The TRADE

JULY 5, 2024

Read more – The results so far: Equities rebounding as market stays primed for continued macro uncertainty In mid-2019, Spanish asset manager Bestinver acquired local boutique Fidentiis – where O’Connor worked – in a deal that added around €350 million in assets under management to Bestinver’s €7 billion portfolio.

Sale 59

Sale Asset Management Boutique Equities 59

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

The TRADE

JANUARY 15, 2024

Elsewhere in her career, Jacobs served as a summer intern at Liquidnet in 2018, before eventually joining the firm in a full-time role in 2019. Throughout his career, Halpern has held trading and portfolio management roles at a wide variety of firms. This followed an internship at M&G Investments in 2017.

Portfolio Management 73

Portfolio Management Trading Portfolio Management 73

How2Exit

MAY 12, 2024

Co-founder of FreeUp, a marketplace for pre-vetted freelancers which was scaled and successfully exited in 2019, Nathan has a knack for acquiring top-notch talent through optimized hiring processes. Hirsch demonstrates a deep understanding of marketing and has successfully implemented organic growth tactics across his business portfolio.

Business 130

Business Portfolio Management IT 130

The TRADE

AUGUST 5, 2024

He was previously head of international trading analytics and strategy at Vanguard, having joined in 2019. He has previously served as an equity algo trade specialist at Berenberg, multi-asset trader and quantitative analyst at Edmond de Rothschild, and assistant portfolio manager at ARIA capital management.

Portfolio Management 59

Portfolio Management Trading Equities Portfolio 59

The TRADE

SEPTEMBER 9, 2024

Prior to joining Citadel in 2019, Boland spent five years at BlackRock as an associate and later a trader and just under a year at HBK Capital Management as a trader before that. Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies.

Portfolio Management 65

Portfolio Management Capital Capital Market Equities 65

The TRADE

JULY 12, 2024

We look forward to working with BNY to deliver a seamless experience to AIA.”

Collaboration 65

Collaboration Investment Insurance Portfolio 65

The TRADE

NOVEMBER 3, 2023

The report suggests that the findings highlight a real opportunity for providers if they make effective enhancements, supplementing “with highly skilled traders, placed in local markets, to deliver top-tier execution alongside seamless integration with clients’ operational systems and workflow technologies”.

Trading 116

Trading Portfolio Management Asset Management Financial Services 116

Mergers and Inquisitions

MARCH 13, 2023

SVB’s deposits grew from ~$62 billion at the end of 2019 to $173 billion at the end of 2022, and its loan-to-deposit ratio went completely out of whack: Tech startups were flush with cash due to a ridiculous fundraising environment in 2020 – 2021, and they put the money they raised in the bank. billion loss on a $21 billion portfolio.

Banking 123

Banking Bank 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

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. I had way too much in cash (sometimes 20% or more!)

Investment 59

Investment S&P Equities Portfolio 59

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

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

InvestmentBank.com

JANUARY 14, 2021

YoY decline in the total monetary value of VC investments compared to Q2 2019 and an 18.0% YoY in total value compared to 2019 and down only 11.3% As of December 23rd, 2020, US stock markets saw 477 IPOs, more than doubling the 233 IPOs from 2019, at least 120 of which were venture-backed [14] [11]. from 2019 [11].

Capital 40

Capital IPO S&P Hospitality 40

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

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. Today, the Big Four is no more.

Sale 59

Sale Education Book-building Portfolio 59

Peak Frameworks

AUGUST 15, 2023

An example is the high number of stocks hitting 52-week highs in the 2019 bull run. It can help inform investment strategies, particularly in relation to market timing, risk management, and portfolio rebalancing. Risk Management and Portfolio Adjustment Investors can use the Fear and Greed Index as a risk management tool.

Investors 52

Investors Stock Risk Management Investment 52

The TRADE

DECEMBER 22, 2023

In Q3-Q4 of 2023, there was an emphasis on the cost of collateral and the strategies firms use to efficiently utilise their asset portfolios for collateral purposes. The direction of rate adjustments, whether increasing or decreasing, will be a crucial area of global attention. 

