OfficeHours

AUGUST 25, 2023

The growth of private credit can be traced back to the Great Financial Crisis of 2008-2009. For example, just recently, a group of private credit funds provided a loan of over $5 billion to help refinance the capital structure of Finastra, a portfolio company of private equity firm Vista Partners. Are you preparing for the buyside?

Private Equity 130

Private Equity Equities Debt Finance 130

Growth Business

SEPTEMBER 28, 2023

One third of the cash raised will be invested in new growth-stage companies, with the rest being spent on second and third round investments in existing portfolio businesses. Current portfolio businesses include burger chain Five Guys, fashion designer Bella Freud and ice-cream brand Hackney Gelato.

Investment 64

Investment Capital Private Equity Portfolio 64

The TRADE

JANUARY 22, 2025

I started my career at Bear Stearns in 2001, then migrated to Credit Suisse in 2008. There’s a very healthy dialogue at all times at both the portfolio-level and the position-level. I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. What workflows are ripe for more automation?

Funds 59

Funds Capital Capital Market S&P 59

The TRADE

DECEMBER 8, 2023

This has forced prime brokers to focus more on risk management and diversification of their client portfolios with increased regulatory pressures.” The market volatility has certainly been a defining feature of the year, for both clients and providers, and gave rise to opportunities for certain strategies, while costing others dearly.

Broker 113

Broker Asset Management Trading Funds 113

How2Exit

MAY 23, 2023

Then, in 2008, the world experienced a massive financial crisis and Wall Street experienced tremendous dislocation. Institutional assets are typically large investments that are made by investors who have a long-term view and are looking to diversify their portfolio. In 2000, Richard's partner left and he left for Bear Stearns.

Capital 130

Capital Investors Business Investment 130

Peak Frameworks

JULY 20, 2023

When the bubble burst in 2008, it triggered a severe financial crisis. Analyzing past stock market crashes, such as the 1987 Black Monday crash, the dot-com bubble, and the 2008 financial crisis, can provide valuable lessons and identify common warning signs.

Stock 40

Stock Economics Risk Management Investors 40

Peak Frameworks

JANUARY 15, 2024

UBC also offers the elite Portfolio Management Foundation (PMF) program, which gives students practical investing experience and dedicated alumni support. We examined profiles of professionals who worked in investment banking between 2008 and 2023. PMF is a highly specialized program available only to a select group of UBC students.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Peak Frameworks

AUGUST 15, 2023

For example, during the 2008 financial crisis , the Fear and Greed Index tanked to extreme fear levels. It can help inform investment strategies, particularly in relation to market timing, risk management, and portfolio rebalancing. It's generally accepted that emotional and psychological factors significantly influence investing.

Investors 52

Investors Stock Risk Management Investment 52

Peak Frameworks

JUNE 5, 2023

For example, the Great Recession of 2008–2009 saw significant drops in GDP, widespread unemployment, and a substantial decrease in consumer spending. This can involve diversifying portfolios, hedging against risks, or moving towards safer, low-risk investments. GDP decreases, unemployment rates rise, and consumer spending slows.

Business 52

Business Economics Investment Investors 52

Peak Frameworks

MAY 24, 2023

During the 2008 financial crisis , put options (which give the holder the right to sell at a specific price) on mortgage-backed securities and major stock indexes increased in value dramatically as the market plummeted. Role of Derivatives in Portfolio Management Derivatives play a crucial role in modern portfolio management.

Portfolio Management 52

Portfolio Management Private Equity Investors Risk Management 52

Wall Street Mojo

JANUARY 15, 2024

CDOs provide investors with a diversified portfolio of debt instruments across different risk levels. Step #3 – Investment Banks A Bank may rope in an investment bank to sell this diversified portfolio Step #4 – Formation of Tranches The cash inflows from the portfolio created are sliced into the number of investable tranches.

Debt 52

Debt Banking Bank Investors 52

Peak Frameworks

SEPTEMBER 19, 2023

Example: In the aftermath of the 2008 financial crisis, many homeowners in the U.S. Example: During the 2008 financial crisis , underestimated credit risk associated with mortgage-backed securities led to catastrophic results for major banks and the global economy. A lower ratio is often seen as a sign of strong capacity.

Debt 52

Debt Finance Finance Capital 52

Mergers and Inquisitions

MARCH 22, 2023

it’s starting to feel a lot like 2008. In 2008, some banks rescinded internships and full-time jobs, so it’s safest to assume that will happen again. Regulators should not cave into threatening tweets from VCs who claim the world is going to end because their portfolio companies cannot “make payroll.”

Bank 98

Bank Banking Government Investment Banking 98

Mergers and Inquisitions

OCTOBER 4, 2023

We never understand why these billionaires cared about GameStop or Redditors so much, given everything else in their lives and portfolios. The Big Short did an excellent job explaining the 2008 financial crisis with a few key scenes, and Dumb Money could have done something similar – maybe during the Congressional hearings toward the end.

