Browsing: Equity Types of Private Equity

Contrasts between Venture Capital and Buyouts
Venture Capital Funds
Venture Capital Risks and Returns
Types of Buyouts
Leveraged Buyout

Equity Types of Private Equity

Why Alternative Investment Operations Still Matter

Oct 20th, 2020 | Filed under: Hedge Fund Industry Trends, Hedge Fund Operations and Risk Management, Private Equity, Due Diligence Process, Newly Added, Risk management, Operations, Funds of Hedge Funds, Risk Management Strategies & Processes, Hedge Funds, Private Investments, Risk Management & Operations

By Jason Scharfman Esq., CFE, CRISC, CAMS, CAIA Managing Partner, Corgentum Consulting As an operational due diligence (ODD) professional who performs ODD reviews of alternative investment managers on behalf of institutional investors and family offices, I have noticed a recent increase not only in the number of ODD reviews investorsRead More


It Isn’t The Strategy: It’s the Execution that Gets You to Alpha

Oct 18th, 2020 | Filed under: Private Equity, Newly Added, Private Investments

A recent study of private equity, available as a working paper by the European Bank for Reconstruction and Development, seeks to open what the authors see as the “black box of value creation” in private equity. What they find inside the box is this: “[It] is not the ex-ante selectionRead More


Innovation Isn’t an Accident

Sep 30th, 2020 | Filed under: Private Equity, Newly Added, Venture capital, Angel investing, Other Issues in Private Investments, Private Investments

By Sloane Ortel How does innovation happen? For many people in the investment community that answer is sort of fuzzy. We might think it just happens, which is effectively the same as believing inventions are delivered by storks when a creator and a source of capital love each other veryRead More


Subscription Line of Credit: Benefits, Risks, and Distortions

Sep 29th, 2020 | Filed under: Private Equity, Debt Types of Private Equity, Newly Added, Equity Types of Private Equity, Private Investments

By Hossein Kazemi, PhD, CFA, CAIA Association, FDP Institute, and Isenberg School of Management A subscription line of credit (SLC) is one of many sources of funding that general partners (GPs) can use to invest, manage, size, and time a private equity fund’s cash flow. By far, the largest sourceRead More


VCs: Looking at a Future of Digital Therapeutics

Sep 28th, 2020 | Filed under: Newly Added, Venture capital, Equity Types of Private Equity

A Pitchbook report indicates that the venture capital presence in the digital therapeutics industry has increased geometrically since 2015, going from an investment of $134.3 million in that year to $1.2 billion in 2019. Further, the report suggests that digital therapeutics (DTx) is going to get bigger and more profitableRead More


Retirement’s Mid-Life Crisis

Sep 22nd, 2020 | Filed under: Private Equity, Newly Added, Institutional Investing, Asset allocation, Asset Allocation Models, Other Issues in Private Investments, Alternative Investments in Context, Institutional Asset Management, Hedge Funds, Private Investments, Allocating to A.I.

By Rob Croce, PhD – Managing Director and Portfolio Manager at Mellon & Aaron Filbeck, CAIA, CFA, CIPM – Associate Director of Content Development at CAIA Association In 2000, United States 10-year government bonds rates were 6% and the median U.S. public pension plan had an actuarial return assumption ofRead More


Don’t count on multiple expansion and leverage anymore

Aug 25th, 2020 | Filed under: Private Equity, Debt Types of Private Equity, Newly Added, CAIA Alternative Viewpoints, Private Investments

By Wu Guowei Jack, CFA – Director of Content, APAC at CAIA Association Late Cycle Risks In the private markets world, the term “late cycle risks” has been much bandied about in recent years. A combination of high-entry multiples, high leverage, and a record amount of dry powder no doubtRead More


Will the DOL Decision on Private Equity Impact the Democratization of Alternative Investments?

Aug 4th, 2020 | Filed under: Retail Investing, Private Equity, Newly Added, Asset allocation, Equity Types of Private Equity, Asset Allocation Models, Liquid Alternative Investiments, Private Investments, Allocating to A.I.

