North Dakota Retirement & Investment Office’s Post

This prediction doesn’t surprise me, and I believe the same. What will be interesting is to see whether there’s significant home advantage (ARMEN) or if the large U.S. stakers can access effectively from there. Given the nature of the staking strategy, I can see the investment side being much of a muchness wherever you’re based, but when it comes to value-add - local networks and LP connectivity could make a difference for stake sellers.

Meet Europe’s version of the Magnificent Seven – ‘GRANOLAS’ as termed by Goldman Sachs consists of 11 #stocks that account for over 60% of all gains in the STOXX 600 index in 2023. Our latest #ETFMarket article dives into how #investors can use ETFs as a tool to gain exposure to these companies: https://lnkd.in/erPwiPmz #ETFs #MagnificentSeven #MagnificentEleven #GRANOLAS #IT #Healthcare #Technology Saqib Khokhar Erik Sloane Rosie Rubie, Robert J. M. Joacim Wiklander Igor Cvetkovic Mike Stein Marcus Schlechta Steve Watson Bryan Blake Adam Inzirillo Cboe Global Markets

Existing LP perspectives: Key to success in GP-led transactions. In this episode of Asante Capital Group's Summer Series, Asante Director Sam Cantor talks to Manulife Investment Management’s Jeff Hammer, AltamarCAM Partners’ Rocio Heres Fernández-Ladreda, and Five Arrows Principal Investments’ Brian Kolin on the increasing prominence of GP-leds and their implications for market trends. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/ez9PRPAw

As we step into the new year, the canvas of possibilities is vast, and Greywolfe Investing is here to help you paint the masterpiece of your financial future. DM us to learn more about our services and what we can offer you. #greywolfeinvesting #newinvestors #diversifyportfolio #wholesalefba

Do you know the recessionary risks of Public-Private Joint Ventures? Watch Stephen Pearson and Mike Gilmour of Freeths as they discuss the risks associated with these partnerships and more in this webinar. Book here: https://bit.ly/3TAEswi #EMLawShare #CorporateLaw

Bell Potter Securities maintains its BUY rating and price target of A$0.40/sh for Latin Resources Limited. This investment view is based on: • Key value catalysts this year are now the initial Reserves and Definitive Feasibility Study, offtake contracts, financing outcomes and Final Investment Decision. • Colina has the potential to deliver new #lithium supply into what Bell Potter expect to be structurally short markets. • Uncommitted offtake and an open share register provide further strategic appeal. Read the full report here: https://loom.ly/-hAyKIU #LRS #LatinResources #ASX

Looking forward to seeing many of our industry colleagues and meeting new ones at one of the best industry events of the year. Turnaround Management Association Distressed Investing Conference is the place to be beginning February 7, 2024 in Las Vegas. Please reach out if you would like to meet with our Rosenthal & Rosenthal, Inc. team of Maria Contino Robert Martucci Anthony Vassallo and myself at the conference and learn more about our suite of financing products that provide liquidity in support of a turnaround situation ! #ignite #tma #turnaroundmanagement #distresseddebt #tmadic #distressedinvesting #workouts #assetbasedlending #abl #factoring #pofinance #purchaseorderfinance #workingcapital #liquidity #forbearance #diplending #creditmanagement #rosenthal

Last night's Grow Idaho event at The Arid Club, sponsored by Holland & Hart, offered an intriguing look at "the art of a bad deal"—a witty guise for a deeper dive into acquiring distressed businesses. 📊🔄 One key insight? "Surprises kill deals." (Jeanine Barkan, CVA, CEPA gets credit for that) Transparency is paramount, especially when it involves distressed assets. It's crucial to disclose all critical issues upfront—ideally, on the very first page of any proposal or executive summary. This approach prevents any potential deal-breakers from being buried and discovered too late in the process. Another interesting point was the concept of tail insurance (or similar protections), which can be strategically split between buyer and seller, sharing the risk and demonstrating commitment to a fair deal. Navigating these troubled waters requires a skillful touch and open communication. If you're venturing into the world of distressed acquisitions, let's ensure your next move is strategically sound and surprise-free. 🏢💡 #DistressedDeals #NoSurprisesHere

The Danish fund manager Lundgreen's Capital A/S has launched a defense fund, and the first millions from private investors and family offices are rolling in. Normark Defence, a close business partner will spot the winners. ”In my 40-year career in finance, I’ve never hit the timing better than with this fund. Defense investments are hot, and we can really feel it,” Peter Lundgreen tells AMWatch in an interview. #assetmanagement #defence #security #fundmanagement

Gary Peart, CEO of Mayberry Investments, highlights the transformative power of investing. From US$10M in 2006 to US$120M in 2024, this journey reflects the resilience and long-term potential of the Jamaica Stock Exchange. With careful and consistent investments, even small steps today can lead to meaningful growth over time. Thinking about your financial future? Start by speaking with a JSE registered broker. #JSE #MayberryJamaicanEquities  #InvestingWisely  #JamaicaStockExchange