The TRADE

JUNE 17, 2025

Trading Technologies International (TT) has launched a new pre-trade portfolio risk capability on its platform in a bid to bring new protections to its sell-side clients and facilitate increased trading opportunities for end-users. The post Trading Technologies unveils pre-trade portfolio risk functionality appeared first on The TRADE.

Portfolio 52

Portfolio Trading Management IT 52

CNBC: Investing

AUGUST 22, 2024

The next step in crypto asset management goes beyond identifying the next big coin. You can forget about a Solana ETF alone.

Asset Management 126

Asset Management Management Portfolio 126

JD Supra: Mergers

JUNE 18, 2025

Our multidisciplinary team is deeply experienced in supporting private equity firms and their portfolio companies in this sector—from transaction documentation and intellectual property protection to workforce compliance and risk management. By: Morgan Lewis

Private Equity 159

Private Equity Risk Management Portfolio M&A 159

TechCrunch: M&A

MAY 16, 2023

Coincidentally, Datadog has also been in the news as a potential acquirer of another cybersecurity startup (also focused on posture management) out of Israel, Laminar, which is reportedly getting acquired for between $200 million and $250 million (other potential buyers in the frame, according to this story from Calcalist , include Rubrik).

Securities 233

Securities Management Acquisitions IT 233

CNBC: Investing

JUNE 6, 2025

billion in assets under management as of Thursday. securitized products and a portfolio manager at Janus. billion in assets under management. CLOs in your portfolio While CLOs can be an attractive part of your income portfolio, investors should make sure they are diversified. It has $20.96

Portfolio 90

Portfolio Investors Investment Funds 90

CNBC: Investing

JULY 4, 2025

Like many investors, Davi — whose firm manages $2.5 " "It's time to re-risk your portfolio," Davi said, at a time when markets are likely to rally further over the coming six months. The S & P 500 was down 15% year-to-date on April 8, but is now up roughly 6.7% stocks compared to the beginning of 2025.

Portfolio 79

Portfolio Investors S&P Stock 79

The TRADE

FEBRUARY 10, 2025

Rokos Capital Management has appointed Sabina Awan as trading solutions consultant, based in London. Prior to that, she worked as global trading business manager. Before joining Fidelity International, Awan spent two years at Royal London Asset Management. Awan announced her appointment in a social media post.

Consulting 64

Consulting Management Trading Capital 64

The TRADE

JULY 9, 2025

Bloomberg has partnered with Clearwater Analytics to provide a combined front-to-back investment offering for asset owners and asset managers. Laila Mirsepassi The collaboration combines Bloomberg’s investment solutions suite with Clearwater’s accounting solution and is set to support users in managing costs and reducing risk.

Investment Manager 52

Investment Manager Management Investment Collaboration 52

OfficeHours

JUNE 5, 2023

Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. These firms assist private equity firms in developing and executing growth strategies for their portfolio companies, helping them maximize their value-creation potential.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

CNBC: Investing

MARCH 19, 2025

How Morgan Stanley Investment Management's Jim Caron is investing right now

Investment Manager 116

Investment Manager Management Investment Portfolio 116

JD Supra: Mergers

OCTOBER 4, 2024

On September 28, 2024, California Governor Gavin Newsom vetoed AB 3129, which would have required qualifying private equity groups, hedge funds, and any associated portfolio companies to notify and obtain written consent from the California Attorney General (the AG) at least 90 days before closing healthcare transactions with certain healthcare facilities (..)

Healthcare 159

Healthcare Private Equity Management Portfolio 159

Focus Investment Banking

NOVEMBER 21, 2024

Washington, DC, (November 21, 2024) – FOCUS Investment Banking is pleased to announce the addition of Conor Miller as a Managing Director. Conor drove operational scaling, expanded intellectual property portfolios, and strategically positioned the company for acquisition by Dometic.

Investment Banking 52

Investment Banking Management Banking Bank 52

The TRADE

DECEMBER 14, 2023

Portfolio trading as a concept has exploded in the last few years, egged on by market conditions and volatility brought on by the pandemic and other macroeconomic factors. However, whether or not all firms are able to monetise the tool by managing risk effectively in today’s environment, is up for debate.

