The Motley Fool

OCTOBER 31, 2023

Our product lines are increasingly interconnected, which means our work in private assets reinforces our work in climate and vice versa. For example, together with Burgiss, we previously developed a tool that offers climate data on around 50,000 private companies and more than 6,000 private equity and private debt funds.

Assets 100

Assets Hedge Funds Capital Leveraging 100

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. Those are the publicly traded asset classes that private credit is most comparable to.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

Fortune Financial

NOVEMBER 17, 2021

Once a client advances past the basics, then they can dive deeper into more complex investments such as hedge funds, private equity or leveraged credit. Private Equity. Private Credit. Alternative Investment Opportunity: Private Equity. Private equity is made up of nine investment strategies.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

Pension Pulse

NOVEMBER 3, 2023

However, we do engage with the climate-forward companies in our portfolio to stay on track and to continue our learning around the energy transition and related markets, technologies and opportunities. We directly engage with both public and private companies in our portfolio to promote sustainable business practices and long-term thinking.

Pension Funds 59

Pension Funds Investing Hedge Funds Assets 59

Pension Pulse

SEPTEMBER 12, 2023

Unless interest rates start to come down soon (and she doesn’t think that is particularly likely) leverage will remain high and the free cash flow will be lower along with the return to investors. I expect a major global recession will hit us soon, deep and prolonged just like the 70s, and a long bear market in stocks will ensue.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

The Big Picture

DECEMBER 5, 2023

00:08:30 The odd company that went bankrupt would need to get sold. But there wasn’t an active m and a business, there wasn’t a leveraged finance business. But there came to be, in certain situations, buyers that were bootstrap, buyers that were, we would call ’em today, they then leveraged buyout financiers.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Axial

JULY 27, 2023

.” Industries : Consumer Goods, Energy & Utilities, Technology, Industrials, Business Services, Manufacturing, Distribution, Health Care, Telecommunications, Consumer Services, Financial Services, Retail Visit FOCUS IB’s Profile “ASA Ventures Group (AVG) provides M & A representation to middle-market private companies.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Zajac Group

OCTOBER 17, 2024

If you’re a business owner, partner, or investor in a private company, however, your paperwork might include a Schedule K-1 form (or just K-1, as it’s sometimes called). Talk to your financial advisor before making any investing decisions. There is no assurance that the investment objective will be attained.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

The Big Picture

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. Leverage levels have come down materially. LAYTON: Leverage levels have changed.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

JULY 25, 2023

We delivered run rate growth of over 40% with both asset managers and asset owners, and over 75% run rate growth with banks, insurance, wealth management, and hedge funds, collectively. in analytics, including 13% growth in equity portfolio management with notable strength in the hedge fund segment.

Assets 100

Assets Banks Capital Portfolios 100

Pension Pulse

AUGUST 17, 2023

In the first half of 2023, higher financing costs hurt the Caisse’s private-equity portfolio, which posted a return of 1.4 In the short term, the portfolio was constrained by higher financing costs, which influenced the performance of certain private companies,” the pension fund said. per cent. “In per cent return.

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Motley Fool

OCTOBER 30, 2024

We leverage our development capabilities to explore innovation and bitcoin applications, integrating analytics expertise with our commitment to digital asset growth. These capital market levers allow us to deploy intelligent leverage to increase our bitcoin holdings in a manner which we believe has created shareholder value.

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Big Picture

MARCH 5, 2024

00:05:21 [Speaker Changed] No income taxes for the company and, and 00:05:23 [Speaker Changed] Then Koch Industries, I I, I don’t think a lot of people realize one of the largest private companies in the United States and maybe even the largest, they’re, they’re giant energy powerhouse. It’s immense.

Capital 59

Capital Hedge Funds Banks Assets 59

The Motley Fool

DECEMBER 30, 2023

That might create a new entity with another heavily leveraged balance sheet. Additionally, both companies have a lot of exposure to linear television, and as you and I know, we live in a world of cord cutting. We don't use the hedge fund word always, but we were exposed to a number of different businesses.

Hedge Funds 130

Hedge Funds Debt Financial Services Shareholders 130

The Big Picture

NOVEMBER 22, 2022

RITHOLTZ: Alternatives being venture capital, private equity, anything else? SHAW: Private credit, real estate investing, hedge funds, everything kind of outside of traditional stock and bond investment, right, the things that are more private and market-driven often.

Financing 59

Financing Finance Hedge Funds Venture Capital 59

The Big Picture

APRIL 4, 2023

So the theory was that’s great that you’re providing a loan, but if you can co-invest with them and get the upside of partnering with some of the most successful private equity funds in the United States, you know, a great way to enhance your returns. KENCEL: So, now, leverage is lower. RITHOLTZ: Right.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Big Picture

AUGUST 8, 2022

And so, therefore, the usual market forces that push against high leverage in other companies that just naturally with no regulation would limit. RITHOLTZ: Just for that one small leverage. ADMATI: We’re at the mercy of these private companies. RITHOLTZ: Because they’re private companies.

Banks 81

Banks Debt Financing Finance 81

The Big Picture

AUGUST 29, 2022

BALCHUNAS: … where you had to call pensions and tried to pitch them on hedge funds …. In other words, he — they’re a private company, he offered to buy them and fold them into Wellington, and they said thanks, but no thanks. RITHOLTZ: Yeah. RITHOLTZ: Cold (inaudible). BALCHUNAS: … oh, it was really tough.

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

The Big Picture

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. CHABRAN: Maybe because I come from a leverage finance background, as I told you, I tend always to focus on the downside. I think it was a great training. I think we learned a lot. How do you look at those?

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

OCTOBER 29, 2024

Among asset owners and hedge funds, organic subscription run rate growth was 11% and 15% respectively. Our private capital fund indices cover more than 13,000 funds that represent more than $11 trillion in AUM and we believe they can help us become a standard setter in private assets.

Asset Management 130

Asset Management Assets Hedge Funds Pension Funds 130

The Big Picture

JANUARY 27, 2025

But it did have a good, a fortunate opportunity to go really work at a startup hedge fund. So you start out as an accountant at PricewaterhouseCoopers, you’re a controller at m and m Partners, a hedge funds. I was also at, at the hedge fund. It was m and m partners at the time. It was relatively small.

Hedge Funds 59

Hedge Funds Liabilities Assets Leveraging 59

The Big Picture

FEBRUARY 17, 2025

So 00:11:21 [Speaker Changed] You traveling all over the world to kick tires of these private companies or Yeah. So I had some experience in Africa that was able to leverage for this role. What’s that like? 00:11:26 [Speaker Changed] Yeah, absolutely. So during my time there, I was probably employee number four or five.

Investing 59

Investing Funds Financing Finance 59

The Big Picture

JUNE 20, 2023

MORGENSON: Well, these are private companies, not the firms themselves. But when they buy a company and put it into a fund, it’s a private company. And so, how they mark the value of that company is, there’s leeway there, Barry. I don’t even know how to describe it.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59