Celebrating one year of the MarketVector™-GammaRoad U.S. Equity Strategy Index! As Chief Executive Officer Steven Schoenfeld noted, this milestone highlights the demand for strategies that "redefine traditional equity investing approaches." This achievement, in collaboration with GammaRoad Capital Partners, LLC, creates a systematic approach that balances risk and growth through equities and Treasury Bills. https://lnkd.in/eB6sSuSb #markettrends #equityinvesting #portfoliomanagement #riskmanagement
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Our December Alternative Investor is out, where our guests explore the fast-growing world of private credit. In the news, November was a very good month for most hedge funds as they profited from the Trump bounce, although some of the more EM-focused funds struggled against headwinds. EQT raised its hard cap, Bain closed fundraises, TPG hit a new marker and Shamrock was on the money. Millennium has been making some big manager allocations. BlackRock acquired HPS Investment Partners. Blackstone announced a JV with EQT Corporation. And much more... Features: ➡️ SLR Capital Partners' Mitch Soiefer writes about the rise of asset-based lending. ➡️ Prosek's Joshua Clarkson goes "all aboard the asset-based train." ➡️ M&G's Aramide Ogunlana looks at the opening up of private markets. ➡️ Pluto Finance's Robert Swift zooms in on UK housing and how private credit is playing an important role. ➡️ LyRa's Paolo Dotta & Adil Kurt-Elli look at Significant Risk Transfer transactions. In Letter from America, Prosek's Mark Kollar addresses what he terms the "silent green" in Climate and Energy Transition policies. We wrap up with RQC Group updating us on the latest regulatory developments from the UK and the US. 👉 It takes just a few seconds to sign up for future editions https://lnkd.in/e3wQ4dKS. Once again, we are delighted to have The Money Maze Podcast in this edition, which is a collaboration between Capricorn Fund Managers, RQC Group and Brodie Consulting Group. #privatecredit #alternativefunds #privateequity #hedgefunds #venturecapital #propertyfunds #environmentalfunds #greenfunds
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Read more about Preferred Equity and AIC Capital, LLC's new fund!
AIC Capital, LLC is proud to announce the launch of its preferred equity fund in collaboration with Lynk Markets. Check out this report for additional insights about preferred equity. #AlternativeInvestments #PreferredEquity #PrivateEquity #AICCapital
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We are proud to host the Navigating Preferred Equity in Today's Market young professionals roundtable with CRE Finance Council! Join Shareholder Stephen Torok on June 5th as he moderates this panel discussing the higher interest rate environment and how to navigate a preferred equity investment. #polsinellinewyork #realestatefinance #youngprofessionals
📅 NYC: Join us on June 5th at 6pm for Navigating Preferred Equity in Today's Market, brought to you by CREFC's Young Professionals Network. In this seminar you can expect to learn ways to efficiently structure investments along with the ins and outs of a preferred equity investment - what transactions might it make the most sense? How limited or broad is its application in the current market? A special thank you to Polsinelli for hosting this event. For more information and to register: https://lnkd.in/e95Efz-z #CREFinance #CREFCYPNetwork #PreferredEquity
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Discover "Private Equity Investing" in our upcoming webcast! Join our panel of experts as they discuss the current state of private equity, emerging trends, and the future outlook for investors: https://bit.ly/4gYXFBa Michael Bell, CEO, Meketa Capital Claire Sawyer, Program Manager, UniFi by CAIA™, CAIA Association Phil Huber, CFA, CFP®, Managing Director and Head of Portfolio Solutions, Cliffwater Daniel Wilk, CAIA, Executive Director, FS Investments Cameron Joyce, CFA, CAIA, Head of Research Insights, Preqin Don't miss this opportunity to gain valuable insights on the largest asset class in #alts. Register now! #investing #privateequity #webcast #alternativeinvestments #finance
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The role of operating teams and partners in Private Equity funds is becoming increasing critical when it comes to unlocking deal value through strategic value creation levers. Their role is more crucial than ever in today's market as funds look to underwrite deal value and then deliver operational upside. #PrivateEquity #ValueCreation #OperatingPartners #PwC
Private Equity funds are elevating their operating teams and partners as a key driver of value creation at their underlying portfolio companies. Learn how to implement these changes for greater success. #PrivateEquity #PrivateCapital David Brown I Hugh Lloyd Ellis I Kevin Desai I Steve Roberts I Mairi McInnes
