Affinity.co’s Post

Great to read Affinity's 2024 European investment benchmark report this morning. The report explores the slowdown in dealmaking in the region over the past few years, the impact that's had on network activity, and what Q1 2024 data reveals about how this year is shaping up. Give it a read and let me know what you think!

Read the latest issue of Beyond 60/40 where we highlight alternative investments research and insights from industry leaders, including Wellington Management, Blue Owl Capital, The Carlyle Group, and Hamilton Lane. https://lnkd.in/e8jfS5MT

📣 Join us on April 3rd at 15:00 CET for an exclusive webinar where we will provide insights into Europe's top private equity investors. Gain.pro’s COO, Philip De Vusser, will break down the findings from our latest report in which we analyze and rank the largest and most active investors in the continent. Philip will dive into the details of the investors managing approx €1.6tn in EV across European countries. 🔍 Discover which investors have surged to the top, managing billions in investment value 🔍 Explore sector-specific and regional rankings and understand why certain sectors and regions are preferred by US and European investors 🔍 Dive into the investment portfolios of the leading investors in Europe and their value-creation strategies 🕒 When: April 3rd, 2024 at 15:00 CET 🖊️ Register here: https://okt.to/78c9iY #privateequity #webinar #investors

Excited to see Blue Owl Capital’s 2024 Market Outlook featured in iCapital’s latest newsletter.   Read our team’s full perspective on the themes that we expect to define the Credit, GP Strategic Capital and Real Estate sectors in 2024 here: https://lnkd.in/eeUDHNBp

📣 Join us on April 3rd at 15:00 CET for an exclusive webinar where we will provide insights into Europe's top private equity investors. Gain.pro’s COO, Philip De Vusser, will break down the findings from our latest report in which we analyze and rank the largest and most active investors in the continent. Philip will dive into the details of the investors managing approx €1.6tn in EV across European countries. 🔍 Discover which investors have surged to the top, managing billions in investment value 🔍 Explore sector-specific and regional rankings and understand why certain sectors and regions are preferred by US and European investors 🔍 Dive into the investment portfolios of the leading investors in Europe and their value-creation strategies 🕒 When: April 3rd, 2024 at 15:00 CET 🖊️ Register here: https://okt.to/IWjVGk #privateequity #webinar #investors

If you missed the Stifel 2024 Cross Sector Insight Conference, you missed a lot! Attendees told us they appreciate our emphasis on long-term investment trends that impact many different industries and the highly relevant conversations that take place between institutional investors, public and private company executives, and Stifel experts. See you at the next Stifel event! #conferences #thoughtleadership #crosssector #investmenttrends #institutionalinvestors #networking

What do investors value from companies? We're sharing top actions for COMPANIES to improve the effectiveness and efficiency of investor-company dialogue. Small things do make a difference. Many of the things that we've uncovered that investors and companies valued - boiled down to very simple ideas. We believe if open to continuous improvement, investors and companies can implement small changes that deliver easy wins on both sides, reducing friction, improving understanding, and breaking down barriers. This is distilled list of the top actions for COMPANIES that investors would like to see based on our work to date. Go on, give them a try. Which one is most important to you? Or if you have other actions you think should be added to the list that you have found to be particularly effective or efficient, let us know. And look out for top actions for INVESTORS coming soon. These are a starting point and a foundation to build on. The market dynamics are rapidly evolving, requiring continuous re-evaluation and adaption of relationships. Our The Investor Forum CIC report Shaping Tomorrow's Dialogues dives much deeper into best practices and actions for both companies and investors on - investor relations, sustainability, audit & assurance and governance & voting. (https://lnkd.in/efWPdayw) We are growing a community of market participants focused on constructive dialogue and problem-solving. #valuecreation #companyactions #buildingbridges #shapingtomorrowsdialogues #capitalmarkets #simplesteps

225 investors, 25 students, 9 breakout panels, 6 research papers, 4 keynotes, and one CIO roundtable: the Alternative Investments Conference is this Thursday. * Mapping Private Equity’s Gender Gap - Michael Ewens * Building Data-Driven Private Investment Businesses - Drew Conway, Two Sigma * New Evidence on Private Capital Returns and Risks - Ashley Lester, MSCI Inc.; MSCI Private Capital Solutions * Hotter Days, Power Plays, and the Conflict Maze - Michelle DiGruttolo Although we're completely sold out this year, please get in touch if you'd like to be added to our registration list for 2025. - with Gregory Brown; Sarah Franks; Melissa Waller; Dorothy Hibbard; Brooke Dever

The Infrastructure Investor Global Summit kicks off in Berlin today, featuring the Global Investor Forum on Tuesday and Wednesday. 🌍 Reach out if you want to meet the team and don't miss our Chief Investment Officer, Anna Baráth, CFA, taking the stage on Wednesday, March 20th at 4:20 pm to discuss the "changing face of the global infrastructure fund market." Analyzing recent consolidations, emerging managers, and other GP activity shaping this dynamic market, the role of ELTIFs in democratizing investments and how sophisticated investors are responding to these transformations. 🚀 Registration details in the comments below. 🔗 #InfrastructureInvestment #GlobalSummit #InvestmentForum #IIGS

In a roundtable discussion hosted by Forbes, GA Managing Director and Head of Capital Markets Justin Kotzin spoke about the future of capital markets and how investors can gain exposure to high growth companies. Read the full recap of the Forbes Capital Markets Expert Roundtable: https://lnkd.in/eaaKUD-a