Harvard Corporate Governance

SEPTEMBER 21, 2023

Today, the Commission is adopting amendments to rule 35d-1 under the Investment Company Act, known as the “fund names rule,” and related Form amendments, including to Form N-PORT. Alternatively, funds might simply select generic or exceedingly complex names that do little to help investors. more…)

Compliance 189

Compliance 189

Benzinga

MARCH 8, 2024

AGF's strategic vision is to continue to build a best-in-class alternatives business providing a diversified range of innovative solutions that meet the unique needs of financial advisors and their investors, family offices and institutions. Full story available on Benzinga.com

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IVSC

JANUARY 9, 2023

However, these concerns fail to be effectively accounted for in investment decisions. RQR is the real estate rating agency that offers tools to support sustainable valuation and investment-decision making process. ” The real estate sector accounts for almost 40% of total CO2 emissions.

Marketability 130

Marketability 130

Harvard Corporate Governance

JULY 31, 2023

Policymakers continue to seek alternative energy sources to combat this reliance, creating strong incentives to fast track renewable energy deployment. Transmission improvements alone will entail an estimated investment of $12 trillion by 2050, equal to 30% of all investment required for the energy transition.

Technology 189

Technology 189

Financial Times M&A

AUGUST 29, 2023

Plus, Europe’s challenger banks face challenges of their own and investors pull back on alternative investments

Equity 90

Equity Banking 90

Harvard Corporate Governance

DECEMBER 2, 2022

The final rules also amend investment company advertising rules with the stated goal of promoting more transparent and balanced statements concerning investment costs. The amendments to the disclosure framework and investment company advertising rules were adopted substantially as proposed with certain modifications.

Compliance 211

Compliance 211

Harvard Corporate Governance

AUGUST 24, 2022

Department of Labor (the “ DOL ”) proposed major changes (the “ Proposal ”) [1] to a core exemption used by many investment managers that have discretionary responsibility over the assets of funds and accounts that are deemed to hold “plan assets” under the U.S. Gerstein, and Jeanne Annarumma. On July 27, 2022, the U.S.

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Law 360 M&A

DECEMBER 5, 2023

The Third Swedish National Pension Fund and alternative investment manager Wafra Inc. on Tuesday announced the formation of new investment platform Covalent, which will be launched with $1.05 billion of capital to focus on mid-market buyouts and growth equity investments in North America and Europe.

Equity 52

Equity Marketability 52

Law 360 M&A

FEBRUARY 22, 2024

Cadwalader Wickersham & Taft LLP-advised wealth and alternatives manager AlTi Global Inc. on Thursday revealed that asset managers Allianz X, advised by Sullivan & Cromwell LLP, and Constellation Wealth Capital, advised by Gibson Dunn & Crutcher LLP, have agreed to invest a combined up to $450 million in the company.

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Benzinga

MARCH 21, 2023

StealthPoint and its investors will invest $3 million of cash into GMDC with the option to invest an additional $1 million within 90 days of closing. ("GMI") to Gray Matters Data Corporation ("GMDC"), whose lead investor is venture capital firm StealthPoint, LLC ("StealthPoint").

Start-ups 40

Start-ups 40

Benzinga

MARCH 5, 2024

DENVER, March 05, 2024 (GLOBE NEWSWIRE) -- EverDriven Technologies (the "Company"), an alternative student transportation platform, announced today that it has been acquired by Charlesbank Capital Partners ("Charlesbank"), a middle-market private investment firm with offices in Boston and New York.

Technology 45

Technology Equity Marketability 45

IVSC

MAY 2, 2023

Don't miss this opportunity to gain a deeper understanding of the crucial role that consistent and transparent valuation practices play in today's rapidly evolving business and investment environments. ” Sovereign wealth funds and state investors are becoming increasingly influential players in the global investment arena.