Trading 65

Trading Asset Management Management Banking 65

Peak Frameworks

SEPTEMBER 19, 2023

Using T-Bills for Portfolio Diversification Given their stability, T-Bills are an excellent tool for: Hedging against volatile market conditions. Political Stability and Events Political events, both domestic and international, can introduce uncertainty, leading investors to adjust their portfolios. Treasury yield curve.

IT 52

IT Government Investors Economics 52

Sun Acquisitions

AUGUST 2, 2024

By integrating the capabilities of innovative firms, MSPs can enhance their service portfolio, address customer needs more effectively, and improve retention rates. MSPs should ensure that the target company’s solutions and services complement their existing portfolio and align with their strategic goals.

M&A 52

M&A Mergers and Acquisitions Collaboration Acquisitions 52

The TRADE

MARCH 26, 2024

When you look at some of the larger currency control moves such as Malaysia in 2016 or Argentina in 2019, they have certainly placed more eyes on internal processes and external offerings.

Asset Management 65

Asset Management Trading Collaboration Management 65

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. Large corporates have pursued acquisitions to increase their market share, grow their customer base, and/or expand their footprint.

Food 52

Food M&A Private Equity Valuation 52

Mergers and Inquisitions

SEPTEMBER 13, 2023

Most dedicated distressed funds offer less liquidity and longer lock-up periods than other hedge funds, and they tend to hold positions for months or years with fairly concentrated portfolios. They also tend to use less leverage than equity and global macro strategies because it can be difficult to exit their stakes.

Debt 103

Debt Funds Investment Equities 103

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

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

Focus Investment Banking

MARCH 28, 2024

The Deal Environment in 2024 Transaction volumes in 2023 and 2024 have remained significant, though down from their peaks in 2019 and immediately after COVID-19. Exits” – where private equity firms sell a PPM company from their portfolio – have also been very limited. Platform Creation” transactions are very rare. A third group (e.g.,

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

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

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

The TRADE

AUGUST 7, 2024

Hantman tells The TRADE: “Between 2017-2019, especially in the UK and Europe, there was a lot of pressure for traders to justify their worth, especially considering things like Mifid II unbundling. One respondent specifically commented that “outsourced providers act as an extension to the trading desk and understand our trading goals”.

Trading 59

Trading Management IT Investment Manager 59

The TRADE

JULY 30, 2024

The US market is undeniably ahead of Europe in its adoption of active ETFs thanks to the Securities and Exchange Commission’s (SEC) relaxation of its regulation in 2019, which resulted in more discretion in ETFs. The US has many immensely liquid, mega-sized ETFs that trade colossal amounts.

Retail 65

Retail Trading Investors Management 65

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

Growth Business

MAY 19, 2023

Winners of the UKBAA’s ‘Most Active Investor in the Regions’ award in 2019, Equity Gap members currently invest in over 30 companies, leveraging over £70m in total investment into its growing portfolio.

Investors 105

Investors Investment Funds Business 105

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

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

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. The Acquisition Lab has been incredibly successful since its inception in 2019. Finally, Walker emphasizes the importance of diversifying investments.

Business 130

Business Book-building Acquisitions Investment 130

TM Capital

NOVEMBER 29, 2022

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. based Harbor Beach Capital LLC in 2019, has seen competition tick up over the past couple of years. Sunrise, Fla.-based

Capital 52

Capital Middle Market Business Private Equity 52

The TRADE

MARCH 27, 2024

Our functionality relies on dealer support for the liquidity to happen on the platform and dealer support really started to grow at the end of 2019,” Tradeweb’s head of European interest rate derivatives, Angus McDiarmid tells The TRADE. “It’s It’s a growing interest for us on the euro govey side.

Trading 65

Trading Electronics IT Investment Manager 65