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. between 2015 and the end of 2021. trillion in 2015 to$13.32

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 31, 2022

Green mutual funds and exchange-traded funds (EFTs) also provide a sustainable strategy for potential investments. Many firms and startups, whose shares can be bought and sold, are involved in green industries, such as alternative energies and materials. According to the Climate Bonds Initiative , approximately $1.1

Investing 52

Investing Mutual Funds Exchange-Traded Funds Taxes 52

The Big Picture

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family.

Mutual Funds 114

Mutual Funds Taxes Education Startups 114

This is going to be BIG.

DECEMBER 3, 2012

Apparently, venture capital is a cruddy asset class where you can't get returns over the long term. Not only that, but there's a "Series A Crunch" that we've been talking about since October of 2011 where good companies can't seem to get to their next round of funding. That might make sense, if venture capital was an asset class.

Hedge Funds 114

Hedge Funds Venture Capital Education Mutual Funds 114

The Big Picture

APRIL 25, 2023

I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. For most of the clients that come to us for startup work, right?

Legal 64

Legal Law Firms Consultants Consulting 64

The Big Picture

JUNE 11, 2024

Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund. Did that, was the substantial purchase, a hundred plus billion dollars in 401k 00:17:03 [Speaker Changed] Assets. We were basically dealing with 401k plans that were from startup to a hundred or so million.

Mergers and Acquisitions 64

Mergers and Acquisitions Consulting Consultants Taxes 64

Pension Pulse

NOVEMBER 10, 2023

The Fund’s quarterly results were driven by positive performance in credit and private equities and gains across U.S. dollar-denominated assets, which benefited from a strengthening U.S. The $1 billion decrease in net assets consisted of $1 billion in net income, less $2 billion in net base CPP outflows.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

OCTOBER 15, 2024

00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. So we built a bunch of software for them to run all their budgeting and their transparency and their processes and asset management and it’s a just build a big gov tech company.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Big Picture

APRIL 11, 2023

DAMODARAN: Well, you know, I’m glad you brought up Apple because I think of all the things Steve Jobs did that made the kind of rebirth of Apple possible, the first was on the original iTunes disruption, he told the team, and this is, I think, well documented, act like you’re a startup. Don’t worry about legacy effects.

Education 119

Education Finance Financing Taxes 119

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : You go from Forbes pretty much during the golden era of, of mutual funds and star managers like the eighties and nineties, that was Peak mutual fund. And subsequently, when I covered mutual funds for the journal, was the star manager profile. And it was very formulaic.

Mutual Funds 59

Mutual Funds Finance Financing Taxes 59