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Behind the Scenes at Orchard Platform, a Struggle to Innovate

On a warm morning early last year, a start-up founder named Matt Burton addressed a group of 175 investors and executives at the sleek glass IAC building in Chelsea.<p>Mr. Burton described how his company, Orchard Platform, already a provider of loan data to financial institutions, would soon unveil …

Finance

World's Largest Pension Fund Starts Search for Alternative Investments

Japan's Government Pension Investment Fund today begins its mission to allocate to alternative investments, a first step along a path to possible …

A Silver Lining of Compressed Fees: Alts Are Thriving

Fee reduction is one factor that has attracted big money to alternative investments.<p>Investment advisors have seen an increased squeeze not only in …

Private Equity Comes To Grips With High Prices

As private equity general partners (GPs) and limited partners (LPs) contemplate moves for the coming year, persistently high asset prices are playing a larger role in their thinking.<p>The accretion of dry powder (committed yet undeployed capital) to new record levels is not expected to slow anytime …

Venture Capital

JPMorgan's fintech strategy

<i>This story was delivered to BI Intelligence "Fintech Briefing" subscribers. To learn more and subscribe, please click here.</i><p>JPMorgan Chase has been one of the most active incumbents in adjusting to an industry increasingly transformed by fintech, striking data-sharing deals and innovating …

FinTech

When private equity firms target family businesses

Inviting private equity investors into the family business was not initially appealing to Reungdej Dusdeesurapoj and his siblings.<p>SMK — the insurance …

Private Equity

New Prominence For Operational Due Diligence In Private Equity

Margin assessment rules when it comes to private equity deal success. Having observed the PE industry over decades, Bain & Company has identified a set of winning factors that highly correlate with deal success, as well as factors likely to undermine a deal. Margin assessment is the only factor …

Venture Capital

Machine learning is now used in Wall Street dealmaking, and bankers should probably be worried

It has been said that Wall Street dealmaking is more art than science. That could be changing.<p>JPMorgan, which is spending big on technology as it looks to cut costs and increase efficiency, last year launched a predictive recommendation engine to identify those clients which should issue or sell …

Machine Learning

How ETFs Are Transforming Fixed Income - Bloomberg

<b>Leighton Shantz had</b> barely begun managing part of the $26 billion pension fund for Texas state employees when he got a crazy idea.<p>The fund’s …

The World's Richest Hedge Fund Billionaires 2017

Wealth

Private Equity Masquerade

Considering the magnitude and duration of this bull market, it is remarkable how broadly unrecognized it remains.<p>We restate will the idea that …

Prominent Fintech Marketing Firm Leverage PR Sold to Caliber Corporate Advisors

Founder Joy Schoffler Expected to Remain Involved with the Firm.<p>Leverage PR, a prominent marketing firm engaged in the crowdfunding and Fintech …

College Endowment Six-Month Returns Boosted by Global Stocks - Bloomberg

U.S. university endowment performance picked up after losses in 2016 forced some schools to spend more than they earned and consider cutting …

Alternative Investments Are on the Rise: Learn to Profit From Them

<b>Alternative investing is about to have its day — and we feel it’s going to be a long and sunny one. Interest in alternative platforms has been</b> …

Finance

Decision Guru And Hedge Fund Billionaire Ray Dalio Is Crazy Like A Buddha

Ray Dalio, founder of Bridgewater Associates, speaks at Davos in 2017. (AP Photo/Michel Euler)<p>Ray Dalio runs the largest hedge fund in the world. His personal net worth is $17 billion. Along with Bill Gates and Warren Buffett, he pledged to give half of his money to charitable causes. At the same …

Wealth

IT sector saw increased private equity investment in 2016 - Financial Regulation News

The information technology (IT) sector saw a huge jump in private equity investment in 2016, while investment in consumer products and services fell, …

Zig When Others Zag In Private Equity

To source more potential deals, some leading private equity firms have narrowed the aperture to focus on an investment “sweet spot.” They look only for assets that live in the realm where they have already executed successful deals. Contours of the sweet spot are defined by variables such as the …

Venture Capital

MUFG, Standard Chartered Plan Blockchain Payments Launch for 2018

A group of international banks is reportedly planning the launch of cross-border payment services backed by blockchain.<p>According to <i>Nikkei,</i> the group …

At BlackRock, Machines Are Rising Over Managers to Pick Stocks

Score one for the machines.<p>The largest fund company in the world, BlackRock, has faced a thorny challenge since it acquired the exchange-traded-fund business from Barclays in 2009.<p>These low cost, computer-driven funds have exploded in growth, leaving in the dust the stock pickers who had spurred an …

Investing

Here Is A List Of 48 Hedge Fund Terms Every Investor Should Know

Hedge Fund Terms here is a list for you.<p>For many investors, hedge funds appear to be shrouded in mystery.<p>There’s a practical reason for this. The …

Liquid vs. Traditional Hedge Funds and Alternatives: Accessing the Right Managers

In addition to accessing the right alternative strategies, investors must also focus on accessing the right managers within those strategies. While …

Making Bold Bets on Alternative Investments—and Winning

Highland Capital’s Dondero says his strength is thinking through debt deals, turnarounds, and trends.<p>Jim Dondero’s bio paints an imposing picture. An …

Top 25 Annual Fintech Conferences Your Business Needs Attend

The rapid growth of the fintech industry has been matched by the mushrooming number of international conferences.<p>As fintech continues to attract interest among a wide range of industries and offer more applications for some of the key issues impacting industries like payments, insurance, …

FinTech

Forbes Family Trust wins "Best Alternative Manager"

I recently caught up with Forbes Family Trust CEO Keith Bloomfield to discuss his recent “Best Alternative Manager” victory at the Annual Family Wealth Report Awards. I serve at Vice Chairman of FFT and it has been an honor and privilege to watch Keith and his team build Forbes Family Trust into a …

Wealth

Closed-End Funds: Democratizing Alternative Investment Strategies

Once the province of institutional investors and the ultra-wealthy, alternative investments have gone mainstream, drawing significant interest from …

Deutsche Bank seeks to court fintech with New York innovation lab

Deutsche Bank opened an innovation lab in New York Tuesday morning.<p>In so doing, it joined the latest fad among large international banks: courting …

How Cliff Asness Became A Billionaire By Building A Kind Of Vanguard Of Hedge Funds

Clifford Asness, chief of AQR Capital Management, is the face of a trend that is sweeping Wall Street. A quantitative trading pioneer with a background that includes a doctorate, Goldman Sachs and hedge funds, Asness has experienced highs and lows over his 25-year career. He is now running one of …

Finance

Private Equity Wins Even When It Loses, Thanks to Debt Markets - Bloomberg

The Payless shoe company was already on its way to becoming another retail victim of the internet when the private equity guys showed up.<p>That the …

China and the U.S.: The Next Two Years for Institutional Investors

A lot can happen in two years. Look what just happened in the final five months of 2016. Even the most sophisticated of financial pundits and asset …

United States

Digital Disruption Has Arrived In FinTech

ClearBank launched on February 28th in London<p>ClearBank, the first new clearing bank to be authorized in the UK in over 250 years launched on February 28th. This is one of the most exciting new FinTech launches with significant implications for the financial services ecosystem, though I must warn …

FinTech