By Rashad Kurbanov, CEO & Co-Founder at iownit capital and markets Alternative investments have been around for decades and have been a part of institutional investment portfolios for the majority of the time. Institutional investors have increasingly allocated their investment capital to these investments with an expectation that they willRead More


Hedge Funds and Private Equity—Building Bridges—Or Not

Jul 27th, 2020 | Filed under: Private Equity, Debt Types of Private Equity, Newly Added, Asset Managers, Institutional Investing, Venture capital, Asset allocation, Equity Types of Private Equity, Asset Allocation Models, The A.I. Industry, Institutional Asset Management, Hedge Funds, Private Investments

Alternative investment managers were evolving in the context of changing market conditions even before the Covid-19 pandemic, although the virus has speeded up the process. What is emerging is an alternatives landscape where pure-play hedge funds will be rare. That is one of the conclusions of a new study byRead More


Politics, Religion, and…Private Equity?

Jul 27th, 2020 | Filed under: Private Equity, Newly Added, Equity Types of Private Equity, What about beta?, Private Investments

By Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development at CAIA Association Institutional investors have dramatically increased their allocations to alternative investments over the past few decades, including increased allocations to private equity. Private capital allocations remain highest in endowment portfolios, but other institutions, such as family offices andRead More


Impact Investing Won’t Save Capitalism, But Its Example Might

Jul 22nd, 2020 | Filed under: Private Equity, Social investing, Newly Added, Asset allocation, Socially responsible investing, Equity Types of Private Equity, Asset Allocation Models, Other Issues in Private Investments, ESG, Private Investments, SRI and Clean Energy, Other Topics in A.I.

By Michael O’Leary and Warren Valdmanis GIIN’s 10th Anniversary report highlights new records, but what’s the endgame? When the Global Impact Investing Network (GIIN) issued its first survey a decade ago, the term “impact investing” had only been coined three years earlier. Just 24 investors responded. In GIIN’s tenth anniversaryRead More


Technology: Aiding and Abetting the Democratization of Alternative Investments

Jul 14th, 2020 | Filed under: Hedge Fund Industry Trends, Private Equity, Hedge Fund Strategies, Newly Added, Fintech, Venture capital, Technology, Artificial Intelligence, Other Issues in Private Investments, Machine Learning, Hedge Funds, Private Investments, Other Topics in A.I.

A recent working paper for the European Corporate Governance Institute maintains that technology has the potential to make hedge funds and private equity more accessible to the retail investor. The paper, by Omololu Bajulaiye of Tilburg University, along with some other scholars begins with the non-controversial proposition that venture capital,Read More


FINANCIAL RETURNS IN REWARD-BASED CROWDFUNDING

Jul 5th, 2020 | Filed under: Retail Investing, Newly Added, Venture capital, Crowdfunding, Angel investing, Other Issues in Private Investments, Alternative Investments in Context, Emerging Alternative Investments, Private Investments, Other Topics in A.I.

By Victoria Dobrynskaya, PhD, associate professor of Finance at National Research University Higher School of Economics Investments in reward-based crowdfunding campaigns give backers a variety of benefits, such as enjoyment in participating in a creation of a new product, being a part of a similar-minded community, altruistic pleasure of helpingRead More


Release the {virtuous} Kraken!

Jun 9th, 2020 | Filed under: Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, CAIA Alternative Viewpoints, Private Investments

By Jim Bethea, CAIA, CFA: CIO of The University of Iowa Center for Advancement and John L. Bowman, CFA: SMD of CAIA Associaton The cult-like declaration has its origin in the 2010 Clash of the Titans remake. While the cast was superb and it grossed nearly $500m worldwide, it wasRead More


A Target Date for Target Dates

Jun 8th, 2020 | Filed under: Consultants, Retail Investing, Private Equity, Newly Added, Alternative Mutual Funds, Asset allocation, Equity Types of Private Equity, What about beta?, Asset Allocation Models, Other Issues in Private Investments, Institutional Asset Management, Private Investments, Allocating to A.I.

