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Paulson Investment Company, an investment banking firm focused on small-cap and mid-cap markets, has agreed to pay a fine of $100,000 as a part of a settlement with the Financial Industry Regulatory Authority. #PaulsonInvestmentCompany #alternativeinvestments #brokerdealer #RIA #registeredinvestmentadviser #FINRA #financialservices #adviser #brokerage

Learn more about the 3 highest conviction areas for PIMCO within asset-based lending from private credit specialist Kyle McCarthy and Angela Shiu, CA, CFA. https://pim.co/8047rre6 #privatecredit #alternativeinvestments #PIMCOAPACInsights

Learn more about the 3 highest conviction areas for PIMCO within asset-based lending from private credit specialist Kyle McCarthy and Angela Shiu, CA, CFA. https://pim.co/z0wfret2 #privatecredit #alternativeinvestments #PIMCOAPACInsights

Learn more about the 3 highest conviction areas for PIMCO within asset-based lending from private credit specialist Kyle McCarthy and Angela Shiu, CA, CFA. https://pim.co/d8qm6qun #privatecredit #alternativeinvestments #PIMCOAPACInsights

J.P. Morgan has partnered with Cliffwater, FS Investments, and Shenkman Capital Management, Inc. to increase its presence in the $1.7 trillion private credit market. Through this partnership, JP Morgan will originate loans and co-invest with these direct lenders, who will have limited ability to opt out of deals over a set period. While representatives from JP Morgan, Cliffwater, and Shenkman declined to comment, FS Investments confirmed its involvement in the collaboration. The move is part of a broader trend of banks seeking to reclaim profits in the fast-growing private credit market, which has eroded some of the earnings of traditional leveraged finance operations. Many banks response, including JP Morgan, has been to establishing direct lending initiatives or team up with private credit managers. JP Morgan has set aside over $10 billion to support its entry into this market, similar to partnerships formed by Citi, Wells Fargo, and Barclays.

Exclusive $700M Investment-Grade Bond Backed by SLS Policies: Secure High-Yield Returns – Inquire Now! For institutional investors seeking secure, high-yield investments, bonds backed by Senior Life Settlement (SLS) policies, structured as asset-backed securities (ABS), offer a unique opportunity. With insurance guarantees from firms like Lloyd’s of London, these bonds provide non-market-correlated returns, ideal for diversifying portfolios. DVB Capital Assets II LLC has issued a $700 million bond, currently live and trading, available for sale and LTV (Loan-to-Value) opportunities. This high-value bond, secured by SLS policies, stands as a premier offering in the structured finance market, targeting sophisticated investors. Firms like Coventry First, Windsor Life Settlements, and financial institutions such as Credit Suisse and Deutsche Bank have long been key players in this space, facilitating robust investment-grade products. With consistent growth in demand for alternative assets, this $700 million bond presents an exclusive chance for investors looking to capitalize on a secure, asset-backed financial instrument. Backed by active trading and premium guarantees, it’s an attractive option for those seeking stability and significant returns. If you are interested, feel free to contact me at [email protected] for more details.

#InstitutionalInvestorNewsletter: The #SecondariesMarket continues to serve as a key transactional tool, #NAV lending and preferred equity at historic highs. #InvestmentManagement #Lending #NetAssetLending https://lnkd.in/dkztNbHp

This article brings to light crucial points about the information asymmetry in private assets. One of the key challenges in the private debt and equity space is ensuring transparency and accurate valuation. Investors must prioritise thorough due diligence and continuous monitoring to mitigate risks associated with these investments. Additionally, leveraging technology and data analytics can enhance the accuracy of information and improve decision-making processes. It's essential for industry stakeholders to collaborate and establish best practices to maintain integrity and trust in the market. #privateequity #privatecredit

According to Manulife Investment Management, CLO Equity plays a key role in managing first-loss risk in Collateralized Loan Obligations, backed by diversified syndicated loans. Their latest article provides a detailed look at how these structures work and the potential benefits for equity investors. Download the full article to learn more: https://lnkd.in/gRKB49BP #InsuranceAUM #CLO #PrivateCredit #LeveragedLoans

Why It’s time to implement a formal feedback process into your practice Do you know that Client feedback plays a crucial role in effective client servicing for mutual fund transactions. By actively seeking and responding to client feedback, financial advisors can: ✅Improve the overall client experience and build stronger relationships ✅Identify opportunities to improve and offer more robust client service ✅Demonstrate your commitment to client needs, increasing satisfaction rates ✅Gain valuable insights that guide decision-making for their practice ✅Increase client retention and attract new clients Watch Ashish Sethiya explaining how client feedback is a powerful tool for financial advisors to enhance the client experience, drive business growth, and deliver more effective mutual fund servicing. Watch the Full Video Here : https://lnkd.in/dgdGjSJj #AssetPlus #ClientSatisfaction #Grievance #MutualFunds #FinancialPlanning #MFClientServicing #MFStandardisation #UpSkill #FinancialAdvisors #MFD #RIA #ProMembership #NetworkFP #PFP #NFP