Uh the bankruptcies of two companies in the auto sector have heightened concerns around certain parts of the credit market. Glenn August is founder and CEO of Oakhill Adviserss and joins us now here at Case. It's good to see you. >> Good to see you.>> So you you do business in many parts of of credit, right. Private credit, leverage loans. Last year at this conference, I sat here asking people if there was a bubble in private credit.I think it's relevant now to ask you whether we're starting to see the firs ...

~62% of all tokenized assets are on @ethereum.Data includes tokenized currencies, commodities, treasuries, private credit, private equity, and venture capital. https://t.co/3lUQT86MbC ...

Apollo's new European private equity lead is betting there is more potential for buyouts in the region, possibly outpacing its home turf https://t.co/iReyNN5GTc ...

Baker Tilly Germany could bring in a private equity investor and become the latest major accountancy firm to strike a deal with a buyout shop https://t.co/2dc9KUJJ5b ...

The wonderful thing about venture is it is the most forgiving equity business of getting the price wrong. PE, if you get the price wrong, they're low variance assets. If you overpay by 50%, you're toast cuz they're 3x assets and they're not going to ever be 7x.Same thing in the public markets, right. The great thing about venture, it has maximum variance, which means that it is the most forgiving of getting the price wrong cuz you have exponential growth on your. ...

What exactly is it that you feel like investors can't get from a traditional portfolio of stocks and bonds that they need to add alternative assets to that portfolio. >> I think it's a combination of access and then uh outcomes. So just if you think about access, it's very difficult to access most corners of uh the alternative space in public form.And when we talk about alternatives broadly, you're talking about private real estate, private infrastructure, structured finance, private credit, and all things ...

What is it that you're seeing that the impact that private equity is having and and do you ever think that I know they're knocking on every team's door. I got to imagine they've been knocking on your door. Is this something that's going to drive values further and maybe something that you consider for the Cowboys.>> Well, there needs to be a dualedged conversation here. One is what does it mean to own a minority ownership in a team. >> I think the leagues and sports and I know football benefits from that ty ...

Deal Overview - EA is being taken private in a $55 billion deal, the largest take-private deal in history, with investors including Saudi PIF, Silverlake, and Jared Kushner's Affinity Partners [1] - The deal is priced at $210 per share, representing a 25% premium on the stock [1] - The equity portion of the deal is approximately $36 billion, with $20 billion in debt financing [23] Strategic Rationale & Gaming Industry Dynamics - Video games are considered a core pillar of internet usage, potentially larger than social networking [4][5] - The PIF views gaming as the future of entertainment and is aggressively investing in the sector [17][20] - AI is expected to significantly enhance video game engagement, surpassing social media and traditional media [13][14] - Distribution gatekeepers like Xbox are attempting to increase prices, creating an opportunity for IP owners to find alternative distribution methods [6][7] - Saudi's Savvy Games has invested significantly in gaming platforms, including Scopely for $49 billion in 2023 and Niantic for $35 billion, along with stakes in Nintendo, Take 2, and Activision Blizzard [19] Potential Risks - There's a bear case that the value of IP and copyrights may diminish as tool chains allow for a massive increase in game development, potentially distributed through social media [9] Market Analysis - Video game usage is prevalent, with approximately 60% of US adults engaging weekly, compared to 75% for social media and 83% for streaming/traditional media [22]

Welcome back. While a traditional 60/40 portfolio of stocks and bonds has been one one of the most widespread investing strategies for decades, millennials are opting for a different approach. Leslie Picker here is here to tell us what that approach is.Leslie. Yeah, David. Apparently, stocks and bonds are for boomers.Millennials are way more invested in alternatives than the older cohorts. The generation with birthdays between 1981 and 1996 has about 20% of their portfolios allocated to alts areas like priv ...

Golub is committing at least $1 billion of its own money to a new strategy that will back other private equity firms’ continuation vehicles, allowing them to hold onto their assets longer https://t.co/pik7SCssIZ ...