This month we look back at alternative fund news and insightful guest features on sector trends, offering you a fresh perspective on the alts industry.
We look back at fund performances and fundraising in PE, hedge funds and credit. Elliott has been very busy, not only raising funds but also taking sizeable positions; Ackman is lining up an IPO in 2025; funds are building commodity teams and crypto exposures; we pick up family office trends and much more. We also take a moment to look back at Jim Simons' life, 'An extraordinary life of a quant pioneer and philanthropist.'
Arosa Capital Co-Founders Alexandra Daly and Peter Soliman write about gender inequality in venture capital funding, with funds dedicated to female entrepreneurs not just a nod towards social justice but a testament to the untapped potential that can drive significant economic growth and innovation.
Prosek Partners' Josh Clarkson changes tack with a look at the trend among large alternative managers to acquire and build life insurance components as they seek to generate uncorrelated outsized returns.
In Letter from America, Mark Kollar examines the rise of continuation funds as a standalone investment strategy. Should portfolio companies continue to be scalable with further potential upside, why not hold on to them a little longer to realize more value? Mark is starting to see sector specialists move more money into designated funds and believes there is further growth on the cards.
In our comprehensive Regulatory Update, RQC looks at the FCA's ambitious agenda, the themes in Market Watch 79, sentencing for insider dealing and Citigroup Global Markets being fined for systems and controls failures. In the US, the SEC and FinCEN propose a Customer Identification Program, the SEC adopts amendments to Regulation S-P, the NFA modifies member questionnaire requirements and the SEC charges an IA with failure to disclose conflicts of interest.