Trusted Insighthttp://thetrustedinsight.com/2024-03-27T12:31:06.895150-04:00Trusted Insight, the world's largest platform for institutional investors with 40,000 LP investor professionals in 98 countries and territories around the globe. 30,000 institutional investors engage with Trusted Insight each week. They are actively investing in alternative assets, primarily private equity, hedge funds, real estate and private companies. Our users consist of pension funds, endowments, foundations, sovereign wealth funds, family offices, banks and insurance companies. 83% of Trusted Insight users continue to use the platform 6 months after initially signing up. Investors on the platform, on average manage in excess of $5 billion. We are a platform for qualified purchasers, not high net worth investors.
Giverny Capital Rochon Global Portfolio 2023 Annual Letter To Partners
2024-03-27T12:31:06.895150-04:00https://www.thetrustedinsight.com/investment-news/giverny-capital-rochon-global-portfolio-2023-annual-letter-to-partners-20240327687/
It has been more than 30 years since I discovered the writings of Warren Buffett, Benjamin Graham, John Templeton, Philip Fisher and Peter Lynch. I then decided to begin managing a family portfolio based on an investment approach synthesized from these great money managers. By the end of 1998, after five years of satisfactory results, I decided to launch an investment management firm offering asset management services aligned with my own investment philosophy. Giverny Capital Inc. came into existence. In 2002, Giverny hired its first employee: Jean-Philippe Bouchard (JP).
Financial Consumers Back Hedge Funds For Better Risk-adjusted Returns, Downside Protection – The Mail & Guardian
2024-03-22T07:01:27.636830-04:00https://www.thetrustedinsight.com/investment-news/financial-consumers-back-hedge-funds-for-better-risk-adjusted-returns-downside-protection-the-mail-guardian-20240322520/
The SA hedge funds industry is gaining popularity among a broader range of consumers due to increased regulatory oversight. :
Hedge funds, once the preserve of high net worth (HNW) individuals and institutional investors, are gaining favour across a broader cross section of the consumer market thanks, in part, to greater regulatory oversight. Local consumers are pouring billions of rands into this asset class for its dual benefits of downside protection from financial market contagion and consistent long-term returns.
Hedge Fund Job Cuts Are A Reminder Why People Stay At Banks
2024-03-18T07:02:33.266894-04:00https://www.thetrustedinsight.com/investment-news/hedge-fund-job-cuts-are-a-reminder-why-people-stay-at-banks-20240318316/
Hedge funds are not immune to cutting staff. Their tendency to "stop" people who make losses above a tolerable level has long been documented, but that's not all. Like banks, they also have periodic culls of under-performers. It's just that the hedge fund culls seem a bit more aggressive. Get Morning Coffee ☕ in your inbox. Sign up here.Brevan Howard, for example, did some wild hiring last year, seemingly increasing its staff by 40% in a six-month period. Now it's trimming them back in what Bloomberg describes as an instance of a "twice year review."
Hamilton Zanze Announces Promotion Of Jay Snover To Managing Director Of Affiliate Graham Street Realty
2024-03-14T08:31:06.912509-04:00https://www.thetrustedinsight.com/investment-news/hamilton-zanze-announces-promotion-of-jay-snover-to-managing-director-of-affiliate-graham-street-realty-20240314228/
Increased Responsibilities Will Include a Leading Role in Portfolio Management
SAN FRANCISCO, March 14, 2024 /PRNewswire/ -- Hamilton Zanze, a San Francisco-based real estate investment firm that owns and operates multifamily communities nationwide, announced today that Jay Snover has been promoted to managing director of affiliate Graham Street Realty. Snover previously served as the company's senior director. Snover will continue to guide acquisition strategy, oversee capital formation and source deals for Graham Street Realty, which owns and operates commercial offices and multi-tenanted industrial properties.
Seletar Mall Sold For $550M To Allgreen Properties | The Straits Times
2024-03-07T06:06:32.123156-05:00https://www.thetrustedinsight.com/investment-news/seletar-mall-sold-for-550m-to-allgreen-properties-the-straits-times-20240307973/
March 07, 2024 1:05 PMThe mall was owned by Cuscaden Peak Investments and United Engineers. :
SINGAPORE – Allgreen Properties has bought The Seletar Mall from Cuscaden Peak Investments and United Engineers for $550 million. The announcement on March 7 confirms a report by The Business Times in January 2024 that Allgreen was in exclusive due diligence to buy the mall, which is located in the Sengkang West area. The addition of The Seletar Mall will diversify Allgreen’s presence in the retail landscape as it moves into the heartland, said Mr Tho Leong Chye, managing director of Allgreen.
Seletar Mall Sold For S$550 Million To Allgreen Properties , Property - The Business Times
2024-03-07T06:06:14.796628-05:00https://www.thetrustedinsight.com/investment-news/seletar-mall-sold-for-s550-million-to-allgreen-properties-property-the-business-times-20240307970/
ALLGREEN Properties has bought The Seletar Mall from Cuscaden Peak Investments and United Engineers for S$550 million. :
ALLGREEN Properties has bought The Seletar Mall from Cuscaden Peak Investments and United Engineers for S$550 million. The announcement on Thursday (Mar 7) confirms a report by The Business Times in January 2024 that Allgreen was in exclusive due diligence to buy the mall, which is located in the Sengkang West area. The addition of The Seletar Mall will diversify Allgreen’s presence in the retail landscape as it moves into the heartlands, said Tho Leong Chye, managing director of Allgreen.
Times Change: The Era Of The Private Equity Denominator Effect | Cfa Institute Enterprising Investor
2024-03-04T14:31:06.427943-05:00https://www.thetrustedinsight.com/investment-news/times-change-the-era-of-the-private-equity-denominator-effect-cfa-institute-enterprising-investor-20240304851/
How can investors address the denominator effect in private equities? :
After private equity’s extraordinary performance in 2021, private market valuations decoupled from those of both public equities and bonds in 2022. This led many institutional investors to end up over-allocated to private markets. This is the so-called denominator effect, whereby private asset allocations exceed the percentage threshold established in an allocation policy and must be corrected. The simultaneous negative cash flow cycle has reduced anticipated liquidity that latent paper portfolio losses in traditional assets have already compressed. This makes portfolio adjustment decisions even more challenging.
Jp Morgan Oems Neovest Acquires Layerone Financial To Bolster Hedge Fund Offering
2024-03-04T06:01:10.381933-05:00https://www.thetrustedinsight.com/investment-news/jp-morgan-oems-neovest-acquires-layerone-financial-to-bolster-hedge-fund-offering-20240304827/
Acquisition will allow the Neovest OEMS to offer hedge fund clients integrated execution, order, and portfolio management services through a unified platform. The post JP Morgan OEMS Neovest acquires LayerOne Financial to bolster hedge fund offering appeared first on The TRADE.
Ria Roundup: Onedigital Picks Up $1.3B Firm In 9 States
2024-02-02T16:31:17.087848-05:00https://www.thetrustedinsight.com/investment-news/ria-roundup-onedigital-picks-up-13b-firm-in-9-states-20240202842/
Featured in this week’s deal roundup: OneDigital, Carson Wealth, SteelPeak Advisors and affiliates of Kestra PWS and Focus Financial. :
OneDigital Investment Advisors, the RIA arm of “tech-enabled” insurance, talent and financial advisory firm OneDigital, added a 44-person team managing about $1.3 billion for 2,000 households. With 30 locations in nine states—California, Arizona, Utah, Colorado, Oklahoma, Texas, Ohio, Tennessee and Florida—WealthSource Partners is led by CEO Bryan Sullivan, Chief Financial Officer Eric Patton and Chief Business Development Officer Jon Dubravac. The trio came together in 2015 when Sullivan merged his planning-focused practice with Patton and Dubravac’s “state-of-the-art” technology stack.
Invest Like Warren Buffet With This Hack - Realty Income (nyse:o)
2024-02-02T11:31:18.485394-05:00https://www.thetrustedinsight.com/investment-news/invest-like-warren-buffet-with-this-hack-realty-income-nyseo-20240202829/
The investment allure of Realty Income Corporation (NYSE:O), often celebrated as “The Monthly Dividend Company,” offers a distinctive investment proposition in the commercial real estate sector with a dividend yield of 5.6%. The company’s investment strategy focuses on freestanding, single-tenant properties under long-term, net lease agreements. This unique model is particularly resilient, tapping into a diverse range of industries such as retail, industrial, and agriculture, making Realty Income a strong choice for investors seeking stable, growth-oriented returns. Don't Miss:
Investing in real estate just got a whole lot simpler.