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Join us on Wednesday, June 26th at 12 noon for the third episode in our Beyond the Portfolio Series where we will be discussing Private Equity. This webinar is sponsored by: Proven Private Capital & JN Fund Managers! #CaribbeanAlternativelnvestmentAssociation #CARAIA #PrivateEquity #JNFundManagers #ProvenPrivateCapital
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No longer the exclusive domain of institutional investors, private equity investments are increasingly playing an important role in the portfolios of individual investors. Expanding a traditional 60/40 portfolio to include an allocation to private equity may help build portfolio resiliency, adding a new source of diversification and uncorrelated returns. Meketa Capital has developed a new report discussing the potential opportunity for advisors and their clients. Read more here: https://lnkd.in/eUGtuTDv #wealthmanagement #privateequity #privatemarkets #RIAs https://lnkd.in/gay9BtJB
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🔍 Transforming Private Equity: The Integration of Tech Expertise in Operating Teams In today’s rapidly evolving market, private equity firms are increasingly recognizing the value of robust operating teams. Traditionally, these teams have provided strategic insights and supported board initiatives, but their role is expanding significantly to include deep tech expertise. A major industry shift has placed the operating partner role into the spotlight, emphasizing its importance throughout the deal lifecycle, from due diligence to exit. This change is driven by a market that now values operational improvements over financial engineering, with a significant 47% of value creation since 2010 attributed to operational strategies, compared to just 18% in the 1980s. A crucial component of these operational strategies is the integration of advanced technologies. 📈 Key Industry Insights: - Market Realities: With high valuations and interest rates, the focus is shifting from traditional financial maneuvers to substantial operational transformations that are increasingly tech-driven. - Tech Expertise: Today’s operating teams are leveraging technology to enhance efficiency, drive growth, and build competitive advantages. From digital transformation initiatives to the deployment of emerging technologies, tech expertise has become a fundamental aspect of operational strategy. 🤝 Collaborative Strategies for Success: - Leading firms are succeeding by investing in their operating teams’ capabilities, particularly in technology and sector-specific strategies, which are critical in navigating the current economic landscape and enhancing value creation. - Building Tech-Savvy Teams: Effective integration of technology requires not only investments in tech but also cultivating a culture that embraces digital innovation, ensuring that tech advancements are fully aligned with business goals. 🚀 Future Outlook: - As the demand for sophisticated operating capabilities grows, PE firms are urged to enhance their teams now to stay competitive and meet the high expectations of investors. The ability to adeptly integrate technology into operational processes has become a crucial competitive edge in private equity. #PrivateEquity #InvestmentTrends #OperationalExcellence #TechIntegration #ValueCreation #MarketTransformation
Private Equity funds are elevating their operating teams and partners as a key driver of value creation at their underlying portfolio companies. Learn how to implement these changes for greater success. #PrivateEquity #PrivateCapital David Brown I Hugh Lloyd Ellis I Kevin Desai I Steve Roberts I Mairi McInnes
How private equity operating partner roles are changing
pwc.com
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Interesting read about the changing role and requirements of operating teams and partners in Private Equity funds and their portfolios
Private Equity funds are elevating their operating teams and partners as a key driver of value creation at their underlying portfolio companies. Learn how to implement these changes for greater success. #PrivateEquity #PrivateCapital David Brown I Hugh Lloyd Ellis I Kevin Desai I Steve Roberts I Mairi McInnes
How private equity operating partner roles are changing
pwc.com
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The PE firm plans to make additional investments from its third fund while actively working on exit opportunities from its second fund, shares Darius Pandole, MD and CEO, Private Equity and Equity AIFs, JM Financial Ltd. in an interview with VCCircle. Read the complete VC Circle interview here - https://lnkd.in/d2rr7PKF #JMFinancial #PrivateEquity #InvestmentStrategy #FundManagement #VCCircle #PEInvestments
JM Financial PE’s Darius Pandole on third fund update, exit plans and more
vccircle.com
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