By Aaron Filbeck, CAIA, CFA, CIPM | Associate Director, Content Development at CAIA Association While every retirement plan participant has unique life and planning circumstances, they generally (and almost evenly) split into two broad categories regarding investment philosophies: the do-it-yourself crowd and the do-it-for-me crowd. The do-it-yourself crowd typically followsRead More


Major PE/VC Firms Back New Approaches to Quantum Computing

Apr 23rd, 2020 | Filed under: Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, Technology, Artificial Intelligence, The A.I. Industry, Private Investments, Other Topics in A.I.

In October 2019, Google announced quantum supremacy: the creation of a special-purpose computer using quantum processors that could perform a calculation impossible for a digital computer. A computer Google named Sycamore resolved in just three minutes a computational challenge that would have required a digital computer 10,000 years. Remarkable asRead More


Puzzles or LEGOs? Building a Private Equity Allocation from Scratch

Apr 5th, 2020 | Filed under: Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, CAIA Alternative Viewpoints, Private Investments

Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development at CAIA Association I live in the state of Ohio, which has effectively been on lockdown since the beginning of March. Thankfully, most of my daily activities haven’t been disrupted, save for a few. However, my wife, who is always lookingRead More


Funding a Covid ‘Long Shot’

Apr 2nd, 2020 | Filed under: Newly Added, Venture capital, CAIA Alternative Viewpoints, Other Issues in Private Investments, Structured Credit Products, Private Investments, Structured Products

Every venture exists to solve a problem. Since the dawn of the Covid-19 pandemic, pharmaceutical companies and investors have been scrambling to solve what has quickly become one of the biggest problems in modern history. But as the Financial Times observed earlier this month: “For most biotechs, success will beRead More


The Future is in the Hands of Private Debt Funds

Mar 23rd, 2020 | Filed under: Private Equity, Debt Types of Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, The A.I. Industry, Private Investments

A new analyst report looks at what is in store for the private markets given Covid-19, an impending economic slowdown, and energy price volatility. It argues that we are entering a bear different from other bears. This bear market may be part of a transition that will increase the roleRead More


Be Direct with Me, Please!

Mar 19th, 2020 | Filed under: Private Equity, Newly Added, Institutional Investing, Venture capital, Equity Types of Private Equity, CAIA Alternative Viewpoints, High-net-worth investors, Endowments & Foundations, Family Offices, Private Investments

By Aaron Filbeck, CAIA, CFA, CIPM Associate Director, Content Development at CAIA Association Original Article: “Direct Investments” by Paul Kenny, AIAR Volume 8, Issue 3 Viewpoint Author: Aaron Filbeck, CFA, CAIA, CIPM Excerpted from the Alternative Investment Analyst Review, Volume 8, Issue 3 The Alternative Investment Analyst Review is theRead More


Diversification Strikes Back!

Mar 13th, 2020 | Filed under: Real Estate, Private Equity, Hedge Fund Strategies, Newly Added, Asset allocation, CAIA Alternative Viewpoints, Asset Allocation Models, Institutional Asset Management, Real Estate Equity Investments, Risk Management Strategies & Processes, Hedge Funds, Private Investments, Real Assets, Allocating to A.I.

By Aaron Filbeck, CFA, CAIA, CIPM, Associate Director, Content Development at CAIA Association, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy at CAIA Association “Diversification is back” – now that’s not a phrase we’ve heard in a long time…long time. Considering recent market performance, we thought thatRead More


Are there any ‘real’ ESG unicorns?

Mar 10th, 2020 | Filed under: Private Equity, Debt Types of Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, ESG, The A.I. Industry, Private Investments, Other Topics in A.I.

