David Rondeau

Tune in live today for the "Direct Lending in Middle Markets" panel at the LPGP Connect 10th Annual Private Debt event. Our esteemed Speakers: 🎤 Palak Patel, Managing Director, Private Capital Markets, Kroll (Moderator) 🎤 Archit Sood, CFA Sood, Portfolio Manager, Global Credit, Investment Management Corporation of Ontario (IMCO) 🎤 Nicolas Nedelec, Managing Partner, Eurazeo 🎤 Marcus Badger, Managing Director/Direct Lending, Deerpath Capital 🎤 Timothy Lower, CEO/CIO, Willow Tree Credit Partners Don't miss out on valuable insights. Stay updated for more updates. #PrivateDebt #LPGPConnect #FinanceEvent #DirectLending #MiddleMarkets #ExpertPanel #IndustryInsights

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Below is the fourth and final highlight of a Fireside Chat featuring our CIO and Managing Partner, Robert Koenigsberger and our Chair, Mohamed El-Erian where they discussed A Better Approach To Emerging Markets. This clip explains the concept of a single line item, multi-asset emerging markets solution. Previous highlights shared on LinkedIn addressed: 1) Why investors have historically been disappointed with their investments in emerging markets.  2) An explanation of Gramercy’s better approach to emerging markets. 3) Why more managers are not running multi-asset portfolios in emerging markets. The entire conversation and all highlights can be found on our website: https://lnkd.in/grn9F_iu #finance #strategy #economy #investing #emergingmarkets

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How does a major #sovereignwealthfund diversify holdings in arts and culture offerings? If you follow ADQ they're accelerating expansion into new markets by investing in Sotheby's. More Chief Investment Officer Investment Officer. As a leading allocator do you believe art investing can help you diversify your institutional portfolio? How are you managing these investments and their expected return? Vidrio(dot)com is a leading solution that allows #assetowners to monitor #portfolioperformance across #alternative holdings. Don't waste time with other solutions covering only part of an alternative portfolio. Vidrio can be configured to assist with your #datamanagement controls, #riskmonitoring, #portfolioanalytics, and more. Demo slots are available as early as next week. Abu Dhabi’s ADQ to Take Minority Stake in Sotheby’s for $1B | Chief Investment Officer https://hubs.li/Q02LzDpB0

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𝐂𝐚𝐩 𝐌𝐢𝐝𝐝𝐥𝐞 𝐄𝐚𝐬𝐭 is excited to be hosting the team from LGT Capital Partners for an exclusive private breakfast with family offices in Dubai. LGT CP will share their insights on investing in European private credit, focusing on their strategic approach through the LGT Endowment, and discuss how they navigate the evolving European credit landscape. Attendees will also gain a closer look at the latest trends shaping the future of private credit investments. We look forward to an engaging session! #CapMiddleEast #LGTCapitalPartners #PrivateCredit #InvestmentInsights #DubaiBusiness #FamilyOffice #EuropeanMarkets #PrivateDebt

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There is no escaping Ozempic and Wegovy. Diabetes and obesity drugs are global phenomena. They've won over the rich and famous, generated billions in sales, and blown open a new market for weight-loss drugs, which Goldman Sachs estimates will reach $100 billion annually by 2030. Investors are closely eyeing the potential implications of obesity medications on the food industry, despite the early stages of their widespread adoption. Thus, investors are closely tracking these developments, anticipating how shifts in consumer behavior driven by pharmaceutical interventions could reshape market dynamics and present challenges and opportunities in future years. Learn more in our latest insight: https://lnkd.in/eM36Rb5w #ozempic #wegovy #marketrends #privateinvesting #alternativeinvesting #hedgefunds #biotech #pharma #innovation For registered investment advisors only. IMPORTANT DISCLOSURE: https://lnkd.in/e3VJtU2Q

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Partner Content ✨: Emerging Markets – A SmartGARP view. Artemis Investment Management’s Raheel Altaf reveals how he is buying high-quality companies on a discount to the market. Check out Raheel Altaf's latest article 👇 https://incm.pub/4a8tF15 #investing #assetmanagement #wealthmanagement #finance

