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Trader of the Year Hedge Fund: Conversant Capital’s David Alfred

The TRADE

I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. When Mike called me about the opportunity to join Conversant, he emphasised the firm’s long-term, buy-and-hold strategy, akin to private equity. There’s been a reopening in capital markets. It’s been busy.

Funds 59
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This sub-$10 pharma stock is attempting a bullish breakout, according to the charts

CNBC: Investing

The stock popped up in a routine review of S & P 500 components, where we constantly look for potential basing formations or bullish patterns — whether near highs or attempting to bottom after long periods of underperformance. That's the blueprint VTRS bulls will be watching for again now.

Stock 56
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Sports Private Equity: Bright Spot in a Troubled PE Landscape or an Emerging Bubble?

Mergers and Inquisitions

This happened for a few reasons: 1) Soaring Valuations – Many sources say that sports team valuations “outperformed” the S&P 500 over the past 20 years, which is a polite way of saying that many teams are now valued at extremely high multiples. When the fans are passionate, there are infinite ways to milk the brand’s value.

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Covid-19 Impact on US Private Capital Raising Activity in 2020

InvestmentBank.com

When the initial wave of uncertainty around COVID-19 set in during March 2020, the debt market flipped on its head, paving a path to the worst debt-raising year since 2015 [6]. Meanwhile, fundraisers suffered a significant reduction in new investments — on pace for the lowest annualized amount since 2015. L., & Jagat, P.

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Cooley’s 2023 Tech M&A Year in Review: An AI-Generated Glass Half Full

Cooley M&A

2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1] 10] Deal Point Data; Cooley analysis.

M&A 59
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Building success in a fragmented US

The TRADE

Originally joining Glenmede in 2015 as an equity trader, she took on her role heading up the buy-side firms equities trading business in 2017. S&P used to publish this tiny thing called a tear guide, and the paper was super thin, like airmail paper. What’s happening right now? It’s all machine-driven.

Trading 52
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Healthcare 2021: Trends, M&A & Valuations

InvestmentBank.com

Government funded programs include Medicare, Medicaid, Children’s Health Insurance Program, and the Veterans Health Administration. Today, there is a movement towards utilizing molecular diagnostics and personalized medicine making a diverse portfolio of products critical. James VonOsdol & Mitch Morris, 2017 Outlook on U.S.