The Motley Fool

AUGUST 15, 2024

Bitcoin as a hedge against risk And investors are looking beyond Bitcoin's value as a speculative asset. They also view it as a potential hedge against political, economic, and geopolitical risk. Billionaire hedge fund manager Paul Tudor Jones, for example, has likened Bitcoin to gold for this reason. As he sees it, U.S.

Hedge Funds 245

Hedge Funds Assets Legal Investment Banking 245

Private Equity Wire

MARCH 19, 2024

WH Equity Partners, a US private equity firm focused on growth investments and buyouts in the small and mid-cap sectors, has been launched by Senior Managing Director and Chief Investment Officer Peter Weinbach and Senior Managing Director Grant Harshbarger.

Investment Banks 94

Investment Banks Investment Banking Banks Private Equity Firms 94

The Motley Fool

MAY 25, 2024

When I say institutional investors, I am referring to professional money managers like family offices, endowments, hedge funds, insurance companies, and investment banks. That includes banks like JPMorgan Chase , U.S. Bank , and Wells Fargo , as well as highly profitable hedge funds like Citadel, D.E.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Exchange-Traded Funds Banks 246

The Motley Fool

SEPTEMBER 18, 2023

Rowe Price primarily create index and ETF products based on stocks, bonds, and cash-like investments. Blackstone focuses on alternative investments in real estate, private equity, hedge fund products, and credit products such as collateralized loan obligations.

Investment Banks 130

Investment Banks Investment Banking Banks Hedge Funds 130

Axial

JANUARY 30, 2024

Axial is excited to release our 2023 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the 2023 deal-making activities of 807 investment banks and advisory firms that met the qualifications to be considered for league tables.

Investment Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105

The Motley Fool

SEPTEMBER 22, 2024

From sifting through investor presentations and corporate filings to listening to earnings calls and watching interviews, getting a firm gauge on an investment often requires a lot of work. These are forms filed by investment firms managing over $100 million in stocks. One of the more high-profile hedge funds is Ken Griffin's Citadel.

Hedge Funds 246

Hedge Funds Stakes Prospects Leveraging 246

The Motley Fool

OCTOBER 13, 2024

For example, high-profile investment banks such as JP Morgan or Wells Fargo could begin covering the stock from an equity research perspective. If more analysts from Wall Street's largest banks begin to regularly report on Palantir and its prospects, the company has a good chance to land on more investors' radar.

Hedge Funds 244

Hedge Funds Financial Institutions Deal Flow Banks 244

Private Equity Professional

JANUARY 8, 2025

BlackRock made headlines in late 2024 through the firms acquisition of HPS Investment Partners , backed by their expectation that the private debt market will more than double to $4.5 In late 2024, Wendel Group acquired a majority stake in Monroe Capital , and Third Point (Dan Loebs hedge fund) acquired AS Birch Grove.

Mergers and Acquisitions 100

Mergers and Acquisitions Financing Finance Banks 100

The Motley Fool

MAY 9, 2024

Unlike several other megabanks, Bank of America's deposit base has grown over the past year, and it added 245,000 net new checking accounts and more than 1 million credit card accounts in the first quarter alone. Its investment banking market share is 115 basis points higher than a year ago. billion today.

Hedge Funds 185

Hedge Funds Banks Conglomerates Stakes 185

Private Equity Wire

JUNE 24, 2024

Stax specialises in commercial due diligence, value creation and exit planning for private equity firms, PE-backed companies, hedge funds and investment banks, across software/technology, healthcare, business services, industrial, consumer/retail and education.

Consulting 95

Consulting Consultants Due Diligence Private Equity Firms 95

The Motley Fool

JULY 1, 2024

But it was going to be in the investment industry, regardless. Mary Long: I know that you worked at a hedge fund in another life, how did you wind up there? Ron Gross: Graduated graduate school, and got my first so called real job in the investing world as an equity research analyst at Standard and Poor's.

Hedge Funds 130

Hedge Funds Financing Finance Education 130

Private Equity Insights

AUGUST 16, 2023

Silver Lake has hired an investment bank to explore options for Global Blue, which include a sale or capital market transactions, the sources said. It still faces headwinds, including price inflation and the prospect of an economic recession in Europe, which the company says it can tackle. billion valuation.

Taxes 130

Taxes Private Equity Firms Private Equity Firms Hedge Funds 130

Private Equity Insights

JUNE 12, 2023

LSE’s cash and stock purchase of Refinitiv transformed LSE into a powerhouse vendor to hedge funds and investment groups using its financial data. Read more India’s Lok Capital seeks $200m for Fund IV, gets AIIB support Indian impact investor Lok Capital has secured USD 25m from Asian Infrastructure Investment Bank.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Companies Stock Exchanges 130

The Motley Fool

JUNE 15, 2023

There's little incentive for people to buy homes other than for living in them," Shen Meng, a director of the investment bank Chanson & Co. Ken Griffin, the billionaire founder of the large hedge fund Citadel, recently said his economists think China's economic growth could come in better this year than some expect.

Hedge Funds 130

Hedge Funds Education Banks Investment Banking 130

Axial

OCTOBER 26, 2023

Axial is excited to release its Q3 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q3. In Q3, 571 sell-side investment banks and M&A advisors brought a total of 2,360 deals to market.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

MAY 25, 2024

Nevertheless, investment bank Goldman Sachs sees a different member of the Magnificent Seven as the clear-cut winner of the AI revolution so far. Hedge fund manager and Alphabet investor Bill Ackman cited Alphabet's "substantial distribution moat" as a unique feature for the company to sustain its lead in the AI realm.