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Jonathan Alden, CFA, SVP, Head of Investor Relations at Vintage participated on a panel at SuperReturn Middle East in Dubai: "Through the lens of the LP: What Can One See"? Jonathan joined Christiaan de Lint, Headway Capital Partners | Scott Garfield, Manulife Investment Management, Jörg Goschin, KfW Capital | and Asif Khan, Astro Holding. The panel discussed- 🔷 What sectors are different LP types from different regions zooming in and out on and what factors are swaying those preferences? 🔷 How are Middle Eastern LPs balancing portfolio diversification and strategic alignment with state goals? 🔷 What challenges are the LPs facing when it comes to the investment selection process and how can they be best addressed? 🔷 International appetite: which destinations are capturing the most LP interest? #Dubai #VintageInvestmentPartners #Lps

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Our Managing Director, Saad Adada, CFA, spoke with IFN Investor about #PrivateEquity trends, covering #AI investments and the growing role of #secondaries. Mnaara continues to bridge gaps, facilitating greater access to private markets. Check out the discussion highlights. #AIInvesting #ShariahCompliant

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As the growth of private markets continues and a new breed of megafunds emerges, Iyan Adewuya argues the ability to scale operational processes throughout the investment lifecycle will determine which firms are most successful. He explains how we are empowering LPs and GPs to stay ahead with our unique combination of software, services and data, and how we are harnessing the potential of AI within our iLEVEL portfolio monitoring solution. Read our blog for more: https://okt.to/Na7z1X #PrivateMarkets #PrivateEquity #PrivateCredit

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As the growth of private markets continues and a new breed of megafunds emerges, Iyan Adewuya argues the ability to scale operational processes throughout the investment lifecycle will determine which firms are most successful. He explains how we are empowering LPs and GPs to stay ahead with our unique combination of software, services and data, and how we are harnessing the potential of AI within our iLEVEL portfolio monitoring solution. Read our blog for more: https://okt.to/VEeaMi #PrivateMarkets #PrivateEquity #PrivateCredit #problemssolved

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Adeliada Mehmetaj, Ph.D., CSO & Co-Founder | Briseida Gjoza, CEO & Co-Founder “Funds are losing money by not integrating ESG properly. ConsciESG (Techstars '24) offers a platform with the first ESG scores proven to correlate with stock returns, empowering hedge funds and asset managers to achieve higher returns while delivering a positive impact on the environment and society.” Read full interview below:

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Our Q1 2024 Review is avalaible for listeners and readers with Hossein Ghaffari Aram, CFA, MBA and myself. Another interesting and challenging quarter performance and volatility wise. 5149894844

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🙏 Thank you to everyone who tuned into the Nasdaq eVestment quarterly trends broadcast earlier this week! ▶️ For those who missed it, catch the replay here: https://lnkd.in/eXSbGxNf 📊 The visual below, from a pre-broadcast question on home country research biases, highlights US investors directing the most research towards domestic managers in Q3. Tune in to see further detail as to where and what institutional investors, across various domiciles, were focusing on when conducting due-diligence across domestic and non-domestic managers the past quarter (when looking to make potential allocations across their portfolios in the future). 📈 #Nasdaq #eVestment #InvestmentTrends #DataAnalysis #institutionalinvestors #assetmanagement

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Your Next Trade Ep67 "End of the Month BANG" In this episode of "Your Next Trade", I cover recent developments like: Options impact, copper weakness, AAPL catalyst, LULU expectations... https://lnkd.in/eiwyA2Xm #stocks #bonds #currencies #commodities #trading

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A quick read on our initial thoughts on the ongoing tensions in the Middle East.

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I think it is concerning when younger folks start becoming resigned to war and conflict between the West and the Rest. This is not inevitable. Western leaders urgently need to adjust their rhetoric. Joe Biden, in particular, has been immensely destructive in his positioning of the Rise of the Rest as an *existential* struggle between #autocracy and #democracy. This is a foolish characterization of geopolitics. However, the constant repetition of this refrain is now taking root in the idea that the West must inevitably fight the Rest for its own survival. This is faulty reasoning of the worst kind. It is an exceptionally bad idea. If it is further encouraged, it will lead to a disaster for all of us. It is really up to us who are older, who have seen a lot more of life, and this world, through many ups and downs, to remind folks that war is a choice. It is never necessary, but it is often a convenient political distraction. Wise leaders will adjust their course. Foolish leaders will not. Senile leaders will (hopefully) go buy an ice-cream and get out of the way.

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@Liz Perenick, Head of Portfolio Management for Private Placements, was excited to join a panel on key industry trends at this year's Private Placements Global Forum: Europe. The conference featured industry leaders covering a comprehensive agenda of today's major topics in private placements, including market updates, issuer perspectives, and much more. #insuranceassetmanagementstrategygroup #insuranceassetmanagement

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