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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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Tag Archives: asset management
Largest pension fund worldwide, GPIF, increases equities and foreign allocations
The largest pension fund globally, Japan’s GPIF, is increasing equity allocations and foreign investments at the expense of fixed income to move into riskier assets. It’s part of what the media has called “Abenomics”, the not too creative neologism of … Continue reading
Posted in alternatives, Brand, cash flows, E&A, enskat associates, institutional investor, institutions, management, money, multi-convergence, pension funds, regulation, Warren Enskat
Tagged Abenomics, asset allocation, asset management, bonds, enskat, enskat associates, equities, GPIF, institutional investors, investing, japan, Pension Funds, stocks, warren
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Principal is buying majority stake in hedge fund manager. Alternatives, LatAm and more in E=MC2
E=MC2 The era of multi-convergence for investment management. A very important convergence trend for traditional asset managers has been to build up expertise in alternatives, to present holistic investment solutions and asset allocation views to institutional clients around the world. … Continue reading
Posted in alternatives, black swans, Brand, Chile, consulting, distribution, E&A, EFAMA, Enskat, enskat associates, institutional investor, institutions, Latin America, management, multi-convergence, pension funds, professional fund buyers, SWFs
Tagged asset management, CEO, cuprum, E&A, enskat, hedge funds, Liongate, McCaughan, multi-convergence, principal, retirement
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Multiconvergence: Orix buys Robeco for distribution and global brand
I am finishing a week of CEO discussions in Europe and, before flying back to NY, Orix just announced the acquisition of 90.01% of Robeco equity from Rabobank for about two billion Euros (240 billion yen) to expand the global … Continue reading
Posted in alternatives, asia, Brand, cash flows, distribution, E&A, enskat associates, institutional investor, institutions, management, Middle East, multi-convergence, pension funds, private banking, professional fund buyers, SWFs, UCITS, wealth management
Tagged asset management, brand, distribution, enskat, expansion, global, japan, m&A, Orix, Robeco
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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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Asia Society CEO luncheon, HK
We picked the Asia Society for Asset International’s CEO luncheon in HK for numerous reasons. First, John Rockefeller III founded the Asia Society in New York on Park Avenue in 1956 to foster exchange and collaboration across the arts, business, … Continue reading
Posted in alternatives, Brand, China, E&A, enskat associates, information delivery, multi-convergence, professional fund buyers
Tagged Asia society, asset international, asset management, CEO, daniel enskat, enskat, foreign policy, hang seng, Hillary Clinton, HK, hong kong, jim casella, luncheon, new york, ny, pacific, q w lee, Rockefeller
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Earnings: BTG Pactual moves forward – acquisitions, investment funds, record numbers … and a lower Selic rate
When writing about Latin America, one cannot avoid looking at the example of Brazil. When writing about Brazil, one cannot avoid looking at the example of BTG Pactual. I have clearly written a lot about the firm in recent months … Continue reading
Posted in alternatives, Brazil, cash flows, Chile, distribution, E&A, Enskat, enskat associates, institutional investor, institutions, investment banking, LatAm, Latin America, multi-convergence, professional fund buyers, wealth management
Tagged asset international, asset management, BACEN, Brazil, btg, cash flows, celfin, E&A, EAQ, earnings, enskat, enskat associates, institutional investor, investment banking, Pactual, real estate, Selic, wealth management
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China & the world: new leadership, partnerships, investments, SWFs
I am writing this post on board Cathay Pacific 830 from HK to NY en route to Sao Paulo, following two weeks of off the record discussions with CEOs, institutions, and government officials in Asia. (Quick side note, Marester, the … Continue reading
Posted in alternatives, asia, books, cash flows, China, E&A, enskat associates, institutional investor, Latin America, multi-convergence, professional fund buyers, SWFs, wealth management
Tagged asia, asset management, Beijing, CBRC, China, Csrc, enskat associates, ETF, hong kong, huatai, icbc, institutional investing, John Kerry, PBC, pine bridge, PRC, strategic insight
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Earnings season: Carlyle Group acquires asset manager, raises 3.4b in fresh capital
As mentioned in my recent postings on institutional investors, SWFs have increased their interest and stakes in private equity firms in the crisis. CIC took a 10% stake in Blackstone, ADIA acquired 7.5% in the Carlyle Group. Among the highlights … Continue reading
Posted in alternatives, beauty, black swans, cash flows, China, Enskat Associates, information delivery, Latin America, management, Middle East, multi-convergence, private banking, professional fund buyers, SWFs, UCITS, Uncategorized, wealth management
Tagged asset management, blackstone, Carlyle, Carlyle engine, Conway, E&A, earnings, enskat associates, kings, kkr, PE, performance fees, private equity, quarterly, Rubinstein, vermillion
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