Unicorns (privately owned start-ups with a valuation of at least $1 billion) have long been the great sought-after beasts of the VC and PE worlds. But are they good for the planet? The unicorn boom was driven by the combination of easy credit and old-fashioned hype, combined with the wayRead More


Tech M&A Market: Demanding Sellers, Fewer Buyers

Mar 3rd, 2020 | Filed under: Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, The A.I. Industry, Private Investments

Corum Group, a merger and acquisitions advisor, which works with privately held technology companies, has put out its annual report, which tells us a good deal about where the action is in the tech world outside of the public markets: focusing on strategic acquirers on the one hand and privateRead More


If You Don’t Want ‘Bragging Rights’ You Can Get Alpha Done

Feb 22nd, 2020 | Filed under: Industry Size & Managers, Venture capital, The A.I. Industry, Private Investments

The quarterly investor report of VCapital Management Company looks at the opportunities for attractive returns for investors regardless of the cloudy economic conditions of 2020. It argues that alpha is to be found in the Midwest, in early-stage investing, and in two industries: healthcare/biomedical and intellectual property. Though the reportRead More


The Perils of Late-Cycle Investing

Feb 11th, 2020 | Filed under: Hedge Fund Industry Trends, Private Equity, Debt Types of Private Equity, Newly Added, Equity Types of Private Equity, Credit Derivatives, Other Issues in Private Investments, Alternative Investments in Context, The A.I. Industry, Structured Credit Products, Hedge Funds, Private Investments, Structured Products

It is widely believed that much of the world is now experiencing the late stages of a bull market. There will be a downturn because no tree grows to the sky. Forecasting the nature and severity of the coming downturn is tricky, but perhaps that is not the right question.Read More


Lessons from CAIS 2020

Feb 11th, 2020 | Filed under: Debt Types of Private Equity, Newly Added, Institutional Investing, Socially responsible investing, Equity Types of Private Equity, Artificial Intelligence, CAIA Alternative Viewpoints, Alternative Investments in Context, ESG, Economics, Climate change, Institutional Asset Management, Hedge Funds, Macroeconomics, Private Investments, Personalities in AI, SRI and Clean Energy, Allocating to A.I., Other Topics in A.I.

John Bowman, CFA, Senior Managing Director at CAIA Association “You’re a kite dancing in a hurricane, Mr. Bond.” (Mr. White to 007, Spectre) Despite the crystal blue island water, softly rolling Caribbean tide, and perfect skies outside the hotel all week, I opened my conference wrap-up panel reminding delegates forRead More


Beyond the Meat; Beyond the Traditional

Feb 6th, 2020 | Filed under: Private Equity, Newly Added, Equity Types of Private Equity, CAIA Alternative Viewpoints, ESG, Hedge Funds, Private Investments, Allocating to A.I., Other Topics in A.I.

By Aaron Filbeck, CFA, CAIA, CIPM, Associate Director, Content Development at CAIA Association Building the Burger I love when our industry uses analogies to describe investment concepts, so I must applaud one of the introductory pieces to JPMorgan’s 2020 Global Alternatives Outlook. In their introduction to the report, the authorsRead More


Alternative Data: A Road to Alpha

Feb 2nd, 2020 | Filed under: Hedge Fund Industry Trends, Real Estate, Private Equity, Newly Added, Fintech, Technology, Artificial Intelligence, The A.I. Industry, Real Estate Equity Investments, Machine Learning, Hedge Funds, Private Investments, Allocating to A.I., Other Topics in A.I.

Investment management firms are increasingly hard-pressed to hedge away risks, increase alpha, and lower costs: a daunting agenda. One way of going about that is by knowing what is going on in the underlying markets more quickly than the competitors and counterparties do.  To that end: alternative data. Investment firms,Read More


Leery Funk’s Open Letter to Sovereign Leaders

Jan 27th, 2020 | Filed under: Consultants, Retail Investing, Private Equity, Newly Added, Institutional Investing, The Global Economy & Currencies, What about beta?, Alternative Investments in Context, Endowments & Foundations, Economics, Climate change, Institutional Asset Management, Macroeconomics, Private Investments, Finance & Economics