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

JD Supra: Mergers

MARCH 7, 2025

A review of fund and portfolio managers found a number of good practices, but also revealed the need for improvement in areas such as conflict management. On 5 March 2025, the FCA published the findings from its review of private market valuation practices. By: Latham & Watkins LLP

Valuation 171

Valuation Portfolio Management Portfolio Funds 171

The TRADE

OCTOBER 25, 2023

BNY Mellon has launched a new foreign exchange (FX) platform, meeting client demands to manage execution across their entire portfolio and access improved price transparency. The post BNY Mellon launches new FX platform to help manage execution and access to price transparency appeared first on The TRADE.

Management 110

Management Financial Institution Portfolio Investment Manager 110

CNBC: Investing

JULY 10, 2025

Investors are looking for opportunities in alternative asset managers and in cybersecurity. Alternative asset managers Ben Snider of Goldman Sachs sees opportunity in alternative asset managers. Worldwide Exchange airs at 5 a.m. ET each day.) One also issued a bearish call on the U.S. dollar due to tariffs.

Asset Management 61

Asset Management Management S&P Stock 61

How2Exit

MAY 20, 2024

b' E213: Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio - Watch Here rn rn About the Guest(s): rn Ujwal Velagapudi is a seasoned entrepreneur with a rich background in mergers and acquisitions, real estate investments, and a vast array of business ventures across multiple industries.

Portfolio 130

Portfolio Business Mergers and Acquisitions M&A 130

CNBC: Investing

FEBRUARY 18, 2025

Keith Meister's Corvex Management added an outsized bet on the broader market last quarter, while shaking up his exposure to various technology stocks.

Management 89

Management Portfolio Stock 89

The TRADE

JUNE 17, 2025

The first trade in Nasdaq custom basket futures has been made by University of Cambridge Investment Management (UCIM) with a notional value of €80 million. The post University of Cambridge Investment Management makes first trade in Nasdaq custom basket futures appeared first on The TRADE.

Investment Manager 52

Investment Manager Trading Management Investment 52

CNBC: Investing

MAY 14, 2024

O'Neil was recently nominated for Morningstar's 2024 outstanding portfolio manager award for investing excellence.

Portfolio Management 110

Portfolio Management Management Portfolio Funds 110

Global Banking & Finance

DECEMBER 17, 2024

By Surajit Saha Investors and asset managers seek strategies that balance risk and growth during market volatility. Traditional portfolio models, like the 60/40 equity bond asset allocation, have been decades-long staples but are increasingly challenged by prolonged low interest rates, inflation, and unpredictable market shifts.

Portfolio 76

Portfolio Asset Management Equities Investors 76

CNBC: Investing

NOVEMBER 14, 2024

Burry, who now manages hedge fund Scion Asset Management, boosted his stakes in a few Chinese internet companies' ADRs.

Asset Management 114

Asset Management Portfolio Investors Funds 114

JD Supra: Mergers

JUNE 4, 2024

Private equity sponsors can exhale: A federal court recently stopped the Federal Trade Commission's (FTC) antitrust action that targeted private equity sponsor Welsh, Carson, Anderson & Stowe for the healthcare "roll-up" strategy of its anesthesia practice management portfolio company. The case, Federal Trade Commission v.

Private Equity 188

Private Equity Healthcare Equities Portfolio 188

Growth Business

JANUARY 22, 2025

As a matter of necessity, bootstrapped companies tend to be tightly run, with strong margins, satisfied customers, controlled expenses, and a strong emphasis on cash management. Bootstrapped companies have common challenges, with growth often constrained by a lack of capital, expertise in scaling a business and management.

Investors 98

Investors Business Portfolio Investment 98

The TRADE

APRIL 25, 2025

Broadridge Financial Solutions has expanded its product management team with Ian Williams and Anand Chintala stepping into senior roles within Broadridge Trading and Connectivity Solutions. Similarly, Chintala will become the divisions senior director in New York, and joins from Barclays, where he acted as director of portfolio trading.

