At Trade With Beta , we also pay close attention to closed-end funds and are always keeping an eye on them for directional and arbitrage opportunities created by market price deviations. As you can guess, timing is crucial in these kinds of trades; therefore, you are welcome to join us for early access and the discussions accompanying these kinds of trades.With this short article, we would like to show our readers the latest fixed-income portfolio addition and share some reasons why potential investors can ...

Core Viewpoint - Apollo is set to release its financial results for Q1 2025 on May 2, 2025, before market opening, with a management review scheduled for 8:30 am ET [1] Company Overview - Apollo is a high-growth global alternative asset manager with a focus on providing clients with excess returns across various risk-reward spectrums, including investment grade credit and private equity [3] - The company has over three decades of investing expertise and manages approximately $751 billion in assets as of December 31, 2024 [3] - Through its retirement services business, Athene, Apollo offers a range of retirement savings products aimed at helping clients achieve financial security [3]

Core Points - Notified has launched a Chinese official website to enhance its presence in the Chinese market and provide local clients with easier access to its products and services [1][3] - The new website is designed specifically for Chinese users, featuring a user-friendly interface and comprehensive information about the company's business and updates [1][3] - Notified's president, Nimesh Davé, emphasized the importance of the Chinese market and the company's commitment to building deeper connections with local clients through this localized platform [1][3] Company Overview - Notified is a technology partner focused on serving investor relations (IR) and public relations (PR) professionals, aiming to help clients manage and disseminate corporate narratives [2] - The company offers an integrated PR and IR platform that simplifies various processes, including media outreach, press release distribution, performance analysis, and compliance reporting [2] - GlobeNewswire, a key component of Notified's services, is one of the largest and most trusted news distribution networks globally, serving leading institutions for over 30 years [2] Accessibility and Localization - The Chinese website ensures that clients can access detailed information in their native language, fostering a deeper understanding and trust [3] - The launch reflects Notified's commitment to addressing the unique needs of the Chinese market through localized communication and services [3] - Future plans include regular updates of Chinese content on the company's blog to provide additional value to users and potential clients regarding global trends and market analysis [3]

PHILADELPHIA, March 20, 2025 /PRNewswire/ -- Doral Renewables LLC, a leading developer, owner, and operator of renewable energy projects, has announced the appointment of former Indiana Governor Eric J. Holcomb to its board of directors. Holcomb recently completed his eight-year term as the 51st Governor of Indiana, during which the state saw record-breaking investments and job creation. Former Indiana Governor Holcomb Joins Doral Renewables Board of Directors Doral Renewables, an independent power prod ...

Core Insights - Apollo has agreed to acquire a majority stake in OEG Energy Group, valuing the company at over $1 billion, with Oaktree retaining a minority interest [1][2][3] Company Overview - OEG Energy Group has been a key player in the offshore energy sector for over 50 years, providing development and operations solutions to oil & gas and wind markets [2][8] - The company operates one of the largest fleets of cargo carrying units (CCUs) globally, with over 75,000 units, facilitating safe transportation to offshore energy installations [2][9] - OEG's Renewables segment offers integrated technical solutions and services specifically for the offshore wind sector [2] Leadership Statements - OEG's CEO, John Heiton, emphasized the company's commitment to expanding capabilities in response to energy transition investments [3] - Apollo's Partner, Wilson Handler, highlighted the opportunity for growth in OEG, driven by demand for efficient energy production and renewable power [3] Investment Context - Over the past five years, Apollo-managed funds have committed approximately $58 billion to climate and energy transition-related investments [2] - Apollo aims to deploy $50 billion by 2027 and over $100 billion by 2030 under its Climate and Transition Investment Framework [6] Transaction Details - The acquisition is subject to regulatory approvals and is expected to close in Q2 2025 [4] - Financial and legal advisors for the transaction include Banco Santander SA and Vinson & Elkins LLP for Apollo, and Goldman Sachs International for Oaktree [4][5]

Core Insights - The webinar titled "Beyond the Blast – How to Pitch with Purpose and Build Lasting Media Relationships" aims to improve media outreach strategies for public relations professionals [1][3] - The event will feature Barbara Nonas, an award-winning PR strategist with over 20 years of experience, who has successfully secured over 1,000 media placements for various organizations [2] Group 1: Webinar Details - The webinar is scheduled for Tuesday, March 25, 2025, from 12:30 PM to 1:30 PM ET [1] - Attendees will learn strategies to enhance their pitching techniques and build long-term media relationships [1][3] Group 2: Importance of Effective PR - A significant number of PR pitches are ignored due to lack of relevance and value, highlighting the need for improved pitching strategies [3][5] - The webinar aims to help communicators avoid common mistakes that lead to unanswered pitches and improve response rates by demonstrating clear value [5] Group 3: Company Overview - Notified is positioned as a technology partner for both investor relations and public relations professionals, offering integrated platforms for media outreach and corporate narrative management [4] - GlobeNewswire, part of Notified, is recognized as one of the largest and most trusted newswire distribution networks, serving leading organizations for over 30 years [4]