By Bill Kelly, CAIA Association CEO In the interest of brevity, I am going to skip the salutation and get right to the heart of the matter. As my name implies, I am Leery of the lofty promises that depend on solving our long-term problems and I do remain inRead More


Fossil Fuel: Divestment By the Numbers

Jan 16th, 2020 | Filed under: Private Equity, Social investing, Debt Types of Private Equity, Newly Added, Venture capital, Socially responsible investing, Equity Types of Private Equity, Alternative energy, Other Issues in Private Investments, The A.I. Industry, Private Investments, SRI and Clean Energy, Allocating to A.I., Finance & Economics, Other Topics in A.I.

Bill Gates, the founder of Microsoft and one of the world’s wealthiest humans, attracted a good deal of attention last fall by saying, “Divestment, to date, probably has reduced about zero tons of emissions.” He thereby put his finger on a key fault line amongst those who regard ESG investmentRead More


Hedge Fund Investors Respond to the Turning of the Business Cycle

Jan 13th, 2020 | Filed under: Hedge Fund Industry Trends, Private Equity, Hedge Fund Strategies, Investing in Commodities, Equity Hedge Funds, Debt Types of Private Equity, Newly Added, Equity Types of Private Equity, Other Issues in Private Investments, The A.I. Industry, Hedge Funds, Commodities, Private Investments

It is reasonable to expect that a diversified hedge fund portfolio will make more modest returns in 2020 than it did in 2019, according to Agecroft Partners, which has done its usual January crystal-ball gazing on the new year, looking for the top industry trends and how they may playRead More


Investment Management: Time for New Leaders and Exiting Comfort Zones

Dec 10th, 2019 | Filed under: Hedge Fund Industry Trends, Consultants, Private Equity, Industry Size & Managers, Newly Added, Institutional Investing, Socially responsible investing, Equity Types of Private Equity, Other Issues in Private Investments, Business News, The A.I. Industry, Institutional Asset Management, Hedge Funds, Private Investments, SRI and Clean Energy

Disruption is the trend of the moment in many industries and the investment world is no exception. Deloitte Insights has just posted an article that takes a comprehensive look at the investment world today, traditional and alternative. Its theme is that this world is in search of new leadership andRead More


Have Venture Capital Firms Created a Unicorn Bubble?

Nov 26th, 2019 | Filed under: Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, Other Issues in Private Investments, The A.I. Industry, Private Investments

A theory is making the rounds, as expressed for example in a Forbes piece last month by David Trainer, that the US economy in particular (perhaps the economy of other nation states as well) is in the throes of a “unicorn bubble,” comparable to the housing derivatives bubble of aRead More


Alternative Investments: Investing By Numbers

Nov 19th, 2019 | Filed under: Real Estate, Private Equity, Debt Types of Private Equity, Liquid and Fixed Income Real Estate, Newly Added, Fintech, Technology, Equity Types of Private Equity, Technology, The A.I. Industry, Real Estate Equity Investments, Hedge Funds, Private Investments, Real Assets, Risk Management & Operations

What’s in the future for alternative investments asset management? A new publication from Ernst & Young, London, contends that allocations to alternative investments and are “robust,” but that there is an important shift underway in favor of private equity and at the expense of hedge funds. In 2018, 40% ofRead More


Democratization Without Education

Nov 18th, 2019 | Filed under: Consultants, Retail Investing, Private Equity, Newly Added, Institutional Investing, Asset allocation, What about beta?, High-net-worth investors, Asset Allocation Models, Other Issues in Private Investments, Alternative Investments in Context, Endowments & Foundations, Institutional Asset Management, Family Offices, Private Investments, Allocating to A.I.

