Core Insights - HarbourView Equity Partners has successfully closed an additional $500 million in debt financing through a new private securitization backed by its diversified music portfolio, bringing its total regulatory assets under management to approximately $2.67 billion [1][8] - The financing was supported by KKR-managed insurance vehicles, which also participated in a previous financing round of nearly $500 million in 2024 [2][4] - HarbourView aims to leverage this additional capital to accelerate its strategy in the media, sports, and entertainment markets, focusing on investing in evergreen intellectual property that is historically uncorrelated to broader market volatility [3][5] Company Overview - Established in 2021, HarbourView has built a diverse portfolio featuring over 70 music catalogs and approximately 35,000 songs across various genres and artists [5][8] - The firm has engaged in notable projects, including financing Hip Hop biopics in partnership with Will Smith's Westbrook Studios and investing in Usher's 2024 concert film [5] - HarbourView's strategy emphasizes data analytics and value creation to deliver differentiated returns within the creative ecosystem [5][8] KKR's Role - KKR's Asset-Based Finance strategy focuses on credit investments backed by diversified pools of financial and hard assets, with approximately $74 billion in ABF assets under management globally [4] - KKR's continued support for HarbourView highlights the strong demand for uncorrelated assets in the market [6][10] - The partnership with KKR exemplifies the breadth of investment opportunities in music intellectual property [3][4]

Core Insights - Blue Owl Capital (NYSE: OWL) is expanding its operations in private credit, GP stakes, and real assets, supported by a significant concentration of permanent capital in the industry [1] Group 1 - The company has been focusing on portfolio construction from a dividend growth investor's perspective, leveraging insights from experienced market analysts [1] - Joseph Jones, a professor with over fifteen years of market study experience, has contributed to the understanding of the company's strategic direction [1]

具体来看，2024年，公募基金行业规模达43.43万亿元，较2023年末同比增长16.56%。其中，除公募基 金公司管理的私募资管计划和养老金外，公募基金规模达32.83万亿元，同比增速高达18.93%，存量创 下历史新高，增量和增速均为3年内最高。在投资收益方面，数据显示，2024年总计1.93万只基金中约 有1.59万只公募基金实现正回报，占比达82.4%，平均收益为5.06%。 再从银行理财来看，根据报告，2024年理财产品存续规模达到29.95万亿元，较年初增长11.75%，净值 型理财产品存续规模达29.50万亿元，占比为98.50%；从投资者收益来看，2024年末，持有理财产品的 投资者数量达1.25亿，较年初增长9.88%，为投资者创造收益约7099亿元。 从资金端来看，银行理财与保险资产规模增速较快，2024年资金贡献幅度分别同比增长34%、20%。 在渠道端，银行理财代销渠道开放化、多元化趋势明显，理财公司合作代销机构数量继续稳步增长。报 告显示，2024年，理财公司积极拓展母行以外的代销渠道，已开业的31家理财公司中，只有两家理财产 品由母行代销，其余29家均实现跨行多渠道代销。 6月6日 ...

6月6日，中央汇金大大事件！ 证监会批准，长城国瑞证券、东兴证券、信达证券、东兴基金、信达澳亚基金、长城期货、东兴期货、信达期货这8家金融机构的实际控制人变更 为中央汇金公司。至此，中央汇金控股或参股的金融机构总数达到24家，涵盖银行、证券、保险、基金、期货、资产管理公司等几乎所有金融领 域。 这并非突然之举：就在今年2月14日，金融圈曾发生"大地震"。财政部将其持有的中国信达、中国东方资产、中国长城资产和中证金融公司这四大 重量级金融平台的股权，无偿划转给了中央汇金。那次划转，让中央汇金一夜之间掌控的金融企业数量猛增至23家，实现了对银行、证券、保 险、资产管理公司（AMC）四大核心金融板块的覆盖。本次新增8家，是这一整合进程的延续。 中央汇金是谁？ 话说中央汇金，是2003年经国务院批准成立的国有独资公司。它不是普通的商业公司，而是代表国家，专门负责对重要国有金融企业进行投资和 管理。其核心任务就是，维护国家金融体系稳定，同时推动国有金融资本进行更高效、更市场化的运作。目前，中央汇金版图庞大，截至2025年6 月： 掌控24家重量级金融机构。大家耳熟能详的"四大行"（工、农、中、建）、中国再保险、中金公司 ...

