The TRADE

AUGUST 5, 2024

He was previously head of international trading analytics and strategy at Vanguard, having joined in 2019. His new role will see Robert take charge of the firm’s market structure content and “provide key regulatory insights to assist clients in navigating the complexities of the equities trading ecosystem”.

Portfolio Management 59

Portfolio Management Trading Equities Portfolio 59

The TRADE

NOVEMBER 3, 2023

Almost two thirds (63%) of buy-side equity market participants believe outsourced desks would result in improved execution quality and trade performance when trading across regions, according to new research from Coalition Greenwich. These most recent findings therefore demonstrate a huge leap in terms of market opinion.

Trading 115

Trading Portfolio Management Asset Management Financial Services 115

The TRADE

JANUARY 17, 2024

In 2019, Nutting was nominated by her industry peers as one of The TRADE’s Rising Stars of Trading and Execution, and just four years later, she was shortlisted for The TRADE’s coveted Buy-side Trader of the Year Award. I joined Millennium in 2019 as a trader before being promoted in 2022 to senior trader. What drew you to trading?

Trading 111

Trading Portfolio Management Management Broker 111

Mergers and Inquisitions

MARCH 13, 2023

Banks’ lending activities are constrained by: Regulatory Capital – All banks must maintain a certain amount of common shareholders’ equity to absorb unexpected losses on loans and other assets. These are marked to market value and do affect the bank’s common equity and regulatory capital ratios, such as its CET 1 Ratio.

Bank 123

Bank Banking Funds Government 123

The TRADE

OCTOBER 31, 2024

Raymond joined LGIM as its head of credit trading in 2019 when the asset manager was undergoing the process of splitting up its portfolio management and trading capabilities. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

Portfolio 52

Portfolio Trading Management Asset Management 52

Mergers and Inquisitions

SEPTEMBER 13, 2023

Ask anyone interested in distressed debt hedge funds for “the pitch,” and they’ll probably mention one of the following: “It’s like long/short equity or credit , but more interesting!” Distressed investing offers equity-like returns with lower risk.” Distressed assets offer non-correlated returns, similar to global macro.”

Debt 103

Debt Funds Investment Equities 103

Mergers and Inquisitions

JANUARY 3, 2024

My portfolio did “OK” (up 10% for the year), but it greatly underperformed the S&P 500 , which was up 24%. On the other hand, I was only down 9% in 2022 vs. a 19% drop for the S&P, so both the index and my portfolio are now back to “early 2022” numbers. and far too little in equities. I sold most of my U.S. Treasuries.

Investment 59

Investment S&P Equities Portfolio 59

The TRADE

NOVEMBER 6, 2023

Beginning her career at Dresdner Kleinwort Benson as director and head of portfolio sales trading in 1997, she later went on to spend six years at JP Morgan, initially as an executive director and head of execution sales responsible for electronic and portfolio trading and ETFs.

Trading 52

Trading Asset Management Equities Management 52

Growth Business

MAY 19, 2023

Contact: +44 (0)20 7240 0202 Equity Gap Bio: Established in 2010 to help match private investors with young entrepreneurial companies looking for early stage business funding, Equity Gap is an Edinburgh-based business angel syndicate with 150 active members. More on Equity Gap’s investment criteria here.

Investors 105

Investors Investment Funds Business 105

The TRADE

DECEMBER 22, 2023

Samuel Henderson, EMEA equities head trader, Invesco   I predict we will see increased flows into international equities and active management coming back into vogue amidst a rise in earnings and macro volatility. The direction of rate adjustments, whether increasing or decreasing, will be a crucial area of global attention. 

Trading 64

Trading Asset Management Management Bank 64

Focus Investment Banking

MAY 10, 2024

Between 2013 and 2019, food distribution generated a steady flow of deals with strategics driving the majority of activity. During the same time, private equity firms started betting on the sector, particularly in specialty segments. Financial : Private equity groups seeking to acquire a company as an investment. What’s Ahead?

Food 52

Food M&A Private Equity Valuation 52

Mergers and Inquisitions

JANUARY 31, 2024

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., 10 – 15 positions rather than 100+). Some of these funds have 100+ employees; Viking has 275+ with 45+ investment professionals.

