Private Equity Wire

JUNE 24, 2024

Global strategy consulting firm Stax has opened a new office in London, following the January hiring of Phil Dunne as managing director to lead the firm’s UK and EMEA practice.

Consulting 95

Consulting Consultants Due Diligence Private Equity Firms 95

The Motley Fool

NOVEMBER 23, 2023

Ken Griffin's Citadel reported a monster profit of $16 billion last year, making it the most profitable hedge fund in history. The firm's assets are diversified across thousands of stocks, none of which accounts for more than 0.3% of its portfolio (excluding options contracts), so investors should not fixate on any particular position.

Hedge Funds 130

Hedge Funds Funds Stakes Consulting 130

The Motley Fool

JULY 6, 2023

Israel Englander of Millennium Management and David Tepper of Appaloosa rank among the most successful hedge fund managers in recent decades -- and both have a spot on the Bloomberg Billionaires Index. In the past year, Englander upped his stake in the company by 4,600%, making Amazon his largest holding.

Hedge Funds 246

Hedge Funds Investors Consulting Consultants 246

The Motley Fool

SEPTEMBER 7, 2024

The billionaire trained under the watchful eye of hedge fund legend Julian Robertson of Tiger Global Management. Laffont heads up Coatue Management, the world's premier tech-centric hedge fund, which he founded in 1999. Philippe Laffont knows a thing or two about profiting from emerging technology. trillion and $4.4

Hedge Funds 246

Hedge Funds Portfolios Investing Consulting 246

The Motley Fool

OCTOBER 20, 2023

While the moves from big tech's leaders are garnering attention from hedge fund managers and media outlets alike, there are many other companies worth paying attention to for investors. ai works with the likes of Amazon Web Services, Google Cloud Platform, consulting firm Accenture , and defense contractor Raytheon.

Consulting 245

Consulting Consultants Hedge Funds Prospects 245

The Motley Fool

OCTOBER 8, 2024

But the billionaire hedge fund managers below sold shares of Nvidia during the second quarter, and shifted capital toward two other AI stocks, Amazon (NASDAQ: AMZN) and Taiwan Semiconductor (NYSE: TSM). And consultancy Gartner recently recognized AWS as a leader in cloud AI developer services.

Hedge Funds 246

Hedge Funds Stakes Consulting Consultants 246

The Motley Fool

MARCH 9, 2024

ServiceNow is the market leader in IT service management, IT operations management, and artificial intelligence (AI) for IT operations software, according to consultancy Gartner. A recent survey from Morgan Stanley identified artificial intelligence (AI) as the IT product category likely to see the largest spending increase in 2024.

Hedge Funds 246

Hedge Funds Investing Prospects Consulting 246

The Motley Fool

APRIL 5, 2024

Hedge fund billionaire Dan Loeb compared artificial intelligence (AI) to the industrial revolution in a letter to clients written last year. The industrial revolution was a characterized by a dramatic increase in economic output as machines replaced human workers.

Hedge Funds 246

Hedge Funds Investing Consulting Consultants 246

Private Equity Wire

JUNE 18, 2024

Greenbrook, a communications advisor to the investment industry specialising in private equity, private credit, hedge funds, debt restructuring and special situations, has added Cecilie Oerting as a director and Natasha Bragoli as a consultant.

Hedge Funds 98

Hedge Funds Consulting Consultants Debt 98

Private Equity Wire

JULY 31, 2024

Acuity Knowledge Partners, a research, analytics, staffing and technology provider to the financial services sector including hedge funds and private equity firms, has appointed Jon O’Donnell as Chief Operating Officer. He was also part of the global leadership team of IBM Consulting.

Private Equity Firms 96

Private Equity Firms Private Equity Firms Hedge Funds Consulting 96

Private Equity Wire

APRIL 25, 2024

COMPLY, a provider of compliance software, consulting and education resources for the financial services sector including hedge funds and private equity firms, has appointed Michael J Stanton as its Chief Executive Officer. Stanton succeeds Amy Kadomatsu, who is now transitioning to the role of Board Advisor.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Hedge Funds Education 98

Private Equity Wire

MAY 28, 2024

Athwal advises hedge funds, private equity funds, asset managers, sponsors and family offices on the establishment, regulation, corporate governance and ongoing operation of Cayman Islands domiciled investment funds, as well as the establishment of venture capital and other funding structures based in Cayman.