Banking 246

Banking Marketability 246

Business Wire M&A

MARCH 28, 2023

BUSINESS WIRE)--Mosaic Dental Collective, LLC (“Mosaic”) announced a partnership with Audax Private Equity (“Audax”), a leading alternative investment manager and capital partner for North American middle market companies. VANCOUVER, Wash.--(BUSINESS

Equity 98

Equity Marketability 98

IVSC

JUNE 6, 2023

Erica Herberg Partner and the Chief Financial Officer of Global Investment Solutions, AlpInvest Erica Herberg is a Partner and the Chief Financial Officer of Global Investment Solutions. She is a member of the AlpInvest Partners Board and Chair of the Operating Committee.

Equity 130

Equity Mergers & Acquisitions Marketability 130

Harvard Corporate Governance

FEBRUARY 20, 2023

The paper discusses three alternative mechanisms for going public, including traditional bookbuilt initial public offerings (IPOs), direct listings, and mergers with special purpose acquisition companies (SPACs), and provides a review of recent evidence on the processes, pricing, and consequences of IPOs. more…)

Finance 227

Finance Banking Marketability 227

Harvard Corporate Governance

FEBRUARY 14, 2023

ESG (Environmental, Social, and Governance) investing—alternatively, socially responsible investing or sustainable investing—is growing rapidly in popularity. A feature of ESG investing that adds to its complexity is its aggregation of disparate components. whether ESG ratings themselves are financially material).

Finance 250

Finance Equity Marketability 250

Musings on Markets

OCTOBER 12, 2023

In response, I have been told that the problem is not with the idea of ESG, but in its measurement and application, and that impact investing is the solution to both market and society's problems. It is human nature to want to make the world a better place, but does impact investing have the impact that it aims to create?

Market Capitalization 82

Market Capitalization Enterprise Value Start-ups Marketability 82

Harvard Corporate Governance

MARCH 31, 2022

I am pleased to support this proposal because, if adopted, it would strengthen disclosure, marketing standards, and gatekeeper and issuer obligations by market participants in SPACs, helping ensure that investors in these vehicles get protections similar to those when investing in traditional initial public offerings (IPOs).

Marketability 196

Marketability 196

Harvard Corporate Governance

AUGUST 11, 2022

Who benefits from investments in private funds and alternative investments? The views expressed in the post are those of Commissioner Uyeda, and do not necessarily reflect those of the Securities and Exchange Commission or the Staff. Thank you, Chair Gensler.

Marketability 197

Marketability Equity 197

Law 360 M&A

JUNE 12, 2023

Alternative investment company Blackwells Capital LLC urged shareholders Monday to back the proposed merger of two real estate investment trusts after settling litigation over allegations of a secret joint venture and blocked board of director nominees.

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ThomsonReuters

JANUARY 6, 2022

Department of Labor Supplemental Statement on Private Equity in Defined Contribution Plan Designated Investment Alternatives (Dec. The DOL has issued a statement that supplements its 2020 information letter regarding designated investment alternatives with a private equity component (see our Checkpoint article ).

Equity 97

Equity Compliance 97

Law 360 M&A

APRIL 13, 2023

Activist investor Trillium Capital LLC on Thursday implored the Getty Images board of directors to hire an investment bank to seek out strategic alternatives, just two days after the investor publicly blasted the multimedia content giant's board for failing to act on "obvious opportunities to increase shareholder value."

Banking 75

Banking 75

John Jenkins

JUNE 20, 2023

In recent years, PE fund general partners have increasingly moved certain assets into continuation funds, which allow them to continue to hold the investments while offering limited partners the option to either roll-over their investments into the continuation fund, liquidate their investments or engage in some combination of both alternatives.

Equity 56

Equity 56

Benzinga

MAY 7, 2022

News of Tesla Inc (NASDAQ: TSLA ) CEO Elon Musk acquiring social media platform Twitter Inc (NYSE: TWTR ) has been one of the biggest topics of the investing world in 2022. Benzinga spoke recently with Julian Klymochko , CEO and Chief Investment Officer of Accelerate , a company offering ETFs and alternative investments.

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Harvard Corporate Governance

AUGUST 15, 2022

BlackRock manages assets on behalf of institutional and individual clients worldwide, across equity, fixed income, liquidity, alternatives, and multi-asset strategies. Because our clients have diverse financial objectives, we consider a variety of investment factors, risks, and opportunities, including those related to climate.