By Bill Kelly, CAIA Association CEO The American history buffs out there will know that we are just a few short weeks away from the 246th anniversary of the Boston Tea Party. Back in 1773, the British government was deep in debt and decided the very best course was toRead More


More ‘Greater Fools’ After WeWork

Nov 14th, 2019 | Filed under: Debt Types of Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, Other Issues in Private Investments, Business News, The A.I. Industry, Private Investments

The term “greater fool theory” refers to the many circumstances in which speculators buy a (potentially) productive asset, basing their buy decision not on the asset’s operational value, but on the notion that there is a “greater fool” out there who will pay even more. The term refers, then, toRead More


Investors Want Liquidity and They Want it Now

Nov 7th, 2019 | Filed under: Private Equity, Hedge Fund Strategies, Debt Types of Private Equity, Newly Added, Institutional Investing, Equity Types of Private Equity, The Global Economy & Currencies, Other Issues in Private Investments, Business News, Economics, The A.I. Industry, Institutional Asset Management, Hedge Funds, Macroeconomics, Private Investments, Allocating to A.I., Finance & Economics, Other Topics in A.I.

A recent publication from Fidelity Institutional Asset Management, while looking at the money markets in the US, emphasizes that investors are looking for liquidity. The report, written by Kerry Pope and Chris Lewis, each an institutional portfolio manager with FIAM, begins with a discussion of the Federal Reserve’s September rateRead More


Mergers and Acquisitions Trending Down in Europe

Nov 5th, 2019 | Filed under: Private Equity, Debt Types of Private Equity, Newly Added, Equity Types of Private Equity, Business News, The A.I. Industry, Private Investments

In  a new report, Pitchbook looks at the mergers and acquisitions trends in Europe. In 2019 through September, the value of European M&A is lower than it has been since 2014, and the volume is lower than it has been since 2010. Only two sectors did not see year-on-year declinesRead More


Improve Private Funds, Don’t Do Away with Them

Oct 22nd, 2019 | Filed under: Consultants, Private Equity, Debt Types of Private Equity, Newly Added, Institutional Investing, Equity Types of Private Equity, Other Issues in Private Investments, Endowments & Foundations, The A.I. Industry, Institutional Asset Management, Private Investments, Allocating to A.I.

By John L. Bowman, CFA This editorial first appeared on Sept. 18 in Crain’s Pensions & Investments online edition. It’s open season on private equity in the Democratic presidential debates. Senators Elizabeth Warren and Bernie Sanders and others have made attacking “Wall Street” a major plank in their campaign platforms.Read More


Divestitures and Carve-outs in the Top Middle Market Deals

Oct 8th, 2019 | Filed under: Private Equity, Debt Types of Private Equity, Newly Added, Equity Types of Private Equity, Other Issues in Private Investments, The A.I. Industry, Private Investments

Private equity middle market deal-making did well in the first half of 2019, matching the pace of 2018, which was a record-setting year, according to a new report from Pitchbook. The authors credit the usual suspects with this continued vigor: lots of dry powder; low interest rates; and continued economicRead More


Washington, Don’t Bar the Door

Oct 3rd, 2019 | Filed under: Debt Types of Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, Other Issues in Private Investments, The A.I. Industry, Private Investments

PitchBook’s Adam Putz recently tackled the intensifying political scrutiny of Big Tech and the harm the scrutineers may do by trying to fix something that isn’t broken—the merger and acquisitions market for digital startups. The giants in the field (Facebook, Amazon, Apple, Google and its parent, Alphabet) are associated withRead More


Spoti-sly

Sep 30th, 2019 | Filed under: Retail Investing, Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, What about beta?, Business News, Private Investments

By Bill Kelly, CEO, CAIA Association How do you turn a millennial into a capitalist? Sell her SNAP in the post-IPO market. A little hindsight here shows how ridiculous this all looked. The initial sellers of the shares were the founders and their VCs (just under 30% of the offering),Read More


Climate Change and Artificial Intelligence as Investment Mega-Trends

Sep 24th, 2019 | Filed under: Private Equity, Newly Added, Alpha Strategies, Venture capital, The Global Economy & Currencies, Technology, Artificial Intelligence, Other Issues in Private Investments, The A.I. Industry, Frontier markets, Emerging Alternative Investments, Private Investments, SRI and Clean Energy, Other Topics in A.I.

