The Big Picture

JUNE 5, 2023

: • There’s No Easy Exit for Companies Backed by PE and VC : Verdad Advisers’ Dan Rasmussen argues that rising debt costs, compressed margins, and negative cash flow make for a “pretty scary” picture of the health of private companies.

Pension Funds 108

Pension Funds Hedge Funds Private Companies Debt 108

The Motley Fool

JULY 23, 2024

For example, our strategic partnership with Moody's meaningfully expand the reach of our sustainability content among banks, insurance companies and corporates. It would also help us broaden our private company ESG coverage and expand our capabilities within private credit.

Assets 130

Assets Hedge Funds Asset Management Capital 130

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. Just really a fascinating history from, from a private company to a public company back to a, a partnership. Everybody knows what a hedge fund is, but let’s talk about liquid alts. Really interesting.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Axial

JANUARY 30, 2024

VERCOR Investment Banking Serves Business Owners Who Are Interested In: Selling all or part of their business Private equity recapitalization Management Buyouts.” 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

Pension Pulse

AUGUST 30, 2023

Jeff confirmed to me they are using Innocap's managed account platform (the same one OTPP and CPP Investments use for their external hedge fund managers) to onboard new hedge fund managers but they are proceeding very selectively and cautiously.

Collateral 59

Collateral Hedge Funds Investing Assets 59

The Motley Fool

DECEMBER 30, 2023

Sanmeet Deo: Ken, you're the co founder of Clear Secure, but in a prior role you were a hedge fund manager and now you're running and managing an innovative and disruptive business. Can you share with us a little bit about your journey toward co founding, clear and what inspired you to get into this field and actually run a company.

Hedge Funds 130

Hedge Funds Debt Financial Services Shareholders 130

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

The Motley Fool

JANUARY 30, 2024

MSCI already provides climate data on about 73,000 companies and issuers under subsidiaries, including more than 55,000 private companies, along with more than 7,000 private equity and private debt funds. We also provide location data on about 1 million asset locations through MSCI GeoSpatial.

Assets 130

Assets Hedge Funds Capital Taxes 130

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

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

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

Axial

NOVEMBER 9, 2023

.” Visit DPC’s Profile “OCEANM19 LLC (“OM19”) is a Chicagoland-based, single-family investment office that has concentrated allocations to direct private equity investments, hedge funds, venture capital and real estate. Lead Lap was founded by operating executive David F.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

The Motley Fool

OCTOBER 30, 2024

And as we continue to champion bitcoin as a strategic treasury reserve asset, we are encouraged by the number of both public and private companies that are adopting the bitcoin treasury standard to help impact shareholder value. There's hedge funds, there's arbitrageurs, there's alternative investors. They buy QQ or SPY.

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

Pension Pulse

SEPTEMBER 12, 2023

This means exits will become tougher and valuations of private companies will necessarily come down (see my recent comment going over how regulators are demanding more disclosure from private equity and hedge funds). Now, CPP Investments has a long investment horizon.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

The Big Picture

OCTOBER 15, 2024

Your next role is at Peter Teal’s hedge fund, Clarion Capital. That was a global macro hedge fund, and so that’s a really fun part of finance where you just get to try to figure out at a high level what’s going on in the world and lots of arguments about politics and economics and history and financial markets.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

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

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.

Finance 59

Finance Financing Hedge Funds Venture Capital 59

The Big Picture

DECEMBER 5, 2023

I’m gonna imagine private companies don’t have that sort of ability to float debt, but they certainly can issue some sort of a fixed rate. Did you see like what was the fixed rate world like on the private side when things were dirt cheap? How, how are the higher rates affecting valuations amongst private companies?

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

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).

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 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. All right, last topic that you talk about on a regular basis, derivatives, high frequency trading, hedge funds, endowment, short selling. And it’s why he has such an amazing following.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

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

MAY 8, 2023

No pension fund wants to invest in private companies that abuse immigrant children. I used to invest in top global hedge funds back in the day and I trusted nobody. What went wrong here? How can this happen? Where did oversight fail?

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

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 Finance 52

The Big Picture

AUGUST 8, 2022

ADMATI: We’re at the mercy of these private companies. RITHOLTZ: Because they’re private companies. But the Sacklers took away a whole bunch of money to private company. RITHOLTZ: … or hedge funds or private equity, it doesn’t matter, they get to speculate with OPM, keep the gains.

Banks 81

Banks Debt Finance Financing 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

How do you look at those?

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

AUGUST 16, 2022

He used to work with John Henry, currently the owner of the Boston Red Sox, and another successful hedge fund manager. RITHOLTZ: And he seemed to have brought the same set of analytical chops to owning the Red Sox as he did in his own hedge fund. He worked with Paul Tudor Jones. You leave John Henry.

Hedge Funds 122

Hedge Funds Funds Assets Capital 122

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.

Hedge Funds 59

Hedge Funds Venture Capital Due Diligence Funds 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. RITHOLTZ: We call that legal insider trading.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Banks 59

Pension Pulse

JULY 24, 2023

CPP Investments invests in private equity in two ways. The first is via direct investments, where it holds ownership stakes that vary from passive, minority positions, up to 100% control of private companies. The second is through private equity funds run by private equity firms, such as KKR and Blackstone.

Pension Funds 88

Pension Funds Private Equity Firms Private Equity Firms Investing 88

The Big Picture

FEBRUARY 28, 2023

So if you’re an institution investing $100 billion today, or $50 billion, or $10 billion, private markets is already a big part of your portfolio. But for individuals, historically, there have not been great options to invest into private companies. It’s been one of the best performing asset classes for decades.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 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. billion in the quarter.

Asset Management 130

Asset Management Assets Hedge Funds Pension Funds 130

The Big Picture

NOVEMBER 21, 2023

So these guys would be bucketed as hedge fund guys. But 00:09:24 [Speaker Changed] The truth of the matter is, if you think about Warren Buffet’s hedge fund, Seth Klarman’s hedge fund, Paul Reed’s hedge fund, they never quarantined themselves to just public investments.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

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

American Investment Council

APRIL 3, 2025

Together, PE and VC firms back nearly 70,000 (mostly small) companies, employing about 15 million workers. These companies often grow faster than the economy and pay higher wages. PE and VC firms dont passively trade stocks like hedge funds. Rather, we invest in and grow businesses over the long-term.

Taxes 52

Taxes Venture Capital Hedge Funds Enterprise Values 52

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. 00:11:13 [Speaker Changed] So the focus was on emerging markets, more specifically Sub-Saharan Africa, Latin America, India, and Southeast Asia. What’s that like? 00:11:26 [Speaker Changed] Yeah, absolutely.

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