FSN Capital Partners’ Post

I'm pleased to announce that KBRA has published it's asset manager rating of 'AA-' on TPG, which we have rated on an unpublished basis since 2022. You can read the full press release and report by following the link below. Please don't hesitate to reach out if you'd like to discuss with our analysts. #assetmanager #privatecredit

Drawing on the opening keynote from David Travers, CEO of the Australian Custodial Services Association, Scott Taylor, GM Strategy & Growth at AlphaCert, and Stephen Huppert, Independent Consultant, reflect on the recent IBRC Investment Operations and Challenges Forum. They look at operational resilience, data integrity, and how regulatory changes, including APRA's CPS 230, are reshaping the industry's approach to governance and service provider management. Watch the full AlphaChat: https://hubs.ly/Q02X2tmc0 #CPS230 #Investmentdatamanagement

You may be wondering, what is The Investor & Issuer Forum (I&IF)? The Investor & Issuer Forum (I&IF) is a new initiative launched by The Investor Forum CIC as an extension of its mission to promote well-functioning markets. While the Investor Forum continues to operate independently, the I&IF brings together companies and investors to address practical challenges to enhance the effectiveness of the UK equity markets. With backing from the London Stock Exchange (LSE) and support from the Financial Reporting Council (FRC), the I&IF will encourage constructive dialogue and sustainable value creation. Follow us to learn more about how the I&IF will help drive change in the UK markets. #Investorrelations #shapingdialogues #UKEquityMarkets #IIF #investorandissuer #marketeffectiveness

NEW: The FCA's LTAF is the UK’s answer to broadening private markets access to retail investors, but this structure is only part of the solution, Travers Smith funds partner William Normand has argued. "The LTAF is a UK-specific answer to a UK-specific problem, but it is not the beginning, middle and end of the story. It would be foolish and ruling out quite a lot of the market to think private assets access equals the LTAFs," he said.  Wealth manager demand for private assets has resulted in a new range of products beyond the traditional feeder structures, with Luxembourg's semi-liquid or evergreen funds the current dominant model for alternative asset managers. Full story: https://lnkd.in/dQu7cm_2

IFLR1000 has once again recognized our performance in the M&A and Investment funds areas. In the 2024 edition, the ranking placed BZCP among the best firms in the country in M&A and Investment Funds. Our partners and associates were also highlighted in the guide: Sergio Bronstein in Banking, M&A; Marcelo Shima Luize in Private Equity; André Rainho das Neves in Investment funds and Financial Services regulatory; and Gabriel Mato S. P. Junqueira also in Investment funds.   #IFLR #reconhecimento #MergersAndAcquisitions #InvestmentFunds

Many thanks to the National Association of Securities Professionals and Miguel Thames for inviting NeuGroup to moderate a panel discussion on “Expanding Business in Capital Markets: Can We Talk?” at the 35th Annual Financial Services Conference last week in Atlanta, Georgia.          A special thank you to panelists Meredith Bromley from Southern Company, Michael Murray from The Coca-Cola Company, LaJohn McFadden from CastleOak Securities and Lawrence Goldman, from Ramirez Asset Management. In a discussion moderated by NeuGroup's Scott Flieger, the panelists—who collectively have nearly 100 years’ experience in capital markets—discussed the differentiating capital raising skills and advisory services available from diverse-owned financial service firms and the mutually beneficial relationships which have developed over many years.   The panelists and an engaged audience also discussed opportunities to expand relationships in the capital markets. Comments included taking on more meaningful roles based on strong performance on previous transactions including bond issues, commercial paper and stock buybacks. Also highlighted was tapping into the wealth of intellectual capital at diversity-owned firms to provide strategic advice in areas such as capital structure, liability management and risk management.   The session validated many points from a recent NeuGroup Research Report which is based on a survey conducted in collaboration with the NASP and Sustainable Fitch. Download the report now on our website: https://lnkd.in/exZG6Hjc #diverseownedfirms #diverseownedbanks #mdi #cdfi

The SABC is embarking on a programme in which it hopes to establish a blueprint that would map out its future value proposition. This cannot be done without knowing how disruption will impact its current and future business model. In this week's edition of Conversations that Matter, Robin Nicholson takes a closer look at the British response to disruption. #businessrescue #businessturnaround #liquidation

Co-chair John Grady (ABR Dynamic Funds, LLC) and moderator Rizwan Ibrahim, CFA, CAIA, CFP® (Accretive Wealth Management) just led an engaging session with Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP (CAIA Association), Rajeev Kotyan (Innovative Advisory Group), and Pamela Jacobs, CFP® (Frontier Wealth Strategies LP) on the practical considerations of #Alts at #ADISA2024. #investing #alternativeinvestments 

📉 Discover insights from the latest ODCE Index report. 📊In Q4 2023, the European ODCE Index reported a -4.28% return, marking the second weakest performance since its inception. Key highlights include a significant drop in capital growth to -5.05%, a slight decrease in gross asset value (GAV) to €41.8 billion, and a growing share of residential assets at 15.7% of the total GAV. Net capital flows also saw a substantial increase to €280 million. ⬇Download the full report, Excel data, snapshot, and ODCE Management Fees and Terms report here: https://hubs.li/Q02lMzR50 #RealEstate #Investment #ODCEIndex #MarketInsights

Seize the momentum in the stock market and propel your finances forward with BMA Capital. Invest with confidence, ride the wave, and steer your path to financial success. #InvestingForAll #DreamsIntoReality #PSX #BMA #BMATrade #StockExchange #InvestNow #ThinkInvestments #ThinkBMA