Companies 130

Companies Hedge Funds Prospects Investment Banking 130

Private Equity Wire

SEPTEMBER 23, 2024

Enfusion, a US-based provider of financial software for asset managers, is in discussions with investment bankers to explore strategic options, including a potential sale, with operate equity firms among the interested parties, according to a report by Reuters.

Hedge Funds 87

Hedge Funds Investors Asset Management Investment Banking 87

Axial

JULY 27, 2023

Axial is excited to release its Q2 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q2. In Q2, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market.

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

Private Equity Insights

JUNE 29, 2023

CVC hired investment bank BR Advisory Partners Participacoes SA earlier this year to advise on restructuring talks. That, combined with the expectation rate cuts will begin in the second half of the year, has some local hedge funds turning bullish on equities.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Hedge Funds Bidding 130

The Motley Fool

OCTOBER 30, 2024

the central bank of China is cutting the interest rate that determines the cost of borrowing money. As the cost of borrowing drops, financial companies and investment banks in both the U.S. and China will, in turn, have a lower bar to clear in terms of the return they need on their investments.

Hedge Funds 130

Hedge Funds Venture Capital Banks Investment Banking 130

The Motley Fool

JUNE 18, 2023

trillion of investments through 150 traditional mutual funds as well as several exchange-traded funds. Like any fund company, brokerage firm, wealth management outfit, or investment bank, T. There's a common misunderstanding in how the fund industry ultimately works, however.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Hedge Funds Banks 130

The Motley Fool

AUGUST 12, 2024

Nvidia has been a phenomenal long-term investment, with shares surging 2,630% during the last five years. Cohen, Griffin, and Schonfeld ranked among the most successful hedge fund managers during the first half of 2024, according to Business Insider. Instead, the lesson here deals with portfolio diversification.

Hedge Funds 100

Hedge Funds Funds Stakes Stock Exchanges 100

The Motley Fool

APRIL 23, 2024

Operationally, we delivered our highest Q1 recurring sales in analytics in a decade at $14 million, our best-ever Q1 of recurring sales among hedge funds at nearly $11 million, and another quarter of double-digit subscription run rate growth of 11% among asset owners, driven by index and analytics. So, of the 7.6

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Big Picture

FEBRUARY 12, 2024

And eventually I got a job offer at Donaldson Lefkin Jenette, which is no longer here, but it was an investment bank of, of some note at the time. What gave you the confidence to say, sure, I could raise some money and launch a hedge fund and have my entire income dependent on how well we do? What were you 27 at the time?

Capital 117

Capital Hedge Funds Funds Mutual Funds 117

Private Equity Wire

MARCH 8, 2024

For International Women’s Day this year, Private Equity Wire spoke to Meryem Bensaid, a Principal at Blackstone, and Private Equity Wire’s sister title Hedgeweek spoke to Trudi Usher Boardman , Head of Hedge Funds at Pictet Alternative Advisors. Tell us a bit about your background and how you got into private equity.

Education 98

Education Private Equity Firms Private Equity Firms Hedge Funds 98

The Big Picture

OCTOBER 31, 2023

We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. 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. So fixed income is now a substantial percentage of our assets.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

JULY 22, 2023

Mian, who is the founder and managing editor at Stray Reflections , an independent global macro research and trading advisory firm with a focus on major investment themes. His clients include some of the world’s largest hedge funds, family offices, and institutional investors.

Hedge Funds 52

Hedge Funds Financing Finance Leveraging 52

The Big Picture

DECEMBER 19, 2023

Mike Rockefeller of Woodline Partners launched what was one of the hottest new hedge funds in a long time. 2019, he came out of the gate having previously worked at Citadel, raising about $2 billion in the new fund. And they are not the typical hedge fund. They, they run a very specific sector focused type of fund.

Hedge Funds 64

Hedge Funds Funds Portfolios Banks 64

Blackstone News

FEBRUARY 27, 2024

BBDE intends to use the proceeds of the sale to fund its lending activities. Barclays Bank PLC, acting through its Investment Bank, served as exclusive structuring advisor to Blackstone in the transaction, to which it also served as risk retainer and liquidity facility provider.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Banks Hedge Funds Financial Institutions 52

Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. NBFIs provide stability and balance in the financial system.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

JULY 14, 2023

Investment banking revenue of 1.5 Gross investment banking and markets revenue of 767 million was down 3% year on year, primarily driven by fewer large M&A deals. So, I think in terms of investment banking and markets, yeah, some -- you know, it's better than expected. Net charge-offs were 1.3

Banks 130

Banks Liabilities Capital Assets 130

The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: … it was within hedge funds, for example.

Banks 119

Banks Assets Capital Hedge Funds 119

Pension Pulse

SEPTEMBER 6, 2024

There are several real-time proxies of the unemployment rate, but one of my favorites is from the Conference Board. Very few people cover macro and markets as well as Francois and even when I disagree with him, I agree with him on the bigger picture, it's dismal.

Banks 52

Banks Hedge Funds Pension Funds Capital 52

The Big Picture

JANUARY 9, 2024

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. It was underwriting, you know, it was like doing investment banking, underwriting public offerings. And it’s why he has such an amazing following. Over 300,000 people get his, his daily missive.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Motley Fool

OCTOBER 13, 2023

This helped drive investment banking revenue up 34%, albeit of a low base and a small wallet. And finally, banking revenues. Excluding gains and losses on loan hedges were up 17%, driven by investment banking, which increased 34% on a reported basis and 12% excluding marks. So that's the piece.

Banks 130

Banks Capital Assets Accounting 130

The Big Picture

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. There was no m and a departments in any investment bank really until the very late seventies. And I was fortunate to be accepted to both.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. I was tentatively committed to go to Lehman Brothers.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59