Launchbay Capital Raises $100M Vc Fund For Secondary Growth Investments
2024-01-23T10:01:06.061997-05:00https://www.thetrustedinsight.com/investment-news/launchbay-capital-raises-100m-vc-fund-for-secondary-growth-investments-20240123485/
Launchbay Capital announced the first close of funding for its $100 million venture capital secondary growth fund. :
Do you want to get the latest gaming industry news straight to your inbox? Sign up for our daily and weekly newsletters here. Launchbay Capital announced the first close of funding for its $100 million venture capital secondary growth fund. This means that London-based Launchbay Capital has more than $300 million under management. It’s a bit of good news despite the gloom around the downward trend for venture investing.
White Falcon Capital Q4 2023 Partner's Letter
2024-01-19T11:31:06.651643-05:00https://www.thetrustedinsight.com/investment-news/white-falcon-capital-q4-2023-partners-letter-20240119388/
While individual client returns may differ based on their inception dates, consolidated performance of all accounts for the period ending December 31, 2023 is as follows: We were able to achieve a reasonably good result in 2023 on both an absolute and relative basis. We were helped by the contribution of technology companies in the portfolio as well as the take-out of two portfolio companies - Diversey and Rover - during the year. We like our current portfolio holdings and are optimistic about their potential for further gains.
Arax Acquires $1b Ibd; Recruits $2B Alex.brown Team
2024-01-12T12:31:05.710885-05:00https://www.thetrustedinsight.com/investment-news/arax-acquires-1b-ibd-recruits-2b-alexbrown-team-20240112146/
The $2 billion AUM Stafford Schauer Private Wealth Team joins Arax's Ashton Thomas Private Wealth from Deutsche Bank. :
Arax Investment Partners, a wealth management platform backed by private equity firm RedBird Capital Partners, has acquired Excel Securities & Associates, a Rochester, N.Y.-based independent broker/dealer and RIA with $1 billion in client assets. The firm will now operate as Ashton Thomas Securities, borrowing the name from an RIA Arax acquired last year, Ashton Thomas Private Wealth. Terms of the agreement were not disclosed. In conjunction with the acquisition, Ashton Thomas Private Wealth added a $2 billion AUM team from Alex.
Trepp Unveils Treppcre, A Solution Bringing Extensive Commercial Property Data And Advanced Analytics To The Commercial Real Estate Market
2024-01-04T15:01:07.092279-05:00https://www.thetrustedinsight.com/investment-news/trepp-unveils-treppcre-a-solution-bringing-extensive-commercial-property-data-and-advanced-analytics-to-the-commercial-real-estate-market-20240104893/
Trepp, a leading provider of data, insights, and technology solutions to the structured finance, commercial real estate, and banking markets, announced today the launch of the TreppCRE platform. TreppCRE brings a comprehensive view of the commercial real estate markets, with data on more...
Licenses For Hedge Fund Managers
2023-12-26T13:51:07.888701-05:00https://www.thetrustedinsight.com/investment-news/licenses-for-hedge-fund-managers-20231226607/
Learn about the various types of licenses a hedge fund manager needs to legally operate a hedge fund. :
J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Katrina Ávila Munichiello is an experienced editor, writer, fact-checker, and proofreader with more than fourteen years of experience working with print and online publications. A hedge fund manager does not necessarily need a specific license to operate the hedge fund as opposed to any other type of investment fund.
Indian Vcs See Headwinds In 2023: Partner Exits, Fund Splits Hurt Investors
2023-12-20T10:01:06.098279-05:00https://www.thetrustedinsight.com/investment-news/indian-vcs-see-headwinds-in-2023-partner-exits-fund-splits-hurt-investors-20231220432/
“Returns on capital in India have sucked historically.” That’s how Tiger Global partner Scott Schleifer characterised the India experience for…
Pontera Raises $60M Led By Inconiq Growth
2023-12-08T11:31:06.534257-05:00https://www.thetrustedinsight.com/investment-news/pontera-raises-60m-led-by-inconiq-growth-20231208969/
This is the retirement account access provider's second capital raise since pivoting and changing its name from FeeX in February 2022.
Wealthstack Roundup: Farther Reaches $1.6B In Aum
2023-11-17T10:31:06.197020-05:00https://www.thetrustedinsight.com/investment-news/wealthstack-roundup-farther-reaches-16b-in-aum-20231117118/
Also, Wealthfront grew client assets, Income Lab selects BridgeFT, Summit adds LifeYield, and AdvicePay surpasses a million transactions. :
Its latest AUM announcement represents a jump of more than two times the firm’s previously reported assets, which from its previously filed Form ADV from June, had it at just over $675 million. The firm has grown its headcount significantly over the past year too, expanding now to 120 employees, more than double a year ago. Rather than revealing the increased AUM in September, Father announced a Series B funding round of $31 million.
Triodos Investment Management To Expand Relationship With Bloomberg’s Aim And Port Solutions
2023-11-17T09:31:17.575717-05:00https://www.thetrustedinsight.com/investment-news/triodos-investment-management-to-expand-relationship-with-bloombergs-aim-and-port-solutions-20231117115/
The tools allow for ESG data integration across the investment process, aligning with Triodos’ stated commitment to sustainable investing. The post Triodos Investment Management to expand relationship with Bloomberg’s AIM and PORT solutions appeared first on The TRADE.
Innovative Industrial Properties Stock: Buying The Bullish Reversal Pattern (iipr)
2023-11-17T06:01:31.129777-05:00https://www.thetrustedinsight.com/investment-news/innovative-industrial-properties-stock-buying-the-bullish-reversal-pattern-iipr-20231117100/
Innovative Industrial Properties, Inc. (NYSE:IIPR), a real estate investment trust specializing in properties for the cannabis industry, exhibited a remarkable financial performance in Q3 2023. The company saw a significant increase in total revenues attributed to tenant reimbursements, property acquisitions, and leasing activities. Tenant reimbursements for property insurance premiums and taxes significantly impacted this growth. The company's profitability was also pronounced, with a substantial net income for common stockholders and notable Funds from Operations (FFO) and Adjusted Funds from Operations (AFFO).
The Innovation Advantage: Private Market Investing | Cfa Institute Enterprising Investor
2023-11-13T13:31:06.130718-05:00https://www.thetrustedinsight.com/investment-news/the-innovation-advantage-private-market-investing-cfa-institute-enterprising-investor-20231113948/
The potential advantages of private market investments, specifically venture equity and venture debt investing, extend to five dimensions of performance.
Smartcentres Real Estate Investment Trust (cwyuf) Q3 2023 Earnings Call Transcript
2023-11-10T06:01:06.681486-05:00https://www.thetrustedinsight.com/investment-news/smartcentres-real-estate-investment-trust-cwyuf-q3-2023-earnings-call-transcript-20231110866/
SmartCentres Real Estate Investment Trust (OTCPK:CWYUF) Q3 2023 Earnings Conference Call November 9, 2023 8:00 AM ET Good day, ladies and gentlemen. Welcome to the SmartCentres REIT Q3 2023 Conference Call. [Operator Instructions] I would like to introduce Mr. Peter Slan. Please go ahead, sir. Thank you, operator, and good morning, everyone, and welcome to our third quarter 2023 results call. I’m Peter Slan, Chief Financial Officer. I’m joined on today’s call by Mitch Goldhar, SmartCentre’s Executive Chair and CEO; and by Rudy Gobin, our Executive Vice President of Portfolio Management and Investments.
Hedge Fund Complaining Of Crazy Pay Paid A Partner $400M
2023-11-09T11:51:08.281639-05:00https://www.thetrustedinsight.com/investment-news/hedge-fund-complaining-of-crazy-pay-paid-a-partner-400m-20231109842/
Is hedge fund pay getting out of hand? Marshall Wace co-founder Sir Paul Marshall thinks so. Yesterday, he complained that the cutthroat market for portfolio management talent means "everybody's getting paid the same as Cristiano Ronaldo." This is, for the most part, hyperbole: Ronaldo earns £177m ($217m) through his Al-Nassr contract; Marshall Wace pays a mere $713k per head on average according to its most recently available accounts. And yet, someone - or something - there was paid incredibly well in 2022. Those same accounts show that Marshall Wace LLP gave $400m of its 2022 profits to the "member with the largest entitlement."
