Alter Domus’ Post

Investors are withdrawing their investments hastily due to an ongoing investigation into Quant mutual funds. Trust plays a crucial role in the mutual fund industry. When a mutual fund company is under investigation for front running allegations, it impacts the trustworthiness of the firm. Though the allegations have not been substantiated, the prudent approach would be to refrain from injecting additional funds into the fund and retain the current investments. However, the decision ultimately hinges on the risk-reward ratio. It is essential to be prepared for the possibility of sustained redemptions if the allegations are proven true. #mutualfunds #personalfinance

The Moelis Capital Markets team raised over $7 billion of capital for our clients in the first quarter of 2024. We look forward to continuing this momentum as we advise clients on all aspects of public and private equity and debt transactions. #deals #capitalmarkets

The Moelis Capital Markets team raised over $7 billion of capital for our clients in the first quarter of 2024. We look forward to continuing this momentum as we advise clients on all aspects of public and private equity and debt transactions. #deals #capitalmarkets

This CNBC article discusses how private equity has played a significant role in recent bank deals. These cash infusions provide struggling banks like NYCB with much-needed financial support and breathing room to resolve issues, as seen in the case of NYCB facing pressure before successfully raising funds. Private deals are preferred for their speed and discretion compared to public markets, which may not be feasible for banks in sensitive situations. https://lnkd.in/gnK9Ne-P

Lot of talks of Small-cap Mutual Funds and Large cap Mutual Funds of late, Ideally investors need to allocate funds as per their risk appetite. Markets speculate and drift in short-term but investors need to stick to their risk levels and not dilute them, if there is dilution, next phase is panic. We did Rolling Returns for Last 10 Years for Large-cap and Small-cap Mutual Funds, which clearly shows that with little help from Advisors or Mutual Fund Distributors investors can navigate these markets better. Large-cap 10 Years Rolling Return Average is 14.88% Small-cap 10 Years Rolling Returns Average is 23.22%. #investments #Small-capMutual Funds #mutualfunds #largecapMutual Funds #rollingstock

Very interesting article in Bloomberg today. Private credit funds are adapting to investor demands, with major firms like Carlyle Group Inc. and KKR & Co. embracing evergreen funds to address concerns about lengthy lock-up periods. Unlike traditional closed-end funds, evergreens offer institutional investors flexibility in entering or exiting at their discretion, facilitating immediate capital deployment. #PrivateCredit #privatedebt #EvergreenFunds #institutionalinvestors

For years, private equity executives across the globe called the shots when they met with prospective investors for their next big fund raise, many of whom had traveled thousands of miles to meet them for the privilege. Now, the tables have turned. Story by Laura Benitez and Swetha Gopinath https://lnkd.in/eQs4BeNH #privateequity #investing #institutionalinvestors

The 2024 Northstar Private Equity Heavy Hitters® event brings together 40 private equity firms and middle market investment banking professionals for three days of curated networking and deal-sourcing opportunities. BGL’s dedicated Debt Capital Markets and Financial Sponsor Coverage bankers will be attending. Jason Sutherland has experience raising capital across a variety of client types, industries, structures, and uses. With deep relationships spanning hundreds of institutions across an expanding private capital landscape, he provides customized solutions to ensure clients’ capital structures are best suited to meet their objectives. Learn more about his experience and capabilities on our website: https://lnkd.in/gWa6KRen Heather Mosbacher Reiner develops and maintains relationships with the most active and respected financial sponsors in the middle market, working closely across industry and product groups to deliver the full breadth of BGL’s platform to our clients. Review BGL’s most recent transactions involving financial sponsors here: https://lnkd.in/gtYC4_Ek #InvestmentBanking #MergersAndAcquisitions #DebtCapitalMarkets #HeavyHitters #PrivateEquity

Explore the latest trends in limited partner agreements in private equity, featuring insights from top legal experts. Jesse Hurley of Silicon Valley Bank delves into the complexities of side letters and the evolving dynamics between general partners and limited partners. Jocelyn Hirsch and David Lenzi from Kirkland & Ellis, along with Howard Beber and Ryan Carpenter from Proskauer Rose LLP, provide their perspectives on these critical issues. Discover how these trends are shaping the NAV Lending industry. Read the full story here: Silicon Valley Bank #NAVLending #NAVLoans #FundFinance #PrivateDebt https://lnkd.in/dAgBUXBm

Interesting story from Rod James about Thrivent's use of a CFO structure to generate liquidity for its portfolio. I'll be interested to see what other institutional investors, if any, turn to this structure.