The Motley Fool

APRIL 30, 2024

However, there are several asset classes outside of the stock market that can profit during inflationary surges. Private equity Have you ever read about a company that makes an interesting or compelling product only to learn that you can't invest because it's still private? Image Source: Getty Images 2.

Accredited Investors 240

Accredited Investors Private Equity Firms Private Equity Firms High Net Worth Individuals 240

The Motley Fool

AUGUST 8, 2024

Ripple said it shouldn't owe more than $10 million for committing a clerical error launching a new asset type in 2013. The verdict ordered Ripple Labs to stop selling any assets to professional investors without properly registering them as securities with the SEC, and to pay the court $125 million in civil penalties. What's new?

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Legal Assets Private Companies 243

The Motley Fool

JULY 6, 2023

It's still very light on features; there's no "trending" section yet, nor is there a chat function, but since Meta's other assets like Facebook and Instagram already have those, it probably won't be long before Threads does, too. After using it myself, I can see that Threads has genuine potential to unseat Twitter.

Assets 130

Assets Legal Stakes Private Companies 130

The Motley Fool

AUGUST 5, 2023

The executor specify who will receive your assets after you pass away. Wills are generally simpler and less expensive to set up than trusts, and an expert in these matters can help you create an estate plan that can specify conditions around how your assets are distributed. And this is a great place for transparency.

Education 246

Education Consultants Consulting Debt 246

The Motley Fool

AUGUST 7, 2023

JPMorgan Chase wants to save bankers the time, headaches and intern-wrangling it takes to get the lowdown on other companies. The financial institution is seeking to patent a system to " automatically discover and extract information " on public and private companies.

Due Diligence 246

Due Diligence Financial Institutions Private Companies Banks 246

The Motley Fool

AUGUST 12, 2024

Bank of America Private Bank surveyed Americans with at least $3 million in investable assets earlier this year. Real estate investment trusts (REITs) allow investors to buy shares in companies that own income-producing properties. Crypto/digital assets There's a clear generational gap when it comes to crypto.

Investing 244

Investing Fee Structure Banks Management Fees 244

The Motley Fool

FEBRUARY 19, 2024

These services include cash and securities lending, risk management consulting, custody of assets (holding securities), and making introductions between clients and investors. The minimum amount a client must have to use a prime broker is $500,000, though it's not uncommon for clients to have $50 million in assets.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

JUNE 22, 2024

Among its client base are some of the hottest start-ups, including 60% of funded generative AI start-ups and 90% of generative AI unicorns (private companies with valuations above $1 billion). Its generative AI tools have cut down on the time needed to create media assets, and allow users to create images tailored to the viewer.

Private Companies 246

Private Companies Assets Returns Capital 246

Private Equity Insights

DECEMBER 15, 2023

The moves bolstered the banking industry’s support for the private equity sector, a major source of financing for private companies and property transactions. In October, the FDIC completed the sale to Goldman Sachs and PNC Bank of $18.5bn in more than 200 funded loans paid out to borrowers from Signature Bank.

Stakes 225

Stakes Debt Bidding Law Firms 225

The Motley Fool

JULY 29, 2023

From SpaceX Starlink satellites keeping communication lines open when ground-based systems were destroyed to spy satellites from Maxar and Planet (NYSE: PL) providing open-source imaging of what invading forces were up to, like it or not, these commercial companies have proven invaluable military assets. Newsflash: Russia noticed.

Mergers and Acquisitions 246

Mergers and Acquisitions Prospects Assets Private Companies 246

The Motley Fool

FEBRUARY 18, 2024

However, Berkshire is built with staying power, arguably unmatched by any company on Wall Street. For starters, Berkshire owns many private companies across various industries. Some of Berkshire's well-known consumer-facing companies include GEICO Insurance, Duracell, Dairy Queen, Fruit of the Loom, and Clayton Homes.

Funds 246

Funds Exchange-Traded Funds Public Companies Assets 246

The Motley Fool

SEPTEMBER 27, 2023

This allows clients to run an asset-light business model, which allows the company to be more agile in its strategy. That said, Google Cloud excels in others, as it claims 70% of generative AI unicorns (private companies with a $1 billion or greater valuation) utilize Google Cloud.

