The Motley Fool

OCTOBER 2, 2024

"When I was young, many people worked for a company with a pension plan that covered them for as long as they lived. If they didn't have a pension plan, they could count on Social Security and Medicare." -- Robert Kiyosaki, businessman and author of the Rich Dad, Poor Dad series As fewer people have pensions and more people rely on 401(k)s and IRAs instead, they are still relying heavily on Social Security and Medicare.

Companies 246

Companies 246

AltAssets

OCTOBER 2, 2024

The Institutional Limited Partners Association (ILPA) has appointed Bart van Dijk as its new Managing Director, Head of Europe. The move will see van Dijk focus on expanding the company’s presence across the continent, while also bolstering its relationships with industry partners and policymakers. The firm is dedicated to representing over 600 institutions with more […] The post ILPA appoints Bart van Dijk as Managing Director, Head of Europe appeared first on AltAssets Private Equity New

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The Motley Fool

OCTOBER 2, 2024

Image source: Getty Images Sam's Club makes it pretty easy to cancel your membership if you find shopping at the warehouse club isn't working out for you. You can visit the member service desk at any club if you want to cancel and get a refund right away. You also have the option to cancel via phone at 888-746-7726. You may want to take advantage of one of those options this October to free up money in your budget.

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AltAssets

OCTOBER 2, 2024

OceanSound, an investor in tech and tech-enabled services firms serving government and regulated enterprise end-markets, has closed its second fund. The oversubscribed Fund II closed with $1.49bn in total capital commitments. The company secured backing from a wide range of partners, including pension plans, foundations and endowments as well as asset management firms, family offices […] The post OceanSound Partners concludes second fund at $1.49bn appeared first on AltAssets Private Equit

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Funds Asset Management Assets Capital 98

The Motley Fool

OCTOBER 2, 2024

Artificial intelligence (AI) has arguably been the hottest investment theme for two years, and Nvidia has been one of the hottest stocks on Wall Street. But there are other worthwhile trends. The hedge fund managers listed below sold shares of Nvidia in the second quarter, while purchasing shares of e-commerce stocks Shopify (NYSE: SHOP) or MercadoLibre (NASDAQ: MELI).

Stakes 246

Stakes Hedge Funds Asset Management Accounting 246

Private Equity Wire

OCTOBER 2, 2024

An affiliate of private equity firm Turnspire Capital Partners (Turnspire), has acquired GHP Group Inc (GHP), a designer and supplier of consumer outdoor living and indoor heating products, including patio heaters, barbecue grills and water dispensers. GHP supplies products through a portfolio of well-recognised brands, including Dyna-Glo, Bond, Pleasant Hearth, and Vitapur.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Legal Capital 98

AltAssets

OCTOBER 2, 2024

StandardAero, a prominent U.S. aircraft maintenance services provider, has exceeded expectations by pricing its initial public offering (IPO) above its indicated range, raising a substantial $1.44 billion, the company claimed, according to Devdiscourse. Portage Point Partners a business advisory, interim management and investment banking firm serving middle market stakeholders, has announced a minority growth investment […] The post Deal Roundup: StandardAero exceeds expectations in IPO, g

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Initial Public Offering Investing Investment Banks Investment Banking 98

The Motley Fool

OCTOBER 2, 2024

In late 2010, billionaire investor David Tepper made a big splash on CNBC. He predicted that the Federal Reserve's zero interest rate environment and quantitative easing policies at the time would bolster almost every investment in the U.S. Following this appearance, the broader benchmark S&P 500 index would rip 45% higher over the next 2-1/2 years in a run now referred to as the "Tepper Rally.

Investors 246

Investors Initial Public Offering Prospects Portfolios 246

AltAssets

OCTOBER 2, 2024

Gallant Capital Partners, a firm that makes control investments in technology, industrial and business services companies, has closed its second fund. The Fund II – also known as GCP II – closed on $406m and was a substantial increase from its first investment fund. Founded in 2018, Los Angeles-based Gallant claims it executes on a […] The post Gallant Capital Partners brings Fund II to close at $406m appeared first on AltAssets Private Equity News.

Capital 97

Capital Funds Business Services Companies 97

The Motley Fool

OCTOBER 2, 2024

C3.ai (NYSE: AI) , a developer of artificial intelligence (AI) algorithms, went public at $42 a share on Dec. 9, 2020. Its stock started trading at $100 and soared to a record high of $177.47 two weeks later. It generated a lot of buzz because it was growing rapidly, had a catchy ticker symbol, and was founded and led by Tom Siebel, who previously sold his company Siebel Systems to Oracle in 2006.