Premia Real Estate Investment Societe Anonyme : Sale Of Property In Votanikos Area, Attica -october 31, 2023 At 11:26 Am Edt | Marketscreener
2023-10-31T12:01:12.342660-04:00https://www.thetrustedinsight.com/investment-news/premia-real-estate-investment-societe-anonyme-sale-of-property-in-votanikos-area-attica-october-31-2023-at-1126-am-edt-marketscreener-20231031411/
PREMIA PROPERTIES announces the sale of a property located at 166 Orfeos Str. in Votanikos for a consideration of € 5.5m. Based on the latest valuation of the property as of 30.6.2023, its fair value amounts to € 4.1m and there is no debt associated with it. The sale is in line with the Company's strategy for an active portfolio management aiming to optimize its composition and generate considerable profits through the exploitation of its existing assets.
Prism Data Raises $5M In Seed Funding From Obvious Ventures, Citi Impact Fund And Others
2023-10-23T09:41:05.885569-04:00https://www.thetrustedinsight.com/investment-news/prism-data-raises-5m-in-seed-funding-from-obvious-ventures-citi-impact-fund-and-others-20231023050/
As the U.S. introduces open banking, Prism helps businesses harness bank data to improve consumer underwriting NEW YORK, October 23, 2023 /PRNewswire-PRWeb/ -- Prism Data, a leading cash flow underwriting and data analytics platform, announced today that it has raised $5 million in seed...
Money Managers With $100T Confront End Of The Bull Market
2023-10-22T22:01:06.529032-04:00https://www.thetrustedinsight.com/investment-news/money-managers-with-100t-confront-end-of-the-bull-market-20231022035/
(Bloomberg) -- T. Rowe Price Group Inc. is reeling from a $127 billion exodus over just two years. At Franklin Resources Inc., the latest member of a billionaire family to run the firm is trying to reverse a nearly uninterrupted 20-quarter losing streak. Across the Atlantic, the chief of Abrdn Plc has reached a blunt conclusion: merely managing mutual funds isn’t enough of a business any more. Across the $100 trillion asset-management industry, money managers have confronted a tectonic shift in investor appetite for cheaper, passive strategies over the past decade.
Hedge Fund Millennium Is Ramping Up Its Internships
2023-09-20T12:21:07.767642-04:00https://www.thetrustedinsight.com/investment-news/hedge-fund-millennium-is-ramping-up-its-internships-20230920654/
As multistrategy hedge funds battle for the small subset of people actually capable of doing their jobs, one thing is becoming clear: they probably need to grow more of their own talent in-house. This might be why more and more hedge funds are hiring graduates and interns. It's probably also why Millennium Management - the massive multi strategy fund with $58bn in assets under management, is ramping up its internship program. Most of Millennium's interns go into its infrastructure and technology roles. These took 100 interns globally this year, double the number that arrived in 2019.
Anacapa Advisors Expands Leadership Team And Extends History Of Outperformance
2023-09-20T08:31:42.920687-04:00https://www.thetrustedinsight.com/investment-news/anacapa-advisors-expands-leadership-team-and-extends-history-of-outperformance-20230920634/
The California-based hedge fund adds key senior professionals along with new board members as the firm continues to grow PACIFIC PALISADES, Calif., Sept. 20, 2023 /PRNewswire/ -- Anacapa Advisors, a market directional investment manager whose funds continue to significantly outperform...
Portfolio Management Jobs In Hedge Funds Are So Toxic, Few Can Cope
2023-09-11T15:51:07.817503-04:00https://www.thetrustedinsight.com/investment-news/portfolio-management-jobs-in-hedge-funds-are-so-toxic-few-can-cope-20230911233/
If you want to be a portfolio manager (PM) at a hedge fund, then good luck. Yes, there is extravagant pay as leading multi-strategy funds chase the same people, but the job of a portfolio manager is not easy. Speaking on the Colossus podcast, Will England, the CEO and Co-CIO of Walleye Capital, the Minnesota-based fund that's been transforming itself into a multi-strat, said it's not easy to find portfolio managers simply because so few people have the psychological stamina to do the job. "There is a finite pool of talent," said England.
Partners Group Holding Ag (pgphf) Q2 2023 Earnings Call Transcript
2023-09-05T17:01:06.717389-04:00https://www.thetrustedinsight.com/investment-news/partners-group-holding-ag-pgphf-q2-2023-earnings-call-transcript-20230905041/
Partners Group Holding AG (OTCPK:PGPHF) Q2 2023 Results Conference Call September 5, 2023 4:00 AM ET Ladies and gentlemen, welcome to the Interim Financial Results 2023 Conference Call and Live Webcast. I am Sandra, the Chorus Call operator. I would like to remind you that all participants are in a listen-only mode and the conference is being recorded. The presentation will be followed by a question-and-answer session. [Operator Instructions] The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to David Layton, Chief Executive Officer. Please go ahead, sir.
Diamond Hill Mid Cap Fund Q2 2023 Market Commentary
2023-08-23T12:02:32.808568-04:00https://www.thetrustedinsight.com/investment-news/diamond-hill-mid-cap-fund-q2-2023-market-commentary-20230823553/
Markets were positive in Q2 2023, with US stocks rising over 8% (as measured by the Russell 3000 Index), bringing YTD gains to roughly 16%. Continuing the YTD trend, large-cap stocks led in Q2, rising almost 9%, while mid-cap stocks rose nearly 5% and small-cap stocks rose just over 5% (as measured by the Russell indices). Also continuing from Q1, growth stocks outperformed their value counterparts across the cap spectrum.
Blackrock Throgmorton Trust Plc - Half-year Report
2023-07-27T09:31:06.914785-04:00https://www.thetrustedinsight.com/investment-news/blackrock-throgmorton-trust-plc-half-year-report-20230727435/
(marketscreener.com) basic and diluted
----------------
----------------
----------------
Total earnings/ per share - basic and...https://www.marketscreener.com/quote/stock/BLACKROCK-THROGMORTON-TRU-4002385/news/BlackRock-Throgmorton-Trust-Plc-Half-year-Report-44439319/?utm_medium=RSS&utm_content=20230727. :
1 The change in net assets reflects portfolio movements, the purchase of the Company’s own shares and dividends paid during the period. 2 The Company’s Benchmark Index is the Numis Smaller Companies plus AIM (excluding Investment Companies) Index. With effect from 22 March 2018, the Numis Smaller Companies plus AIM (excluding Investment Companies) Index replaced the Numis Smaller Companies excluding AIM (excluding Investment Companies) Index as the Company’s Benchmark Index.
Dalfen Industrial Promotes Max Gagliardi To Chief Investment Officer
2023-07-24T08:02:07.339100-04:00https://www.thetrustedinsight.com/investment-news/dalfen-industrial-promotes-max-gagliardi-to-chief-investment-officer-20230724272/
DALLAS, July 24, 2023 /PRNewswire/ -- Dalfen Industrial, a leader in last mile industrial real estate, is pleased to announce the promotion of Max Gagliardi as their new Chief Investment Officer. Max has been with Dalfen since 2012, having most recently served as Senior Managing Director of Capital Markets. In conjunction with CEO Sean Dalfen, Max will be responsible for the ...Full story available on Benzinga.com.
Partners Wealth Group Names Head Of Alternatives
2023-07-23T23:01:10.961519-04:00https://www.thetrustedinsight.com/investment-news/partners-wealth-group-names-head-of-alternatives-20230723259/
Anastassia Juventin joins the Melbourne-based firm as head of alternatives for its wholesale investment business, Partners Private. :
Anastassia Juventin joins the Melbourne-based firm as head of alternatives for its wholesale investment business, Partners Private. The newly created role will see Juventin lead the Partners Private funds research and due diligence process, while also contributing additional insights across the combined investments functions from her extensive background. Juventin brings over a decade of investment management and family office experience, having previously worked in portfolio management and research roles across AMP Capital, BT Funds Management and Craig Investment Partners in New Zealand.
Factor Portfolios And Cap-weighted Benchmarks: Bridging The Tracking Error Gap | Cfa Institute Enterprising Investor
2023-07-14T19:01:18.246617-04:00https://www.thetrustedinsight.com/investment-news/factor-portfolios-and-cap-weighted-benchmarks-bridging-the-tracking-error-gap-cfa-institute-enterprising-investor-20230714987/
Can we retain the benefits and economically sound basis of a factor approach to equity investing while more closely aligning a factor portfolio’s performance to a cap-weighted benchmark?
