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Trader of the Year Hedge Fund: Conversant Capital’s David Alfred

The TRADE

I started my career at Bear Stearns in 2001, then migrated to Credit Suisse in 2008. When Mike called me about the opportunity to join Conversant, he emphasised the firm’s long-term, buy-and-hold strategy, akin to private equity. There’s been a reopening in capital markets. It’s been busy.

Funds 59
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The Activism Vulnerability Report – Q4 2022

The Harvard Law School Forum

Persistently high inflation, coupled with the fastest Fed tightening cycle seen since 1988, contributed to making 2022 the worst performing year for the S&P 500 Index since 2008, thrashing growth and technology stocks in particular. [1] stock market in 2022 experienced increased volatility relative to 2021.

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The Activism Vulnerability Report

The Harvard Law School Forum

bank failure since the 2008 financial crisis; JPMorgan Chase later agreed to buy the majority of its assets. [2] 7] A pause may be more beneficial to investors than a direct rate cut would be; the S&P 500 has historically climbed 16.9% 1] On May 1, regulators seized First Republic, which had reported $232.9 3] [4] The U.S.

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What is an Investment Portfolio?

Peak Frameworks

For instance, the 2008 recession hit financial companies hard, but technology companies like Apple and Amazon weathered the storm relatively well. A classic example is investing in an S&P 500 index fund. Sector and Geographical Diversification Diversification across sectors and geographical regions further mitigates risk.

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SaaS M&A Snapshot: Target Market & Buyers

Software Equity Group

On the surface, things looked rough: the Dow Jones, S&P 500, and the NASDAQ all finished the year with significant losses, with tech stocks hit particularly hard. Median EV/TTM Revenue Multiple Down from 2021’s high of 7.3x, 2022’s median EV/Revenue multiple of 5.6x was only a slight decline from 2020’s 5.7x

M&A 52
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The Activism Vulnerability Report

The Harvard Law School Forum

bank failure since the 2008 financial crisis; JPMorgan Chase later agreed to buy the majority of its assets. [2] 7] A pause may be more beneficial to investors than a direct rate cut would be; the S&P 500 has historically climbed 16.9% 1] On May 1, regulators seized First Republic, which had reported $232.9 3] [4] The U.S.

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How Rockefeller Brothers Fund is an Example of Taking DEI Initiatives to the Next Level

Tyton Partners

We discuss with Mark the process of becoming an anti-racist and anti- sexist org anization and how RBF embed s DEI initiatives i nto its culture , its hiring practices, its investing, its endowment, and its partnerships, an d how those can serve as ex ample s to other institutions. MA That’s an interesting question.

Funds 52