Finance 105

Finance Finance Retail Entertainment 105

Peak Frameworks

SEPTEMBER 19, 2023

For instance, during the 2008 Financial Crisis, many investors fled from riskier money market instruments to the safety of T-Bills, driving their yields almost to zero. Using T-Bills for Portfolio Diversification Given their stability, T-Bills are an excellent tool for: Hedging against volatile market conditions.

IT 52

IT Government Investors Economics 52

Tyton Partners

NOVEMBER 28, 2023

Pixar’s 2008 feature film WALL-E finds humanity on an interstellar cruise away from a polluted earth. We suggested that the advent of widespread use of AI in education and workforce training and development would bring about a change in how philanthropists support and push their portfolio of grantees. Reach out to have a conversation.

IT 59

IT Education Profitability Entertainment 59

Peak Frameworks

OCTOBER 17, 2023

During the 2008 global financial crisis , many sectors, from real estate to banking, experienced significant challenges. For instance, after the aforementioned 2008 crisis, the financial sector faced increased regulations via mechanisms like the Dodd-Frank Act.

Business 52

Business Economics Investors Investment 52

Peak Frameworks

SEPTEMBER 19, 2023

European companies, especially after the financial crisis of 2008, started maintaining larger cash reserves. Here, the aim is to track the performance of portfolio companies and ensure they are operating at peak efficiency. A real-world example is when Tesla itemized its R&D expenditures, showcasing its commitment to innovation.

Private Equity 52

Private Equity Investment Banking Corporate Finance Mergers and Acquisitions 52

Peak Frameworks

SEPTEMBER 12, 2023

This stability is crucial for finance professionals to manage currency risks in their portfolios. Impact of Global Events on WTO Financial Crises The 2008 Financial Crisis tested WTO's principles. However, disagreements, especially between the developed and developing nations, have kept many objectives unmet.

Trading 52

Trading Corporate Finance Private Equity Finance 52

FineMark

APRIL 13, 2023

history and the largest since Washington Mutual collapsed in 2008 — during the Global Financial Crisis — at $307 billion in assets. To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate. SVB is the second-largest bank failure in U.S. bank failures. Outside of the U.S.,

Bank 52

Bank Banking Investment Economics 52

Mergers and Inquisitions

MAY 17, 2023

Ever since the 2008 financial crisis, there has been massive hype about both private equity and technology. Smaller firms in this category often focus on organic growth and bolt-on acquisitions to scale their portfolio companies. Some of these points could change over time, but I doubt that we’ll return to QE Infinity anytime soon.

Private Equity 64

Private Equity Equities Recruitment Funds 64

Wall Street Mojo

JANUARY 17, 2024

The interest rate swap works as an amazing portfolio management tool. In the case of fund managers who want to work on a long-duration strategy, the long-dated interest rate swaps help increase the portfolio’s overall duration. This was when many fixed-income players started actively participating in the market.

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

Cooley M&A

SEPTEMBER 25, 2020

Realogy and SIRVA, a portfolio company of Madison Dearborn Partners (or MDP), entered into a purchase agreement in November 2019, pursuant to which SIRVA agreed to acquire Cartus, a subsidiary of Realogy that provides relocation counseling. 29, 2008). [7] Contributors. 2020-0310, Delaware Chancery Court) at the end of August.

Debt 40

Debt Finance Finance Private Equity 40

The TRADE

OCTOBER 18, 2024

We started to see a little bit of what I imagined was going to be the evolution of that market, which is a number of strong portfolio managers from those multi manager platforms coming out, launching their own funds. And we’ve seen some significant launches this year in that space. We’ll probably continue to see that trend.”

Funds 69

Funds Broker Bank Banking 69

Peak Frameworks

JULY 20, 2023

This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s. Efficient Frontier This is a graphical representation of the optimal portfolios that offer the highest expected return for a defined level of risk.

Portfolio 40

Portfolio Investors Finance Finance 40

Cooley M&A

JANUARY 20, 2022

approved prescription cannabidiol medicine to its portfolio. target life sciences company transactions announced from 2008 to date – included an earnout). [7] stage R&D capabilities and expand its pipeline, and Jazz Pharma’s acquisition of GW Pharma for $7.2 driven assets. 11, 2021), available at [link]. [5] 30, 2021. [8]

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

The TRADE

APRIL 14, 2025

Bush, where he served until August 2008. Mark Uyeda had been serving as acting SEC chair in the interim. Atkins previous roles include a prior stint as a commissioner of the SEC – appointed in July 2002 by President George W. The post People Moves Monday: Cboe, Janus Henderson, FCA, and more appeared first on The TRADE.

Portfolio Management 59

Portfolio Management Trading Portfolio Management 59