Invesco Real Estate Launches Invesco Commercial Real Estate Finance Trust, Inc. ("incref")
2023-06-29T17:31:22.385501-04:00https://www.thetrustedinsight.com/investment-news/invesco-real-estate-launches-invesco-commercial-real-estate-finance-trust-inc-incref-20230629504/
New private markets offering provides accredited investors greater access to private real estate credit investments DALLAS, June 29, 2023 /PRNewswire/ -- Invesco Real Estate today announced the launch of Invesco Commercial Real Estate Finance Trust, Inc. ("INCREF"), a private fund focused...
Want To Work At A Hedge Fund? These Are The Top Entry-level Jobs
2023-06-13T07:01:06.806851-04:00https://www.thetrustedinsight.com/investment-news/want-to-work-at-a-hedge-fund-these-are-the-top-entry-level-jobs-20230613825/
Lucrative salary, high perks, and best quantitative brains at work—here are the common entry level positions for those aspiring for a career in the hedge fund industry.
Is Boutique An Advantage In Venture Capital? | Portfolio For The Future
2023-06-10T22:31:06.570346-04:00https://www.thetrustedinsight.com/investment-news/is-boutique-an-advantage-in-venture-capital-portfolio-for-the-future-20230610743/
By Kevin Callahan, CFA, founder of Fairway Capital Management. Venture Capital: Are You In and Do You Have the Right Access?
Real Estate Platform Buys European Digital Wealth Manager
2023-06-08T07:06:18.938663-04:00https://www.thetrustedinsight.com/investment-news/real-estate-platform-buys-european-digital-wealth-manager-20230608647/
Acquisition expands the firm’s product range and services. :
Access full content on the International Adviser site, access your saved articles, control email
preferences and amend your account details Online real estate investment platform Engel & Völkers Digital Invest (EV Digital Invest) has acquired Berlin-based digital wealth manager Wevest for an undisclosed sum. The digital wealth management company is authorised for investment brokerage, investment advisory and portfolio management services. Founded in 2017, Wevest offers customised ETF investments, individual wealth management and access to crypto assets.
Why Sequoia India Restructured & Rebranded To Peak Xv Partners
2023-06-06T16:31:07.132290-04:00https://www.thetrustedinsight.com/investment-news/why-sequoia-india-restructured-rebranded-to-peak-xv-partners-20230606579/
Sequoia Capital is now Peak XV Partners. But more importantly, the firm has also spun off its India investment entity…
‘a Buyer's Market’: What Is Behind The Fanfare For Private Equity Secondaries?
2023-06-06T11:31:17.024771-04:00https://www.thetrustedinsight.com/investment-news/a-buyers-market-what-is-behind-the-fanfare-for-private-equity-secondaries-20230606545/
Once a niche market, secondary private equity has become a more mature asset class and one of the few viable routes to liquidity for private equity funds, especially in a challenging M&A backdrop and dry IPO market.
Trinity Capital: What Is Bad For Banks Is Good For (some) Bdcs (nasdaq:trin)
2023-05-16T07:06:19.741666-04:00https://www.thetrustedinsight.com/investment-news/trinity-capital-what-is-bad-for-banks-is-good-for-some-bdcs-nasdaqtrin-20230516667/
While talk of inflation, rising interest rates, impending recession, and bank failures have dominated headlines in the first half of 2023, long-term investors with a focus on income along with potential capital appreciation are focusing on opportunities in the BDC (business development company) sector. There have been numerous recent articles explaining why BDCs are good investments right now. For example, BDCs that invest in senior secured loans have the best seat in the house during a recession, and are better positioned than banks in many cases.
Coller Capital’s Munk: Power Balance Has Shifted From Private Equity Managers To Investors
2023-05-15T10:01:07.411194-04:00https://www.thetrustedinsight.com/investment-news/coller-capitals-munk-power-balance-has-shifted-from-private-equity-managers-to-investors-20230515612/
The balance of power has shifted away from private equity managers to investors for the first time in more than a decade, said Rune Munk, partner at private equity firm Coller Capital.
Banking Crisis To Fuel Investment In Bdcs: 3 High-yield Stocks To Buy Now | Seeking Alpha
2023-05-12T09:31:16.790696-04:00https://www.thetrustedinsight.com/investment-news/banking-crisis-to-fuel-investment-in-bdcs-3-high-yield-stocks-to-buy-now-seeking-alpha-20230512539/
We've all heard 'Cash is King,' and when Warren Buffett, considered one of the most successful investors of all time, dumps billions in stocks to sit on a $130 billion cash hoard, it's time to evaluate. Buffett's recent warnings and the fallout from the banking industry are creating market concerns. Where some investors want to sit in cash to wait things out, others want to benefit from the onslaught, and that's when Business Development Companies, aka BDCs, come in.
Midwestone Financial Group, Inc. (mofg) Q1 2023 Earnings Call Transcript
2023-04-28T19:01:06.624972-04:00https://www.thetrustedinsight.com/investment-news/midwestone-financial-group-inc-mofg-q1-2023-earnings-call-transcript-20230428992/
MidWestOne Financial Group, Inc. (NASDAQ:MOFG) Q1 2023 Earnings Conference Call April 28, 2023 12:00 PM ET Good morning, ladies and gentlemen and welcome to the MidWestOne Financial Group, Inc. First Quarter 2023 Earnings Call. [Operator Instructions] As a reminder, this call is being recorded. I would now like to turn the call over to Barry Ray, Chief Financial Officer of MidWestOne Financial Group. Thank you everyone for joining us today. We appreciate your participation in our first quarter 2023 earnings conference call.
Standard Chartered Plc (scbff) Q1 2023 Earnings Call Transcript
2023-04-26T16:01:06.623460-04:00https://www.thetrustedinsight.com/investment-news/standard-chartered-plc-scbff-q1-2023-earnings-call-transcript-20230426893/
Good day, and welcome to the Standard Chartered First Quarter 2023 Results Presentation. All lines have been place on mute to prevent any background noise. After the speakers’ remarks there will be a question-and-answer session. [Operator Instructions] I would also like to advise all participants that this call is being recorded. Thank you. I'd now like to welcome Bill Winters, Chief Executive, to begin the conference. Bill, over to you. Good morning and good afternoon. Thanks for joining our first quarter results call today.
Hedge Funds Place Biggest Ever Short On Benchmark Treasuries
2023-04-24T07:21:07.003465-04:00https://www.thetrustedinsight.com/investment-news/hedge-funds-place-biggest-ever-short-on-benchmark-treasuries-20230424773/
(Bloomberg) -- Hedge funds seem to be as confident as the Federal Reserve that the US economy can avoid a recession despite the burden of higher interest rates. Leveraged investors boosted their net shorts on 10-year Treasury futures to a record 1.29 million contracts as of April 18, data from the Commodity Futures Trading Commission show. It was the fifth straight week that net shorts had increased. “Hedge funds may be thinking that inflation will be stickier than many in the market are currently expecting,” said Damien McColough, head of fixed-income research at Westpac Banking Corp. in Sydney.
Benefit Of Real Estate Investment – Tax Efficiency | Portfolio For The Future
2023-04-23T20:31:10.416947-04:00https://www.thetrustedinsight.com/investment-news/benefit-of-real-estate-investment-tax-efficiency-portfolio-for-the-future-20230423764/
By Chad Braun, Co-Founder & Managing Partner – Fifth Corner, LLC. :
Passive investment into real estate is a natural hedge against inflation and is generally believed to be non-correlated with the stock market. Commercial real estate offers investors many benefits including recurring income through contractual tenant leases, long-term capital appreciation, and tax shelter through depreciation. The Tax Cut and Jobs Act (TCJA) has made passive investment in real estate even more attractive for investors. Depreciation is the theoretical decline in value of an asset over time.
Petrobras And Suncor Energy: Invest Like Ray Dalio (nyse:pbr)
2023-04-21T15:31:29.245058-04:00https://www.thetrustedinsight.com/investment-news/petrobras-and-suncor-energy-invest-like-ray-dalio-nysepbr-20230421704/
Ray Dalio's thinking has shaped our investment philosophy at a foundational level. And the core thesis for today is to explain why Petrobras (NYSE:PBR) and Suncor Energy Inc. (NYSE:SU) are two excellent fits for Dalio's approach, particularly from the perspective of the macro commodity cycle and also geographic diversification. In the Dalio approach, selecting specific stocks and diversifying sub-sectors should be the final detail in the investment process, not the first step. The first step for any sound investment approach should start at a macroscopic level: risk isolation, asset class allocation, geographical diversification, and macroscopic cycle considerations.
