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- Sixth Street partners with Northwestern for $13B in ABS
- Capital Group and KKR enter into strategic partnership for alternatives, private credit, and beyond
- Aflac gets into private credit with 40% stake in Tree Line Capital
- Brookfield acquires majority stake in asset-based private credit firm Castlelake – another david and goliath partnership.
- BNY partners with CIFC on private credit
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Category Archives: consulting
Multi-Convergence: HK PE firm GCS buys Dexia Asset Management
That was fast. Less than ten days after entering exclusive acquisition talks with Dexia, HK-based private equity firm GCS Capital is buying the asset management arm from the Dexia group, a case of #East2West and #Multi-Convergence. The price was set … Continue reading
Posted in alternatives, asia, black swans, Brazil, cash flows, consulting, distribution, E&A, enskat associates, institutional investor, investment banking, multi-convergence, private equity
Tagged dexia, E&A, enskat associates, GCS, hong kong, icbc, m&A, multi convergence, PE
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Global Trends 2030 – Welcome to the Future
The sad thing about the comprehensive work of the National Intelligence Council looking at future global trends is that it only is published every four years, and the speed of change has been increasing dramatically. To that end, #GT2030 has … Continue reading
Posted in alternatives, apps, asia, black swans, cash flows, Chile, consulting, distribution, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, lifestyle, multi-convergence, pension funds, private banking, private equity, professional fund buyers, wealth management
Tagged 2030, 401k, aberdeen, asset management, blackrock, Brazil, btg, E&A, emerging markets, enskat associates, future, global middle class, Global trends, Investec, latam, marketing, multi convergence, national intelligence council, nic, retirement, social media
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LatAm keynote and client meetings: 2013 trends for Brazil and Latin America
Just touched down in New York after a week of meetings and speeches in Latin America around the annual Fund Forum. With the Selic rate down 525 bps to 7.25%, the industry for the first time in years is seeing … Continue reading
Posted in alternatives, black swans, Brand, Brazil, cash flows, Chile, consulting, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, multi-convergence, pension funds, private banking, professional fund buyers, wealth management
Tagged asset international, asset management, assets under management, aum, BBDTVM, bradesco, Brazil, btg, cash flows, CEOs, consulting, database, E&A, enskat associates, fund forum, HSBC, Itau, latam, latin america, multi-mercado, Santander, Selic, soti, strategic insight
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LatAm saves Santander and BBVA in Europe: reverse engineering of success
Last week, Spanish prime minister Mariano Rajoy used a LatAm summit to ask business leaders to invest more in Spain as a platform for growth in Europe, Asia, and Africa – “Spain receives Latin America investments with open arms.” Cool. … Continue reading
Posted in alternatives, black swans, Brand, Brazil, cash flows, Chile, consulting, E&A, Enskat, enskat associates, institutional investor, investment banking, LatAm, Latin America, multi-convergence, pension funds
Tagged asset management, banking, BBVA, Brazil, btg, Chile, E&A, earnings, enskat associates, latam, mexico, profits, Santander, Spain
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Earnings season: Goldman Sachs with 850b in investment mgmt assets and 8b in net revenues
Leaving aside that Goldman got in trouble for preparing for trouble in the aftermath of Sandy, the firm reported strong quarterly results. 850+ billion in investment management assets, over $8 billion in net revenues, with over $4 billion in institutional … Continue reading
Posted in alternatives, black swans, cash flows, consulting, distribution, E&A, enskat associates, institutions, investment banking, Middle East, multi-convergence, private banking, private equity, professional fund buyers
Tagged asset management, Blankfein, E&A, earnings, enskat associates, financial advisory, goldman sachs, GS, institutional investor, investment banking, investment management
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After #Sandy: Speeches and meetings in Asia and Latin America
After a week without power or water, thanks to Sandy, I am about to fly over to Asia for two weeks, followed by a week in Latin America later in November. The week here showed NY and the world how … Continue reading
Posted in alternatives, asia, beauty, black swans, books, Brand, Brazil, cash flows, Chile, China, consulting, EFAMA, Enskat, Enskat Associates, information delivery, LatAm, Latin America, management, money, multi-convergence, pension funds, private banking, professional fund buyers, SWFs, wealth management
Tagged asia, asset international, Brazil, cash flows, Chile, China, cic, E&A, enskat associates, europe, gic, HK, institutional investors, latam, latin, petrobras, Sandy, Selic, SG, strategic insight, swf, SWFs, United States, us
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Customized beta… Rethinking alpha creation around factor- and risk-based investing
In my keynote speech in Aberdeen this summer, I referred to my firm’s research around volatility and risk management as “ROVO” – Return Optimization around VOlatility. In the overall risk-on/risk-off approach by institutions and private wealth managers post-crisis, volatility considerations, … Continue reading
Posted in alternatives, apps, black swans, Brand, cash flows, Chile, consulting, distribution, EFAMA, Enskat, Enskat Associates, information delivery, institutions, Latin America, management, multi-convergence
Tagged active, Alpha, alternatives, aqr, ATP, beta, blackrock, BMACS, bridgewater, customized beta, Dalio, daniel enskat, E&A, enskat, enskat associates, etfs, factor investing, hedge funds, Keller, LODH, multi convergence, natixis, northern trust, on off, passive, quarterly, risk, risk parity, ROVO, solvency, SPDR, state street
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Earnings season: Blackstone reports record AUM and strong performance fee growth
Blackstone reported a 7% appreciation in its private equity funds and a 5% increase in real estate. Chairman and CEO Stephen Schwarzman confirmed “gross organic inflows of $38 billion over the last year, with $14 billion returned to our investors, … Continue reading
Posted in alternatives, asia, black swans, Brand, cash flows, consulting, Enskat, Enskat Associates, information delivery, institutions, management, money, multi-convergence, pension funds, private banking, professional fund buyers, wealth management
Tagged advisory, alternatives, asset management, bep, blackstone, brep, capital trust, credit, dry powder, E&A, energy, eni, enskat associates, hedge, hfs, performance fees, private equity, real estate, Schwarzman, tactical, water mark
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Earnings season: Blackrock powers forward with iShares and equities
Blackrock this week reported an almost 25% increase in year on year quarterly earnings. Adjusted EPS stood at $3.47, with net income growth of 8% (17% as adjusted) from Q3 2011 on revenue of $2.3 billion. The most interesting statistic … Continue reading
Posted in alternatives, asia, Brand, Brazil, cash flows, consulting, distribution, Enskat, Enskat Associates, information delivery, institutions, lifestyle, management, movement, multi-convergence, pension funds, private banking, professional fund buyers, UCITS, wealth management
Tagged alternatives, asia, asset management, blackrock, E&A, earnings, east west, enskat associates, etfs, europe, fink, hedge funds, ishares, newcits, passive active, performance fees, quarterly results, solutions, ucits
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Where is the industry going to grow? US/Europe vs Asia/Latam
Where is the industry going to grow most in the coming years. The answer varies for a number of the leading investment managers around the world. Let’s take a look at a few examples. Flipping assets away from home Despite … Continue reading
Posted in alternatives, asia, Brand, Brazil, Chile, consulting, Enskat, Enskat Associates, institutions, LatAm, Latin America, management, multi-convergence, pension funds, private banking, professional fund buyers, wealth management
Tagged asia, asset international, aum, BBH, blackrock, Brazil, distribution, E&A, enskat associates, Franklin Templeton, industry, institutional investor, investment, julius baer, latin america, mexico, ml, outlook, pictet, principal, private banking, schroders, strategic insight, ucits, world wealth report, wwr
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