Hedge Funds 97

Hedge Funds Funds Venture Capital Consulting 97

Pension Pulse

SEPTEMBER 6, 2023

Carolina Mandl and Chris Prentice of Reuters report US SEC overhauls rules for $20 trillion private fund industry: The U.S. No kidding, private equity funds and hedge funds rule with impunity, they do not want more transparency and rules against clobbering investors with opaque fees.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Private Equity Wire

APRIL 11, 2024

According to Bloomberg’s sources, the proposed measures, which are expected to be outlined in a consultation paper, would grant tax exemptions on interest income to special purpose vehicles involved in alternative investments. Specific enhancement proposals will be consulted upon in due course.

Hedge Funds 105

Hedge Funds Consulting Consultants Taxes 105

Private Equity Wire

MARCH 15, 2024

Law firm Ogier has relocated Ridhiima Kapoor, a Senior Transactional Specialist in its investment funds and corporate teams in the Cayman Islands, to Dubai. She will continue to advise on the establishment, launch and maintenance of investment funds including hedge funds and private equity funds.

Hedge Funds 105

Hedge Funds Law Firms Consulting Consultants 105

The Motley Fool

MARCH 26, 2024

Institutional assets refers to money invested by financial advisors, endowments, hedge funds, and other financial institutions. Institutional investors: Ark believes Bitcoin will account for 1% (bear) to 6.5% (bull) of institutional assets by 2030.

High Net Worth Individuals 189

High Net Worth Individuals Exchange-Traded Funds Investing Hedge Funds 189

The Motley Fool

FEBRUARY 5, 2025

These funds, which don't trade on an exchange, can provide individual investors with access to alternative investments that are otherwise typically limited to high net worth individuals, hedge funds and other institutional investors.

Mutual Funds 130

Mutual Funds Funds High Net Worth Individuals Hedge Funds 130

Private Equity Wire

DECEMBER 19, 2023

Calderwood, a Cayman Islands boutique fund governance firm, has expanded its senior team with two key appointments – Jason Perras and Rena Strecker – who both join as Independent Directors. Perras joins Calderwood with significant experience in the investment fund space.

Hedge Funds 98

Hedge Funds Consulting Consultants Financial Services 98

The Motley Fool

NOVEMBER 20, 2024

According to estimates by the firm Next Move Strategy Consulting, the full AI market could be worth more than $1.8 Examining what billionaires' hedge funds are investing in can be illuminating. trillion by the end of the decade.

Hedge Funds 130

Hedge Funds Stakes Consulting Consultants 130

The Big Picture

JUNE 24, 2023

Be sure to check out our Masters in Business next week with Ilana Weinstein, founder and chief executive officer of IDW Group , the top recruiter of fund managers and traders for many of the largest hedge funds.

Hedge Funds 86

Hedge Funds Investing Consulting Consultants 86

The Motley Fool

NOVEMBER 12, 2024

Ken Griffin is the founder and CEO of Citadel, the most profitable hedge fund in history as measured by net gains since inception, according to LCH Investments. Consultancy Gartner has recognized its leadership in AI developer services and machine learning platforms.

Hedge Funds 130

Hedge Funds Stakes Consulting Consultants 130

The Big Picture

AUGUST 6, 2022

Her research into the Internet & Technology led to her becoming a consultant for HBO’s show Silicon Valley. Be sure to check out our Masters in Business next week with Ken Tropin, chairman and founder of Graham Capital Management , a multi-strategy quantitative hedge fund managing $17.2 Anat Admati’s Book.

Hedge Funds 84

Hedge Funds Startups Banks Leveraging 84

The Big Picture

FEBRUARY 27, 2023

households once owned 95% of all stocks individually in brokerage accounts; today, ownership is is via ETFs, mutual funds, pensions, hedge funds, foreign investors, etc. Last, we considered why other like-minded funds similarly failed to attract much capital. These scenarios do not usually involve a much stock selling.

