The Motley Fool

OCTOBER 3, 2024

Billionaire investor David Tepper went on CNBC last week and told investors to buy "everything" in China from futures to exchange-traded funds. Hedge fund purchases of Chinese equities reached the highest level seen since 2016, according to Goldman Sachs. "I But Chinese stocks are quite different than U.S.

Exchange-Traded Funds 130

Exchange-Traded Funds Due Diligence Hedge Funds Banks 130

Private Equity Wire

JANUARY 8, 2024

Leverage providers generally consider private credit funds to be attractive borrowers, as lending against a diversified pool of assets provides good downside protection. Bank lenders also require regular reporting, with disclosures similar to those made by private credit funds to their investors.

Leveraging 98

Leveraging Hedge Funds Due Diligence Finance 98

Private Equity Wire

DECEMBER 14, 2023

Our due diligence process, surpassing industry norms, mitigates bias, and notably, 30% of our portfolio has at least one woman co-founder. Our investment process goes beyond financial metrics, actively integrating non-financial criteria into due diligence. She is based in Singapore and lives with her partner and two boys.

Venture Capital 98

Venture Capital Due Diligence Capital Startups 98

Private Equity Wire

SEPTEMBER 20, 2023

PARTNER CONTENT With private credit funds presenting far more complex operational challenges than either private equity or hedge funds, partnering with a fund administrator with the proven expertise and technology tailored to meet the demands of the asset class can be crucial to success, says Aparna Parameswaran, Managing Director, SS&C GlobeOp.

Hedge Funds 96

Hedge Funds Due Diligence Fee Structure Collateral 96

BlueMind

DECEMBER 23, 2022

Perform your due diligence and do some side research, after all, it is your life’s savings that are on the line. As Axelrod accumulates wealth, he frequently crosses paths with United States attorney Chuck Rhoades who aims to use the power of law to bring down the hedge fund manager. 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., Auquan automates tasks like due diligence and portfolio monitoring by aggregating data from management accounts and public filings, giving FIs real-time views of business risks. “We 4Pines enhances accounting workflows for PE firms.

Financial Services 69

Financial Services Due Diligence Startups Hedge Funds 69

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 Financial Services 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Hedge Funds Hedge funds are alternative investment vehicles that employ a diverse range of investment strategies and techniques to generate returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Hedge Funds Hedge funds are alternative investment vehicles that employ a diverse range of investment strategies and techniques to generate returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

MAY 2, 2024

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. The holdings are in different allocations including cash, hedge funds, and tactical opportunities.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

Axial

JANUARY 30, 2024

We assist in valuation, transaction structure, marketing the business, leveraging our network of institutional buyers and managing due diligence / legal process to close. Advisor to: Investment managers in the alternative-asset classes, including venture capital, private equity, and hedge funds.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

The Big Picture

OCTOBER 31, 2023

We entered the liquid alts market with hedge funds back in 1994, and we entered the private market in 2014 with my product in late stage growth. I had an amazing 99 in early 2000, and I had left a hedge fund, so I was probably one of the few people to leave a hedge fund and go to a larger institution in the middle of the tech bubble.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

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. This will not be your typical ESG fund.

Finance 52

Finance Financing Due Diligence Funds 52

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. “For a large-scale deal, we have to go to the global investment committee and even to the board in some cases,” she says. I like to be able to sleep at night.”

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

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

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. WEAVER: In the very early days, it was a number of individuals because no institution was going to back — RITHOLTZ: Right. WEAVER: Yeah. RITHOLTZ: Right.

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119

The Big Picture

JANUARY 9, 2024

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. All right, last topic that you talk about on a regular basis, derivatives, high frequency trading, hedge funds, endowment, short selling. 00:33:08 Who, who is advising him to waive due diligence?

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

Pension Pulse

MAY 8, 2023

Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance." But it seems, that diligence failed to find what was obvious to investigators watching a shift change in a parking lot. I used to invest in top global hedge funds back in the day and I trusted nobody.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

DECEMBER 5, 2023

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. And hey, are these people we want to get into bed with and do business with?

