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坐拥400亿美元的家办,迎来新的投资掌舵人
3 6 Ke· 2025-05-08 08:26
Group 1 - The Walton family is one of the wealthiest families in the U.S., with Lukas Walton, grandson of Walmart founder Sam Walton, recently appointing Noelle Laing as the sole Chief Investment Officer of his family office, Builders Vision (BV) [1][2] - Lukas Walton has a net worth of $40.2 billion as of May 2025, ranking 36th in the world according to Forbes [1] - Builders Vision, founded by Lukas in 2021, focuses on sustainable philanthropy and impact investing, having donated over $3 billion since its inception [1][8] Group 2 - Noelle Laing, with over 20 years of investment experience, will integrate BV's three main investment strategies: direct investment, asset management, and philanthropy [2][3] - Laing previously served as CIO of Builders Initiative and has collaborated with Lukas for over 12 years [2][3] - BV aims to address significant environmental and sustainability challenges in the oceans, food and agriculture, and energy sectors [8][10] Group 3 - Builders Asset Management, one of BV's teams, has invested billions in public and private markets, focusing on achieving excellent returns while driving systemic change [10][11] - Builders Initiative manages a $1.7 billion donor-advised fund, with 90% of its portfolio aligned with sustainable investments [10][11] - BV has catalyzed over $2.2 billion in investment capital for ocean-related initiatives from 2018 to 2023 [12] Group 4 - Lukas Walton's personal experiences, including a transformative encounter with a trapped whale, have shaped his commitment to ocean conservation and sustainable resource management [13][15] - BV has recently invested in Bluefront Equity, a sustainable seafood fund in Norway [16] - Lukas Walton is also the chairman of the environmental project committee for the Walton Family Foundation [19] Group 5 - The Walton family employs a trust structure to minimize estate taxes, with Lukas inheriting a significant portion of his father's wealth, including a 4% stake in Walmart [22][25] - The estate's valuation was estimated at $6.6 billion, with strategic planning to reduce tax liabilities [26][29] - Lukas's inheritance includes voting rights in Walton Enterprises, which controls 50.2% of Walmart [22][25]
用一双 “失败者” 的眼睛,孙强回看 30 年 PE 生涯丨晚点周末
晚点LatePost· 2024-09-22 12:00
"过去几十年,很多人把时代的赠予认为是自己的能力,未来要考验硬功夫。" 文丨高洪浩 编辑丨宋玮 钱杨 "回想这项投资,我有诸多感慨和遗憾。" "我就犯过这样的错误。" …… 从事 PE(私募股权)投资 30 年,孙强不避讳谈论自己的失败,这在一个赤裸裸以挣了多少钱论成败的行 业不多见。 进入中国以来,华平一直是这里最活跃的外资 PE 之一——对多个行业的超过 170 家企业累计投资超过 160 亿美元。相比之下,KKR 在中国投资企业数量只有 40 余家,累计投资额在 70 亿美元左右;凯雷的累 计投资额则在 100 亿美元上下。 1992 年底,在高盛任职的孙强从纽约搬往中国香港。当时,中国内地的金融改革正如火如荼,国有企业股 份制改造推动了一批即将赴港上市的企业,外资投行们无不虎视眈眈地盯着这块蛋糕。 10 多年前,孙强开始动笔把自己的职业生涯和投资经历记录下来,最近以《一个投资家的成败自述》为题 出版。他不愿意强调个人,不想把自己的名字写进标题,而是以自我检视的口吻回顾他主导和参与过的 PE 投资项目,剖析从失败中得到的经验和教训。 "张磊、沈南鹏等同行的故事比我有意思一百倍,我没他们那么成功,所以敢写 ...