These bond funds withstood the 2008 and 2020 recessions. What investors can learn from them
CNBC: Investing
NOVEMBER 7, 2023
Recession fears are looming, but a few intermediate core bond funds have a track record of success.
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CNBC: Investing
NOVEMBER 7, 2023
Recession fears are looming, but a few intermediate core bond funds have a track record of success.
JD Supra: Mergers
MARCH 12, 2025
Q: What led to the decision to raise your first fund? Constance Freedman: In 2008, I began building my track record at Second Century Ventures, the predecessor fund to Moderne Ventures. By: McGuireWoods LLP
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The TRADE
JANUARY 22, 2025
I started my career at Bear Stearns in 2001, then migrated to Credit Suisse in 2008. I made the jump to Credit Suisse and we developed this product nucleus within the equities division to facilitate content distribution and market making across all asset classes, including volatility strategies tailored for hedge fund clients.
Mergers and Inquisitions
MARCH 13, 2023
history and the largest bank to collapse since 2008. Why bank regulations , including those passed after the 2008 financial crisis, failed to prevent this. Then, the bank lends these funds to companies and individuals and charges interest on these loans. It’s the second-biggest bank failure in U.S. Who deserves the blame.
Francine Way
MAY 14, 2017
Highly levered companies are less able to manage financial shocks, such as lost of a major customer, shock to the economy such as the 2008 Great Recession, etc. As the lowest cost of capital, their stretch in the capital structure is limited (which is why they are usually used to fund working capital).
Global Banking & Finance
NOVEMBER 25, 2024
million) in total for its failure to disclose certain arrangements with Qatari entities in 2008. The fine by the Financial Conduct Authority dates back to the height of the 2008-9 financial crisis, when Barclays scrambled to raise funds from overseas […]
CNBC: Investing
JUNE 12, 2025
He cited the Paul Volcker-led Federal Reserve era and the 2008 financial crisis as examples, saying these times demonstrated "a strong combination of scale and flexibility." Skip Navigation Markets Pre-Markets U.S. Analyst Ebrahim Poonawala said Goldman has a storied history of navigating turbulent periods.
The Harvard Law School Forum
MAY 2, 2023
Related research from the Program on Corporate Governance includes The Long-Term Effects of Hedge Fund Activism by Lucian A. A Flesh-and-Blood Perspective on Hedge Fund Activism and Our Strange Corporate Governance System by Leo E. 1] Geopolitical concerns added to poor investor sentiment approaching the new year. [2]
The TRADE
DECEMBER 8, 2023
Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. But unlike incidents of the past, the market mayhem of 2023 has not been confined to one event.
Bronte Capital
OCTOBER 23, 2022
Greensill is a story straight from the 2008 playbook. It is the same illusion is familiar from the 2008 playbook. But it actually happened in 2016 to 2020. Yeah bad loans were made. Yes the bankers - or in the case the shadow bankers - liked to fly around the world in Gulfstream 650s. Almost nobody comes off well in this story.
OfficeHours
AUGUST 25, 2023
The growth of private credit can be traced back to the Great Financial Crisis of 2008-2009. The buyer universe for this debt most often includes collateralized loan obligation (“CLO”) funds, high-yield mutual funds, insurance companies, and other similar institutional buyers.
Francine Way
MAY 15, 2017
If the 2008 mortgage crisis taught us anything, it is not to get ourselves into situations where our homes can be taken away by the banks. We continue our debt discussion in this post by looking at management considerations on funding a M&A program.
Bronte Capital
NOVEMBER 12, 2022
This pretty well saved the US hedge fund industry. Lehman Europe failed – and the clients of the European broker dealer (read a good proportion of the London hedge fund community) are now queuing as unsecured creditors of Lehman. Many funds have folded. Europe however was a different story. Far more have been nicked.
Mergers and Inquisitions
MARCH 13, 2024
Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity. Others would counter that growth equity’s rapid ascent was mostly due to the easy money that persisted between 2008 and 2021.
