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Baird, an international wealth management, capital markets, private equity and asset management firm, has selected CAIS as the enterprise alternative investment platform for its financial advisers.
Established in 1919, Baird has more than 3,400 associates serving the needs of individual, corporate, institutional and municipal clients, and has more than USD170 billion in client assets under management.
“The CAIS platform provides the turnkey access to high-quality alternative investment funds that Baird has been looking for,” says Dayna Kleinman (pictured), director and senior product manager for alternative investments at Baird. “Baird advisers can now turn to the CAIS platform when
Where the vulnerabilities are – It’s 3:40 on a Friday afternoon, and an urgent email hits a back-office employee’s inbox. As the employee scrambles to get ready for the market-close and head off to a three-day weekend, it looks like the portfolio manager for a major client needs him to wire USD125,000 to a bank in Grand Cayman.
His colleagues are tied up with other matters, and, since he’s eager to be responsive to this important client’s request, he follows the wire instructions in the email to complete the transfer – with just a few minutes to spare.
Bad
FAB Partners, a global alternative investment platform, has completed the acquisition of a majority stake in Halkin Asset Management, a London-based alternative asset manager.
The combined company will be rebranded as Centricus and will continue to target returns across all asset classes, sectors and geographies for its investors.
Halkin is a London-based FCA-regulated and SEC registered multi-manager platform, offering portfolio management and advisory services. It provides complete solutions to early stage and established portfolio managers.
The transaction will support the expansion of Halkin’s onshore asset management capabilities, as well as its corporate finance advisory business.
The
Kirkland & Ellis has appointed Daniel Dusek as a partner in the corporate practice group of the firm’s Hong Kong office.
Dusek has extensive experience advising on mergers and acquisitions, private equity and a variety of other complex and cross-border corporate matters.
“Daniel has a strong reputation as one of the leading M&A/private equity lawyers in Asia,” says Jeffrey C Hammes, chairman of Kirkland’s global management executive committee. “His experience and energy will enhance our strong platform and our ability to serve clients on their most significant transactions in the region.”
“We are excited that Daniel is
Hancock Capital Management (HCM) has expanded its leveraged senior loan platform with the addition of six investment professionals to its team in Chicago.
Eric Barton, director, originations, who has nearly 20 years of leveraged lending and asset management experience, joins HCM from Crescent Capital.
Jeff Bottcher, director, underwriting, who has more than 16 years in accounting and leveraged lending experience, joins HCM from Antares Capital.
Ryan Reko, director, underwriting, who has nearly 10 years of leveraged lending experience, joined HCM from CIT Group.
Patrick Kilrea, associate, underwriting, who has more than five years of syndications and
Thomson Reuters has enhanced its environmental, social and governance (ESG) capabilities with the addition of the Insight360 SASB Edition, an app that gives the buy-side the ability to leverage the Sustainability Accounting Standards Board’s (SASB) Materiality Framework to identify investment opportunities and manage risks with near real-time ESG data.
Developed by TruValue Labs, the app is available through App Studio, Thomson Reuters third-party development suite on its flagship desktop product Eikon.
Insight360 SASB Edition uses artificial intelligence to provide real-time ESG metrics for 8,000+ public companies worldwide, with data collected from more than 75,000 sources.
With the
Morgan Stanley Investment Management has raised more than USD125 million in final commitments for its first global impact fund, PMF Integro Fund I.
Launched in partnership with the Morgan Stanley Institute for Sustainable Investing, Integro invests in private equity funds that offer the potential for compelling financial return while demonstrating positive environmental impact, social impact or both.
The fund is managed by AIP Private Markets, the private markets solutions team within Morgan Stanley Investment Management.
“Sustainable Investing is an incredibly important part of our firm’s DNA, and the launch of Integro underscores our commitment to promote sustainable
Honeywell has launched an investment fund that will invest in early-stage, high-growth technology companies that are strategically aligned to the company’s portfolio and software capabilities.
The initial fund size is expected to be approximately USD100 million and investments will be made through Honeywell Venture Capital, a wholly owned subsidiary of Honeywell.
“Investments in early-stage high-growth companies are a great way to supplement Honeywell’s track record as an innovation leader, leverage our research and development capabilities, and provide access to new solutions for our customers,” says Honeywell president and CEO Darius Adamczyk.
“We will invest in companies from
Euronext has announced a raft of measures to facilitate market access for mid-caps, which will take effect on 19 June 2017.
Euronext market names will be changed for easier identification and definition of its listing and service offering towards issuers.
The Free Market will become Euronext Access, and will stand as the gateway for companies seeking simplified access to listing. Euronext Access is fully integrated into Euronext’s commercial offering.
Alternext will become Euronext Growth, a market dedicated to mid-caps with listing requirements adapted to their specific needs. Euronext intends to register this MTF as an SME Growth
Addepar has acquired AltX, an intelligence platform for the alternative investments market.
The acquisition deepens Addepar’s capabilities in alternative investments – which comprise USD120 billion of the USD600-plus billion of assets on Addepar’s platform.
With AltX, Addepar advances its mission to empower wealth advisers and asset owners to make more informed, data-driven investment decisions.
Alternative investments, including hedge funds, private equity, venture capital and real estate, have exploded in popularity, growing from USD2.5 trillion in 2004 to a projected USD13.6 trillion by 2020. Despite this growth, wealth advisers have struggled to provide an adequate level of information
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