Mutual Funds 130

Mutual Funds Hedge Funds Consulting Consultants 130

The Big Picture

APRIL 15, 2023

He is an entrepreneur, attorney, consultant, and advocate for independent investment advisers, which is a $97 trillion industry. Be sure to check out our Masters in Business next week with Brian Hamburger, founder of MarketCounsel and Hamburger Law Firm.

Law Firms 113

Law Firms Consulting Consultants Asset Management 113

Private Equity Wire

FEBRUARY 14, 2024

His areas of focus included audit, tax and consulting engagements for onshore and offshore alternative investment funds. Muhammad has worked with hedge fund and mutual fund administrators, and he has supervised all aspects of fund accounting and financial reporting assignments.

Venture Capital 98

Venture Capital Investing Best Practices Mutual Funds 98

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Finance 69

Finance Financing Hedge Funds Consulting 69

Axial

JANUARY 30, 2024

We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. VERCOR merger and acquisitions consultants provide worldwide resources usually available only to companies with revenues in excess of $100,000,000.

Investment Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105

Private Equity Wire

JULY 29, 2024

His expertise includes tax planning for high-net worth individuals, investment partnerships, investment advisors, broker-dealers, venture capital companies, hedge funds (and their investors), investment partnership management companies and general partner entities.

Taxes 98

Taxes High Net Worth Individuals Mergers and Acquisitions Startups 98

Private Equity Wire

MAY 10, 2024

Lower mid-market private investment firm Ethos Partners will sell UK compliance consultancy Cosegic to international mid-market private equity firm MML Capital. The deal saw Portman’s portfolio of around 150 clients, the majority of which were hedge funds and private equity businesses, serviced within the rebranded Cosegic business.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Hedge Funds Consulting 52

The Big Picture

SEPTEMBER 2, 2023

    This week, we speak with Jonathan Miller, founder and CEO of Miller Samuel , a real estate appraisal & consulting firm founded in 1986. Voleon was one of the first hedge funds to use AI as a core of its investing model. His weekly Housing Notes is widely read among the real estate community of appraisers and agents.

Hedge Funds 72

Hedge Funds Consulting Consultants Banks 72

The Big Picture

DECEMBER 17, 2022

Be sure to check out our Masters in Business next week with Charley Ellis, he spent over a decade at Vanguard serving as a strategy consultant and member of the Board of Directors. All of our earlier podcasts on your favorite pod hosts can be found here.

Funds 112

Funds Consulting Consultants Debt 112

Sara Grillo

MAY 9, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Just like whole life insurance, annuities, private equity, hedge funds, and interval funds (did I miss anything?), So please subscribe! Read More »

Portfolios 72

Portfolios Consulting Consultants Taxes 72

The Big Picture

DECEMBER 2, 2023

He is a managing member of the general partners of the American Securities Partners’ series of private equity funds and a member of the investment committee of AS Birch Grove. He was previously a partner in two private equity funds, a consultant in the Paris office of Bain & Co.,

Mergers and Acquisitions 102

Mergers and Acquisitions Private Equity Firms Private Equity Firms Consulting 102

Pension Pulse

NOVEMBER 17, 2023

Adam Clark of Barron's reports Apple, Microsoft, Nvidia—what tech stocks hedge funds are buying and selling: It’s filing season for a string of major hedge funds, and big tech names like Apple, Microsoft, and Nvidia were among the most-traded equities in the third quarter. Appaloosa increased its Amazon stake to 3.75

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

The Big Picture

JULY 4, 2023

 The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Pension Pulse

JULY 31, 2024

For more information, visit cdpq.com , consult our LinkedIn or Instagram pages, or follow us on X. But when all is said and done that's $8 billion going to Quebec investment managers instead of going to the best private equity or global investment managers including elite global hedge funds.

Capital 59

Capital Hedge Funds Asset Management Pension Funds 59

The Big Picture

JULY 1, 2023

New Yorker ) Be sure to check out our Masters in Business interview with Ilana Weinstein, founder and chief executive officer of IDW Group , the top recruiter of fund managers and traders for many of the largest hedge funds. But it is Ben Wilson’s mission to make us believe they are key to human happiness. (

Hedge Funds 59

Hedge Funds Consulting Consultants Funds 59