Alexander Zigerelli

In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/3V1Azji #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/3Kq59hE #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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From streamlining the deal process to making companies appear attractive for acquisition, Cantor’s Managing Director in Technology Investment Banking Mark Baillie discusses how #GenAI will impact M&A and raising capital.

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Category Spotlight Equity: U.S. Small Cap - Blend Updated monthly, our Category Reports offer a 30,000-ft. view of a given ETF category. Inside, you'll find at-a-glance visualizations of flows and category growth; structure breakdown of ETFs within the category; performance overview; risk relative to broad benchmarks and category averages; composition and fundamental analysis and much, much more. The category reports utilize ETF Action's proprietary ratings for efficient and effective analysis.   Highlights from June's U.S. Small Cap Blend Category Report: The Equity: U.S. Small Cap - Blend category is comprised of 50 ETFs with nearly $260 billion in assets under management Average expense ratio is 34 bps, average lifespan is 7.63 years, average ADV is $99.52 million, and average TTM yield is 1.00% The category gathered $2.7 billion in net inflows in June, the Global X Russell 2000 ETF (RSSL) saw $1.3 billion in net inflows for the month   The iShares Russell 2000 ETF (IWM) also gathered $709 million in net inflows for the month but has seen more than $3 billion in net outflows over the past 3 months Just 5 ETFs in the category were in the green for June, average 1-month return was -1.05% 46 ETFs in the category have high or above average value ratings, the Cambria Micro and SmallCap Shareholder Yield ETF (MYLD) has the highest value rating To view the entire category report please see the image below www.etfaction.com - Free Investing tools Sign up for our daily note: https://lnkd.in/ez29Dap #investing #etfinvesting #ETFs

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🚀 Exciting news from Scala Capital, LLC! Founder Alberto Siblesz shares insights on their commitment to client profitability through private credit. With a diverse client base spanning Latin America, Scala Capital emphasizes the importance of financial education and alternative investments to ensure peace of mind and strong returns. 📈 Siblesz highlights, "We believe in private credit and feel more secure with it, despite our portfolios including fixed income, stocks, ETFs, and mutual funds." #PrivateCredit #Investment #FinancialEducation #ScalaCapital #ClientProfitability https://lnkd.in/dxKZpU2b

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Happy to share my blog post for SeaFort Capital Inc. where I discuss what the past nine months have looked like and the type of work I have been doing so far!

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Kimberly Ann Flynn, CFA joined Skyler Steinke and Mike Schroeder, CFA on the Alt Funds Network podcast to discuss the growth of the interval fund market and why alternative asset managers are adopting the structure. In the episode, Kim explains the key characteristics of interval funds and the considerations for sponsors when developing and launching these products. To listen to the full conversation, click the link below. https://lnkd.in/gJJqJiRA #Intervalfunds #Closedendfunds #AlternativeInvestments 

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Our Portfolio Manager, Sam LaBell, appeared on BNN Bloomberg with andrew bell to discuss how high, sticky inflation is good for commodities, provided the economy continues to hold up.* "Ultimately, we think we're entering a nice stable period for oil," Sam said. That stability in the price of oil will allow Canadian oil sands companies to generate high free cash flows, he said, adding that most of the oil sands companies have hit their debt targets, so they're able to return those high cash flows to shareholders.   He also questioned the copper rally and explained why Rogers Communications Inc. (NYSE: RCI, TSX: RCI.b) is his top pick in a struggling communications services industry.   https://lnkd.in/gC2PNRHN #marketstrategy #investing #wealthmanagement #financialadvisors #stocks #equities #oilsands #oilandgas #copper *Sam Labell is an Advising Representative with Veritas Asset Management Inc., an Investment Fund Manager, Portfolio Manager and Exempt Market Dealer registered in the provinces of Ontario and Manitoba. The opinions and statements expressed by Sam in his appearance are his personal views and do not necessarily reflect those of the Veritas Group of Companies. They are effective as at the date of the broadcast only and may be subject to change.

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Wondering why Alternative Investments keep cropping up in your news feed? What's all the fuss over this [growing] group of assets? Join our partners at Blue Vault Today, June 20th, at 2 pm EDT for a panel discussion from leading alternative investment manager executives, including our very own Michael Crimmins from Madison Capital Markets! This exceptional panel will discuss: Why Alts have been in the news so much lately How advisors are currently utilizing Alts in their practice Where do they think things are heading   Don't forget to register today to reserve your spot ➡️ https://lnkd.in/ejVq3wVM #madisoncapitalmarkets Madison Capital Markets Blue Vault #altinvesting #alternativeinvesting #altinvestments #investing #selfstorage #multifamily #commercialrealestate #commercialproperty #storage #multifamilyconstruction #multifamilyinvesting #storageinvesting #commercialinvesting #boatrvinvesting