Inclusive, Intentional And Innovative Diversity For Asset Growth – The Mail & Guardian
2023-04-21T07:01:26.495534-04:00https://www.thetrustedinsight.com/investment-news/inclusive-intentional-and-innovative-diversity-for-asset-growth-the-mail-guardian-20230421673/
The investment industry has changed, and continues to do so. :
Asset management is a significant economic pillar in countries across the world. It is a wheel that is constantly turning, driving investments, company efficiencies and enterprise and overall economic growth. It is also an extremely diverse industry, with assets managed across all asset classes. This underlines the importance of diversity in asset managers and marrying synergy with diversity in their asset portfolio management. This is something Mazi Asset Management (Mazi) does particularly well, and its culture is steeped in diversity of thought to realise differentiation in the marketplace.
Convergence Of Web3, Ai And Metaverse: Navigating The Great Reset For Investors
2023-04-11T08:31:33.916144-04:00https://www.thetrustedinsight.com/investment-news/convergence-of-web3-ai-and-metaverse-navigating-the-great-reset-for-investors-20230411195/
Amid the chaos, lie opportunities for investors to capitalize on the future. :
In the midst of the current economic crisis, following a pandemic, soaring interest rates, a market crash of both stock and crypto sectors, and the collapse of Silicon Valley Bank (among others), the world of investing is facing an entirely new set of challenges that can be seen as a catalyst for a Great Reset. Venture capital firms are in turmoil and we seem to be facing a financial meltdown that could be worse than in 2008.
Elkem - A Fast-growing Norwegian Chemicals Company (otcmkts:elkef) | Seeking Alpha
2023-04-11T08:31:18.271711-04:00https://www.thetrustedinsight.com/investment-news/elkem-a-fast-growing-norwegian-chemicals-company-otcmktselkef-seeking-alpha-20230411193/
So, the company I'm going to be looking at in this article is Elkem (OTC:ELKEF). This is not the largest, nor most undervalued chemical business in Europe, or even in Norway. But I believe it to be one of the more interesting ones, based on a couple of selection criteria that I tend to use for investing in profitable ventures. As you know, when I pick a company I tend to focus on those that perform better than average but trade at a discount.
SoftBank Latam Sees Past Recent Losses, Remains Bullish
2023-04-06T11:36:17.722695-04:00https://www.thetrustedinsight.com/investment-news/softbank-latam-sees-past-recent-losses-remains-bullish-20230406041/
When the Japanese investment conglomerate announced it had committed another $3 billion to startups there, it was only further validation that Latin America was home to a formidable startup system.
Atlas Responsible Investors Optimizes Tech With Broadridge's Portfolio And Order Management Solution
2023-03-23T07:01:06.840793-04:00https://www.thetrustedinsight.com/investment-news/atlas-responsible-investors-optimizes-tech-with-broadridges-portfolio-and-order-management-solution-20230323367/
Enables Atlas to gain investment management operational efficiencies and better manage risk NEW YORK and LONDON, March 23, 2023 /PRNewswire/ -- Atlas Responsible Investors, one of the first hedge fund managers to concentrate exclusively on impact investing, has enhanced its technology by...
Sverica Capital Management Closes $750M Fund Vi At Hard Cap
2023-03-22T08:01:20.582932-04:00https://www.thetrustedinsight.com/investment-news/sverica-capital-management-closes-750m-fund-vi-at-hard-cap-20230322313/
BOSTON and SAN FRANCISCO , March 22, 2023 /PRNewswire/ -- Sverica Capital Management ("Sverica"), a leading growth-oriented middle market private equity firm, announced today the close of its sixth private equity fund, Sverica Capital Partners VI ("Fund VI") on March 15, 2023. Fund VI...
Surgery Partners, Inc. (sgry) Q4 2022 Earnings Call Transcript
2023-03-01T14:01:20.761667-05:00https://www.thetrustedinsight.com/investment-news/surgery-partners-inc-sgry-q4-2022-earnings-call-transcript-20230301967/
Greetings, and welcome to the Surgery Partners, Inc. Fourth Quarter 2022 Earnings Call. At this time all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. [Operator Instructions] As a reminder, this conference is being recorded. Good morning, and welcome to Surgery Partners' fourth quarter 2022 earnings call. I'm Dave Doherty, the company's CFO. With me today is Eric Evans, CEO; and Wayne DeVeydt, our Executive Chairman. During this call, we will make forward-looking statements.
Crypto Hedge Fund Arca Vp Of Portfolio Management Leaves
2023-02-27T18:21:07.834066-05:00https://www.thetrustedinsight.com/investment-news/crypto-hedge-fund-arca-vp-of-portfolio-management-leaves-20230227846/
Hassan Bassiri’s exit comes months after the firm shuttered its Digital Yield Fund, citing market volatility. :
Hassan Bassiri, the vice president of portfolio management at crypto hedge fund Arca, has left the firm. His profile is absent from Arca’s team page and a person close to the company confirmed his exit to CoinDesk. The timing and reason for Bassiri’s departure weren’t disclosed. Before joining Arca he spent a decade at Big Four accounting firm KPMG on the mergers and acquisitions team, including a stint as a decentralized finance (DeFi) analyst.
Tellurian: Odds Of Success At Driftwood Slip Again (nyse:tell)
2023-02-23T06:06:16.933189-05:00https://www.thetrustedinsight.com/investment-news/tellurian-odds-of-success-at-driftwood-slip-again-nysetell-20230223641/
Despite the prognostications of many, the outlook for Tellurian (NYSE:TELL) and its prospective Driftwood LNG project was not all that great even during the summer of last year. Despite still low interest rates, rabid interest in liquefied natural gas, and a great outlook for profitability from its internally owned natural gas production, management was unable to secure the financing and contracts necessary to really push forward with the project. Here we are less than one year later and the energy landscape has been turned on its head.
My Portfolio In Approaching $1 Million. Will I Be Able To Live Off The Interest It Produces?
2023-02-21T12:01:06.590136-05:00https://www.thetrustedinsight.com/investment-news/my-portfolio-in-approaching-1-million-will-i-be-able-to-live-off-the-interest-it-produces-20230221557/
Once you have $1 million in assets, you can look seriously at living entirely off the returns of a portfolio. After all, the S&P 500 alone averages 10% returns per year. Setting aside taxes and down-year investment portfolio management, a $1 million index fund could provide $100,000 annually. However, there are more conservative approaches that could benefit your financial goals for the long term, and we discuss some of the best in this article. If you’re not sure what investments are best for you, consider speaking with a financial advisor to build out a long-term financial plan.
Ria Roundup: Mariner Wealth Advisors Acquires Tax Practice
2023-02-17T15:31:27.208025-05:00https://www.thetrustedinsight.com/investment-news/ria-roundup-mariner-wealth-advisors-acquires-tax-practice-20230217477/
The RIA space was on fire this week—eight acquisitions were announced, along with three newly created roles, one rebranding and a new head of NAPFA.
This Hedge Fund Pro Is Remaking Northern Trust's Fixed Income Investing Process
2023-02-15T19:21:07.486614-05:00https://www.thetrustedinsight.com/investment-news/this-hedge-fund-pro-is-remaking-northern-trusts-fixed-income-investing-process-20230215380/
Tom Swaney tells ThinkAdvisor how his firm is seeking to boost performance and gives his bond market outlook. Related StoriesBill to Strike Social Security Windfall Provision Is Back - EnclosureBond Ladders vs. Bond Funds: Which Are Best for Portfolios? - EnclosureInfrastructure Investments Help Power Clients' Annuities - Enclosure.
Philly-based Fs Investments To Acquire Portfolio Advisors
2023-02-02T20:01:25.302066-05:00https://www.thetrustedinsight.com/investment-news/philly-based-fs-investments-to-acquire-portfolio-advisors-20230202856/
Philadelphia-based FS Investments has more than US$ 35 billion in assets under management. Darien, Connecticut-based Portfolio Advisors, LLC is a global middle-market private asset specialist with more than US$ 38 billion in assets under management. FS Investments signed a definitive agreement to acquire Portfolio Advisors. Michael Forman is a Philadelphia lawyer who founded FS Investments…
15 Most Famous Hedge Fund Managers And Their Top Stock Picks
2023-01-29T15:31:05.944786-05:00https://www.thetrustedinsight.com/investment-news/15-most-famous-hedge-fund-managers-and-their-top-stock-picks-20230129642/
In this article, we discuss 15 most famous hedge fund managers and their top stock picks. If you want to see more hedge fund managers, check out 5 Most Famous Hedge Fund Managers and Their Top Stock Picks. According to data provider Hedge Fund Research (HFR), hedge funds in 2022 reported their worst performance since 2018, mainly due to underperforming equities. As per the HFRI 500 Fund Weighted Composite Index, which tracks the performance of several major global hedge funds, hedge funds as a whole had a decline of 4.25% in the previous year.