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Pension Pulse

JANUARY 25, 2024

The first thing he told me three years ago is that "hedge funds ruined venture capital" and when the cycle turns south, it's going to get really ugly. Another case of "too much money with too few brains chasing too few opportunities."

Investors 59

Investors Funds Startups Assets 59

Pension Pulse

JUNE 12, 2024

The second was appropriate systems and controls, so that if a university wanted to conduct due diligence on UPP before committing staff pensions to it, “we wanted excellent marks”. Some call it hedge funds but we focus on absolute returns. The final piece is what we refer to absolute returns strategies.

Liabilities 59

Liabilities Assets Leveraging Due Diligence 59

The Big Picture

JANUARY 24, 2023

And the investment bankers at that time were just — every time we went to a meeting on due diligence, is this a good company or not, all they wanted to do was talk about the fee splits. So I’m proud of our role in it. I mean, we gave it a hard study and said no, but it was a wild time. Well, there’s 400 of fees.

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 Consulting Consultants 59

The Big Picture

JANUARY 15, 2025

January, 15, 2025) Hedge funds, venture capital, private equity, and private credit have never been more popular. How do you distinguish between private equity, private credit, hedge funds, venture capital? Hedge funds can be like bonds or stocks, a little bit different. or more challenging.

Hedge Funds 59

Hedge Funds Venture Capital Due Diligence Funds 59

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

The Big Picture

FEBRUARY 28, 2023

When I came up in the industry, when a company would come up for sale, we would have four or five months to research that business, and to do due diligence, and to meet the management team, to build our models. Those are the people that we want to align with, as we’re going into due diligence. LAYTON: Yeah.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

DECEMBER 29, 2024

However, two hedge fund billionaires sold Microsoft and bought Meta Platforms in the third quarter: Stephen Mandel of Lone Pine Capital sold 364,426 shares of Microsoft, reducing his position by 18%. Investors should not copy those trades without due diligence.

Hedge Funds 130

Hedge Funds Due Diligence Stakes Prospects 130

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. So we’ve, we purchased, and most of the homes were purchased one at a time, independent due diligence, independent construction management to get the home back up to current market standards. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

Private Equity Wire

FEBRUARY 21, 2025

This bid could involve US hedge funds Elliott Management and Silver Point. The due diligence phase is expected to last around eight weeks. Court hearings earlier this month revealed that Thames Waters senior class A creditors were preparing a potential creditor bid as a backup if the Rothschild-led bidding process fails.

Bidding 72

Bidding Stakes Due Diligence Hedge Funds 72

The Big Picture

DECEMBER 20, 2022

So there was a tremendous amount of proprietary trading, you know, hedge funds in the back book, a little bit of a front book. My boss, this gentleman I mentioned had been the Finance Minister of Peru was like, I need you to go down to Peru and take a look at the bank, do due diligence, right, 25 years old.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

The Motley Fool

JANUARY 29, 2025

Among client segments, we also had a strong quarter with hedge funds and wealth managers as we grew our firmwide subscription run rate growth by 15% and 12%, respectively, excluding FX. Turning to hedge funds. We drove 67% ESG and climate recurring sales growth among that segment, which was $3 million. in particular.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

NOVEMBER 25, 2024

Somehow no one in due diligence ever asked them about any of this. A lot of ’em went to buy side hedge funds. And not being able to tell them or show them makes it harder for them to do due diligence to understand how it may have behaved. I’ve never been introduced. No one knew who I was.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

Axial

MARCH 20, 2025

Financial buyers are made up of private equity firms, hedge funds, independent sponsors, family offices, search funds, and high-net-worth individuals. They chose a strategic buyer that knew the ins and outs of the business and did a significant amount of due diligence before submitting their LOI.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Mergers and Acquisitions High Net Worth Individuals 40

Pension Pulse

NOVEMBER 22, 2024

Over 20 years ago, I used to invest in top hedge funds for CDPQ and had to conduct thorough investment and operational risk due diligence and fraud was a major concern. Second, and more pressing for CDPQ, it exposes serious operational risk at the organization and its subsidiaries.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 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. DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence.

Education 119

Education Finance Financing Taxes 119

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. Start Your Mornings Smarter! Wake up with Breakfast news in your inbox every market day.

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