JD Supra: Mergers

SEPTEMBER 27, 2023

The Federal Trade Commission (FTC) on Sept. 21, 2023, sued a private equity firm in the U.S. District Court for the Southern District of Texas over an alleged decade-long "roll-up" strategy to consolidate anesthesiology practices in Texas. By: Holland & Knight LLP

Private Equity 171

Private Equity Equities Portfolio Trading 171

JD Supra: Mergers

JUNE 4, 2024

Private equity sponsors can exhale: A federal court recently stopped the Federal Trade Commission's (FTC) antitrust action that targeted private equity sponsor Welsh, Carson, Anderson & Stowe for the healthcare "roll-up" strategy of its anesthesia practice management portfolio company. The case, Federal Trade Commission v.

Private Equity 188

Private Equity Healthcare Equities Portfolio 188

The TRADE

MARCH 13, 2024

BTIG has made two key appointments including promoting Troy Donohue to head of Americas portfolio trading and hiring Henri Taylor as director within electronic trading sales. Elsewhere, Taylor brings over 20 years’ experience in electronic trading sales to the firm.

Electronics 72

Electronics Portfolio Trading Sale 72

CNBC: Investing

NOVEMBER 24, 2024

Warren Buffett, a renowned junk food lover, just bought into a pizza chain whose shares are trading near their cheapest level of the year.

Food 140

Food Portfolio Investment Trading 140

JD Supra: Mergers

MAY 8, 2024

The recent Request for Information by the Federal Trade Commission (FTC), Department of Justice (DOJ) and Department of Health and Human Services (HHS) seeking input on the effects of private equity (PE) investment in the healthcare sector underscores the importance of an effective compliance program.

Private Equity 177

Private Equity Equities Portfolio Healthcare 177

The TRADE

JANUARY 24, 2024

In the dynamic realm of the financial markets, the introduction of technology has proven to be a catalyst for transformative change, overhauling existing trading strategies. Among the wide range of advancements, algorithmic trading has revolutionised how financial instruments are bought and sold.

Trading 128

Trading Electronics Portfolio Management Broker 128

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. This figure was up markedly from similar research in 2020, which had the result at 5%.

Trading 115

Trading Portfolio Management Asset Management Financial Services 115

The TRADE

OCTOBER 11, 2023

Octaura Holdings has integrated list and request for quote (RFQ) protocols to its existing syndicated loan trading platform. Octaura stated that dealers benefit from increased trade flow with their axes highlighted to the buy-side, alongside additional pricing colour. For more information, visit our event page.

Trading 115

Trading Portfolio Investors Electronics 115

The TRADE

MAY 16, 2024

In the constantly evolving financial markets landscape, where volatility and complexity are continually featured, the ability to discern the true costs of trading has become paramount for investors and institutions alike. However, reservations about its usage still exist among users.

Trading 119

Trading S&P Collaboration M&A 119

CNBC: Investing

OCTOBER 22, 2024

The goal of the new iShares AI Innovation & Tech Active ETF is to adapt as AI develops, according to the portfolio manager.

Portfolio Management 124

Portfolio Management Portfolio Trading Funds 124

The TRADE

JUNE 15, 2023

Bloomberg has appointed Colin Williams in an electronic trading and analytics solutions role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. The post Bloomberg taps BNY Mellon for new electronic trading and analytics solutions hire appeared first on The TRADE.

Electronics 110

Electronics Trading Financial Services Media 110

CNBC: Investing

JUNE 13, 2024

Keith Gill posted a new screenshot of his E-Trade portfolio after the bell Thursday showing that he is now holding more than 9 million GameStop shares.

Shares 143

Shares Portfolio Trading 143

CNBC: Investing

JUNE 22, 2023

The Clouty Music, Media and Entertainment ETF (TUNE) began trading Thursday with 50 stocks in its portfolio.

Trading 98

Trading Entertainment Media Portfolio 98

The TRADE

AUGUST 30, 2023

Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, The TRADE can reveal. Union is bolstering its digital assets division, The TRADE understands.

Trading 105

Trading Asset Management Management Portfolio Management 105

The TRADE

DECEMBER 28, 2023

We expect a continued shift of trading activity to more traditional, regulated exchanges and venues.  In November, CME overtook Binance as the leading exchange from an open interest perspective on the bitcoin futures contract. The post The TRADE predictions series 2024: Digital assets appeared first on The TRADE.

Trading 121

Trading Investors Valuation Broker 121

JD Supra: Mergers

MAY 22, 2024

On 13 May, a federal district court judge dismissed the Federal Trade Commission’s (FTC) antitrust case against private equity firm Welsh, Carson, Anderson & Stowe and affiliated entities (Welsh Carson). The FTC’s case alleged that Welsh Carson, along with its portfolio company, US Anesthesia Partners, Inc. By: K&L Gates LLP

Private Equity 165

Private Equity Equities Portfolio Trading 165

The TRADE

OCTOBER 12, 2023

Bloomberg has launched a new portfolio manager workspace in a bid to enhance its buy-side decision support solution. The offering is interactive and aimed at supporting decision-making processes through streamlining the link between analysis and portfolio implementation.

Portfolio Management 69

Portfolio Management Portfolio Management Trading 69

The TRADE

JULY 19, 2023

More than three quarters of surveyed prop trading firms confirmed said volatility trading strategies had out-performed other markets last year, according to a new report from Acuiti. Around a third of surveyed firms which are not currently trading volatility products confirmed their intention to do so going forward.

Trading 98

Trading Proprietary Trading Funds Broker 98

CNBC: Investing

JANUARY 2, 2025

Options trades combined with dividend-paying names can offer investors portfolio diversification and stability.