Private Companies 245

Private Companies Assets Investors Companies 245

The Motley Fool

APRIL 20, 2024

The term " unicorn " is used to describe a private company that has a valuation of at least $1 billion. 31, the net asset value ( NAV ) of the fund's holdings was $52.6 Let's dig into the fund, and assess whether investing like a billionaire is right for you. What's in the fund? for every $1 of NAV.

Accredited Investors 235

Accredited Investors Venture Capital Initial Public Offering New York Stock Exchange 235

The Motley Fool

MARCH 17, 2024

Private equity The super-rich put plenty of money in stocks just as many Americans do. However, alternative investments comprise roughly 50% of assets owned by the ultra-wealthy compared to only 5% for the average investor. Private equity. What is private credit? It's where investors loan money to private companies.

Accredited Investors 189

Accredited Investors New York Stock Exchange Investing Stock Exchanges 189

The Motley Fool

APRIL 29, 2024

We believe the introduction of spot bitcoin ETPs further evidences the maturation of bitcoin as an institutional grade asset class with broader regulatory recognition and institutional adoption. These are all unrestricted and provide the option to potentially leverage this strategic asset in the future.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

DECEMBER 19, 2023

Nonetheless, using the common valuation metric for bank stocks of price-to-book ratio , Bank of America currently trades at 1, meaning the market isn't placing a premium on its net assets like it does competitor JPMorgan Chase's price-to-book ratio of 1.6. Additionally, Bank of America's five-year price-to-book ratio average is 1.1,

Banks 244

Banks Shareholders Private Companies Debt 244

Private Equity Insights

MAY 10, 2024

For CVC, which declined to comment, the proposal represents another chance to expand in Japan where large companies are under pressure to sell non-core assets and improve returns to shareholders. Other deals by the private equity firm include the $1.5 It would also be CVC’s biggest foray into the region so far.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Conglomerates Buyout 147

The Motley Fool

MARCH 15, 2024

The holding company owns various private companies, ranging from candy stores to insurance, railroads, and utilities, and has a whopping stock portfolio worth hundreds of billions of dollars. The company's diversified collection of high-quality assets has continued to grow and outperform the S&P 500 index for decades.

Prospects 189

Prospects Assets Private Companies Accounting 189

Private Equity Insights

AUGUST 9, 2023

“The Special Committee and, ultimately, the full Fiesta Board of Directors, determined that this transaction delivers significant, immediate and certain value to Fiesta stockholders while providing Pollo Tropical the scale, resources and flexibility for continued success as part of a private company.”

Portfolios 237

Portfolios Legal Private Equity Firms Private Equity Firms 237

Private Equity Insights

DECEMBER 11, 2023

Our consistent emphasis on disciplined, efficient portfolio company financial performance remains core to our strategy and is a fundamental component of our success as a platform.” trillion in assets under management or supervision as of September 30, 2023.

Capital 130

Capital Education Private Companies Finance 130

Private Equity Wire

JULY 24, 2024

Global private investment firm KKR is to acquire Janney Montgomery Scott, a wealth management, investment banking and asset management firm with over $150bn in assets under administration, from The Penn Mutual Life Insurance Company.

Asset Management 96

Asset Management Investment Banks Investment Banking Private Companies 96

Private Equity Insights

FEBRUARY 2, 2024

Morgan Stanley’s asset management division aims to double its private credit portfolio to $50 billion in the medium term as it gathers funds from large investors to loan out to companies. read more The post Morgan Stanley plans to double private credit portfolio to $50bn appeared first on Private Equity Insights.

Portfolios 130

Portfolios Private Equity Firms Private Equity Firms Asset Management 130

Private Equity Wire

MAY 27, 2024

The Institutional Investors Group on Climate Change has introduced guidance aimed at helping the private debt industry set and achieve net zero commitments.

Debt 97

Debt Private Companies Assets Portfolios 97

Pension Pulse

FEBRUARY 12, 2025

Layan Odeh of Bloomberg reports CPPIB plows at least $5 billion into private equity in three months: Canada Pension Plan Investment Board poured at least $5 billion into private equity in the last three months of 2024 as the asset class regained appeal. gain in the quarter, driven by returns in private equity and credit.

Mergers and Acquisitions 59

Mergers and Acquisitions Investing Stakes Buyout 59

Private Equity Insights

NOVEMBER 22, 2023

Once finalized, Textainer will transition from a public entity to a private company and will no longer be listed on the New York Stock Exchange (NYSE) and Johannesburg Stock Exchange (JSE). The company’s diverse inventory caters to approximately 200 clients that include major shipping lines and the U.S.

