With Intelligence

What the NAV lending data tells us... NAV financing allows a GP to borrow against assets held in its funds, typically to fund add-on acquisitions, refinance existing debt or – more controversially – fund distributions to LPs. Meanwhile, NAV lender 17Capital says that of existing NAV loans, around 89% have been used for “money-in” purposes, such as growth capital or add-on acquisitions, while only 11% have been used for “money-out” purposes, such as funding distributions. Read the full insights piece here: https://lnkd.in/eQSw_6iP #NAVlending #privatecredit #privateequity #NAVLoans

Pension Bridge The Annual APAC – Confirmed Speakers 2024 In two weeks, we will be hosting the 12th edition of Pension Bridge APAC and we are excited to announce our exceptional line-up of speakers who will be joining us. Not registered? Sign up here - https://lnkd.in/ePpSd-ev Investors come for free! #PBAnnualAPAC 

Thank you to our 2024 Summit Partners! With one week to go, secure your spot while tickets are still available: https://lnkd.in/eCDGCajp #WPCSCanada2024 #privatecapital #womeninvesting

How NAV lending is reshaping Private Equity and Private Credit...    Net asset value (NAV) lending has grown rapidly in recent years as a way for private equity firms to raise cash as traditional financing has dried up and exits become tougher.  With this in mind, With Intelligence has covered 11 NAV lending launches so far in 2024, most recently a new $1bn fund from Pemberton Asset Management, anchored by the Abu Dhabi Investment Authority (ADIA).    Read the full insights piece: https://lnkd.in/eQSw_6iP #NAVlending #NAVloans #privatemarkets #privatedebt

The effect of higher rates on Infrastructure returns While infrastructure equity fundraising had a challenging 2023, infrastructure debt fundraising, high yield in particular, grew slightly, showing levels of resilience appealing to investors.  For a better understanding, we sat down with Igor Pakovic, journalist and Real Assets Editor at With Intelligence to get his thoughts.    To get more on this, including how higher rates will impact returns, read the full article here: https://lnkd.in/ecE7c98N #infrastructure #infrastructuredebt #equityfundraising #privatedebt

India trumps China on Hedge Fund Performance in 2024...   Our latest Hedge Fund Regional Report on Asia Pacific highlights the strong performance of Indian hedge funds, outpacing their Chinese counterparts in 2023. India's economic growth, driven by structural reforms and initiatives like "Make in India," has fostered a favourable investment climate. Meanwhile, China faces challenges as it transitions from investment-driven to consumption-driven growth, with stabilisation efforts underway.   Curious about what this means for the future of hedge funds in Asia? Dive into our Asia insight for more insights: https://lnkd.in/dMxYFT3i   #HedgeFunds #AsiaPacific #InvestmentInsights

The appeal of infrastructure to GPs... Renewables offer a plethora of opportunities for asset managers and investors, as they can benefit from the urgency of scaled intervention in the energy transition and the funding it requires.  To gain more perspective, we interviewed Igor Pakovic, journalist and Real Assets Editor at With Intelligence.    To get more on this, including the infrastructure debt market outlook over the next 3-5 years, read the full article here: https://lnkd.in/ecE7c98N #infrastructure #renewables #privatemarkets

Introducing With - Alerts and Benchmarks... Navigate fast-moving markets with a personalised feed of intel on relevant managers and investors, and set up custom alerts for your first mover advantage. With Intelligence helps you raise funds faster and allocate smarter. Request a demo: https://lnkd.in/eN-vMHqC #benchmarks #fundallocation #allocating

The Infra debt market over the next 3-5 years... Given the recent turbulence of the global economy, debt has emerged as a significant driver in the formulation of infrastructure investment strategies.  For a better understanding, we sat down with Igor Pakovic, journalist and Real Assets Editor at With Intelligence to get his thoughts.    To get more on this, including how higher rates will impact returns, read the full article here: https://lnkd.in/ecE7c98N #inflation #infrastructure #realestate #investmentstrategies

Dubai now has over 40 multi-billion dollar hedge funds. Since 2021, Dubai has seen a continuous surge in its multi-billion dollar hedge fund club. There are now more than 40 hedge funds in Dubai with at least $1 billion in assets under management. Dubai's hedge fund ecosystem includes some of the world's largest multi-strategy and quantitative firms. Here are a few names: 💰 Millennium Management: The $68 billion hedge fund has 80 employees in Dubai. 💰 Point72: Steve Cohen's $35 billion hedge fund has over 20 people in its DIFC-based office. 💰 Schonfeld: The New York-headquartered hedge fund has a team of 30 people in Dubai. 💰 Balyasny Asset Management: Dmitry Balyasny's hedge fund opened its office in Dubai last year and has some senior portfolio managers and traders in the emirate. 💰 Verition Fund Management: The US-headquartered hedge fund has more than 20 employees in Dubai including portfolio managers and quantitative traders. Some of the other hedge funds with a strong presence in Dubai include Qube Research, Hudson Bay, ExodusPoint, and LMR Partners. Source: With Intelligence, DIFC Research #hedgefunds #dubai