Juniper Square’s Post

Our Q2 Private Equity Insights Report is HERE! This report is a blended analysis of proprietary data from thousands of projects BluWave has worked on with leading private equity firms and other proactive business builders and real-time market trends. The result? A report that equips you with: 🔹 A predictive & historical analysis. 🔹 A reliable glimpse into the sector’s future movements. 🔹 Information on how other leading firms are prioritizing their time. Sean Mooney, Keenan Kolinsky and Scott Bellinger share some of the Q2 takeaways below.

In the first of a series, here is a quick refresher on the key differences between private equity and public companies from an investor's viewpoint: https://lnkd.in/ehNSrtWh

SouthCol Advisors believes shareholder engagement – including proxy voting – should be driven by investors’ values. Is your investment committee exercising its right – and fiduciary duty – to vote in alignment with its mission? Want to learn more? Contact James W. Lumberg or Jeanne Elliott Enright #EmpoweringPortfolios #MissionInvesting #ImpactInvesting #PowerYourMission #ProxyVoting #VoteVoice

Join our partners on 11 April for a discussion on the recent SEC settlement and what it means for registered investment advisors, as well as best practices for off-channel communications and how to respond if the SEC comes calling: https://ow.ly/6NwV30sBu4q

Had a great time presenting my paper "Comparing Capital Allocation Efficiency in Public and Private Equity Markets" and having great discussions at the International Monetary Fund. Thank you Bruno Albuquerque for organizing the seminar. In our paper, Ioannis Spyridopoulos and I evaluate capital allocation efficiency in public and private equity markets in the US. Traditionally, most of equity financing was raised through public equity offerings in the stock markets. In recent years, however, private equity markets have grown significantly, supplying more capital to private firms in the form of late-stage financing than IPOs and SEOs combined. We find that public markets allocate financial capital substantially more efficiently than private markets due to better information efficiency and governance mechanisms. A dollar of equity allocated through public markets generates at least two times more revenue and patent applications than a dollar allocated to comparable firms in private markets. Link to paper: https://lnkd.in/d-f6zvDP

Looking for guidance on the SEC’s new Private Fund Rules? Join us along with Allvue Systems this June for a comprehensive webcast to understand the scope of these regulations, their complexities and how they affect private fund advisers. Don't miss this vital session—register now! https://rsm.us/3VmFtJ2

In our latest newsletter, we discuss how you can help ISS | Institutional Shareholder Services and Glass, Lewis & Co. to provide proxy voting advice that better serves modern investors by prioritizing system-level effects of corporate practices. If you want to protect your diversified portfolio value, you need advice that evaluates economy-wide impacts of business activity. Read on to see how you can participate in shaping proxy advice for a diversified world. https://lnkd.in/eSNMRVda #ProxyVoting #SystemStewardship

Every year, the "Proxy Preview" is published which gives an idea to investors and issuers as to what to expect for the coming proxy season... This year, the section given over to pass-through voting is larger than before... Although not yet mainstream (mainly due to time taken by asset owners who put careful consideration into how to utilise pass-through voting), the blog starts to make clear that issuers should consider who to engage with and how to communicate with the investor who is casting the vote. "Furthermore, pass-through voting could also create a need for – yet not provide a vehicle for – direct engagement between companies and upstream clients with specific goals." Early innings - and Tumelo has some great ideas for a solution to this problem! https://lnkd.in/er2E9wDp

Thanks to Mark Quinn from Cetera Financial Group for joining me IN the Nasdaq to discuss how financial advisors and their legal/compliance teams should prepare for regulatory changes as a result of the upcoming election. Check it out on InvestmentNews

In the second part of our head to head we speak to a seasoned investor who responds to researchers, outlining a potential new approach to helping LPs manage their private equity portfolios more easily. Alex Billias, COO Bella Private Markets delves into the challenge they set themselves. https://ow.ly/wFso50Tx5kS