The Crystal Ball: Vcs, Private Equity Investors, And Tech Founders Predict What’s To Come In 2023
2023-01-04T20:01:18.123316-05:00https://www.thetrustedinsight.com/investment-news/the-crystal-ball-vcs-private-equity-investors-and-tech-founders-predict-whats-to-come-in-2023-20230104661/
Welcome to 2023, and a very special edition of Term Sheet, where we ask readers—a slew of VCs, founders, private equity investors, and bankers—to look into their crystal ball and tell us what to expect in the year ahead. For this year’s issue, we dug through more than 100 predictions, ranging from quick takes on whether venture capitalists would run for office to thoughtful analysis on whether philosophy majors will be at the top of the hire list in an artificial intelligence-powered world.
Catalio Capital Management Launches Long-short Public Equities Strategy Focused On Global Healthcare And Life Sciences Sectors | Business Wire
2023-01-04T09:01:40.826881-05:00https://www.thetrustedinsight.com/investment-news/catalio-capital-management-launches-long-short-public-equities-strategy-focused-on-global-healthcare-and-life-sciences-sectors-business-wire-20230104626/
NEW YORK--(BUSINESS WIRE)--Catalio Capital Management, LP (“Catalio”), a leading multi-strategy life sciences investment firm with more than $1 billion in assets under management, today announced the launch of its dedicated public equities hedge fund investment strategy focused on identifying compelling life science investment opportunities globally. In connection with the launch of the vehicle, the seasoned investment team from HealthCor Management (“HealthCor”), a well-established healthcare.
South Korea's Kb Group Invests $100 Mn In Elev8 Venture Partners Fund | Business Standard News
2022-11-16T12:11:05.909336-05:00https://www.thetrustedinsight.com/investment-news/south-koreas-kb-group-invests-100-mn-in-elev8-venture-partners-fund-business-standard-news-20221116716/
Financing will help Elev8 identify investment opportunities in Indian technology companies. :
KB Group, South Korea's largest financial services provider, will ally with Elev8 Venture Partners as an anchor investor and through its subsidiary KB Investment. KB has committed $100 million, including co-investments, to the Venture Catalysts-backed fund. KB Group will work with Elev8 to identify investment opportunities in Indian technology companies and to support it with portfolio management. Elev8 will further help its portfolio companies expand in Southeast Asia.
Prakash Subramanian Joins Hedge Fund Millennium Capital As India Ceo | Business Standard News
2022-11-14T06:01:09.184443-05:00https://www.thetrustedinsight.com/investment-news/prakash-subramanian-joins-hedge-fund-millennium-capital-as-india-ceo-business-standard-news-20221114521/
US-based company is looking to invest in India and is building a new management team in the country. :
Prakash Subramanian, a former managing director of Standard Chartered Bank, has joined US-based hedge fund Millennium Capital as its chief executive officer for India. Millennium Capital, a global hedge fund headquartered in New York, manages $57 billion of funds worldwide. The fund is looking to invest in India and is increasing its presence by building a new management team. Prakash spent over three decades with ANZ Grindlays Bank and Standard Chartered Bank across investment banking, treasury, senior management and governance.
Global Private Markets Investment Firm Creates Wealth Unit
2022-11-04T09:31:28.825397-04:00https://www.thetrustedinsight.com/investment-news/global-private-markets-investment-firm-creates-wealth-unit-20221104101/
Operation already has $37bn in assets under management. :
Access full content on the International Adviser site, access your saved articles, control email
preferences and amend your account details The private wealth business unit has $37bn in assets under management, which is nearly a third of the firm’s total $131bn (£117bn, €134bn) in AuM. It will be co-led by partner Robert Collins and managing director Christian Wicklein, who will cover the Americas and Europe and Apac, respectively.
15 Biggest Hedge Funds In Usa
2022-10-23T18:31:06.406969-04:00https://www.thetrustedinsight.com/investment-news/15-biggest-hedge-funds-in-usa-20221023495/
In this article, we will take a look at 15 of the biggest hedge funds in the USA. If you want to see more of the biggest hedge funds in the USA, go directly to 5 Biggest Hedge Funds in USA. Hedge funds are pooled funds that trade in relatively liquid assets and that can use sophisticated tools to try to improve their performance on a risk adjusted basis. Generally only sophisticated investors such as high net worth individuals and institutions can invest in hedge funds. Different hedge funds have different strategies of investing.
Automation Is A Recession Hedge, Say Speakers At Ffvc Drones & Robotics Summit - Robotics 24/7
2022-10-17T12:01:17.373152-04:00https://www.thetrustedinsight.com/investment-news/automation-is-a-recession-hedge-say-speakers-at-ffvc-drones-robotics-summit-robotics-247-20221017187/
Chicken Little blog missives have inundated Medium’s site lamenting the stock market’s decline. Since joining ff Venture Capital’s partnership this summer, I’ve been awestruck by the level of optimism that permeates the organization. While others are now constricting their activities, ffVC is plowing ahead by closing its seventh fund and launching an eighth one for Ukrainian startups. Kicking off ffVC's second annual Drones & Robotics Summit last month in New York, Founding Partner John Frankel conveyed this enthusiasm to a packed house of 300 tech luminaries.
Oak Hill Capital Buys Out Stone Point’s Stake In Kestra
2022-09-30T13:31:06.483948-04:00https://www.thetrustedinsight.com/investment-news/oak-hill-capital-buys-out-stone-points-stake-in-kestra-20220930428/
Warburg Pincus will remain majority owner of the recapitalized Kestra Holdings. :
Private equity investor Oak Hill Capital is taking over a minority stake in wealth management platform Kestra Holdings, previously held by private equity firm Stone Point Capital, according to an announcement Friday. Stone Point took a majority position in 2016 and sold most of it three years later to Warburg Pincus, which will remain majority owner. Terms of the deal were not disclosed.
Us In The News: State Street Global Advisors Names Ceo
2022-09-30T11:01:10.789340-04:00https://www.thetrustedinsight.com/investment-news/us-in-the-news-state-street-global-advisors-names-ceo-20220930419/
A round-up of people moves and M&A deals across North America. :
Access full content on the International Adviser site, access your saved articles, control email
preferences and amend your account details Yie-Hsin Hung has been named as president and chief executive of asset management business State Street Global Advisors. She will join in December 2022 from New York Life Investment Management (NYLIM), where she served as chief executive since 2015.
Dws Group Shakes Up Investment Division And Strengthens Infrastructure Team
2022-09-28T13:01:05.689918-04:00https://www.thetrustedinsight.com/investment-news/dws-group-shakes-up-investment-division-and-strengthens-infrastructure-team-20220928312/
Björn Jesch will become the global chief investment officer of DWS Group in a series of changes to the group’s Investment and Client Coverage division, which also sees the incorporation of two infrastructure specialists from Talanx.
Investment App Composer Raises $6M To Advance How Consumers Invest
2022-09-14T12:41:06.370992-04:00https://www.thetrustedinsight.com/investment-news/investment-app-composer-raises-6m-to-advance-how-consumers-invest-20220914656/
Composer makes automated investing based on logic and data accessible to retail investors TORONTO, Sept. 14, 2022 /PRNewswire/ -- Composer Technologies Inc., the US focused automated investing platform, today announced that it has raised an additional $6M in funding, bringing its total...
Underwater Drone: Wind And Water: Undersea Drone Readies To Aid Offshore Boom - The Economic Times
2022-08-04T07:01:32.470953-04:00https://www.thetrustedinsight.com/investment-news/underwater-drone-wind-and-water-undersea-drone-readies-to-aid-offshore-boom-the-economic-times-20220804757/
The team, which led the development of the remotely operated vehicle (ROV) at Heriot-Watt university, believe the submersible machine is a game-changer for offshore wind farms, obviating the need for divers. The engineers reckon it will soon be ready to perform inspections and maintenance at wind farms, transforming the nature of the high-risk and costly endeavours just as the industry is set for huge expansion.
