OfficeHours

JULY 14, 2023

Think from the perspective of a private equity player (even if your deal was not a PE deal), and implement important facets such as cash flow generation, ability to add leverage, growth levers, a strong management team, and a business that operates in an attractive, large, and growth industry. as many times as you possibly can.

Private Equity

Peak Frameworks

JANUARY 15, 2024

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. UBC also offers the elite Portfolio Management Foundation (PMF) program, which gives students practical investing experience and dedicated alumni support.

Investment Banking

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank

Peak Frameworks

SEPTEMBER 12, 2023

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. As the financial world evolves, so will VaR, and staying updated on its advancements will be a cornerstone of effective risk management.

Private Equity

Peak Frameworks

AUGUST 24, 2023

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. For example, Uber’s app-based distribution connects drivers (service providers) directly with riders (consumers).

Private Equity

Peak Frameworks

MAY 17, 2023

Additionally, if you’re interested in refining your Excel skills and recruiting for private equity, you should check out our , Private Equity Course. For instance, a private equity analyst can use VBA to build a custom function for calculating internal rates of return, ensuring consistent results across multiple analyses.

Financial Modeling

Mergers and Inquisitions

APRIL 5, 2023

Sovereign Wealth Fund Strategies Sovereign wealth funds can invest in almost anything, from equities to fixed income to real estate, infrastructure, private equity, hedge funds, and more. Some SWFs operate like long-only asset managers (i.e., and supporting your Portfolio Manager ’s ideas and requests.

Recruitment

Peak Frameworks

MAY 24, 2023

And if you're interested in investing jobs and breaking into private equity, our , Private Equity Course is designed for you. Role of Derivatives in Portfolio Management Derivatives play a crucial role in modern portfolio management.

Private Equity

Intrepid Banker Insights

NOVEMBER 16, 2022

We’re constantly monitoring our portfolio companies’ ability to pass on price increases, particularly as consumers’ wallets come under immense pressure.” – Portfolio Manager, private credit fund “There’s no such thing as a free lunch. The Fed Funds Rate sits at 4%, and SOFR is expected to peak at 4.8% in Q2 2023.

Advisory

Mergers and Inquisitions

JANUARY 31, 2024

Depending on your personality, skill set, and long-term goals, these single-manager funds or “hybrid funds” could be perfect or far from ideal: What Are Single-Manager Hedge Funds? That’s much too big for a single team, so they have multiple teams with different Portfolio Managers and Analysts separated by sector and strategy.

Funds

Razorpay

DECEMBER 15, 2024

This consolidated approach simplifies financial management and helps clients achieve their long-term objectives. Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds.

Bank

Mergers and Inquisitions

MAY 24, 2023

Here’s how these strategies compare on the “trading vs. private equity” spectrum: The big selling point of the “middle” strategies – special situations and distressed – is that their returns are relatively uncorrelated with the overall market , and they have greater potential upside than something like merger arbitrage.

Funds

Mergers and Inquisitions

JULY 23, 2025

Titles and groups are quite standard in IB but vary more in commercial banking (CB), and entry-level roles include everything from underwriters to credit officers to treasury officers/analysts and relationship managers; most people start as underwriters. potentially over a 2x difference at the top levels).

Investment Banking

M&A Leadership Council

MARCH 1, 2024

And as more companies embrace the “portfolio-managed enterprise” model, divestitures will play a more central role in these value-driven organizations, much as they do in today’s private equity firms. But divestitures have other benefits, such as allowing a business to refocus on its core competencies.

Mergers and Acquisitions

Transactional Delights

DECEMBER 6, 2020

Disclaimers: [link] There’s been some talk regarding the convergence of shareholder activism and private equity. Your initial thought may be one of surprise. The closing price on the business day before that offer is $66.59/share. 10/28/20 : CLGX announces it is engaging with third party acquirers with an offer of at least $80/share.

Investors

Mergers and Inquisitions

NOVEMBER 15, 2023

Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. Complete a part-time internship at a local private equity firm, venture capital firm, or search fund. Significantly improve your resume through several drafts.

CFA

Peak Frameworks

JULY 20, 2023

Perhaps you're an investment banker advising a client on the restructuring of their portfolio or a private equity professional evaluating various investment opportunities. Understanding and leveraging MPT principles can help you make sound, strategic decisions.

Portfolio

JD Supra: Mergers

MARCH 7, 2025

Given the UKs status as the largest centre for private market asset management in Europe, and the importance of fair and robust valuation practices in private markets, the FCA has addressed its review to valuation practices in the fund and portfolio management sector, as well as advisory services in the private equity, venture capital, private debt.

Valuation

Mergers and Inquisitions

MARCH 5, 2025

For example, there are multi-billion-dollar biotech hedge funds with 10%, 20%, or even 30% of their total capital in single companies : 3) Public / Private Crossover Finally, many biotech hedge funds also have divisions that invest in private startups, similar to life sciences venture capital firms and healthcare growth equity firms.

Funds