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

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

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 Finance Financing Stock Market 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 Banks 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

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 Banks 130

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 Banks 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

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 Finance Financing Banks 100

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

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 Motley Fool

OCTOBER 8, 2023

As I recently reported , Bear Cave is not a traditional hedge fund or investment bank specializing in research on short selling, a strategy some investors use to try and profit from a falling share price. The Bear Cave is at it again; this time, the short-seller is targeting Coca-Cola (NYSE: KO).

Hedge Funds 130

Hedge Funds Stakes Investment Banks Investment Banking 130

The Motley Fool

AUGUST 8, 2024

Ricky Mulvey: You too can invest in a hedge fund. He's been looking to raise funds for Pershing Square USA, which would be a closed-end fund. Originally looking to raise up to $25 billion so all investors can get in on these hedge fund strategies, Jason. We'll see if it's a good idea.

Hedge Funds 130

Hedge Funds Leveraging Capital Prospects 130

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 Finance Financing Leveraging 52

The Motley Fool

MARCH 9, 2024

Mary Long: We can stick on the finance track for a second because you tell a story about a guy named Nick Epley and how he goes from being a teenager with a DUI charge to teaching a room full of hedge fund managers how to listen but he started there. Let me talk about one study that happened at an investment bank.

Hedge Funds 130

Hedge Funds Stakes Education Investment Banks 130

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

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. SALISBURY: Generally, it’s asset liability mismatches that causes bank failures, but it also causes, in some cases, hedge fund failures and other financial institutions to fail. I graduated college, realized I needed to get a job.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

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 Big Picture

MAY 23, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, another extra special guest, Robin Grew, President of Man Group, $145 billion publicly traded hedge fund in the UK, and soon to be Man Group’s CEO. RITHOLTZ: Sure, all the little banking things, yeah. RITHOLTZ: Uh-oh. GREW: I know, this seems to be a process.

Hedge Funds 64

Hedge Funds Finance Financing Funds 64

The Big Picture

JULY 2, 2024

I remember there was one other hedge fund that did credit on these P two P lending platforms that was a few years ahead of us. And back when we were trying to raise our first fund, they had already raised a few hundred million. So in the early years we only had 10 million of assets, but we had billions of dollars of deal flow.

Legal 59

Legal Hedge Funds Finance Financing 59

The Big Picture

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Your parent may work there.

Finance 59

Finance Financing Hedge Funds Venture Capital 59

The Big Picture

JULY 26, 2022

They could have been in investment banking. And then they go take a job, you know, in consulting or investment banking; they never become entrepreneurs, even though that was what they wrote their essay about and that was what they’re excited about. And that could be anything, that could be they’re in the military.

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119

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

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 Finance 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

JUNE 11, 2024

We never used hedge funds, but we used private equity, you know, private lending, you know, very early on for an RIA, we were doing legal tax investments, trust services, planning, all under one roof. Well, we were there in the beginning on the private side, where has it gone from hedge funds to private investments.

Mergers and Acquisitions 64

Mergers and Acquisitions Consulting Taxes Consultants 64