Walkner Condon Financial Advisors

MAY 1, 2023

Let’s talk about stock options that private companies offer and go through the pros and cons of each. You join a great company with an even better culture. That is about 1 out of every 2,000 startups. You now own 10,000 shares of the company worth $200,000 but only paid $50,000 for them.

Companies 98

Companies Liabilities Taxes Private Companies 98

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

JANUARY 27, 2025

I know there’s been a big rush into private credit and private debt over the past few years. They, they run a ton of money in order to manage their future liabilities as an insurer. Those future liabilities down the road, really not just a fascinating area, but Mike Freno is, is so knowledgeable.

Hedge Funds 59

Hedge Funds Liabilities Assets Leveraging 59