Ascendas Real Estate Investment Trust (acdsf) Ceo William Tay On Q2 2022 Results - Earnings Call Transcript | Seeking Alpha
2022-08-03T07:06:09.199538-04:00https://www.thetrustedinsight.com/investment-news/ascendas-real-estate-investment-trust-acdsf-ceo-william-tay-on-q2-2022-results-earnings-call-transcript-seeking-alpha-20220803701/
Ascendas Real Estate Investment Trust (OTCPK:ACDSF) Q2 2022 Earnings Conference Call August 2, 2022 5:30 AM ET Good evening, everyone. Welcome to Ascendas REIT First-Falf FY’2022 Financial Results Briefing. Okay, we are pleased to report 6.3% growth in distributable income to S$330.7 million and a 2.8% increase in DPU to 7.873 cents. Total investment properties as at June, increased 4.4% to S$16.6 billion. Gearing is healthy at 36.7%. Ascendas REIT has a high level of natural hedge for our overseas investments, which accounts for 40% of our total investment properties, so that was out to be S$6.6 billion.
Xpansiv Acquires Apx To Scale Environmental Commodity Market Infrastructure
2022-08-01T14:31:13.760972-04:00https://www.thetrustedinsight.com/investment-news/xpansiv-acquires-apx-to-scale-environmental-commodity-market-infrastructure-20220801603/
Xpansiv, the premier market-infrastructure platform for global carbon and environmental commodities, today completed its acquisition of APX, the leader in registry infrastructure for energy and environmental markets. The acquisition brings together two innovators with the technologies and capabilities to empower markets to scale with liquidity and efficiency. Xpansiv connects buyers and sellers of environmental commodities and provides market data for voluntary carbon offsets, renewable energy credits (RECs), and low-carbon fuels—all critical elements of decarbonization. Xpansiv’s growing ecosystem supports companies seeking to meet environmental and emissions reduction goals.
Cre Lending Tech Platform Nativ Acquired By Built Technologies
2022-07-29T18:31:11.092776-04:00https://www.thetrustedinsight.com/investment-news/cre-lending-tech-platform-nativ-acquired-by-built-technologies-20220729540/
Nativ, a workflow automation platform for the commercial real estate lending industry, has been acquired by Nashville-based Built Technologies, a provider of construction and real estate finance technology. Terms of the transaction were not disclosed.
Former Blackrock Executive Joins Jacobi Asset Management As Ceo
2022-07-28T07:51:06.898470-04:00https://www.thetrustedinsight.com/investment-news/former-blackrock-executive-joins-jacobi-asset-management-as-ceo-20220728457/
Jacobi Asset Management (Jacobi), a pioneer in next-generation digital asset investment management, announces the appointment of Martin Bednall as its new CEO, effective 1st August 2022. Bednall will also continue in his role at FinEx Capital Management. Martin’s predecessor, Jamie Khurshid, will step into a new role as Chairman of the Board while current Chairman Roy McGregor remains as a Director. McGregor also holds the position of Chairman of Jacobi Investment Funds PCC Limited. As incoming CEO, Bednall brings unparalleled expertise in portfolio management, capital markets, operations and exchange-traded product development.
Phillip Preis Joins Bernhard Capital Partners As Managing Director
2022-07-26T10:31:06.626652-04:00https://www.thetrustedinsight.com/investment-news/phillip-preis-joins-bernhard-capital-partners-as-managing-director-20220726361/
BATON ROUGE, La., July 26, 2022 /PRNewswire/ -- Bernhard Capital Partners ("Bernhard Capital"), a services and infrastructure-focused private equity management firm, today announced that Phillip Preis has joined the firm as a Managing Director, responsible for helping lead the firm's...
Bluecrest Ftt Decision – Salaried Member Rules And Asset Managers | Proskauer - Tax Talks
2022-07-14T20:21:07.731086-04:00https://www.thetrustedinsight.com/investment-news/bluecrest-ftt-decision-salaried-member-rules-and-asset-managers-proskauer-tax-talks-20220714918/
The recent decision of the First-tier Tribunal (FTT) in BlueCrest Capital Management (UK) LLP v HMRC (29 June 2022) is the first time the UK’s salaried member rules (the Rules) have been considered in the context of an asset management limited liability partnership (LLP). BlueCrest is engaged in providing hedge fund investment management services....By: Proskauer - Tax Talks.
Ra Capital Picks Xenomorph & Other News Briefs
2022-07-12T19:32:08.700905-04:00https://www.thetrustedinsight.com/investment-news/ra-capital-picks-xenomorph-other-news-briefs-20220712818/
Xenomorph to Support Key Groups at RA Capital Boston-based investment manager RA Capital has selected data management solutions vendor Xenomorph to provide enterprise data management (EDM) support for the firm’s bio-tech and financial data needs, officials say. “We were diligent in the selection of RA Capital’s data platform. We wanted more than a standard security […]
Coremont Appoints Global Coo From State Street
2022-07-11T07:01:27.803767-04:00https://www.thetrustedinsight.com/investment-news/coremont-appoints-global-coo-from-state-street-20220711697/
Coremont LLP (“Coremont”), a leading FCA-regulated financial services firm that provides complete front-to-back portfolio management support for hedge funds and institutional asset managers, today announces that it has appointed Akbar Sheriff as Global Chief Operating Officer and Partner.
Hmc Capital Launches Alternatives Fund
2022-07-06T07:06:21.052309-04:00https://www.thetrustedinsight.com/investment-news/hmc-capital-launches-alternatives-fund-20220706508/
The HMC Capital Partners Fund 1 is an Australian-domiciled unlisted wholesale fund, providing exposure to a portfolio of alternative assets.
My Quest For The Best Asset Manager
2022-06-29T08:01:26.207825-04:00https://www.thetrustedinsight.com/investment-news/my-quest-for-the-best-asset-manager-20220629202/
“Asset managers stocks have been hit hard this year… with some down 35% to 45%, almost double the decline in the S&P 500 index. No industry is more directly tied to stock and bond markets, and a bear market depresses assets under management, revenue, and earnings. Profit estimates for 2022 lately have been declining, and earnings are on track to fall below last year’s results.” That's smart. However, just like with homebuilder stocks, they look appealing in this complicated market. Many asset managers shares are trading for 10x projected 2022 earnings – or less – and yield 3%-5%.
Barings Acquires Bay Area Life Science Portfolio
2022-06-28T15:01:10.498959-04:00https://www.thetrustedinsight.com/investment-news/barings-acquires-bay-area-life-science-portfolio-20220628160/
Three GMP Buildings in Fremont, California
Acquisition Executes on Firm's Growth in Specialized Asset Class
CHARLOTTE, N.C., June 28, 2022 /PRNewswire/ -- Barings, one of the world's largest diversified real estate investment managers, announced today its acquisition of a portfolio of three life science assets totaling 228,025 square feet in Fremont, California from Angelo Gordon & Company. Lincoln Property Company has joined Barings in the venture, and Newmark has facilitated the transaction.
Pfizer Inc. (pfe) Goldman Sachs 43rd Annual Global Healthcare Conference (transcript)
2022-06-15T18:31:23.797730-04:00https://www.thetrustedinsight.com/investment-news/pfizer-inc-pfe-goldman-sachs-43rd-annual-global-healthcare-conference-transcript-20220615591/
Pfizer Inc. (NYSE:PFE) Goldman Sachs 43rd Annual Global Healthcare Conference June 15, 2022 11:40 AM ET Mikael Dolsten - Chief Scientific Officer and President, Worldwide Research, Development & Medical Welcome to our session here at the Goldman Sachs Healthcare Conference. I'll have to let Keira know that we observe that 8-hour, 5-minute time difference between here and London. And we're super pleased here to have Pfizer join us. My name is Chris Shibutani. I'm a member of the Goldman Sachs research team covering pharmaceuticals and biotechnology.
The Future Of Wall Street: Fintech 50 2022
2022-06-07T07:31:06.514059-04:00https://www.thetrustedinsight.com/investment-news/the-future-of-wall-street-fintech-50-2022-20220607112/
These five startups are leading the pack with enterprise software that digitizes financial services. :
The prospect of a bear market may have retail investors frowning at their 401(k)s, but some of the firms powering Wall Street’s big banks and retail brokerage firms thrive when volatility and trading volumes climb. Five companies with a growing behind-the-scenes presence in finance and enterprise software are on this year’s Fintech 50 list, recognizing America’s most innovative and influential fintech startups. Digital broker-dealer DriveWealth and identity verification firm Persona are both making their debuts on the list.
