Davis Polk & Wardwell LLP’s Post

The Wall Street Journal quoted Akin investment management co-leader Barbara Niederkofler on the Fifth Circuit’s decision to fully vacate the Private Fund Advisor Rule to halt the SEC’s authority to regulate private funds. Read more here: https://lnkd.in/eMKp5FwN #InvestmentManagement #PrivateEquity

Akin’s investment management practice is thrilled to sponsor the #ALTSTX Alternative Investments Conference in Dallas on November 7-9. The event, produced by the CFA Society of Dallas-Fort Worth and the CAIA Association, will feature a roundtable discussion from Jim Deeken and Jason Glennon entitled “Unlocking Growth: Credit Evergreen Funds and BDCs in the Investment Industry.” Jim and Jason’s presentation will cover why credit funds and business development companies are so popular in the market and how fund managers and investors can leverage both. Learn more about Akin’s investment management practice and our innovative work in alternative investments here: https://bit.ly/3MsEqCr. #Alternatives #CreditFunds #Networking #InvestmentManagement #Dallas

In October, 18 investment trusts entered the Academy of Funds. Mirroring the open-ended funds, the tiered ratings range from AAA to A and reflect our analyst’s conviction in a strategy’s ability to meet its stated objective and meet investor expectations. • 6 AA Rated Strategies • 1 Responsible AA Rated Strategy • 10 A Rated Strategies • 1 Responsible A Rated Strategy Take a look at the full list of investment trusts here: https://loom.ly/u3I-h-k #SquareMileResearch #FundResearch #InvestmentTrusts

Why has factor investing become so popular in the UK? It was wonderful to get John Warren, Fund Manager of the TM Tellworth UK Select Fund, into the Talking Markets armchair for the first time for this edition of Talking Markets, as he shared the fund’s strategy and philosophy and talks through the long/short equity process. For investment professionals only. Capital at risk. #UKequities #longshortequities #UKinvesting

John Hunt authored the 2024 Investment Adviser Regulatory and Compliance Annual Letter from Sullivan’s Investment Management and Private Fund Formation Practice Groups. The letter is intended to help address this new year’s investment adviser and private fund regulatory reporting and compliance obligations. It also is intended to provide insight on regulatory initiatives that we expect to be just over the horizon. Read the annual letter: https://lnkd.in/dHVEvFUT The letter also includes links to some of our thought leadership published in 2023, focused on cross-border investment management and private funds. #WhatsYourNext

Useful reference point for anyone in the funds industry!

This graphic has a valuable message. Private equity returns 1.6x of public markets annually... To give more access, the Equal Opportunity for All Investors Act allows people to become accredited investors by taking an exam. Tony Robbins talked about how working with CAZ Investments has given him a stake in 65 different private equity firms. Access is increasing. Image source: CAZ Investments Written by: Arun Khemani

Learn more about alternative investments. Watch our Alternative Investment Conference featuring Jason Isaacson from IP Capital Partners. Jason Isaacson's segment discusses "Commercial Real Estate Investing in Florida." We are an independent investment firm, so our asset managers have more freedom, more alternative investment options, and higher payouts. Click on the following LINK to view conference segments: https://lnkd.in/em2DbADr #MacNicolAsset #AlternativeInvestmentConference #event #MAAM #RIA #Investmentadvisor #assetmanagment #wealthmanagement #advisors #financialadvisors #alternativeinvestments

Akin investment management partners Amanda Butler-Jones, Daniel Quinn and Fadi Samman are featured in Private Equity International discussing activity and developments impacting the secondaries market.   Read the themes and highlights from the Q&A here: https://lnkd.in/ex4g8tZe   #Secondaries #InvestmentManagement 

The Weitz Core Plus Income Fund, led by Tom Carney, CFA and Nolan Anderson of Weitz Investment Management, continues to thrive despite shifting interest rate expectations. With a strategy rooted in fundamental analysis and a broad approach to bond market opportunities, the team remains agile in today's unpredictable financial landscape. https://hubs.la/Q02L0CzJ0 #InvestmentStrategy #BondMarket #WeitzInvestmentManagement #Fundamentals