New York Stock Exchange 130

New York Stock Exchange Stock Exchanges Bidding Private Companies 130

Private Equity Wire

OCTOBER 15, 2024

Connection Capital, a London-based private markets and alternative investment platform, has added to its co-investment team with the appointment of Caitlin Cameron from Gresham House as an Investment Associate.

Capital 102

Capital Investing Private Companies Debt 102

The Motley Fool

NOVEMBER 2, 2024

But over time, they can quickly turn from an asset to a liability. Bankruptcy Type What It Is Chapter 7 You'd pay for your debts by selling off assets, but you don't have to make payments to creditors after that. Chapter 13 You'd create a payment plan to pay off your debts over time, but you get to keep your assets.

Debt 130

Debt Consultants Consulting Liabilities 130

The Motley Fool

DECEMBER 5, 2024

There are several ways to qualify as an accredited investor, but for individuals, it typically means you either have at least $1 million in investable assets or an annual income of $200,000 or more (or $300,000 jointly with a spouse). In addition, there's a minimum investment size of $25,000. So it isn't exactly open to all investors.

Accredited Investors 130

Accredited Investors Mutual Funds Exchange-Traded Funds Investing 130

Private Equity Wire

APRIL 22, 2024

Pictet Alternative Advisors, the Pictet Group’s alternative investment business, has launched the Pictet Private Assets SICAV – Environment Co-Investment Fund I ELTIF, which is aiming to broaden investor access to environmental technology investments across private markets.

Funds 105

Funds Consulting Consultants Private Companies 105

The Motley Fool

AUGUST 22, 2023

Defined benefit pensions aren't very common among employees of private companies any more, but they're still available for many government employees and union members. These assets could be housed in a 401(k) , an IRA, a Roth account, a brokerage account, or a variety of other vehicles. million and $1.67

Taxes 130

Taxes Assets Accounting Private Companies 130

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. We also grow $3.6

Hedge Funds 130

Hedge Funds Assets Asset Management Capital 130

Private Equity Insights

OCTOBER 18, 2023

“I am honored to be joining the Board of CIRCOR as Chair and admire the Company for its leadership in the flow control space,” said Mr. Daniel. “I I look forward to working with CIRCOR’s talented team to take the business to new heights as a private company.” industrial companies.

Mergers and Acquisitions 130

Mergers and Acquisitions New York Stock Exchange Hedge Funds Stock Exchanges 130

Private Equity Wire

JANUARY 17, 2024

Like its predecessor funds, CASF V is dedicated to acquiring primarily mature private equity assets in North America, Europe and emerging countries in the small and mid‑sized segments of the private equity secondary market.

High Net Worth Individuals 95

High Net Worth Individuals Funds Financial Institutions Venture Capital 95

The Motley Fool

JULY 9, 2023

In the ESOP model, the company puts stock in a trust fund for employees to vest, and employees get the stock when certain conditions are met. ESOPs are usually created by private companies, and they offer benefits like tax breaks and money earned over time. Just ask Warren Buffett.

Exchange-Traded Funds 130

Exchange-Traded Funds Taxes Education Private Companies 130

Private Equity Wire

FEBRUARY 19, 2024

London-based alternative assets advisor Ely Place Partners has appointed Gareth Morgan as Head of Research. Morgan will continue leading Prospect Private Markets, the advisor’s LP mapping service, which he co-founded.

Consulting 97

Consulting Consultants Prospects Private Companies 97

Private Equity Wire

DECEMBER 14, 2023

Before joining Next Round Capital, Yarbrough served as Head of Technology Investing for BlackRock’s Growth Investment Strategies, overseeing more than $50 billion in assets under management. He played a key role identifying and leading investments in a broad range of public and private companies, including C3.ai,

Capital 97

Capital Startups Venture Capital Private Companies 97

Pension Pulse

MAY 30, 2024

The institution is staying focused on its target of holding $100 billion in assets in Quebec by 2026, its CEO, Charles Emond, said on Wednesday. In 2014, the value of the Caisse's Quebec assets was approximately 60 billion Canadian dollars. In order to attain this target, CDPQ will be investing across public and private markets.

Assets 52

Assets Pension Funds Private Companies Funds 52