In our previous coverage of KKR Real Estate Finance Trust Inc. ( KREF ), we slapped a sell rating on this high yielder. We were fortunate to almost pick the local peak in price for the rating, and the stock has turnedWe have talked about this. Keep hand away from fist while investing in these stocks, but here we are...Trapping Value is a team of analysts with over 40 years of combined experience generating options income while also focusing on capital preservation. They run the investing group Conservative ...

近日，晨壹投资管理合伙人刘晓丹在上海证券交易所国际投资者大会上表示，受中国经济格局重塑、产 业竞争态势演进、企业家代际传承推进及公司治理体系优化等多重因素交织影响，中国并购市场的战略 重要性正持续提升。 资讯数据显示，今年以来，截至目前，A股市场累计新增147单重大资产重组项目，较去年同期大幅增 长45.54%，直观反映出A股并购重组市场热潮迭起的发展态势。在此背景下，并购基金作为专业资本运 作力量，其在资源整合、资金支持、交易架构设计等领域的核心价值愈发凸显，正迎来行业发展的黄金 时期。 专业角色凸显产业价值 并购基金是专注于对目标企业进行并购投资的私募股权基金，核心运作逻辑为通过募集资金收购目标企 业股权，随后通过重组整合、运营优化等方式提升企业价值，最终通过股权转让、IPO等渠道实现退出 并获取收益。在行业快速发展进程中，并购基金的专业角色与独特价值正被市场广泛认知。 刘晓丹表示，并购基金与投行虽有部分从业者背景相通，但是以不同的角色参与并购市场：投行核心聚 焦撮合交易、把控监管合规，交易完成后即转向下一项目；并购基金在收购企业后需长期参与运营管 理，通过治理优化、运营提升等举措提升企业价值，这一点和企 ...

Key Insight: Sallie Mae, the nation's preeminent private student lender, is teaming up with a private equity giant as it prepares for a future in which the federal government is retreating from the student loan industry. Supporting Data: KKR plans to buy more than $6 billion in student loans from Sallie Mae over the next three years. Expert Quote: "We're excited to work with KKR on this first-of-its-kind deal and look forward to growing this into a new business," said Sallie Mae CEO Jon Witter. America ...

Nov 12, 2025 9:30 AM Eastern Standard Time Sallie Mae Launches Private Credit Strategic Partnership with KKR Share Inaugural Multi-Year Engagement to Expand Originations Capacity and Generate Fee Income NEWARK, Del.--(BUSINESS WIRE)--Sallie Mae, the leader in private student lending, has announced a multi- year strategic partnership with KKR, a leading global investment firm. Through this multi-year engagement, KKR expects to purchase an initial seed portfolio of private education loans followed by a minimu ...

Our next guest is on a mission to take the idea of employee ownership global. Here to explain and to discuss the private equity landscape is Pete Savos. He is the co-founder co-head rather of global private equity at KKR.He could be the founder too if he'd like to be. Uh which has $723 billion in assets under management of which he oversees $222 billion to be exact. That's a lot of money.Uh Pete's also the founder and chairman of ownership works. Good morning to you. So, you've been trying to, you know what ...

Core Viewpoint - The Chinese economy is showing stable and positive trends, with confidence in achieving annual growth targets, supported by the "14th Five-Year Plan" which aims to promote global economic growth [1] Group 1: Economic Outlook - China's economic operation has been stable and improving this year, indicating a strong potential for growth [1] - The "14th Five-Year Plan" has been approved, outlining a grand blueprint for China's development over the next five years, which is expected to significantly contribute to global economic growth [1] Group 2: Investment Opportunities - There is an open invitation for foreign investors to engage in investment and business opportunities in China, highlighting the potential benefits of participating in China's economic development [1] - The CEO of KKR expressed confidence in the future of China's economic development and a willingness to expand investment cooperation in the country [1]

Core Insights - The meeting between China's Vice Minister of Commerce Li Chenggang and KKR's Co-CEO Henry Kravis focused on U.S.-China economic relations and China's foreign opening-up policy [1] Group 1: U.S.-China Economic Relations - Li Chenggang highlighted the importance of the recent meeting between the two countries' leaders in Busan, South Korea, emphasizing the need for partnership and friendship [1] - Since May, both sides have held five rounds of consultations guided by the leaders' consensus, achieving a series of agreements aimed at stabilizing U.S.-China economic relations [1] Group 2: China's Foreign Opening-Up Policy - China is committed to high-level foreign opening-up, actively aligning with international high-standard economic and trade rules, particularly focusing on expanding market access in the service sector [1] - This policy is expected to create new investment opportunities for foreign enterprises, including those from the U.S. [1] Group 3: KKR's Perspective - KKR expressed support from the U.S. business community for maintaining contact and dialogue at all levels between the two countries, which is beneficial for practical bilateral cooperation [1] - KKR values the Chinese and Asian markets and maintains a long-term investment strategy, showing confidence in the long-term performance of the Chinese economy [1]

Core Viewpoint - The meeting between China's trade representative Li Chenggang and KKR's co-CEO Henry Kravis highlights the ongoing dialogue between China and the U.S. regarding economic relations and investment opportunities in China [1] Group 1: China’s Economic Policy - China is committed to high-level opening up and aligning with international high-standard economic and trade rules [1] - The focus is on expanding market access and opening up sectors, particularly in services, which will create new investment opportunities for foreign enterprises, including U.S. companies [1] Group 2: U.S. Business Perspective - The U.S. business community supports maintaining contact and dialogue at all levels between the two countries, which is beneficial for practical bilateral cooperation [1] - KKR emphasizes its long-term investment strategy and confidence in the long-term performance of the Chinese economy, indicating a strong interest in the Chinese and Asian markets [1]

Group 1 - The meeting between China's Vice Minister of International Trade Negotiations, Li Chenggang, and KKR's Co-CEO, Henry Kravis, focused on Sino-U.S. economic relations and China's foreign opening-up policy [1] - Since May, the economic teams of both countries have held five consultations, achieving a series of agreements to stabilize Sino-U.S. economic relations [1] - China is committed to high-level foreign opening-up, aiming to align with international high-standard economic and trade rules, particularly expanding market access in the service sector, which presents new investment opportunities for foreign enterprises, including U.S. companies [1] Group 2 - KKR emphasizes the importance of maintaining contact and dialogue at all levels between the U.S. and China, which is beneficial for practical bilateral cooperation [1] - KKR values the Chinese and Asian markets and adheres to a long-term investment strategy, expressing confidence in the long-term performance of the Chinese economy [1]

The sale comes as private-equity firms are increasing investment in the aerospace and defense sector. ...