Peak Frameworks

AUGUST 24, 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. For example, Uber’s app-based distribution connects drivers (service providers) directly with riders (consumers).

Private Equity 52

Private Equity Retail Manufacturing Sale 52

Intrepid Banker Insights

NOVEMBER 16, 2022

We’re constantly monitoring our portfolio companies’ ability to pass on price increases, particularly as consumers’ wallets come under immense pressure.” – Portfolio Manager, private credit fund “There’s no such thing as a free lunch. The Fed Funds Rate sits at 4%, and SOFR is expected to peak at 4.8% in Q2 2023.

Advisory 52

Advisory Capital Funds Debt 52

Mergers and Inquisitions

JANUARY 31, 2024

Here’s a quick run-down of the other differences: Performance Targets: Like all hedge funds, single-manager funds aim for high absolute returns (e.g., 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.,

Funds 59

Funds Management S&P Recruitment 59

Razorpay

DECEMBER 15, 2024

Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds. Customized portfolios designed to optimize returns while managing risk. Who is a Private Banker?

Bank 52

Bank Banking IT Management 52

Peak Frameworks

MAY 17, 2023

Additionally, if you’re interested in refining your Excel skills and recruiting for private equity, you should check out our , Private Equity Course. For instance, a private equity analyst can use VBA to build a custom function for calculating internal rates of return, ensuring consistent results across multiple analyses.

Financial Models 52

Financial Models Financial Modeling Finance Finance 52

Mergers and Inquisitions

APRIL 5, 2023

Sovereign Wealth Fund Strategies Sovereign wealth funds can invest in almost anything, from equities to fixed income to real estate, infrastructure, private equity, hedge funds, and more. Some SWFs operate like long-only asset managers (i.e., and supporting your Portfolio Manager ’s ideas and requests.

Recruitment 59

Recruitment Funds Private Equity Investment 59

Peak Frameworks

MAY 24, 2023

And if you're interested in investing jobs and breaking into private equity, our , Private Equity Course is designed for you. 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

Mergers and Inquisitions

NOVEMBER 15, 2023

Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. Complete a part-time internship at a local private equity firm, venture capital firm, or search fund. Significantly improve your resume through several drafts.

CFA 59

CFA Investment Banking Bank Banking 59

Mergers and Inquisitions

MAY 24, 2023

Here’s how these strategies compare on the “trading vs. private equity” spectrum: The big selling point of the “middle” strategies – special situations and distressed – is that their returns are relatively uncorrelated with the overall market , and they have greater potential upside than something like merger arbitrage.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

M&A Leadership Council

MARCH 1, 2024

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. But divestitures have other benefits, such as allowing a business to refocus on its core competencies.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Acquisitions Business 52

Transactional Delights

DECEMBER 6, 2020

Disclaimers: [link] There’s been some talk regarding the convergence of shareholder activism and private equity. Your initial thought may be one of surprise. The closing price on the business day before that offer is $66.59/share. 10/28/20 : CLGX announces it is engaging with third party acquirers with an offer of at least $80/share.

Investors 40

Investors Shares Stock IT 40

Peak Frameworks

JULY 20, 2023

At the heart of financial management and investing lies a crucial question: " How can we maximize returns while minimizing risk?" This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s.

Portfolio 40

Portfolio Investors Finance Finance 40

JD Supra: Mergers

MARCH 7, 2025

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 portfolio management sector, as well as advisory services in the private equity, venture capital, private debt.

Valuation 161

Valuation Portfolio Management Private Equity Asset Management 161

Mergers and Inquisitions

MARCH 5, 2025

2) Portfolio Concentration The average biotech hedge fund has a concentrated portfolio because it takes significant time and resources to monitor each position. One example of a firm in the last category is Deerfield Management , one of the worlds largest healthcare investment firms.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64