Equity 187

Equity 187

Business Wire M&A

APRIL 3, 2023

BUSINESS WIRE)--Virtus Investment Partners, Inc. NASDAQ: VRTS), which operates a multi-boutique asset management business, completed its previously announced acquisition of AlphaSimplex, LLC, a leading manager of quantitative alternative investment solutions with $8.3 HARTFORD, Conn.--(BUSINESS

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Business Wire M&A

APRIL 26, 2023

NEW YORK--(BUSINESS WIRE)--Stonepeak, a leading alternative investment firm specializing in infrastructure and real assets, today announced the successful completion of its previously announced transaction to acquire a 50 percent interest in KAPS, a Canadian natural gas liquids (“NGL”) pipeline system connecting Northwest Alberta to energy hubs in (..)

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Benzinga

MAY 8, 2022

Klymochko is the CEO and Chief Investment Officer of Accelerate Funds , a company that offers ETFs, and alternative funds with arbitrage are among the market opportunities it offers investors.

Marketability 98

Marketability 98

Business Wire M&A

MAY 4, 2023

Direct Lending and Alternative Credit strategies served as the lead arranger and junior agent for $3 billion in asset-backed and operating company financing for Merchants Fleet (the “Company”) as part of the acquisition by Bain Capital, a wholly owned subsidiary of the Abu Dhabi Investment Authority (“ADIA”) and the Merchants executive team.

Finance 98

Finance 98

Law 360 M&A

NOVEMBER 30, 2023

Private investment firm Ariel Alternatives LLC said Thursday it has purchased a 58.5% stake in multicultural media company My Code through its inaugural private equity fund, Project Black, at an enterprise value of $400 million.

Enterprise Value 40

Enterprise Value Equity 40

Business Wire M&A

MARCH 2, 2023

BUSINESS WIRE)--MetLife Investment Management (MIM), the institutional asset management business of MetLife, Inc. NYSE: MET), announced that it has completed its acquisition of alternative investment firm Raven Capital Management. WHIPPANY, N.J.--(BUSINESS Announced in February 2023, the transaction adds approximately $2.1

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Benzinga

NOVEMBER 21, 2023

During the "go-shop" period, Textainer and its financial advisor were permitted to actively solicit and consider alternative acquisition proposals. Neither Textainer nor its representatives received an alternative acquisition proposal during the "go-shop" period. HAMILTON, Bermuda and NEW YORK, Nov. Eastern Time on November 22, 2023.

Enterprise Value 40

Enterprise Value Equity 40

IVSC

APRIL 29, 2022

Join participants from around the world and hear from leading international experts on topics including the global economic outlook, the impact of inflation on valuation and the cost of capital, and the growing influence of digital assets in the investment world. Jennifer Simon Canada Managing Director (Valuation), CPP Investments.

Intangible Assets 246

Intangible Assets Finance Enterprise Value Corporate Finance 246

Machen McChesney

JUNE 17, 2022

Solar energy is a popular choice for businesses looking to reduce their carbon footprint through alternative energy sources. In addition to supporting a company’s environmental, social, and governance (ESG) strategy, converting to solar energy can potentially lock-in lower energy rates.

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Law 360 M&A

MAY 15, 2023

Private equity firm TPG will buy alternative investment manager Angelo Gordon in a transaction valued at approximately $2.7 billion, a deal that will significantly expand TPG's credit investing capabilities, the firms said Monday.

Private Equity Firm 40

Private Equity Firm Equity 40

Business Wire M&A

MAY 15, 2023

SAN FRANCISCO & FORT WORTH, Texas & NEW YORK--(BUSINESS WIRE)--TPG Inc. billion, based on TPG Inc.’s s share price as of May 12, 2023, including

Equity 40

Equity 40

Benzinga

JULY 26, 2022

million employees, Ark Invest analyst Simon Barnett said in the Ark Disrupt newsletter. Alternatively, the e-commerce giant could create unique, in-person experiences by. (NASDAQ: ONEM ) in an all-cash deal valued at just under $4 billion. Full story available on Benzinga.com.

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