Core Insights - The fifth annual Palm Beach CorpGov Forum will take place on November 5-6, 2025, at the Palm Beach Lake Pavilion, featuring panels and networking events [1][2] - The event is expected to attract around 300 attendees, including institutional investors, board directors, family offices, attorneys, investment bankers, and key advisors [2] - The forum will cover various topics including Private Equity, IPO Execution, Shareholder Activism, and Industry Panels on Cybersecurity, Real Estate, Blockchain, AI, and Sports [5][6] Event Details - The forum will run from 1 PM to 5 PM each day, followed by networking receptions from 5 PM to 7:30 PM [1] - The event will be digitized into a report and published by CorpGov and its content partners, including Yahoo Finance and Bloomberg [2] Speakers - Keynote speaker will be Josh Frank, Partner and Co-Investment Officer at Trian Fund Management, along with other notable speakers from various sectors [6]

Private equity firm Wise Road Capital shortlists bidders for the potential sale of semiconductor assembly and testing company UTAC https://t.co/fl5VlRzs7S ...

LATEST: 📈 Helius Medical has raised $500 million in private equity to establish a Solana treasury, with $HSDT shares soaring 250% following the announcement. https://t.co/G9rVwf3ocH ...

Core Insights - Robinhood is launching a new venture capital arm, Robinhood Ventures Fund I (RVI), aimed at investing in private companies and providing retail investors access to private equity markets [2][8] - The fund will be a closed-end investment vehicle, allowing shares to be traded on the New York Stock Exchange under the ticker RVI, thus democratizing access to private market investments [3][8] - This initiative aligns with Robinhood's mission to "democratize finance," as the number of publicly listed U.S. companies has decreased significantly while the value of private firms has exceeded $10 trillion [4][13] Fund Structure and Management - RVI will be managed by Robinhood Ventures DE, LLC, a newly formed subsidiary that will operate independently within Robinhood's structure, emphasizing long-term involvement in private markets [9] - The fund aims to invest in companies at the forefront of their industries, with a strategy to hold investments through IPOs and beyond, providing retail investors with growth opportunities [5][11] Market Context and Implications - The launch of RVI reflects a broader trend in capital markets where the lines between public and private investment opportunities are increasingly blurred, allowing everyday investors to access previously exclusive markets [13][14] - If successful, RVI could reshape retail investing by providing a regulated and liquid structure for accessing pre-IPO equity markets, contrasting with previous tokenized offerings that faced regulatory scrutiny [11][12] Previous Initiatives - Prior to RVI, Robinhood tested retail interest in private equity tokens in the EU, which sparked controversy due to the lack of actual equity ownership representation [6][8] - The company has also launched a layer-2 blockchain network in Europe to facilitate trading of tokenized stocks, indicating a potential integration of blockchain technology in its private equity strategy [10]

LATEST: ⚡ Helius Medical has raised $500 billion in private equity to establish a Solana treasury. Its shares soared 250% following the announcement. https://t.co/E5irNmfFyy ...

Robinhood (HOOD) is moving deeper into private markets with a new venture capital fund designed to give everyday investors access to companies before they go public. The company has filed with the Securities and Exchange Commission (SEC) an initial registration statement to launch Robinhood Ventures Fund I (RVI), a closed-end investment vehicle that aims to buy stakes in private companies that are leaders in their industries. The fund, managed by a newly formed subsidiary called Robinhood Ventures, would ...

Data Centers & AI - Concerns exist about a potential bubble in data centers, especially after Oracle's results, due to customer concentration [1] - The industry is bullish on AI and data center growth in the US [2] Energy Sector Investment - The energy space is viewed as having mass potential for private equity investment in the next 5 to 10 years [2] - Private equity investment is focused on energy services and utility services, specifically improving the grid [4] - Energy demand is expected to double over the next 25 years [5] - Supply chain issues and a shortage of skilled technicians create opportunities in the private equity space [5] Utility Services Consolidation - Significant fragmentation exists among utility service providers, creating consolidation opportunities for private equity [5] - Consolidation focuses on service providers serving the utilities, driven by increased outsourcing due to a shortage of skilled technicians [8] - Investment is aimed at consolidating service providers to large utilities where massive growth is anticipated [9] Materials & Services - Private equity money is flowing across the entire ecosystem, including materials needed for building data centers [10] - Investment is also directed towards O&M (Operations & Maintenance) services [10]

In Going Private, we look at why a pair of VC firms just scored billions and at the latest growth engine powering private equity https://t.co/X7gT8tGphX ...

Welcome back to Power Lunch. We're entering a whole new age in the world of college sports. With the sky-high annual revenues for some of the top tier universities and the seven figure NIL deals, many of the best college athletes are signing. Teams are now being forced to find new ways to access cash and finance these operations. And some insiders believe that we are on the verge of having college teams selling stakes to private equity firms as a way to gain immediate capital access. But not everyone thinks ...

Market Structure & Investment Strategies - Public markets power the narrative, while private markets power the economy, prompting a re-evaluation of traditional 60/40 portfolios and the tools needed for better outcomes with less volatility [1] - Alternatives have historically benefited institutions, and there's a growing need to augment past strategies to cater to retirees globally [2] - The role of private capital is evolving as companies like Space X and Stripe stay private longer [2] - The distinction between public and private markets is shifting from risk to liquidity [5] - The traditional view of private markets as risky and volatile, and public markets as safe and liquid, is no longer accurate [6] Capital Expenditure (CapEx) & Financing - The high yield market has financed companies undergoing regulatory or technological changes over the past 30 years [9] - A massive CapEx boom is expected in the next ten years (by 2035), driven by data centers, sustainability, energy transition, and transmission lines [10] - 80-90% of the private credit market involves investment-grade counterparties and debt [11] - Private credit, particularly investment grade, is poised to have a significant impact, potentially larger than private equity in the last decade [14] - The CapEx cycle is concentrated in a few data and technology companies, raising questions about whether it masks the underlying economy driven by private companies [19] Economic Outlook & Inflation - Public market numbers beat consensus by 700 basis points (7%) in the second quarter, showing 11% versus 4% [20] - Credit portfolios show quality upgrades at a 3 to 1 ratio versus downgrades, indicating no widespread weakness [21] - Lingering inflation is evident, with companies finding it challenging to pass costs on to consumers [21][22][23] Investment Risks & Opportunities - There's a risk of over-investing in certain sectors, potentially leading to a misallocation of resources [24][25] - Investors should be wary of taking equity risk for a fixed rate of return, which could indicate a bubble [26] - The energy supply issue could limit growth, posing a challenge [29] - The lack of long-term investors is a concern for 10, 20, and 30-year infrastructure builds [30] Portfolio Allocation & Global Investment - Allocating 10-20% of a portfolio to alternatives has historically increased returns and reduced volatility [34] - The US remains the strongest, largest, and deepest market globally, with a robust economy, rule of law, banking system, creativity, and intellectual capital [47][48] - There's increased hedging of investments from overseas investors due to policy uncertainty and concerns about the Fed allowing inflation to run hot [41] - Europe's progress in energy transition and infrastructure development is slower than desired due to government oversight [42][43]