Continuation Funds: A Growing Trend | Bennett Jones Llp
2022-05-27T16:01:06.102010-04:00https://www.thetrustedinsight.com/investment-news/continuation-funds-a-growing-trend-bennett-jones-llp-20220527707/
A Tool for Portfolio Management - While the secondaries market has traditionally provided opportunities for limited partners to exit from private equity funds, there has been an increase in General Partner (GP)-led secondary transactions in recent years. As part of this trend, private fund sponsors are using the formation of Continuation Funds as a portfolio management tool, providing benefits to the various parties involved, which contrasts with the historical perception that such vehicles are...By: Bennett Jones LLP.
Reits Could Outperform Private Equity Real Estate
2022-05-25T22:31:10.459385-04:00https://www.thetrustedinsight.com/investment-news/reits-could-outperform-private-equity-real-estate-20220525605/
Even for investors who have significant resources and a higher tolerance for illiquidity, listed real estate can offer benefits beyond those found in private equity real estate. For more than three decades, REITs have provided an attractive intersection of benefits to those seeking commercial real estate investments. A performance advantage over private equity real estate (PERE) funds, now documented by rigorous academic research, simply underscores the opportunity for all investors, according to Virtus. A recent article in the Journal of Portfolio Management delivered important findings for investors who maintain an allocation to real assets.
Horizon Technology Finance Management Expands Operations And Investment Teams
2022-05-16T16:31:24.067477-04:00https://www.thetrustedinsight.com/investment-news/horizon-technology-finance-management-expands-operations-and-investment-teams-20220516113/
FARMINGTON, Conn., May 16, 2022 /PRNewswire/ -- Horizon Technology Finance Management LLC ("Horizon"), a registered investment adviser that underwrites and manages secured loans made to companies in the technology, life science, healthcare information and services, and sustainability...
Tifin Closes $109M Series D Round
2022-05-12T16:31:05.961030-04:00https://www.thetrustedinsight.com/investment-news/tifin-closes-109m-series-d-round-20220512981/
Franklin Templeton and Motive Partners join the latest round, which will fuel additional growth at the wealthtech startup incubator. :
Despite days of overall market turmoil, there is some positive news in the fintech sector as startup incubator and holding company TIFIN announced the close of its $109 million Series D funding round. The firm has been going gangbusters the last two years and announced, along with the latest funding, a new valuation of $842 million.
Vivriti Capital Bags $30 Mn From Tvs Capital To Close Series C
2022-05-12T07:01:36.540374-04:00https://www.thetrustedinsight.com/investment-news/vivriti-capital-bags-30-mn-from-tvs-capital-to-close-series-c-20220512935/
Fintech startup Vivriti Capital has raised an additional $30 Mn in a Series C funding round from TVS Shriram Growth…
Four Seasons And Q Bayraq Real Estate Investments Announce Luxury Development In Doha Featuring Private Residences And Serviced Apartments At The Pearl-qatar
2022-05-10T12:06:12.619509-04:00https://www.thetrustedinsight.com/investment-news/four-seasons-and-q-bayraq-real-estate-investments-announce-luxury-development-in-doha-featuring-private-residences-and-serviced-apartments-at-the-pearl-qatar-20220510835/
All-new beachfront property will include expansive furnished suites and a full-range of on-site amenities for a personalized, residential-style experience and the best of luxury living
TORONTO, May 10, 2022 /PRNewswire/ -- Leading luxury hospitality company Four Seasons Hotels and Resorts continues to expand its diverse offering of hotels, resorts and residences in the Middle East with the announcement of a new project currently under construction in The Pearl-Qatar landmark development in Doha. The new property is in partnership with Q Bayraq Real Estate Investments, a specialized real estate investment development company focused on high-end projects in Qatar.
Mirae Asset Mf Adopts Bloomberg's Buy-side Solutions | Mint
2022-05-04T07:11:21.086660-04:00https://www.thetrustedinsight.com/investment-news/mirae-asset-mf-adopts-bloombergs-buy-side-solutions-mint-20220504552/
Mirae Asset Investment Managers (India) Pvt Ltd has adopted Bloomberg’s buy-side solutions to help support enterprise-wide digital transformation. The fund house will use Bloomberg’s Asset and Investment Manager (AIM) and Bloomberg Vault across its investment workflows including fund management, trading, operations, investment risk and compliance, enabling the firm to build scale and navigate the market landscape. Bloomberg’s buy-side solutions deliver front-to-back technology for the investment lifecycle, from decision support and order management, to portfolio management and post-trade services, for some of the largest asset managers, asset owners, and hedge funds.
Cypherpunk Announces Investment Of USD 500k Into Cryptocurrency Hedge Fund Ab Digital Strategies Managed By Isla Capital Ltd.
2022-04-26T08:21:07.126144-04:00https://www.thetrustedinsight.com/investment-news/cypherpunk-announces-investment-of-usd-500k-into-cryptocurrency-hedge-fund-ab-digital-strategies-managed-by-isla-capital-ltd-20220426134/
Toronto, Ontario--(Newsfile Corp. - April 26, 2022) - Cypherpunk Holdings Inc. HODL CYFRF ("Cypherpunk" or, the "Company"), a sector leader for blockchain, metaverse, privacy and cryptography focused investments, is pleased to announce an investment of USD 500k in the AB Digital Strategies Fund managed by UK FCA-regulated Isla Capital. The investment was made in two tranches, USD $250k on February 24, 2022 and USD $250k on April 20, 2022. AB Digital Strategies is a Cayman Islands regulated hedge fund.
Web3, Crypto-focused Investor Amesten Capital Bags $9 Mn
2022-04-26T07:11:05.786529-04:00https://www.thetrustedinsight.com/investment-news/web3-crypto-focused-investor-amesten-capital-bags-9-mn-20220426120/
Web3 and crypto-focused investor Amesten Capital has secured $9 Mn from family houses in the Middle East and Europe to…
What Portfolio Should An Investor With A Moderate Risk Opt For?
2022-04-13T13:51:07.430509-04:00https://www.thetrustedinsight.com/investment-news/what-portfolio-should-an-investor-with-a-moderate-risk-opt-for-20220413497/
It would be better to have a balanced portfolio with some debt allocation. :
I am investing ₹25,000 monthly in five mutual funds (MFs). These are Axis Flexi-cap fund, Kotak Flexi-cap fund , L&T Emerging Business fund, L&T India Value fund, and Mirae Asset Mid-cap fund . I have moderate risk potential and my investment horizon is 10 years. Kindly suggest if I need to move from any of these funds to a balanced advantage fund? You are investing in three broadly diversified funds (two flexi-cap funds and a value fund), and two mid-cap oriented funds.
Immo Raises Landmark $75 Million Series B Funding To Execute On $2.5B In Capital Demand And Become The Largest Residential Investment Platform In Europe
2022-04-12T07:31:06.836201-04:00https://www.thetrustedinsight.com/investment-news/immo-raises-landmark-75-million-series-b-funding-to-execute-on-25b-in-capital-demand-and-become-the-largest-residential-investment-platform-in-europe-uA3qoypFuKTx2BoLFQsUqE-20220412390/
The round marks the largest Series B in European Proptech history. New York-based Oak HC/FT, a venture and growth equity fund, led the round alongside Moore Specialty Credit and existing investors FinTech Collective and Talis Capital. IMMO has raised over $2.5 billion in capital commitments from leading institutional investors, such as pension funds and insurance companies, to deploy into single-family rental housing in Europe. Company uses technology to buy and manage single family homes at scale, professionalising the $50tn market for European residential investment.
Immo Raises Landmark $75 Million Series B Funding To Execute On $2.5B In Capital Demand And Become The Largest Residential Investment Platform In Europe
2022-04-12T07:11:27.832917-04:00https://www.thetrustedinsight.com/investment-news/immo-raises-landmark-75-million-series-b-funding-to-execute-on-25b-in-capital-demand-and-become-the-largest-residential-investment-platform-in-europe-20220412385/
The round marks the largest Series B in European Proptech history. New York-based Oak HC/FT, a venture and growth equity fund, led the round alongside Moore Specialty Credit and existing investors FinTech Collective and Talis Capital. IMMO has raised over $2.5 billion in capital...