Enterprise Values 246

Enterprise Values Stakes Debt Returns 246

Private Equity Wire

OCTOBER 2, 2024

Coller Capital, one of the world’s largest dedicated private market secondaries managers, has launched Coller Private Credit Secondaries (CollerCredit), a Luxembourg domiciled private credit SICAV fund, accessible to eligible private wealth investors outside of the USA. The fund will be seeded with over $250m of capital from investors globally. According top a press statement, CollerCredit seeks to deliver a combination of absolute and risk-adjusted returns, diversification, and the opportunity

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Capital Investors Funds Returns 97

The Motley Fool

OCTOBER 2, 2024

Despite a rocky start to September, the S&P 500 has come roaring back to set new all-time highs. Investors down on themselves for missing the current rally may be wondering if it's still a good time to invest. It seems risky to buy stocks when their prices have never been higher. Investors are hesitant to buy at the potential peak and sit through the next bear market with their latest investment in the red for months or possibly years.

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Prospects Funds Returns Investors 246

Indigo Marketing Agency

OCTOBER 2, 2024

How Often Should Financial Advisors Post to Social Media? You already know that social media plays a vital role in your overall marketing strategy. But a common question many advisors ask is: How often should I be posting on social media? While there’s no one-size-fits-all answer, the frequency and quality of your posts can make a significant difference in how effectively you engage with your audience.

Consulting 95

Consulting Consultants Investing 95

The Motley Fool

OCTOBER 2, 2024

There's no doubt about it: Rivian (NASDAQ: RIVN) stock has massive long-term upside potential. Its current market cap is just $13 billion -- $800 billion less than its biggest competitor in the electric vehicle (EV) space, Tesla. With new mass-market models on the way, we could see Rivian's valuation soar over the coming years. But how have the shares performed since the company went public roughly three years ago?

Initial Public Offering 246

Initial Public Offering Stakes Investing Returns 246

Private Equity Wire

OCTOBER 2, 2024

Renovus Capital Partners (Renovus), a Philadelphia-area investment firm, is pleased to announce the sale of its portfolio company, LeapPoint, an Adobe Gold Solution partner providing marketing services to Fortune 1000 enterprises, to Omnicom. Led by Co-Founder and CEO Nik DeBenedetto, LeapPoint helps clients optimise the performance of their marketing organisations by strategically integrating people, processes and Adobe technology.

Investment Firms 94

Investment Firms Capital Portfolios Companies 94

The Motley Fool

OCTOBER 2, 2024

You can't afford to leave the money in your 401(k) plan sitting in cash. If you do, you're unlikely to grow your savings enough to outpace inflation. And that could lead to a shortfall of funds in retirement. That's why investing your 401(k) plan is a much better bet. And while you have a number of options to choose from, for some people, target date funds are an easy solution.

Investing 246

Investing Funds Returns Companies 246

AltAssets

OCTOBER 2, 2024

Coller Capital, a global private market secondaries manager, has launched a SICAV fund accessible to eligible private wealth investors outside the US. According to Coller, the fund will be seeded with over $250m of capital from investors globally. The open-ended fund – known as CollerCredit – will seek to deliver a combination of absolute […] The post Coller Capital unveils new private market secondaries fund appeared first on AltAssets Private Equity News.

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Capital Funds Investors 94

The Motley Fool

OCTOBER 2, 2024

Retirees collecting Social Security receive an annual cost-of-living adjustment, or COLA , to help them keep up with rising prices. The Social Security Administration calculates the COLA based on inflation data, and it will announce the official number on Oct. 10 this year. Based on what we know so far, seniors should expect a smaller COLA than they've become used to in recent years.

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Taxes Funds Investing 246

Private Equity Wire

OCTOBER 2, 2024

European private equity fundraising reached €118bn in the first half of 2024 and could be set for a record year, although there are signs a slowdown is due in the second half of the year, according to Preqin’s latest Alternatives in Europe 2024 report. Preqin forecasts also highlight that capital targeting Europe is set to have lower growth from the end of 2023 to 2029 compared with North America.

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The Motley Fool

OCTOBER 2, 2024

Warren Buffett doesn't offer a newsletter to investors that provides a list of the stocks he likes. But he doesn't have to. Berkshire Hathaway 's portfolio features every stock Buffett likes so much that he's put the conglomerate's money on the line. Not every stock in Berkshire's portfolio is a great choice to buy with the current market dynamics. Several of them are, though.

Conglomerates 246

Conglomerates Leveraging Portfolios Returns 246

AltAssets

OCTOBER 2, 2024

WM Partners and AIC have jointly established a new Fund that will target secondary investments in private equity funds. According to Tokyo FinTech, the Fund – the Japan Private Equity Opportunity 2024 Investment Limited Partnership – will also target the acquisition of fund interests and investments in continuation funds. Sumitomo Mitsui Banking Corporation and the […] The post WM Partners and AIC establish Japanese secondaries fund appeared first on AltAssets Private Equity News.

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Funds Banks Investing 92

The Motley Fool

OCTOBER 2, 2024

Shares in United Airlines (NASDAQ: UAL) soared by 29.6% in September, according to data provided by S&P Global Market Intelligence. The startling rise is mainly due to a relief rally after a heavy sell-off in the stock from the spring and through the summer. What the market was worried about The airline industry is known as highly cyclical, and for good reason.