Funds 59

Funds Management S&P Recruitment 59

Focus Investment Banking

MARCH 28, 2024

Summary Private equity’s investments in ophthalmology are entering a new, more mature lifecycle phase. We also expect many platform recapitalizations once private equity groups and lenders become comfortable with the interest rate environment. Most ophthalmology PPM organizations are still with their founding private equity sponsor.

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

How2Exit

APRIL 9, 2023

In 2019, they saw the rise of big media companies entering the space, such as CNN and the New York Times. They acquire assets at a fair price point and then aggregate them to create a portfolio. By acquiring assets and businesses, Treasure Hunter can create a holistic portfolio within various verticals with huge synergies in place.

M&A 130

M&A Media Mergers and Acquisitions Business 130

Peak Frameworks

AUGUST 15, 2023

An example is the high number of stocks hitting 52-week highs in the 2019 bull run. If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. For instance, the 2018 U.S. Put and Call Options : The Put/Call ratio.

Investors 52

Investors Stock Risk Management Investment 52

Tyton Partners

MARCH 28, 2024

For example, Cengage had a competitive high school product portfolio and a market-leading database business in Gale, while Scholastic was a leading literacy player across institutional and consumer channels with its own K-5 basal ELA program. A handful of players tried to break in. Pearson then became Savvas Learning.

Sale 59

Sale Education Book-building Portfolio 59

Peak Frameworks

SEPTEMBER 19, 2023

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course, which help thousands of candidates land top jobs every year. 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

JUNE 25, 2024

SESI (part of the FullBloom portfolio owned by American Securities) and operate as a partner to districts, serving students within district buildings or in standalone schools. PCG’s acquisition of University Instructors in late 2023 further underscores the growing interest in, and the many forms of, third-party staff augmentation.

Transportation 52

Transportation Education Recruitment Funds 52

Software Equity Group

APRIL 24, 2024

2019 saw 49 SaaS acquisitions in the manufacturing/industrial space, compared to 67 in 2023. Historically, strategic buyers have dominated the space, conducting the majority of transactions each year from 2019 to 2021. These transformative technologies run across various software domains, including ERP , EAM, MES, QMS, and SCM.

Manufacturing 52

Manufacturing M&A Business Management 52

The Deal

AUGUST 9, 2023

Our acquisition strategy is aligned with acquiring companies with a traditional product portfolio, who have success and marquee customer relationships that we can transform with our AI platform,” SymphonyAI CEO Sanjay Dhawan told The Deal. Following acquisitions, the company develops AI applications for the target’s clients.

M&A 40

M&A Private Equity Retail Financial Services 40

TM Capital

NOVEMBER 29, 2022

By Nikitha Sattiraju, 14 November 2022 Asphalt paving and maintenance is fast becoming a service of choice for private equity investors. The fragmented category, which only five years ago had little backing from financial sponsors, now has portfolio companies contesting for family and founder owned assets to build businesses of scale.

Capital 52

Capital Middle Market Business Private Equity 52

The TRADE

AUGUST 7, 2024

The responses included views from 45 buy-side equities market participants across the US and Europe, of which 28% expect their firms to ‘at least consider’ adding an outsourced provider over the next two years. At that time, the last thing that a trader wanted to hear about was the wonderful attributes of outsourcing. “If

Trading 59

Trading Management IT Investment Manager 59

Tyton Partners

JUNE 25, 2024

SESI (part of the FullBloom portfolio owned by American Securities) and operate as a partner to districts, serving students within district buildings or in standalone schools. PCG’s acquisition of University Instructors in late 2023 further underscores the growing interest in, and the many forms of, third-party staff augmentation.

Transportation 45

Transportation Education Recruitment Funds 45

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 59

Trading Capital Funds Investment 59

Wall Street Mojo

JANUARY 15, 2024

CDOs provide investors with a diversified portfolio of debt instruments across different risk levels. It is a kind of financing often used by small companies that cannot afford to raise money from equity markets and bonds. However, it subsequently contracted, shrinking to US $8 trillion by mid-2019. read more , etc.

