This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
A review of fund and portfoliomanagers found a number of good practices, but also revealed the need for improvement in areas such as conflict management. On 5 March 2025, the FCA published the findings from its review of private market valuation practices. By: Latham & Watkins LLP
Following the closing of the transaction, CSIP will rebrand as BANTLEON Convertible Experts, while still servings its clients as a convertibles manager. The CSIP leadership and portfoliomanagement teams fully support the transaction and will remain unchanged,” the firm said in a statement.
His expertise includes equities, ETFs, merger arbitrage spreads, equity swaps, futures, options, and FX. Initially during her tenure at BNY Mellon, she served as an assistant portfoliomanager, fixed income. Following this, Lambert was promoted to portfoliomanager, fixed income for just over five years.
PortfolioManagement Merchant banking companies provide portfoliomanagement services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.
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”.
Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. With this one, you need to look at the entire category , which means merger arbitrage on one end and activist on the other.
Before taking on this role, Christou served as a US equities sales trader head at Atlantic Equities before its merger with Redburn, which was completed last week. Redburn Atlantic appointed Lisa Christou as head of sales trading, US equities to international.
The multi-manager hedge fund model is simple: Raise $10-20 billion, borrow at the fund level to take this to $50-$100 billion, and then allocate this capital to dozens of internal teams. By contrast, at a single-manager fund, you’d probably get a more open-ended task, such as one week to find, research, and pitch your own idea.
Depending on your personality, skill set, and long-term goals, these single-manager funds or “hybrid funds” could be perfect or far from ideal: What Are Single-Manager Hedge Funds? That’s much too big for a single team, so they have multiple teams with different PortfolioManagers and Analysts separated by sector and strategy.
A Well Written TSA Eases IT Transitions By William Blandford, Managing Director at Blandford Associates While many people have participated in the acquisition of a business, fewer have participated in a carve-out, a type of divestiture where a part of a business is sold.
In the realm of Mergers and Acquisitions (M&A) , understanding a target company's distribution channels can shed light on potential synergies, market expansion possibilities, and operational efficiencies or bottlenecks.
And as more companies embrace the “portfolio-managed enterprise” model, divestitures will play a more central role in these value-driven organizations, much as they do in today’s private equity firms. In fact, serial acquirers often set up an official Divestiture Management Office, similar to an Integration Management Office (IMO).
Private banking services may differ from one bank to another but here are the main services provided by private banks: Wealth Management and Investment Advice Private banks provide comprehensive wealth management services, such as customised portfoliomanagement, global asset allocation, and financial planning services.
With Middle East and North Africa (MENA) becoming a larger part of indices and portfoliomanagers’ thinking, decisions will have to be taken around how best to trade these markets. Already in EMEA, we have six valid trading days.
and supporting your PortfolioManager ’s ideas and requests. The post Sovereign Wealth Funds: The Full Guide to the Industry, Recruiting, Careers, and Exits appeared first on Mergers & Inquisitions.
Specialized Pathways: For the Level III exam, you can focus on portfoliomanagement, private wealth, or private markets. For example, they won’t ask about quantitative methods, derivatives, or portfoliomanagement in a standard investment banking interview. appeared first on Mergers & Inquisitions.
Given the UKs status as the largest centre for private market asset management in Europe, and the importance of fair and robust valuation practices in private markets, the FCA has addressed its review to valuation practices in the fund and portfoliomanagement sector, as well as advisory services in the private equity, venture capital, private debt.
Its more of an industry focus at the intersection of several other strategies , such as long/short equity , event-driven investing , and even merger arbitrage. You could come up with dozens of other potential trades if you also consider call and put options, biotech indices/ETFs, and merger arbitrage ideas.
We organize all of the trending information in your field so you don't have to. Join 38,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content