A report from CREATE in collaboration with BNY Mellon looks at two related megatrends in investing—climate change and artificial intelligence. It asks in each case: how is this trend perceived in terms of opportunities and risks? What are the specific investment issues involved or solutions likely to be adopted? AndRead More


Anatomy of an Upset

Sep 16th, 2019 | Filed under: Private Equity, Newly Added, The A.I. Industry, Hedge Funds, Private Investments

By Diane Harrison Everyone loves an underdog. While superheroes have their fans, there’s something about a dark horse or a comeback kid that generates support for a hard-won victory. Take the recent US Open tennis championship match between Serena Williams, the sports media’s proclaimed GOAT (Greatest of All Time) andRead More


European Private Equity Deals a Mixed Bag in Second Quarter

Sep 12th, 2019 | Filed under: Private Equity, Newly Added, Equity Types of Private Equity, The A.I. Industry, Private Investments

The second quarter in the private equity space in Europe this year was less lethargic than the first, with a 12.2% increase on a quarter-to-quarter basis. Pitchbook, in partnership with ACG, has issued its quarterly European PE Breakdown offering everything you might want to know about that space. The numberRead More


Back to the Near Future: 2019 Mergers & Acquisitions

Sep 5th, 2019 | Filed under: Private Equity, Hedge Fund Strategies, Debt Types of Private Equity, Newly Added, Event-Driven Hedge Funds, Equity Types of Private Equity, Other Issues in Private Investments, The A.I. Industry, Hedge Funds, Private Investments

Intralinks has put out its predictions for mergers and acquisitions activity through the remainder of this year. The Intralinks Deal Flow Predictor tracks early-stage deal activity to predict how many deals have reached public-announcement stage six months on. The latest issue of the SS&C Intralinks Deal Flow Predictor also includesRead More


Corporate Restructuring: United States vs. United Kingdom

Sep 2nd, 2019 | Filed under: Private Equity, Hedge Fund Strategies, Debt Types of Private Equity, Newly Added, Insolvency, Regulatory Environment, Event-Driven Hedge Funds, Other Issues in Private Investments, Business News, The A.I. Industry, Hedge Funds, Private Investments

David Stevenson, a US District Court Judge for the Northern District of Texas, has presented his analysis of the  differences between the law in the United Kingdom and the United States concerning “a debtor’s ability to approve a restructuring arrangement over the objection of creditors that disapprove.” This is moreRead More


Fintech: Not Such a Deal Right Now

Aug 20th, 2019 | Filed under: Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, The A.I. Industry, Private Investments

Equity rounds of VC-backed investment in the financial technology sector retreated in the second quarter of 2019, according to a new CB Insights report. Second-quarter fintech deals dropped 22% on a quarterly basis and 23% compared to the same quarter in 2018. Early seed deal share fell a five-quarter lowRead More


How Endowments and Foundations Look at Hedge Funds

Aug 8th, 2019 | Filed under: Hedge Fund Industry Trends, Consultants, Private Equity, Hedge Fund Strategies, Equity Hedge Funds, Debt Types of Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, High-net-worth investors, Endowments & Foundations, The A.I. Industry, Institutional Asset Management, Fees, Family Offices, Hedge Funds, Private Investments

Cowen’s Capital Introduction Group has compiled information on what the endowment and foundation community is thinking about hedge funds and how best to invest in them. The Cowen paper on the subject begins with the observation, drawn from Preqin, that at present US-based E&Fs with more than $750 million inRead More


Postcards from the Edge

Aug 5th, 2019 | Filed under: Private Equity, Newly Added, Regulatory Environment, What about beta?, Alternative Investments in Context, Hedge Funds, Private Investments

By Bill Kelly, CEO, CAIA Association As the calendar turns to August we are in the waning weeks of summer in the northern hemisphere. Perhaps it is a good time to turn to the mailbag to see who has been doing what in this halcyon season… From Jerome in DC Read More