此番从华福国际离职后，洪灏去向已明确为莲华资管。 根据官网，莲华资管是一家获得香港证券及期货事务监察委员会许可从事第4类(证券咨询)和第9类(资产 管理)受规管活动的香港公司。2022年6月，莲华资管被Harpers Capital收购。其中，洪灏的职位为合伙 人、AAA LOTUS FUND基金经理和莲华资管名誉首席经济学家。 采写：南都.湾财社记者刘常源 6月7日，知名策略师洪灏在社交媒体平台确认，其已辞任华福国际CEO一职，将出任莲华资产管理公司 (简称"莲华资管")管理合伙人和CIO。 据南都.湾财社此前报道，今年3月末，洪灏官宣将于4月中旬开始担任华福国际首席执行官的新职务， 这在外界视为其在离开交银国际三年之后，再次回归卖方机构。而截至其6月7日官宣离职，洪灏作为华 福国际CEO的任职仅维持不足2个月。 洪灏表示，经过深思熟虑，决定将精力专注于其独立研究及对冲基金的管理工作，并将出任莲华资产管 理公司管理合伙人和CIO。这些努力与自己为全球经济和市场贡献力量的愿景紧密相连。 据公开资料，洪灏现任思睿集团首席经济学家，中国首席经济学家论坛理事，中国人民大学金融硕士研 究生导师。历任交银国际研究部主管 ...

Group 1 - iREIT® on Alpha provides in-depth research covering various investment vehicles including REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers, with a tracker that includes data on over 250 tickers [1] - Ackman, with a net worth of approximately $9.1 billion, has built his fortune through bold investment decisions [1] - The investment group iREIT®+HOYA Capital is led by Brad Thomas and HOYA Capital, featuring a team of analysts with over 100 years of combined experience [1] Group 2 - Brad Thomas has over 30 years of experience in real estate investing, having been involved in over $1 billion in commercial real estate transactions [2] - He has been featured in prominent media outlets such as Barron's, Bloomberg, and Fox Business, and is the author of four books, including "REITs For Dummies" [2]

Core Insights - BlackRock Canada announces that the iShares Jantzi Social Index ETF will experience higher than normal portfolio turnover due to changes in the evaluation process for the Morningstar Jantzi Social Index, effective June 20, 2025 [1][2] - The iShares ETF aims to replicate the performance of the Index, and the upcoming rebalance is expected to result in higher transaction costs and net capital gains, although the total net capital gains income will not be known until December 15, 2025 [1] - Morningstar will implement several changes to the Index, including a name change, semi-annual reviews, a new parent benchmark, and modifications to ESG exclusions and constituent selection criteria [2] Company Overview - BlackRock is a leading provider of financial technology and aims to enhance financial well-being for investors by making investing easier and more affordable [4] - iShares, a subsidiary of BlackRock, manages over 1,500 exchange-traded funds (ETFs) with assets under management totaling approximately US$4.3 trillion as of March 31, 2025 [5]

SKEL has signed purchase agreements with a group of domestic institutional investors for their acquisition of 153.9 million shares in Styrkás hf., representing just over 15.4% of the company’s issued share capital. The total purchase price of the shares is ISK 3,150 million, equivalent to ISK 20.47 per share. The sale price is equal to the book value of SKEL’s stake in Styrkás as of December 31, 2024. The purchase agreements are subject to customary conditions, which are expected to be finalized next week. ...

Core Viewpoint - Abacus Global Management has authorized a $20 million share repurchase program, reflecting confidence in its business model and balance sheet amidst a short attack on its stock price [1][2]. Group 1: Share Repurchase Program - The share repurchase program is effective from June 5, 2025, and will last for up to 18 months [1]. - The company may repurchase shares through various methods, including open market transactions and block trades, at its discretion based on several factors [2]. - The program is expected to be funded using cash on hand and anticipated future free cash flow [2]. Group 2: Management's Response - The CEO of Abacus stated that the current depressed share price presents a buying opportunity, supported by the new share repurchase program and employee investments totaling over $2 million [2]. - The company is committed to pursuing legal action against those responsible for the short attack [3]. Group 3: Company Overview - Abacus Global Management specializes in alternative asset management, data-driven wealth solutions, and technology innovations, focusing on longevity-based assets and personalized financial planning [8].

Key Takeaways BLK will lay off about 300 employees, more than 1% of its workforce, in a second round of 2025 cuts. The job reductions follow major acquisitions that boosted BLK's headcount by above 14% since 2023. Employee expenses rose 7% in 1Q25, prompting BLK to realign staffing with strategic priorities.BlackRock, Inc. (BLK) plans to cut 300 jobs, affecting more than 1% of its workforce. The news was first reported by Bloomberg, citing people familiar with the matter.At the end of March 2025, the asse ...