higher cost of doing business that will impact portfolio companies’ performance and multiples. For now her focus is on investing – and exiting – high quality companies only.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Fortune Financial

NOVEMBER 17, 2021

FT Adviser suggests starting with listed infrastructure and renewable assets due to their straightforward business models that generate stable cash flows, creating dependable dividends. Once a client advances past the basics, then they can dive deeper into more complex investments such as hedge funds, private equity or leveraged credit.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

The Motley Fool

JULY 25, 2023

Those trends include the acceleration and adopt of the -- adoption of index investing; the continued shift to outcome-oriented, rules-based technology-driven portfolio construction, the rise in demand for sustainable investments and climate solutions, the growing role of regulation, and the increased allocations to private assets.

Assets 100

Assets Banks Capital Portfolios 100

The Big Picture

MARCH 5, 2024

00:05:21 [Speaker Changed] No income taxes for the company and, and 00:05:23 [Speaker Changed] Then Koch Industries, I I, I don’t think a lot of people realize one of the largest private companies in the United States and maybe even the largest, they’re, they’re giant energy powerhouse. It’s immense.

Capital 59

Capital Hedge Funds Banks Assets 59

Axial

NOVEMBER 9, 2023

” Visit Emigrant’s Profile “Appalachian Capital Holdings (AppCap) is a small private investment office that manages the assets of private families and individuals. OM19’s founders both established institutional investment firms in the private equity and hedge fund industries, respectively.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

Pension Pulse

AUGUST 17, 2023

However, it recorded weaker performance in private equity, following double-digit returns over the past few years, while its office real estate holdings were affected by a structural transformation, including a significant shift to mobile work, offset by investments in the logistics segment of commercial real estate. per cent. per cent. “In

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Big Picture

NOVEMBER 22, 2022

Venture capital, private equity, just were not recruiting for those spaces. And so they stood up a firm called AltFinance, whose main purpose was to help alternative asset managers tap into that rich pool of potential hires. RITHOLTZ: Alternatives being venture capital, private equity, anything else?

Financing 59

Financing Finance Hedge Funds Venture Capital 59

Zajac Group

OCTOBER 17, 2024

If you’re a business owner, partner, or investor in a private company, however, your paperwork might include a Schedule K-1 form (or just K-1, as it’s sometimes called). If the S corporation is a one-person company, the percentage would be 100%, for example.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

The Big Picture

FEBRUARY 28, 2023

He is the chief executive officer of the Partners Group, which is Europe’s biggest listed private equity and buyout firm, with a market cap of about $25 billion. They run over $135 billion in assets. Previously he headed the firm’s private equity business. I think we are very much an owner of assets.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

DECEMBER 5, 2023

They’re one of the older private equity firms around, been been in business since 1994. They run over $27 billion in, in assets. I’m gonna imagine private companies don’t have that sort of ability to float debt, but they certainly can issue some sort of a fixed rate. Now they’re private companies.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

OCTOBER 15, 2024

Your next role is at Peter Teal’s hedge fund, Clarion Capital. That was a global macro hedge fund, and so that’s a really fun part of finance where you just get to try to figure out at a high level what’s going on in the world and lots of arguments about politics and economics and history and financial markets.

Venture Capital 59

Venture Capital Private Companies Hedge Funds 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. This is really a fascinating story. Ken Kencel, welcome to Bloomberg.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

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 Financing 52

The Big Picture

AUGUST 8, 2022

So, you got your assets whatever they are. But then the question is how do you fund those assets. And so, the question is how much gets funded by making promises to investors by debt. In other words, their entire finding — so what they do on the asset side, anybody can do, zero NPV, commercial real estate, whatever.

Banks 81

Banks Debt Financing Finance 81

The Big Picture

AUGUST 29, 2022

BALCHUNAS: … where you had to call pensions and tried to pitch them on hedge funds …. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. It took Vanguard 25 years to get 10 percent market share and funds. RITHOLTZ: Yeah. RITHOLTZ: Cold (inaudible).

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

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 don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president. Well guess what?

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

OCTOBER 29, 2024

In our operating metrics, we deliver asset based fee revenue growth of nearly 20%, subscription run rate growth of 15%, and a retention rate of 94%. Among asset owners and hedge funds, organic subscription run rate growth was 11% and 15% respectively.

Asset Management 130

Asset Management Assets Hedge Funds Pension Funds 130

The Big Picture

JANUARY 27, 2025

They run over $431 billion in global assets. Most of what they do are, are real assets, credit debt, middle market banking. But it did have a good, a fortunate opportunity to go really work at a startup hedge fund. Mike Freno : It’s become, it’s become an asset for us to be located there for, for sure.

Hedge Funds 59

Hedge Funds Liabilities Assets Leveraging 59

The Big Picture

FEBRUARY 17, 2025

And to round out your background, you spend time at Alliance Bernstein, JP Morgan Asset Management and Morgan Stanley. Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. So to me that was the definition of uncorrelated asset.

Investing 59

Investing Funds Financing Finance 59

The Big Picture

JUNE 20, 2023

I think that the asset stripping that has also occurred, pensions, for instance, are sold off, overfunded pensions get sold off and that goes into the private equity firm instead of into the company itself. Or should this be kept out of private asset allocators’ hands? Kind of a thing.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Big Picture

JUNE 3, 2024

He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. And so it’s not just me.

Financing 59

Financing Finance Funds Assets 59

Pension Pulse

FEBRUARY 11, 2025

I do think theres a path, he said, adding he believes pension involvement in Canadian airports could start almost immediately with investments in adjacent assets such as parking garages and freight services as well as new developments like sustainable aviation fuel facilities that arent core to the business of an airport. Im going to do it.'

Pension Funds 59

Pension Funds Hedge Funds Stakes Assets 59

The Motley Fool

AUGUST 19, 2024

With that skill, you could probably work for a hedge fund, or work for tech company somewhere or something, or start a business, but they like the freedom of the poker lifestyle. In the speculation side, you also have VCs and hedge fund folks. People reading does help and things like that.

Hedge Funds 130

Hedge Funds Stakes Taxes Funds 130