Company Overview - FS KKR Capital Corp. (NYSE: FSK) is a publicly traded business development company (BDC) focused on providing customized credit solutions to private middle market U.S. companies [5] - The company primarily invests in senior secured debt and, to a lesser extent, subordinated debt of private middle market companies [5] Upcoming Financial Results - FS KKR Capital Corp. plans to release its first quarter 2025 results after the close of trading on the New York Stock Exchange on May 7, 2025 [1] - A conference call to discuss the results will be hosted via live webcast on May 8, 2025, at 9:00 a.m. (Eastern Time) [2] Investor Participation - Research analysts wishing to participate in the conference call must register a day in advance or at least 15 minutes before the call [3] - A replay of the call will be available shortly after its conclusion on the Investor Relations section of FSK's website [4] Advisory and Management - FS KKR Capital Corp. is advised by FS/KKR Advisor, LLC, a partnership between FS Investments and KKR Credit [6] - FS Investments manages over $85 billion in assets and provides access to a broad suite of alternative asset classes and strategies [7] - KKR Credit, a subsidiary of KKR & Co. Inc., focuses on generating attractive investment returns through a disciplined investment approach [8]

以下文章来源于叫小宋 别叫总 ，作者叫小宋 叫小宋 别叫总 . 一级市场从业，主要看硬科技这里讲点平时不让说的 行业不景气，募资不顺，管理费比例下降；另一方面，退出也越来越难，即使有退出，也难有 超额收益。 于是，投资机构决定给投资经理降薪。合伙人说：大家要一起面对寒冬。 但是，直接降工资，显不出合伙人的管理水平。一定要降得有理有据，让投资经理心服口服。 比如：设定更严格的，更细致的 KPI，设定根本完不成的KPI。 有哪些 "花式"KPI呢？我访谈了一些同行，整理如下。 每年 1月，合伙人会找我谈话，让我判断我负责的投后项目，新的一年能取得多少浮盈，多少 退出。进而要给我定KPI。 ？？？这是我能判断和决定的？我预测今年 d p i就到1，可以嘛？ 募资： 全员必须参与募资。投资团队的 "参与"可以体现为：独立挖掘l p，为地方政府l p储备 项目，配合募资团队的一些日常工作，等。 年终的时候，募资部门同事给投资部门同事打分，看他在募资事项上参与了多少。 （一）年终奖相关 首先是显性的，可以量化到 KPI的，和年终奖挂钩的事项。 投资： 设定刚性的每年的投资项目的数量、金额。 注意，这是一个一定你完不成的指 ...

Core Viewpoint - Logan Ridge Finance Corporation is set to release its financial results for Q1 2025 on May 8, 2025, and will host a conference call on May 9, 2025, to discuss these results [1]. Group 1: Financial Results Announcement - The financial results for the first quarter ended March 31, 2025, will be released after market close on May 8, 2025 [1]. - A conference call to discuss the financial results is scheduled for May 9, 2025, at 11:00 a.m. ET [1]. Group 2: Conference Call Access - Participants can access the conference call by dialing (646) 307-1963 approximately 10 minutes prior to the start and using conference ID 8145997 [2]. - A replay of the conference call will be available until May 16, 2025 [2]. Group 3: Webcast Information - A live audio webcast of the conference call will be available on a listen-only basis at the provided URL [3]. - The online archive of the webcast will be accessible shortly after the call on the company's website under the Investor Resources section [3]. Group 4: Company Overview - Logan Ridge Finance Corporation is a publicly traded, externally managed investment company regulated as a business development company under the Investment Company Act of 1940 [4]. - The company primarily invests in first lien loans, with some investments in second lien loans and equity securities issued by lower middle market companies [4]. - Logan Ridge is externally managed by Mount Logan Management, LLC, a subsidiary of Mount Logan Capital Inc., which are both affiliates of BC Partners Advisors L.P. [4]. Group 5: Additional Information - The company's filings with the SEC, earnings releases, press releases, and other financial information can be found on its website [5].

