National Association of Investment Companies (NAIC)’s Post

NAIC thanks BlackRock for co-hosting our third Institutional Investor Roadshow of 2024. NAIC facilitated high-level one-on-one meetings between 14 NAIC members and senior investment professionals from the world's largest asset manager with over $10 trillion in AUM as of December 2023. NAIC would like to thank Kamal Maruf, managing director of BlackRock Private Equity Partners, for his help in making the Roadshow a success. Our Roadshows provide an invaluable opportunity for NAIC member firms to introduce themselves, share their investment strategies, and engage with leading LPs. Learn more about how NAIC connects diverse-owned asset managers with capital allocators: https://lnkd.in/eNFh489M #alternativeassets #institutionalinvestors #alternativeinvestments #networking #privateequity

Next up from the Alma Spotlight archive: Dru Danford, CA(SA), CFA Head of Investment Banking at Liberum. “London is top of ECM deal activity in Europe - we should be proud of this fact. I’m not going to deny that IPO levels are low, but firstly London is not alone, and secondly, the City is still at the top of the ECM deal activity league table in Europe for 2023. In my view, we need to be shouting more about the positives here - our markets still have more international companies than other major exchanges and attract relatively more international capital than any other market.” Read the full interview here: https://lnkd.in/dPHbMqhb

BTIG announced today that it has added Gerry Reilly, Colin Morse and Allison Walters to its Capital Introduction team. The BTIG Capital Introduction group collaborates with BTIG’s Prime Brokerage and Outsource Trading divisions to facilitate introductions between hedge fund clients and investors. BTIG’s global network of accredited investors includes family offices, strategic investors, fund-of-funds, registered investment advisors, OCIOs, endowments, foundations, and other institutional investors. View the press release here: https://lnkd.in/ejHdJkXN   #btig #btigcapitalintroduction #btigprimebrokerage #btigoutsourcetrading #capitalintroduction

We were thrilled to have had the opportunity to present at the ADISA 2024 Spring Conference and connect with the alternative investment community. If you had a chance to attend the conference, you may have participated in the "Fundamentals of Non-Listed Preferred Stock" panel session featuring our National Sales Manager, Ben Hilgers. The panel provided an engaging discussion on the potential benefits of non-listed preferred stock and some of the most innovative product structures in the market. Many thanks to the ADISA team for hosting a stellar event! #AlternativeInvestments #WealthManagement #RIA #FinancialAdvisors #InvestmentManagement  #Ashford #DueDiligence #ADISA

Did you know we’re launching a new fund? Important information: investing for longer increases the likelihood of positive returns. Over a period of five years or more, investments usually give you a higher return compared to cash savings. But investments can go down as well as up in value, so you could get back less than you put in.

Are we in the early stages of a UK equity market renaissance? Join Matthew Tillett, Fund Manager of the Premier Miton UK Focus Fund and UK Value Opportunities Fund, as he discusses how the team exploit opportunities in the UK market, portfolio shifts and recent activity in equity markets. For investment professionals only. Capital at risk. #ukequities #investing #value #Dublinfunds

Investing in events is a science, pioneered by Thomas Kirchner of Camelot Event-Driven Advisors. EVDIX features non-correlation to the broad markets and gives investors a liquid alternative in their portfolios. Message me today to learn more. #eventdriven #eventdriveninvesting #mergerarbitrage #proxyfights #activistinvesting

Stefano Drago, one of the Founding Partners of PAI’s Mid-Market Fund, returned to the Private Equity Europe Forum hosted by Markets Group for a panel discussion on sourcing and practising efficient due diligence and risk mitigation. The group discussed the outlook for deal sourcing and pricing, how focal points in due diligence are shifting in the current climate and how investors are hedging against potential pitfalls. “Compared to last year, the bid-ask spread has tightened, financing is available and dealmaking is rebounding. There are plenty of reasons for optimism” says Stefano. #PrivateEquity #MidMarket

Pantheon’s US private wealth business has passed another major milestone, with our registered private equity fund, the AMG Pantheon Fund (also known as PPEXX, which stands for Pantheon private equity exposure), passing $3bn in assets under management. PPEXX is one of the largest and most established registered private equity funds in the US private wealth market, and we are grateful to the more than 410 wealth management firms and 16,000+ investors who have partnered with us on our journey so far.   Pantheon is committed to opening access to private markets and now manages more than $7bn in assets across our range of evergreen funds globally, as we continue to bring the power of our experience and expertise across private equity, real assets and private credit to a wider range of investors to help build secure financial futures.   For more information on Pantheon click here: https://lnkd.in/eahSMD-A. #Privatemarkets #Privatewealth #Privateequity

🎉 A big thank you to all the participants of our conference "From Private to Public: The Role of Funds and How to Reconcile Everyone's Expectations"! We are thrilled to have organized this event in collaboration with Euronext and Fieldfisher France. Charles-Henri Berbain, Managing Director Midcap Division, TP ICAP Midcap Alice Aymé, Head of Corporate Finance chez TP ICAP Midcap Franck Halley, Director of Participations, Eiffel Investment Group sebastien lalevee, CEO, FINANCIERE ARBEVEL Jean Christophe LITTAYE, Director of Participations, Crédit Mutuel Equity Frédéric Boiffin, Director - Listing - SMEs - West region / Atlantic arc - Euronext Guillaume Morelli, CIIA, Head of Listing Activities for France and the Iberian Peninsula, Euronext Samuel Pallotto, Partner, Fieldfisher France Mathilde Cazé, Counsel - Bourse et Marchés de capitaux chez Fieldfisher France Thank you also to all the directors of participations and Private Equity representatives who joined our roundtable. The discussions on the role of funds throughout the IPO process, the typical profiles of listing candidates, Dual Track mechanisms, and optimizing IRR through post-IPO tools were particularly enriching. For those who couldn't attend, we encourage you to watch the interviews. A big thank you to everyone for your participation and engagement! #TpicapMidcap #Euronext #Fieldfisher #Finance #Investment #Markets #IPO #StockMarket #CapitalMarkets #PrivateEquity