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The #gpstakes activity in private markets continues to be active and intriguing, and this one is particularly of interest and in my favorite market for private equity. Chicago-based Linden Capital Partners are one of the best private equity fund managers in the business focused on the healthcare industry, having raised over $7 billion in capital in the 20 years since inception, and delivering exceptional realized returns consistently at the 2.5x - 3.5x MOIC, with highly supportive limited partners especially given the strong track record and consistency. If carried interest is a driver of value in GP stakes investments, Linden Capital Partners will no doubt be one of the best and proven at delivering. Partnering with Blue Owl Capital could be highly synergistic, especially as Linden Capital Partners have recently launched their Sixth flagship private equity fund targeting $4 billion+ in commitment. With Blue Owl Capital building their presence in the Middle East, and Middle East limited partners seeking and prioritizing middle market healthcare private equity, this could be quite the capital markets match! Looking forward to tracking this one further and spending more time with the Linden Capital Partners and Blue Owl Capital teams! #alternativeinvestments #privatemarkets #chicago #fundmanagers #limitedpartners #capitalmarkets #fundraising #fundmanagers #privateequity #healthcare #synergies #middlemarket #midwest

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In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/4bWiNEP #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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Category Spotlight Equity: U.S. Large Cap - Value Updated monthly, our Category Reports offer a 30,000-ft. view of a given ETF category. Inside, you'll find at-a-glance visualizations of flows and category growth; structure breakdown of ETFs within the category; performance overview; risk relative to broad benchmarks and category averages; composition and fundamental analysis and much, much more. The category reports utilize ETF Action's proprietary ratings for efficient and effective analysis.   Highlights from May's U.S. Large Cap Value Category Report: 47 of the 169 ETFs within the Equity: U.S. Large Cap - Value category have over $1 billion in AUM, the Vanguard Value ETF (VTV) is the largest with $114 billion in AUM The average expense ratio is 0.41%, average lifespan is 7.70 years, average ADV is $21.29 million, and average TTM yield is 1.81% The SPDR Dow Jones Industrial Average ETF Trust (DIA) saw the largest net inflows in May with $792.2 million but has seen $233 million in net outflows YTD The Roundhill S&P Dividend Monarchs ETF (KNGS) was the only ETF in the category to see losses in May, dipping 0.61% Average 1-month return was +3.12% and average YTD return was +6.96% The average price to earnings (TTM) is 17.47 and average price to sales (TTM) is 1.48 #etfs #financialadvisors #investing

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 Exciting news in Miami's financial sector! Former J.P. Morgan bankers Alexandra Valentin, Juan Carlos Freile, CFA, and Philip Hackleman, CFA have launched Tiempo Capital, a new multi-family office. With $320M already under management, they're targeting $500M in the next two months and aiming for $1B within a year. Specializing in customized portfolios and alternative investments, Tiempo Capital is set to redefine client relationships and investment strategies. #Finance #Investment #WealthManagement #Miami #MultiFamilyOffice #AlternativeInvestments

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Category Spotlight Equity: U.S. Mid Cap - Value Updated monthly, our Category Reports offer a 30,000-ft. view of a given ETF category. Inside, you'll find at-a-glance visualizations of flows and category growth; structure breakdown of ETFs within the category; performance overview; risk relative to broad benchmarks and category averages; composition and fundamental analysis and much, much more. The category reports utilize ETF Action's proprietary ratings for efficient and effective analysis.   Highlights from May's U.S. Mid Cap Value Category Report: 7 of the 19 ETFs within the U.S. Mid Cap - Value category have more than $1 billion in AUM, 2 ETFs have more than $10 billion in AUM Average expense ratio is 0.36%, average lifespan is 13.05 years, average ADV is $8.70 million, and average TTM yield is 1.35% U.S. Mid Cap Value ETFs gathered $250 million in net inflows last month but have seen nearly $340 million in net inflows year-to-date The Acquirers Fund (ZIG) was the best performer in May, climbing 6% All ETFs in the category registered positive returns last month, average 1-month return was +4.37% The category has a noticeable tilt towards Financials, Industrials, and Consumer Discretionary Click on the image below to review the entire report #etfs #financialadvisors

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Cambridge Wilkinson Investment Bank Closes $90MM Credit Facility for Infrastructure Development Company Cambridge Wilkinson is pleased to announce the close of a $90 Million credit facility for a fast-growing North American infrastructure development company. This facility will support the company’s strategic expansion plans and will increase their capacity to acquire and develop prime assets.   “Private credit investors are actively seeking opportunities to align objectives with companies that have both the track record, the capacity to deliver, and the pipeline to address our national need for robust and ongoing community infrastructure development. Clients, such as this one, are expanding rapidly and need speed, agility, and access to the best strategic investors – this is where our network is well-positioned to help them meet those needs. We believe that the spectrum of infrastructure development and associated financing is growing, has desirable return profiles, and will continue to attract investors for some time,” said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. www.cambridgewilkinson.com Capitalize on Our Connections #team #capitalraise #capitalmarkets #credit #privatecredit #cre #realestate #infrastructure #privateequity #finance #dealmaking #investmentbanking #banking

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