Company Overview - SLR Investment Corp. is a closed-end investment company that operates as a business development company under the Investment Company Act of 1940 [4] - The company specializes in niche markets and primarily invests in leveraged U.S. middle market companies through cash flow senior secured loans, including first lien and second lien debt instruments, as well as asset-based loans [4] Upcoming Financial Results - The company will release its financial results for the quarter ended March 31, 2025, on May 7, 2025, after the close of financial markets [1] - An earnings conference call and audio webcast will be held on May 8, 2025, at 10:00 a.m. Eastern Time [1] Conference Call Participation - Interested parties can participate in the conference call by dialing (800) 225-9448 for domestic calls or (203) 518-9708 for international calls, with a reference to SLR Investment Corp. and Conference ID: SLRC1Q25 [2] - A telephone replay will be available until May 22, 2025 [2] - The conference call will also be broadcast live over the Internet, accessible from the Event Calendar on the company's website [3]

Core Viewpoint - Warner Bros. Discovery, Inc. plans to appoint Anton Levy as an independent director to its Board of Directors in connection with the 2025 Annual Meeting of Stockholders, following a thorough search process led by the Nominating and Corporate Governance Committee [1][3]. Group 1: Appointment Details - Anton Levy is currently an Advisory Director at General Atlantic and has previously held senior leadership roles, including Co-President and Chairman of Global Technology [2][4]. - Levy has a strong investment background, having led significant investments in major technology companies such as Airbnb, Alibaba Group, and Uber, contributing to his reputation for value creation [2][4]. Group 2: Corporate Governance and Strategy - The addition of Levy aligns with Warner Bros. Discovery's commitment to enhancing its board with industry experts who have proven track records in value creation [3]. - The company is focused on improving performance and positioning its businesses for success in a changing industry landscape, with confidence that Levy will provide valuable insights [3]. Group 3: Company Background - Warner Bros. Discovery is a leading global media and entertainment company, creating and distributing a diverse portfolio of branded content across various platforms, including television, film, and streaming [5]. - The company operates in over 220 countries and territories, offering content in 50 languages through iconic brands such as CNN, HBO, and Discovery Channel [5].

Group 1 - The article reflects on the passage of the first quarter of 2025 and the author's extensive experience in the financial and investment industry, highlighting a 25-year career [1] - The author has a background in managing financial liquidity, currency risk hedge portfolios, and investment arbitrage trades, indicating a strong foundation in financial performance analytics and trading [1] - The investment ideas presented are expected to be a mix of contrarian, event-driven, and structured trades, showcasing a diverse approach to investment strategies [1] Group 2 - The article includes personal favorites and links to specific investment ideas, suggesting a focus on actionable insights for potential investors [1] - Position disclosures for each ticker are mentioned, emphasizing transparency in the investment recommendations provided [2] - The article clarifies that past performance is not indicative of future results, reinforcing the importance of careful consideration in investment decisions [3]

以下文章来源于叫小宋 别叫总 ，作者叫小宋 叫小宋 别叫总 . 一级市场从业，主要看硬科技这里讲点平时不让说的 今天想写的是 7 0后投资人，而且特指是没有做到管理层，没做到合伙人，而是要具体负责项 目执行的投资人。 所以，题目里我强调了 "一线"投资人。 站在 2 0 2 5年，这批人已经4 5+岁，可能娃正在高考或是考研，可能计划出国，需要准备出百十 来万的现金。 也可能娃已经毕业，但是找不到好的工作，老婆天天催你想办法。 我见过的 4 0岁左右的投资人，能作为联创下场创业，是在前十几年的投资行业，就积累了担 任联创所需的能力、资源，以及积累了多个信任你，愿意邀请你创业的创始人资源。 然后，父母可能已经接近 8 0岁，你最担心接到的就是来自父母的电话。 这类投资人，在投资机构如果没有做到合伙人，比如只是一个总监，或是 MD，那会很难受。 难受点在于： 你的直接汇报人，可能和你同岁。同年龄的上下级，那种感觉是非常微妙的。你得到你的上级 的偏爱的可能性很小。你的上级不排挤你，你已经需要烧高香了。 然后，你已经没有体力、脑力去加班，去和风控、律师，去和竞对的投资机构，去 b a ttl e。 领导晚上 9点发一 ...