Portfolio 120

Portfolio Investors Trading 120

The TRADE

DECEMBER 27, 2023

Market participants need global data-driven content to enhance their own products and gain deeper understanding of market shifts and liquidity dynamics, and to identify opportunities for better trading outcomes. You will also continue to see a push to modernise the loan market, whether through digitised loan data or electronic trading.

Trading 122

Trading Investment Engineering Asset Management 122

The TRADE

JANUARY 12, 2024

StoneX Group has appointed former head of trading at Incline Global Management, Evan Halpern, as managing director of fixed income outsourced trading, The TRADE can reveal. Throughout his career, Halpern has held trading and portfolio management roles at a wide selection of firms.

Trading 64

Trading Portfolio Management Portfolio Media 64

TechCrunch: M&A

MAY 17, 2023

Metaco has been working with institutional customers to provide them several enterprise-grade solutions, such as custody, orchestration, trading and more. It could indicate that Ripple wants to use its balance sheet to build a portfolio of cryptocurrency-focused companies and bounce back from the SEC feud.

Sale 256

Sale Portfolio IT Finance 256

The TRADE

OCTOBER 25, 2023

BNY Mellon has launched a new foreign exchange (FX) platform, meeting client demands to manage execution across their entire portfolio and access improved price transparency. The post BNY Mellon launches new FX platform to help manage execution and access to price transparency appeared first on The TRADE.

Management 110

Management Financial Institution Portfolio Investment Manager 110

The TRADE

MAY 15, 2024

BNY Mellon has today announced the integration of Global Markets Trading (GMT), which will combine the firm’s capabilities in foreign exchange, fixed income, equities and capital markets to provide full-service client provisions.

Trading 69

Trading Asset Management Capital Market Broker 69

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

M&A 130

M&A Acquisitions Private Equity Portfolio 130

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. For head of trading for the RBC BlueBay Asset Management London-based fixed income trading desk, Stuart Campbell, the institution’s combined size is a new strength. You’re taught to almost think like a PM.

Trading 98

Trading Asset Management Management Electronics 98

The TRADE

JUNE 7, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management has joined Titan Investment Solutions as a junior portfolio manager and trader, according to an announcement on social media. Livingstone has previously served as head of trading – FX and ETFs at Tavistock Investments.

Trading 59

Trading Portfolio Management Asset Management Investment Manager 59

The TRADE

OCTOBER 10, 2024

Over the past decade, technological advancements and increasing financial regulations have been the primary drivers behind the evolution of trading analytics and transaction cost analysis (TCA). These components are the backbone of the PGGM trading analytics desk. How can TCA use be further optimised/automated on the trading desk?

Trading 59

Trading Portfolio Management Portfolio Management 59

The TRADE

JUNE 27, 2023

Users of LBX will also be able to receive ETF creations and redemptions in real time, allowing their portfolios to be managed within the OEMS for portfolio and trade management. “By Currently, ICE ETF Hub supports US-listed equity, fixed income, derivative, commodity and multi-asset ETFs. “Our

Portfolio Management 64

Portfolio Management Portfolio Management Architecture 64

CNBC: Investing

MARCH 18, 2024

Investors are deliberating what's next for the artificial intelligence trade, which has so far only benefited a handful of notable names.

Portfolio 84

Portfolio IT Investors Trading 84

The TRADE

DECEMBER 6, 2023

Market data provider big xyt has launched its new portfolio liquidity analysis solution, developed in partnership with Baillie Gifford, to address dilution levy guidance impacting the buy-side. The new solution provides buy-side firms with an independent view of the liquidity of equity portfolios by using market data.

Portfolio 59

Portfolio Investment Manager Trading Management 59

CNBC: Investing

MARCH 26, 2024

Diversification is an uncomfortable – but necessary – topic for investors, even with stocks near highs.

Stock 80

Stock Portfolio Trading Investors 80

The TRADE

AUGUST 7, 2024

Northern Trust has been selected by UK-based wealth management firm True Potential to provide outsourced trading services. Offered through its Integrated Trading Solutions (ITS) platform, Northern Trust will provide services across equities, fixed income and exchange traded derivatives, with coverage from multiple trading locations.

Trading 64

Trading Broker Management Portfolio 64

The TRADE

JUNE 12, 2024

Building on top of the increased electronification of the US corporate bond market over the past decade, trading automation is now the key focus area according to a new report from Coalition Greenwich. The US corporate bond market saw trading volumes increase by 34% year-on-year, with average daily trade count up by 20%.

Corporation 72

Corporation Trading Electronics Investors 72

The TRADE

JULY 12, 2024

Rikki Corbyn has left State Street Global Advisors (SSGA) following 11 and a half years with the firm, The TRADE has learnt. The TRADE’s Rising Stars initiative, recognising the budding buy-side talents of the institutional trading space, returns in October 2024, its tenth year.

Equities 105

Equities Portfolio Management Trading Portfolio 105

The TRADE

NOVEMBER 28, 2023

Interactive Brokers has become the first SFC-licensed securities broker to receive approval to allow retail clients to trade cryptocurrencies in Hong Kong. Eligible clients of Interactive Brokers Hong Kong trading cryptocurrencies will now be able to transact and manage their portfolio through a single platform with a unified view.

Broker 64

Broker Retail Trading Portfolio 64

The TRADE

SEPTEMBER 29, 2023

Balyasny Asset Management has appointed Harrison Chesterton as associate director within its equity finance trading division, The TRADE can reveal. The post Balyasny Asset Management names new associate director of equity finance trading appeared first on The TRADE.

Asset Management 64

Asset Management Finance Finance Equities 64