Debt 52

Debt Bank Banking Investors 52

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. He moved to the buy-side in 2019 for a change of pace, looking to be more holistic in his approach to execution. “The Kumarasinghe then moved into an equities seat.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Cooley M&A

SEPTEMBER 25, 2020

Since that post, the Delaware Chancery Court has had the opportunity to consider some preliminary issues relating to certain of those jeopardized transactions involving private equity-backed buyers. Specific Performance Claims in M&A Context Generally Require a Trial.

Debt 40

Debt Finance Finance Private Equity 40

Periculum Capital

NOVEMBER 15, 2022

Periculum began formally working with Mi-Tech in December 2019 to find a buyer that could strengthen the Company’s global supply chain, realize significant strategic synergies and qualify to own Mi-Tech ’s portfolio of customer relationships that included controlled and classified federal government programs.

Sale 52

Sale IT Government M&A 52

Cooley M&A

MAY 21, 2021

The application of the prevention doctrine in this context is noteworthy and raises some interesting (albeit unanswered) questions as it relates to the remedy regime that has become commonplace in deals with private equity buyers. Transaction Background: Not Selling Like Hotcakes.

M&A 40

M&A Debt Private Equity Finance 40

The TRADE

OCTOBER 18, 2024

Meanwhile, with regards to equities, revenue deriving from prime brokerage compared to trading shifted from a 30% versus 70% ratio a decade ago, to 40% to 60% in 2023. From our cap intro team, we’re certainly seeing from the allocator community renewed interest in hedge funds.” billion in 2023.

Funds 69

Funds Broker Bank Banking 69

TechCrunch: M&A

JULY 28, 2023

AngelList , an organization that started out by teaming up founders with early-stage investors, is expanding into the private equity space. As they mature, the scope of capital providers they can tap into expands into private equity and of course, even the public markets,” he said. “So,

Private Equity 207

Private Equity Equities Acquisitions Funds 207

How2Exit

MAY 22, 2023

He believes that investors should have an understanding of the different types of investments available and how they can be used to diversify their portfolio. By doing this, Walker would have access to revenue, infrastructure, cash flow, customers, and he would own all of the equity of the company.

Business 130

Business Book-building Acquisitions Investment 130

Cooley M&A

SEPTEMBER 16, 2022

Take, for example, the acquisition of Inovalon Holdings, a dual-class company that completed its IPO in 2015, by a consortium of private equity investors. of the transaction’s equity value. [15]. 14] A similar structure was used in Salesforce’s acquisition of Tableau Software, which was announced on June 10, 2019. [15]

M&A 59

M&A IPO Shares Mergers and Acquisitions 59

Cooley M&A

JANUARY 23, 2024

Complex and novel transaction structures for the sector also were a prominent result of the market and regulatory environment, with reverse mergers remaining a fixture and stock-for-stock deals and take-private transactions led by private equity sponsors entering the scene. billion.

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

Growth Business

SEPTEMBER 13, 2023

of investments each year: Typically 8-10 companies per year (based on 2019 and year to date 2020) Previous companies invested in: 165, including ContactEngine, Improbable and Sprout.ai. It was an early investor in Babylon Health, Darktrace and Deliveroo, and its portfolio companies have grown to an aggregate value of over $7bn.

Capital 52

Capital Business Funds Investment 52

OfficeHours

SEPTEMBER 2, 2023

Half the battle is trying… Is Private Equity Right for You? To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” You can find the application link here: [link] Joe McIlhattan joined Periscope Equity in 2019 and is a Vice President.

Private Equity 130

Private Equity Equities Investment Banking Analyst Investment Banking 130

The TRADE

DECEMBER 21, 2023

Jefferies explained to us that it was seeing 25% of new launch managers looking to outsource in 2019 versus almost 80% in 2022. Dan Morgan, global head of portfolio solutions at State Street, sees the outsourced trading journey as a marathon, not a sprint, but says larger managers are certainly asking questions. “If

Trading 64

Trading Management Funds Asset Management 64