Management 52

Management Trading Portfolio Media 52

CNBC: Investing

AUGUST 2, 2024

Nvidia shares can double from these levels, according to portfolio manager Dan Niles.

Portfolio Management 133

Portfolio Management Portfolio Shares IT 133

The Guardian: Mergers & Acquisitions

JANUARY 12, 2024

Global Infrastructure Partners, whose portfolio includes Gatwick, sold to BlackRock in $12.5bn deal From the humble luggage tray to filters that mask smells at sewage plants, the sale of some of Britain’s most pedestrian assets to the world’s largest money manager is to bring a multimillion-dollar payday to a small clutch of little-known bankers.

Sale 111

Sale Management Portfolio Investment 111

JD Supra: Mergers

MAY 14, 2024

In this episode, we’re joined by Caroline Cooley, managing partner and CIO for Crestline Summit Strategies. Caroline joined Crestline in 1998 and has since helped build the firm into a multi-strategy, multi-portfolio and multi-billion-dollar asset manager. By: Proskauer - Private Market Talks Podcast

Asset Management 152

Asset Management Portfolio Funds Management 152

CNBC: Investing

SEPTEMBER 2, 2024

This aerospace stock should triumph as ongoing manufacturing troubles plague Boeing, Artisan Partners' Chris Smith says.

Portfolio Management 106

Portfolio Management Stock Portfolio Manufacturing 106

CNBC: Investing

DECEMBER 29, 2023

Baron Fifth Avenue Growth (BFTIX) has rallied more than 58% this year, taking the No.1 1 spot for a winning stock fund in 2023, according to Morningstar.

Portfolio Management 101

Portfolio Management Funds Stock Portfolio 101

The TRADE

JULY 25, 2023

Named Clearwater-GPT, the solution claims to be the first AI-generative tool for the investment management industry and will be available to select clients throughout the second half of this year. Users will gain insights around public securities and private market investments with relation to their own portfolios.

Investment Manager 98

Investment Manager Management Investment Asset Management 98

The New York Times: Banking

JUNE 20, 2024

Portfolio managers have conflicting incentives as the economic and financial risks from climate change become more apparent but remain imprecise.

Portfolio Management 144

Portfolio Management Economics Portfolio Management 144

Mergers and Inquisitions

DECEMBER 6, 2023

Almost all conversations about buy-side roles eventually turn to multi-manager hedge funds , also known as “pod shops.” Multi-manager hedge funds promise investors solid risk-adjusted returns with low volatility; no matter what the broader market does, you’ll make money if you invest in them.

Funds 104

Funds Management Recruitment Portfolio 104

CNBC: Investing

JUNE 28, 2025

The portfolio manager of the Gabelli Growth Fund has significant exposure to the "Magnificent Seven" companies, with Microsoft, Nvidia and Amazon being its top three holdings. " "The largest investors in AI infrastructure are generating the most attractive returns today," he said.

Funds 119

Funds Stock Investment Portfolio Management 119

Global Newswire by Notified: M&A

DECEMBER 4, 2024

04, 2024 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that funds managed by Apollo affiliates (the “Apollo Funds”) have agreed to acquire a 50% stake in a Texas solar and battery energy storage system (“BESS”) portfolio from TotalEnergies. NEW YORK, Dec. GW and two battery storage projects with a combined capacity of 300 MW.

Portfolio 75

Portfolio Funds Management 75

CNBC: Investing

MARCH 7, 2024

Sonali Pier is a portfolio manager at Pimco and leads the firm's Diversified Income Fund.

Portfolio Management 138

Portfolio Management Portfolio Funds Management 138

The TRADE

JANUARY 10, 2024

Impax Asset Management has entered into an agreement to acquire the corporate credit assets from fixed income manager Absalon Corporate Credit, part of Formuepleje Group. Upon completion, Impax’s newly combined global team will have pro-forma fixed income assets under management and advice of £1.6 The sum has not been disclosed.

Asset Management 98

Asset Management Corporation Management Business 98