A comprehensive view of the challenges that private
equity investors face following a decade of volatility and change, as well as what it will take to succeed in 2016.
Not exact matches
While the BCG report has the rosy title of Capitalizing on the New Golden Age in Private
Equity, it says the industry
faces some serious growing pains as more and more
investors keep throwing money at the industry as alternatives (such as hedge funds) have sucked wind.
... Eventually,
investors faced with cheap stocks, ample liquidity and few good alternatives, will buy
equities.»
We aren't suggesting that
equities are the entire answer to the challenge
facing investors.
With
equity returns likely to moderate and volatility set to rise,
investors face a difficult choice: Accept lower returns, or take on greater risk.
For
equity investors, one implication of this is to be selective when buying consumer stocks, given that retailers are
facing a bigger battle for market and wallet share.
Meanwhile, capital continues to leave domestic
equity funds as
investors de-risk in the
face of global macroeconomic uncertainty and the possibility of rising interest rates in the U.S. this year.
Currently
investors face a combination of poor expected
equity and bond returns.
Sponsored by: Center for Value Investing and
Investor Academy Location: Guiollettstraße 14, 60325 Frankfurt am Main 08:00 a.m. - 08:30 a.m. Registration and Welcome Tea 08:30 a.m. - 09:30 a.m. Robert Miles, Author & Conference Organizer & Host [USA] Topic: «The Warren Buffett Manager: Making Investments In The Right Partner» 09:30 a.m. - 10:30 a.m. Hendrik Leber, Managing Director, Acatis [EUROPE] Topic: «How to Value a Business» 10:30 a.m. - 10:45 a.m. Mid Morning Tea 10:45 a.m. - 11:45 p.m. Patrick Dorsey, Author & Director of
Equity Research, Morningstar [USA] Topic: «Using Economic Moats to Improve Investment Returns» 11:45 p.m. - 12:45 p.m. Alexis Eisenhofer, Founder and Director, ATACAMA Capital [EUROPE] Topic: «Criteria for Selecting Stocks With Substance: Consider the Value Premium and Value Timing» 12:45 p.m. - 13:45 p.m. Conference Lunch 13:45 p.m. - 14:45 p.m. Prof. Max Otte, Author, Professor and Lecturer [EUROPE] Topic: «The Fallacy of Growth and How to Test for Franchises» 14:45 p.m. - 15:45 p.m. David Pastel, Founder & CIO, Pastel & Associés [EUR] Topic: «Margins of Safety: The Concept with a Thousand
Faces.
It will most importantly provide the perfect platform needed by corporate and private
equity investors, hedge funds, investment bankers, lenders and asset managers to meet
face - to -
face and get deals done.
BDC is part of Bridgepoint, one of Europe's largest private
equity investors which has invested in a range of companies in different sectors over the last 25 years including well - known names such as Cruise.co.uk, Fat
Face and Prêt A Manger, Cambridge Education Group and Infinitas Learning, publisher of content and e-learning materials for primary and secondary schools and FE colleges across Europe.
With
equity returns likely to moderate and volatility set to rise,
investors face a difficult choice: Accept lower returns, or take on greater risk.
Difficult quarters go with the territory of being an
equity investor, and it is not surprising that global
equity markets have
faced more turbulence in the last several months as market prices for most
equities trade at or above their fair underlying values.
Stocks have been posting new records despite
investor concerns about slowing U.S. corporate profit growth, persistent sluggishness in the economy and Greek bailout negotiations — to name just a few of the headwinds
facing equities today.
With that in mind, today
investors face a critical question: how should I be allocating to
equities?
«So
investors find themselves between Scylla and Charybdis,
facing either the likely but limited erosion of purchasing power that stems from holding cash, or the uncertain but potentially disastrous impairment of capital that arises from owning overvalued
equities.
Growing levels of debt are unsustainable, and there is a risk that
investors could
face a bumpy ride as sector
equity finance surges in 2016, new analysis by the Carbon Tracker Initiative published today has found.
The filing contains detail on exactly how much of the firm will go to external
investors — 49.9 % — and how much will be kept in the hands of
equity partners — 50.1 % — who
face a five - year lock - in, during which time some or all of their shares can be taken away if they leave.
The biggest dilemma
facing equity investors these days is where to put their money.
This senior - level forum will provide the perfect platform to meet
face - to -
face and network with Mezzanine Finance Lenders, Private Mezzanine Loan Firms, Private
Equity Firms, Institutional Real Estate
Investors, Investment Banks, Distressed Debt Firms and
Investors, Hedge Funds, Real Estate Asset Management Firms, Developers, Real Estate Owners and
Investors to address the future of the Real Estate Mezzanine Loan industry.
This senior - level forum will provide the perfect platform to meet
face - to -
face and network with Mezzanine Finance Lenders, Private Mezzanine Loan Firms, Private
Equity Firms, Institutional Real Estate
Investors, Investment Banks, Real Estate Investment Divisions, Distressed Debt Firms and
Investors, Hedge Funds, Real Estate Asset Management Firms, Commercial Real Estate Executives, Property Managers, Developers, Real Estate Owners and
Investors to address the future of the Real Estate Mezzanine Loan industry.
While this has, unfortunately, caused some serious distresses for homeowners who found themselves in troublesome mortgages or
facing a foreclosure, there's no denying the fact that it also creates opportunity for cash
investor buyers looking to capture some
equity in a market that many feel is both undervalued and rising.
This senior - level forum will once again provide the perfect platform to meet
face - to -
face and network with developers, owners, operators, hedge funds, private
equity firms, real estate asset managers, investment banks, private finance companies, institutional
investors, and distressed debt firms to address the future of the industry.
It will most importantly provide the perfect platform needed by corporate and private
equity investors, hedge funds, investment bankers, lenders and asset managers to meet
face - to -
face and get deals done.
This senior - level forum will provide the perfect platform to meet
face - to -
face and network with large institutional
investors, asset managers, hedge funds, private
equity companies, investment banks, and real estate
investors to address the future of the real estate industry.