Core Insights - West Technology Group has entered into a definitive agreement to sell its Notified business to Equiniti for $534.5 million, which includes an $80 million earnout [1][3] - The transaction is expected to close in the second quarter of 2025, pending regulatory approvals and customary closing conditions [3] Company Overview - West Technology Group is a global leader in technology-enabled services, providing innovative, cloud-based solutions that connect organizations and individuals [5][6] - The company operates in multiple regions, including the United States, Canada, Europe, the Middle East, Asia Pacific, and Latin America, and is controlled by affiliates of Apollo Global Management [6] Notified Business - Notified is a leading global technology and services partner for corporate storytellers, including investor relations, public relations, and corporate communications professionals [2] - The services provided by Notified include IR websites, shareholder communications, marketing, and regulatory press release distribution, along with measuring the impact of earned media [2] Strategic Rationale - The acquisition is seen as a strategic move that will enhance Notified's capabilities in empowering PR and IR professionals with necessary tools and support [3] - The CEO of West emphasized that customers will continue to receive exceptional service and trusted solutions post-transaction [3] Equiniti Overview - Equiniti is a global leader in shareholder services and advisory, serving approximately 5,000 clients, including around 50% of the FTSE 100 UK and 35% of the S&P 500 [7] - The company specializes in managing ownership through critical corporate lifecycle events, providing strategic insights and operational expertise [7]

Investment Overview - Leon Cooperman, a billionaire hedge fund manager, manages over $3 billion with 47 different stocks in his portfolio as of 2025 [2][3] Largest Stock Investments - The five largest stock investments by Cooperman are: - Mr. Cooper Group (COOP): $275 million investment, 4.47% ownership [3] - Energy Transfer LP (ET): $248 million investment, 0.37% ownership [3] - Vertiv Holdings (VRT): $239 million investment, 0.56% ownership [3] - Apollo Global Management (APO): $229 million investment, 0.25% ownership [3] - WillScot Mobile Mini Holdings (WSC): $135 million investment, 2.18% ownership [3] Portfolio Characteristics - Cooperman's portfolio is noted for lacking typical high-profile stocks, with only one of the "Magnificent Seven" stocks, Alphabet, included [4] - The portfolio features relatively few household names, indicating a unique investment strategy [4] Company Descriptions - Mr. Cooper Group is a major player in the mortgage servicing industry [5] - Energy Transfer is involved in natural gas transportation and energy storage, offering a 6.8% dividend yield and has a market capitalization of $65 billion [5] - Vertiv provides essential power, cooling, and IT infrastructure services [5] - Apollo Global Management is an alternative asset manager with over $500 billion in assets under management [5] - WillScot Mobile Mini offers mobile storage solutions and modular buildings primarily for businesses [5]

Core Insights - The webinar titled "How to Use Data to Drive IR Strategy" aims to educate investor relations teams on effectively leveraging data from various sources to enhance their strategies and competitive edge [1][3]. Group 1: Webinar Details - The event is scheduled for March 12, 2025, from 11 am to 12 pm ET [1]. - Erik Carlson, COO of Notified, will lead the session, bringing over a decade of experience in private equity and business transformation [1][5]. Group 2: Importance of Data in Investor Relations - In a rapidly evolving market, it is crucial for IR teams to harness data to optimize investor engagement and make informed decisions [3]. - The webinar will provide essential strategies and tools for IROs to elevate their approach [3]. Group 3: Learning Objectives - Attendees will learn to extract valuable insights from existing IR data [4]. - The session will focus on turning analytics into a powerful IR strategy [4]. - Participants will be guided on building a data-driven, scalable IR program [4].

Core Insights - GFL Environmental Inc. has sold its Environmental Services business to Apollo Funds and BC Partners for an enterprise value of $8 billion, allowing GFL to pursue organic growth and solid waste M&A opportunities [1][3][4] Company Overview - GFL is the fourth-largest diversified environmental services company in North America, providing solid waste management services across Canada and more than half of the U.S. states, with a workforce of over 15,000 employees [5] Financial Implications - GFL plans to use the proceeds from the sale to repay debt, with up to $2.25 billion allocated for share repurchases, subject to market conditions, and the remainder for transaction fees and general corporate purposes [6] - The transaction enables GFL to accelerate its balance sheet deleveraging towards investment grade levels and return capital to shareholders through share repurchases and future dividend increases [6] Equity Interests - Following the transaction, GFL will retain a 44% equity interest in the Environmental Services business, while Apollo Funds and BC Partners will each hold a 28% equity interest [7] Industry Position - BGL's Environmental Services & Infrastructure investment banking team has been ranked 1 in Environmental Services transaction volume in North America since 2016, focusing on essential services in waste processing, water treatment, and waste-to-energy markets [8]