The TRADE

MAY 1, 2024

During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” The traders are now discretionary execution guys and the portfolio managers (PMs) don’t get involved. It’s about risk management philosophy and methodology,” explains Papanichola.

Trading 57

Trading Capital Funds Investment 57

The TRADE

NOVEMBER 2, 2023

We were frequently approached by the top four accountancy firms who spoke about amazing opportunities, but I quickly realised this wasn’t the path for me. My career began in 2007, which nicely coincided with the start of the global financial crisis – certainly an interesting time to be a recent graduate and a very steep learning curve.

Trading 62

Trading Portfolio Banking Bank 62

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. Looking ahead, we believe history will regard the 2007-2021 time period as anomalous.

S&P 52

S&P Investment Portfolio Corporation 52

Tyton Partners

MAY 30, 2023

To summarize the Demographic Cliff in a nutshell, there was a sharp decline in births during the Great Recession (approximately -3% YoY growth from 2007-10 in the U.S.), higher education, accounting for ~5.5% In 2022, there were a total of ~1M international students enrolled in U.S. of all enrollment.

Education 52

Education Private Equity IT Recruitment 52

Mergers and Inquisitions

MAY 17, 2023

Vista and Thoma Bravo have accounted for around half of all software buyouts over the past few years, and they use a similar playbook: cut costs, increase efficiency, and raise prices when possible. Smaller firms in this category often focus on organic growth and bolt-on acquisitions to scale their portfolio companies.

Private Equity 64

Private Equity Equities Recruitment Funds 64

InvestmentBank.com

MAY 18, 2021

Today, there is a movement towards utilizing molecular diagnostics and personalized medicine making a diverse portfolio of products critical. Under MACRA, alternative payment models can be developed and accountable care organizations can join large organizations and health plans to create more transparency. Anthony Ledesma et al.,

Healthcare 40

Healthcare M&A Valuation Hospitality 40