Shearman & Sterling
SEPTEMBER 1, 2013
This newsletter is devoted to discussing legal issues facing alternative asset managers and funds. Since 2008, the alternative asset market has seen a broad convergence of previously distinct asset classes and strategies, such as private equity, hedge funds, debt and claims trading, etc.,
Tyton Partners
AUGUST 23, 2023
An interview with Mark Adiedo, vice president for people and culture and chief diversity officer at The Rockefeller Brothers Fund (RBF), on creating an anti-racist and anti-sexist organization. Tyton Partners (TP) : Mark, can you start off by telling us a little bit about the Rockefeller Brothers Fund? Look what we did in 2008.
Global Banking & Finance
FEBRUARY 7, 2024
Private market firms struggle to balance growth and operational spend By Drake Paulson, VP of Strategic Partnerships, Anduin From 2008 to 2022, private funds enjoyed turbocharged growth when their assets under management (AUM) soared five-fold to reach $13 trillion.
The TRADE
JUNE 16, 2025
The fourth hire is Stuart Marenghi, now director, hedge fund sales, also reporting to Johnson.
Accenture Capital Markets
JANUARY 22, 2024
As the name suggests, these are fixed-income financial instruments issued specifically to fund projects that generate positive environmental and/or climate benefits. The first green bond was issued by the World Bank in November 2008 and since then, they’ve become a well-established feature of the global financial landscape.
CNBC: Investing
JUNE 6, 2025
Buying calls 5 days before the analyst day and selling 1 day after has resulted in +18% return on premium on average and was profitable each year except 2008 and 2022 when macro moves overwhelmed the short-term alpha of the strategy," the note said. Skip Navigation Markets Pre-Markets U.S.
Mergers and Inquisitions
OCTOBER 4, 2023
In short, the media portrayed this event as a populist uprising against Wall Street, as retail investors on Reddit joined forces to bid up GameStop’s stock price while hedge fund Melvin Capital was heavily short the stock. The GameStop short squeeze “changed the industry” forever because hedge funds could no longer ignore retail investors.
Mergers and Inquisitions
JUNE 21, 2023
You’ll also see a fair number of deals in the financial sponsors group due to the many sovereign wealth funds in the region. This happened back in 2008 and, more recently, in 2022, when deal activity fell almost everywhere except for the Middle East. 1,000 | Dubai: ~150 Hedge Funds: S.: 7,200 | U.K.: 3,200 | U.K.: ~500
Peak Frameworks
AUGUST 28, 2023
UVA ranks #15 on our investment banking target school list and has a highly-regarded student investment fund that boasts incredible finance placement. UVA has several unique world-class programs, including the Alternative Investment Fund (the student fund) and a School of Data Science. We filtered the data to examine U.S.
Lake Country Advisors
MAY 10, 2022
Investment funds are still on the sideline waiting for profitable opportunities. 2008-2009 The great recession, representing the greatest retraction since the Great Depression. There were a total of 12 recessions in the 20th Century alone. 2020 In April 2020 the US economy lost an astonishing 20.8
Tyton Partners
JULY 27, 2023
Tyton Partners (TP): Mark, can you start off by telling us a little bit about what the Rockefeller Brothers Fund is? The Rockefeller Brothers Fund is a philanthropic institution and a private foundation formed in 1946 to create a vehicle of giving for the Rockefeller brothers who are part of the Rockefeller family.
The Harvard Law School Forum
JUNE 27, 2023
Related research from the Program on Corporate Governance includes The Long-Term Effects of Hedge Fund Activism by Lucian A. A Flesh-and-Blood Perspective on Hedge Fund Activism and Our Strange Corporate Governance System by Frankl and Kushner Leo E. 1] On May 1, regulators seized First Republic, which had reported $232.9
Growth Business
MAY 31, 2023
How is it different to venture capital funding? VCs tend to use the money raised from various corporate investors into a strategically managed fund. Around 30 companies on average pitch to the network per year with some receiving follow-on funding. They can also differ by region and investment size.
The TRADE
OCTOBER 18, 2024
But the headwinds have subsided, and the tailwinds have finally arrived in the form of new fund launches, a rise in allocations and increasing returns for funds, not to mention the continuing emergence of multi-strategy hedge funds. That’s adding a level of interest in the sector again by allocators. billion in 2023.
