NYAIR Episode 68 –Taper Tantrums and Fiscal Cliffs: Weaning Markets off Pandemic Largesse

The COVID-19 pandemic has already lingered for more than a year and a half, with no finite end in sight. The impact it has had on global markets and economies has been significant, but what comes next? Daniel Sternoff, a Senior Managing Director at Medley Global Advisors and Head of Macro Content at Energy Aspects,…

NYAIR Episode 67 –Asset Allocation & COVID-19

The COVID-19 pandemic upended virtually everything, and that includes asset allocation and the way that alternative investors should approach it. While policy decisions sped up certain things, they slowed others, leaving investors having to re-think asset allocation decisions. Henrik Lumholdt, a partner in Copenhagen Allocation Partners and author of “Strategic and Tactical Asset Allocation: An…

Delta Variant Reshapes Debate

By Diane Swonk, chief economist, Grant Thornton The Federal Open Market Committee (FOMC) – the policy setting arm of the Federal Reserve – is scheduled to meet this week. The Fed will continue to welcome the improvement in the economy we have seen since the Fed last met in mid-June. Members will have to acknowledge…

How private equity firms can leverage data

Brian Francese, a Baker Tilly partner and private equity practice leader, joins ACG’s GrowthTV to talk about how private equity firms are using data to evaluate potential investments, monitor portfolio companies and assess readiness for exit. Technology is enabling more sophisticated data collection and analysis and points to new ways that firms are leveraging data…

Private equity and SPAC readiness: 6 key considerations

Preparing portfolio companies for a SPAC merger The rise of special-purpose acquisition company (SPAC) transactions is pushing attention to the private equity (PE) space, where promising portfolio companies present opportunities for strong sponsor incentives and investor returns. But if PE managers want to make the most of SPAC opportunities, they may need to help their…

It’s Not Easy Being Green -Managing Authentic Transformation Within Sustainable Investing

Dedicated sustainable investing will more than quadruple in size, totaling $13 trillion in assets under management worldwide, by 2025. Dedicated sustainable investing represents an evolution, as these portfolios actively promote environmental, social, and/or governance characteristics as a primary investment objective, rather than only considering such factors as one of many of investment inputs. The future…

NYAIR Episode 66 –Diversity as a Profitable Business Strategy: How to Change the Status Quo

Why are financial services firms heightening their focus on a diverse team?  How are profitability of diversity measured and value of outcomes standardized? What changes are needed to achieve or exceed the Principles of Responsible Investment (UN PRI)? How can investment firms improve diversity among service providers?  Diversity consultant/author Jamie Crump, business strategist Michael Kraten, PhD,…

Cybersecurity considerations across the life cycle of a deal

By Brian Nichols & Eric Wunderlich, Baker Tilly Why cybersecurity factors into deal considerations Businesses today operate in a digital world. This means that technology has a significant role in day-to-day operations, interactions with customers and the integrity of financial information. If an organization has not properly maintained its technology, including the security of that…

Private equity and SPAC readiness: 6 key considerations

Preparing portfolio companies for a SPAC merger By Jason Menghi, Will Braeutigam & Derek Malmberg, Deloitte The rise of special-purpose acquisition company (SPAC) transactions is pushing attention to the private equity (PE) space, where promising portfolio companies present opportunities for strong sponsor incentives and investor returns. But if PE managers want to make the most…

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