Returns 246

Returns Investors Portfolios Investing 246

Private Equity Wire

OCTOBER 2, 2024

Jolt Capital, a private equity firm specialising in European growth deeptech investments, has appointed Akira Okada as the firm’s first Operating Partner in Asia. Okada will be based in Tokyo, as part of a wider initiative to expand the firm’s presence in the Japan. According to a press statement, Okada’s appointment “is the first step of the expansion of Jolt Capital in Japan, which will continue throughout 2025” Okada will help Jolt Capital in terms of investor re

Capital 92

Capital Private Equity Firms Private Equity Firms Portfolios 92

The Motley Fool

OCTOBER 2, 2024

With the sale of its 70% stake in satellite television provider DIRECTV, telecom giant AT&T (NYSE: T) is finally fully out of the media business. The company wasted many billions of dollars over the past decade in an ill-fated attempt to transform itself into a media conglomerate. It paid a staggering $48.5 billion in 2015 to acquire DIRECTV only to see subscribers jump ship.

Stakes 246

Stakes Conglomerates Debt Taxes 246

Private Equity Wire

OCTOBER 2, 2024

Morgan Stanley Investment Management (MSIM) has held the final close of the 1GT climate private equity fund (1GT) at $750m of equity capital commitments, with a number of institutions in Europe, Japan and North America leading the investor group. 1GT targets growth-oriented investments in private companies in North America and Europe across mobility, power, sustainable food, agriculture and the circular economy, aiming to collectively avoid or remove one gigaton of carbon dioxide-equivalent (CO2

Funds 88

Funds Private Companies Financing Finance 88

The Motley Fool

OCTOBER 2, 2024

Consulting group Bain & Company recently published a sweeping report on the state of technology, which included the prediction of a possible chip shortage in the coming years. This shortage could come as demand for semiconductors needed for the current artificial intelligence (AI) infrastructure buildout continues to surge, combined with the potential of a smartphone and PC upgrade cycle.

Consulting 246

Consulting Consultants Returns Companies 246

Private Equity Wire

OCTOBER 2, 2024

Global private investments firm Apollo Global Management has set its sights on doubling its assets under management to $1.5tn by 2029, positioning itself as a major player in global debt underwriting, according to a report by the Financial Times. The report cites CEO Marc Rowan as unveiling the ambitious growth plan during the firm’s investor day presentation, signalling a strategic shift as companies increasingly turn to private capital for financing, rather than traditional bank loans.

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Assets Leveraged Buyouts Private Equity Firms Private Equity Firms 83

The Motley Fool

OCTOBER 2, 2024

Under the leadership of its legendary chief executive officer, Warren Buffett, Berkshire Hathaway has become one of history's most successful companies and delivered stellar returns for long-term shareholders. With a market capitalization of roughly $990 billion, Berkshire stands as one of the biggest companies in the S&P 500 and the eighth-largest company in the world.

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Portfolios Investing Banks Accounting 246

A Wealth of Common Sense

OCTOBER 2, 2024

Today’s Animal Spirits is brought to you by YCharts and Fabric: See here for more information on which asset classes perform the best as inflation drops Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: List: Ways to donate and help flood victims in Western North Carolina after Hurricane Helene Zillow home listings to feature climate.

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Assets 79

The Motley Fool

OCTOBER 2, 2024

Since the start of 2023, no trend on Wall Street has garnered more attention from investors than the rise of artificial intelligence (AI). But over the last eight months, the excitement surrounding stock splits in top-notch companies has played a close second fiddle. A stock split allows publicly traded companies the option of cosmetically adjusting their share price and outstanding share count by the same factor.

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Stock Exchanges Investors Returns Companies 246

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. But is that also true for start-ups and venture-funded private companies? As it turns out, it depends on where you look… Full transcript below. ~~~ About this week’s guest : Soraya Darabi, partner in the venture firm TMV.

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The Motley Fool

OCTOBER 2, 2024

Dividend stocks aren't just for income investors. Want proof? Just look at Ken Griffin's purchases for his Citadel hedge fund in the second quarter of 2024. Griffin's net worth is $43 billion. It's fair to say he doesn't need dividend income and is by no means an income investor. However, the billionaire loaded up on at least one high-yield dividend stock in Q2.

Hedge Funds 246

Hedge Funds Exchange-Traded Funds Stakes Education 246

Top 1000 Funds

OCTOBER 2, 2024

Only two months in and CalPERS' new CIO Stephen Gilmore has already made his mark, with plans to overhaul talent and culture in the investment office, meeting frequency and the number of strategic initiatives slashed and an increased focus on data and technology to improve efficiency and reduce risk.

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Investors Investing 59

The Motley Fool

OCTOBER 2, 2024

There are 77 U.S.-listed stocks with market caps north of $1 billion that have more than doubled through the first nine months of this year. Most of them won't double again, but I want to single out three of them that I think can continue rallying through the final three months 2024. Nvidia (NASDAQ: NVDA) , Sweetgreen (NYSE: SG) , and Sea Limited (NYSE: SE) can potentially double again in the fourth quarter.

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Returns Companies Portfolios Investors 246