Peak Frameworks
AUGUST 15, 2023
These assets can be in the form of equities (stocks), fixed income (bonds), mutual funds, exchange-traded funds (ETFs), real estate, commodities , and more. A tech entrepreneur may be comfortable with high-risk growth stocks like Tesla, while a pension fund might prefer the steady income of blue-chip dividends.
Growth Business
SEPTEMBER 28, 2023
Part of the €9 billion private-equity firm Oakley Capital , Pembroke VCT was founded in 2013 to invest in non-digital businesses, which is the focus of sister company PROfounders, and instead concentrate on a consumer-business focused fund. A VCT seemed a good way to set up a fund.
Peak Frameworks
OCTOBER 17, 2023
Commercial paper is a financial instrument that helps corporations with short-term funding and liquidity needs, such as payroll or accounts payable. This large denomination nature narrows down the typical buyers to money market funds, mutual funds, and other large financial institutions.
Peak Frameworks
JUNE 19, 2023
They have stellar presence at every top investment bank and are one of the schools that consistently sends undergraduate students to the top private equity firms and hedge funds. The University of Pennsylvania is the overall best school for investment banking and finance placement in the world. We filtered the data to examine U.S.
Mergers and Inquisitions
MAY 17, 2023
Ever since the 2008 financial crisis, there has been massive hype about both private equity and technology. The lines between different strategies have blurred over time, and many firms have multiple funds that target companies at different stages. Why Did PE Firms Start Buying Tech Companies?
CNBC: Investing
JULY 9, 2025
If we draw an uptrend line from that 2008 low and extend it to the present, we can see that ASML's turn in April coincided almost perfectly with a test of that long-term trendline — as the chart clearly shows. Skip Navigation Markets Pre-Markets U.S.
Peak Frameworks
SEPTEMBER 19, 2023
However, as Tesla consistently delivered on promises and managed its obligations, its reputation — or "character" in credit terms — solidified, enabling easier access to funding and favorable terms. Example: In the aftermath of the 2008 financial crisis, many homeowners in the U.S.
Peak Frameworks
SEPTEMBER 12, 2023
Following closely, Bernie Madoff's Ponzi scheme in 2008 shocked the world, costing investors billions and forever marring the landscape of trust in the investment world. During the 2008 financial crisis, for instance, many banks approved "liar loans," where borrowers provided fake income statements.
Peak Frameworks
JANUARY 15, 2024
Overall, York is a well-rounded school for investment banking placement and also has a respectable presence in fields like equity research and hedge funds. We examined profiles of professionals who worked in investment banking between 2008 and 2023. We have created a U.S.
Peak Frameworks
AUGUST 29, 2023
Like other Ivy Leagues, Cornell students place well into private equity and hedge funds. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023. We filtered the data to examine U.S.
Peak Frameworks
AUGUST 16, 2023
Western also has a strong presence in private equity , sending many graduates directly into top private equity firms and hedge funds. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023.
Peak Frameworks
AUGUST 2, 2023
Princeton is one of the few schools that sends people directly into hedge funds. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023. Princeton University is ranked #18 for total hires into the top U.S.
The TRADE
MAY 20, 2024
Prior to this, he spent more than eight years at Societe Generale Corporate and Investment Banking (SGCIB), working across multi asset sales and trading, hedge fund sales, and prime brokerage. DWS Group senior equity trader, Alex Cotar, departed for pastures new after over 16 years at the asset manager.
RKJ Partners
AUGUST 6, 2017
In 1999, federal funding for microlending programs increased through the passing of the Program for Investment in Microentrepreneurs (“PRIME”) Act; however, during the Bush administration era from 2001 to 2005, federal funding for microfinance was cut drastically. By 2002, there were 650 separate organizations in microfinance.
Peak Frameworks
AUGUST 15, 2023
If you recall the 2008 financial crisis, Lehman Brothers' shareholders felt the brunt of their ownership when the company went bankrupt, losing nearly all of their investment. Institutional Shareholders Institutional shareholders are entities such as mutual funds, pension funds, and insurance companies that invest in shares.
Peak Frameworks
JULY 19, 2023
For instance, during the 2008 financial crisis, the Fed purchased large amounts of securities to increase liquidity. Reserve Requirements The amount of funds banks must hold against deposits made by their customers. The proactive stance of central banks during the 2008 financial crisis and the COVID-19 pandemic demonstrates this.
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