By Michael Patanella & Johan Joseph, Grant Thornton Volatile capital markets, changing demographics, technology disruptions and increasing competition to capture investment flows confront many, if not all, of the players in the investment management ecosystem. Institutional investors, money managers, wealth managers, registered investment advisors, broker dealers and retirement services providers are facing pressures to get…
By Michael Patanella & Mike Pilch, Grant Thornton Tech delivers efficiencies, better client experiences Digital transformation is providing asset management firms with tools to satisfy many of the global, universal, constant objectives that they face in their operations: Finding a way Digital investments can make sense in any economy These aren’t the easiest times for…
Private equity deals don’t always work out. But an attractive alternative may already exist within your company. Darren Gleeman, managing partner of MBO Ventures, discusses why employee stock option purchases (ESOPs) can be a better alternative for companies than PE investments with Robert Akeson, Managing Director of Investment Banking at Riverside Management Group.
By Gary Brode, Deep Knowledge Investing Introduction: The financial world has spent the last few days captivated by the slow-motion implosion of Silicon Valley Bancorp (ticker: $SIVB). A couple of years ago, some well-meaning colleagues suggested SIVB as a potential long idea for DKI. The thesis was that while you had to pay a high…
By Michael C. Patanella & Shona O’Hea, Grant Thornton Asset management firms have demonstrated their resilience in a variety of ways over the past 12 months as a series of events has created severe challenges across the globe. During the current economic downturn, asset management leaders are: These strategies have helped asset management firms succeed…
Priorities for new and growing private equity firms By Jason Menghi, Frank Fumai & Katie Spinello Apuzzo, Deloitte The alternative investments industry is soaring, with assets under management expected to reach $20 trillion by 2025.1 The rapid growth in private equity (PE) attracts and rewards new PE fund managers. Taking advantage of opportunities requires leaders to…
Maria Fiorini Ramirez, President & Chief Executive Officer of Maria Fiorini Ramirez, Inc., lead a discussion with Alexandra Lebenthal, a Senior Advisor in Houlihan Lokey’s Financial Sponsors Group, and Geeta M. Kapadia, Chief Investment Officer of Fordham University, on what to expect from markets and the alternative investment industry at large in the coming months and years…
Dominique Mielle, a former hedge fund portfolio manager and author of “Damsel in Distressed” and Marc Schneider, founder of financial advisory, consulting and investment management firm Twelve Lions Capital discuss the distressed cycle, the sector’s lack of diversity and potential opportunities for investors in distressed investments in the year ahead.
By Gary Brode, Deep Knowledge Investing Deep Knowledge Investing’s primary goal is to help our clients and subscribers earn better returns in the market, but in order to do that, you need to understand my view on complicated matters. This letter is going to be more technical than most, but I promise that if you…
By Gary Brode, Deep Knowledge Investing The world of finance is complex and can be overwhelming for a lot of people. Even more challenging is the fact that you can’t opt out of having some level of financial knowledge. We all have to exercise some oversight of our own budgets, savings, and investments. Some financial…
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