It’s what private equity giants tout at property summits and agents pitch to clients — not shopping malls, not data centers, but student dormitories https://t.co/ZsbKOHUSGK ...

Good morning. It is 11 o'clock on the east coast, 8 a.m. in the west coast. I'm Ali Veli and we're live from MS Now's brand new studios in Times Square. We begin this hour with a new line of messaging that you might have noticed coming from the White House this week. It wasn't that long ago, right around the Democrats clean sweep in the November 4th elections to be exact, that Donald Trump suddenly seemed to discover the meaning of the a word, the affordability as he calls it. In classic Trump fashion, it s ...

Mexico’s pension funds, sitting on record cash piles, are looking to ramp up allocations to private equity, credit and other alternatives amid new rules that expand their investment power https://t.co/MA5OBfSTmI ...

Core Insights - The fifth annual Palm Beach CorpGov Forum took place on November 5-6, featuring discussions on corporate governance, activism, IPOs, private equity, and venture capital [1][2] Group 1: Event Overview - The event included panels, fireside chats, and networking receptions, attracting over 300 attendees from various sectors including institutional investors, board directors, family offices, attorneys, investment bankers, and key advisors [3] Group 2: Panel Discussions - Panelists addressed the impact of recent economic, geopolitical, and regulatory changes on the investment landscape, as well as how governance has adapted in response to these variations [2] Group 3: Speakers - The forum featured a diverse lineup of speakers, including Josh Frank from Trian Fund Management, Andrew Keys from The Ether Machine, and Ken Traub from Comtech Telecommunications Corp, among others [4][5][6]

Kenya’s High Court ruled that a private equity firm must pay tax on profits from the sale of a local business, even though the transaction was completed overseas https://t.co/xCZdqRkbmi ...

Leadership & Strategy - Blackstone 总裁兼首席运营官 Jon Gray 正在改变这家私募股权巨头 [1] - Gray 正在倡导新的投资方法 [1] Media & Public Image - Gray 通过病毒式慢跑视频等方式提升公司形象 [1]

Core Insights - The fifth annual Palm Beach CorpGov Forum took place on November 5-6, featuring discussions on corporate governance, activism, IPOs, private equity, and venture capital [1] - The event attracted over 300 attendees, including institutional investors, board directors, family offices, attorneys, investment bankers, and key advisors [3] Speaker Highlights - Keynote speaker Josh Frank from Trian Fund Management and other notable speakers included Andrew Keys from The Ether Machine, Ken Traub from Comtech Telecommunications, and Paul Quinlan from Quinlan Partners [4][5] - Paul Quinlan emphasized the importance of investigative journalism in deal diligence and the role of AI in enhancing, but not replacing, traditional investigative methods [2] Event Structure - The forum included a variety of formats such as panels, fireside chats, and networking receptions, facilitating engagement among participants [1] - The diverse lineup of speakers represented various sectors, showcasing expertise in corporate governance and investment strategies [4][5][6]

Core Insights - Aeries Technology, Inc. has reported a successful second quarter for fiscal year 2026, marking two consecutive profitable quarters and a strong start in company history [1][5] - The company is focusing on disciplined growth, leveraging AI platforms and a dual-shore delivery model between India and Mexico [4][5] Financial Performance - Revenue for Q2 FY2026 reached $17.36 million, reflecting a 3% year-over-year increase [5] - Net income was reported at $0.64 million, with an Adjusted EBITDA of $2.55 million, resulting in a 14.7% EBITDA margin [5] - Operating cash flow for the first half of FY2026 was $2.39 million, indicating a durable financial model [5] Strategic and Operational Progress - The company has completed its turnaround and is now positioned for growth, focusing on AI-led Global Capability Center (GCC) services and automation initiatives [3][4] - Aeries plans to hire over 500 delivery personnel in the next 12 months to meet increasing client demand [5] - New enterprise clients have been added across various sectors, including technology, healthcare, and software, driven by rising demand for GCC builds and AI modernization [4][5] Future Outlook - Aeries anticipates that new contracts currently in ramp-up will contribute significantly to revenue as they mature over the next 4 to 6 months [5] - The company reaffirms its FY2026 Adjusted EBITDA guidance of $6 million to $8 million, indicating confidence in its operational strategy [5]

The swanky neighborhoods of Mayfair and St James’s have long been synonymous with London’s hedge fund community, but increasingly, private equity firms have been spending big https://t.co/yEEigUmceD ...

Private Equity Challenges - Private equity firms are facing a double dilemma when it comes to cashing out [1] Potential Solution - One firm's new strategy could become a model for the industry [1]