Group 1: Investment Strategy - Bill Gates favors a concentrated investment portfolio, focusing on a few key titles rather than a diversified list [1][2] - The Gates Foundation Trust's portfolio is heavily weighted towards Microsoft, Berkshire Hathaway, and Waste Management [2] Group 2: Microsoft - Microsoft is the largest holding in the Gates Foundation Trust, with approximately 28.5 million shares valued at nearly $12 billion [4] - The company has shown consistent profitability and impressive growth rates, particularly in the AI sector, where it has made significant investments in OpenAI [5][6] Group 3: Berkshire Hathaway - Berkshire Hathaway is the second-largest holding, with nearly 19.7 million shares worth over $8.9 billion [8] - The company follows a buy-and-hold investment philosophy and has a diverse equity portfolio, including long-term positions in American Express and Coca-Cola [9][10] Group 4: Waste Management - Waste Management is the third-largest holding, with over 32.2 million shares valued at more than $6.5 billion [11] - The company is the largest in its sector by revenue, with a full-year 2024 revenue exceeding $22 billion and a net income of approximately $2.75 billion [12] - Waste Management has a strong history of paying dividends, with a yield of 1.5%, making it attractive for investors [13]

业内普遍认为，投资行业人才结构是年龄越大、越高阶的金字塔结构。但随着数字化时代来 临，在深科技、硬科技等专业性较强的赛道上，许多优秀的中国青年投资人，凭借自身完备的 专业知识与精准的眼光，发掘了真正具有价值的投资标的。青年投资人，正在与青年创业者一 起改变世界。 基于此， 母基金研究中心将于2 0 2 5 年4月 2 8 日发布2 0 2 5 4 0U4 0优秀青年投资人榜单 ，以 鼓励所有兢兢业业、为私募股权投资事业默默奉献的青年从业者。 奖项包括： 欢迎有意者扫描以下二维码，联系咨询母基金研究中心进行申报。 （请备注姓名+机构名称， 以便通过验证） 2 0 2 5 4 0位4 0岁以下（4 0U4 0）最佳母基金青年投资人 2 0 2 5 3 0位4 0岁以下（3 0U4 0）最具潜力母基金青年投资人 2 0 2 5 4 0位4 0岁以下（4 0U4 0）最佳直投基金青年投资人 2 0 2 5 4 0位4 0岁以下（4 0U4 0）最具潜力直投基金青年投资人 最受青年投资人欢迎的母基金机构TOP2 0 最受青年投资人欢迎的直投基金机构TOP2 0 百余年来，五四精神鼓舞、激励着无数的中华儿女为实现中华民族 ...

Financial Performance - Net investment income per share for Q4 2024 was $0.35, while earnings per share were $0.10[9] - The net asset value per share decreased by $0.30, or 1.9%, to $15.43 as of December 31, 2024, primarily due to mark-to-market adjustments[9] - The company declared a Q4 2024 base distribution of $0.36 per share and a year-end special distribution of $0.05 per share[9] Debt and Leverage - As of December 31, 2024, the company had $1.12 billion in total principal amount of debt outstanding, with 38% as senior secured bank debt and 62% as unsecured debt[9] - The net debt-to-equity ratio was 1.27x as of December 31, 2024, compared to 1.18x as of September 30, 2024[9] - The company issued $172.5 million of 7.50% unsecured notes due 2029[9] Investment Portfolio - Total investments at fair value were $1.82 billion across 105 portfolio companies in 24 industries as of December 31, 2024[9] - Senior secured loans comprised 86.1% of the investment portfolio, with 86.0% in first lien investments[9] - Investments on non-accrual status were 1.41% of the total investment portfolio at fair value[9] - New investment commitments for the quarter were $106 million, of which $100 million were funded[12]