City Hive’s Post

If you are a Limited Partner in private equity, consider taking this 10-minute survey from Kelly DePonte, among the best in the business for capturing and analyzing investor sentiment.

Hello LPs! Did I ever tell you that I never met an LP I didn't like? In any case...please take a few moments to complete Kelly's short survey - link below

Some early results are in! Though on a small base of first responders, it is most notable that so far no one investing in private equity in Asia was targeting China. Japan was the clear choice for Asian exposure at this point in the survey, was 36% of respondents targeting it. Want to share your opinion? KD Advisory is continuing the tradition of surveying institutional investors in private equity on their preferences and the issues they face as they begin planning for the new year. The survey is targeted at all types of institutional investors in private equity -- including funds-of-funds, family offices, consultants and wealth managers. All individual comments will be kept confidential. The survey is composed of 21 questions and should take approximately 10 minutes to complete on-line using Survey Monkey's software. It will be open until 5:00pm Eastern Time on Wednesday, October 16th. The link to the survey is below. Please feel free to repost this invitation. The more limited partners who complete the survey the more robust and meaningful the results will be. https://lnkd.in/eEvfdsWs

🎺 Insight/Out Magazine #30 is Out! What if Luxembourg takes the lead in Private Asset data standardisation?  By Tomasz Szubartowski, FCCA - Head of Design & Client Consulting, Private Asset Services, efa. A more professional approach to asset servicing is required as global demand for private asset fund investments continues to grow. Investors have the right to demand regular, comparable updates of financial and qualitative data about their holdings. Greater standardisation of industry KPIs would make a major contribution to such an upgrade. The private equity industry has thrived for decades on a foundation of mutual trust between general and limited partners. Such “club deals” are lubricated by semi-formal conversations and email exchanges between long-standing trusted colleagues, ensuring that portfolios are serviced in line with mutually understood values. Formal reporting tends to be of a relatively basic nature. Download the full Article : https://lnkd.in/eYvYst2s #efa #datastandardisation #AssetManagement #LPEA #UniversalInvestmentGroup #OneUI

Colm McDonagh, CEO Insight Europe and Chair of Irish Funds spoke with Business Post on the need for appropriate regulation to support private funds and tokenisation. “Ireland has had good success in the public market space, but the world has moved on. If 40 per cent of assets are private assets, then we've got to plan for the next five years,” he said. Read the article here: https://bit.ly/45uYjRp (registration required) Capital at risk. For professional investors only.

ICYMI: In a recent interview with Boston Consulting Group (BCG), Vista’s David Breach shared his thoughts on the current software market. Vista’s Flagship strategy has found value in the public markets, while our Foundation and Endeavor strategies are seeing promising opportunities in the private middle and lower middle markets, thanks to favorable valuation shifts. This expanded opportunity set and the immense potential of #GenAI provide significant momentum for Vista and the broader enterprise software investment landscape. Watch the full interview here: https://bit.ly/4aLTDb7

🎺 Insight/Out Magazine #30 is Out! What if Luxembourg takes the lead in Private Asset data standardisation?  By Tomasz Szubartowski, FCCA - Head of Design & Client Consulting, Private Asset Services, efa. A more professional approach to asset servicing is required as global demand for private asset fund investments continues to grow. Investors have the right to demand regular, comparable updates of financial and qualitative data about their holdings. Greater standardisation of industry KPIs would make a major contribution to such an upgrade. The private equity industry has thrived for decades on a foundation of mutual trust between general and limited partners. Such “club deals” are lubricated by semi-formal conversations and email exchanges between long-standing trusted colleagues, ensuring that portfolios are serviced in line with mutually understood values. Formal reporting tends to be of a relatively basic nature. Download the full Article : https://lnkd.in/e9d7wBpM #efa #datastandardisation #AssetManagement #LPEA #UniversalInvestmentGroup #OneUI

With all the large buyout funds in the market, are institutions still interested in small and middle market buyouts? With the tough IPO market, are they still interested in Venture Capital, and if so in what industries? And what are investor's greatest fears? Complete the attached survey and find out these answers as we move into the new year.

With the prospect of improving economic conditions prompting an uplift in private equity deal activity this year, value creation is expected to play a greater role among the investment community. Couple this alongside record amounts of available dry powder, will deal flow rebound in 2024? To delve deeper into this topic, read our latest outlook on the UK private equity deals and value creation 2024, available at the following link: https://lnkd.in/e3J2XMdr Many thanks to Jasper van Heesch, Director and Private Equity Senior Analyst at RSM UK; Richard Sanders, Managing Partner at Sullivan Street Partners; Jamie Roberts, Partner at UK-based YFM Equity Partners; and Peter Barkley, Partner at WestBridge, for sharing their views with Actum Group. Our outlook features research from RSM, EY and PwC. #ActumGroup #ValueCreation #ValueLever #PrivateEquity

At a recent event, we asked fund gatekeepers how they integrate cultural due diligence into their fund evaluations. Their answers focused on how this is a priority for them, and also how important it is for asset managers to engage on this topic. Emphasis was placed on transparency and collaboration, something the speakers said is supported by using the ACT Framework. Check out the comments in the video: https://lnkd.in/eDJWg_c8 Thank you to Louisiana Salge, Mona Shah, CFA, Sally Bridgeland FIA FRSA BSc ARCS and Andrew Summers CFA for your comments. #InvestorsACT