Core Viewpoint - EQT is significantly increasing its investment focus on Asia, identifying the region as a major growth engine with compelling opportunities in private equity and infrastructure [1][2]. Investment Strategy - EQT raised over $10 billion for its ninth Asia private equity fund, the BPEA Private Equity Fund IX, which has a target of $12.5 billion [3]. - The firm plans to invest approximately $930 million in Douzone Bizon, a South Korean enterprise software provider [3]. Market Trends - Other private equity firms, such as KKR, are also shifting focus to Asia, with half of their 2025 private equity capital returns expected to come from the region [5]. - EQT's Asia strategy is based on a strong local presence to exploit "structural alpha opportunities" due to market inefficiencies compared to the U.S. and Europe [6][7]. Regional Focus - While many investors are cautious about China, EQT sees potential in early-stage investments driven by domestic demand rather than cross-border flows [8]. - The firm emphasizes sectors such as services, software, education, and financial services, which are less affected by geopolitical tensions [8]. Performance Insights - In 2020, China represented over 50% of Asia-Pacific private equity deal value, but this share dropped to 27% in 2024 [9]. - EQT's performance has been largely independent of monetary cycles, with the firm not relying on falling interest rates for future success [10][11].

天眼查工商信息显示，11月17日，深圳市深投控东海新能源产业私募股权投资基金合伙企业（有限合 伙）成立，执行事务合伙人为深圳市投控东海投资有限公司，出资额10亿人民币，经营范围包括以私募 基金从事股权投资、投资管理、资产管理等活动。合伙人信息显示，该基金由深圳能源、深圳市投控东 海投资有限公司、深圳市引导基金投资有限公司等共同出资。 ...

期间，林艺平不仅因工作职责可接触、查询前述两家私募基金管理人的相关未公开信息，而且直接获 取、加工过相关未公开信息。资金来源方面，"林某治"名下证券账户的相关资金由林艺平筹措，"何某 龙"名下证券账户的资金为何某龙的原有资金，但4个账户的盈亏均由林艺平承担。 2022年11月至2023年8月期间，林艺平借用"何某龙"东莞、中信证券账户，IP在杭州的交易都是由林艺 平决策、操作，资金是林艺平借用账户中原有的何某龙的资金，盈亏由林艺平承担。 【深圳商报讯】（记者 陈燕青）浙江证监局近日公布了一起私募核心IT人员的老鼠仓。浙江某私募IT 人员林艺平代客理财，通过"老鼠仓"盈利8857.7万元，被罚没合计约1.77亿元，同时被采取5年证券市场 禁入措施。 根据披露，2022年10月至2023年9月，林艺平在杭州某某科技有限公司任职，承担交易策略前端开发， 产品风控，部分产品交易测试、决策、下单、监控等工作。 同时，浙江省内两家私募基金管理人与上述杭州某某科技均由同一实控人控制，同一管理团队管控，林 艺平实质上实施了私募基金从业人员的履职行为。 市场传闻称，监管所提的"浙江省内两家私募基金"疑似九章资产、幻方量化，由同 ...

TechCrunch’s Marina Temkin, who moderated the panel, shared a jarring example from a recent conversation with a general partner at a venture firm: A portfolio company last valued at 20 times revenue was recently offered just 2 times revenue in the secondary market — a 90% discount.The panel didn’t sugarcoat one of the harsh truths about venture valuations, which is that there’s often a huge gap between what VCs think their portfolios are worth and what buyers will actually pay.The alternative is active port ...

记者丨 杨娜娜 编辑丨姜诗蔷 一纸高达1.77亿元的罚单，揭开了又一例"老鼠仓"案件。 然而，监管通过IP地址追踪、银行账户和流水核查、电脑硬件信息比对以及交易所出具的趋同 交易信息，最终构建了完整证据链。数据显示，在2022年11月16日至2023年9月6日期间，这 些账户在沪深两市的交易与相关私募机构的操作高度趋同， 非法获利高达8857.69万元。 尽管林艺平曾在案件审理过程中提出陈述申辩意见并获部分采纳，但仍未能逃脱严厉处罚。最 终，他被没收违法所得8857.69万元，并处以等额罚款，合计被罚没金额超1.77亿元。此外， 因情节严重，林艺平还被采取五年证券市场禁入措施。 针对该IT人员为何能够长期、系统地窃取并利用未公开信息进行趋同交易的问题，深圳卓德投 资副总经理李进在接受21世纪经济报道采访时指出，从职责定位来看，量化私募旗下的科技公 司 IT人员主要负责系统搭建与技术支持，原则上不应涉及投研核心信息。私募机构若严格遵 循从业人员资格管理要求，规范项目协作机制与落实内部风控制度，特别是对策略代码、交易 数据、客户信息等核心信息实施分级授权管理，即可在相当程度上实现信息隔离。 近日，浙江证监局公布的 ...

Core Viewpoint - Private equity firm Thoma Bravo has made an offer to acquire Clearwater Analytics, indicating a potential consolidation in the financial technology sector [1] Company Summary - Thoma Bravo is a private equity firm known for its investments in software and technology companies [1] - Clearwater Analytics specializes in providing cloud-based investment accounting and reporting solutions [1] Industry Summary - The acquisition reflects ongoing trends in the financial technology industry, where private equity firms are increasingly targeting software companies for growth opportunities [1]

The world's biggest private equity firm is trying to appeal to the retail masses. Blackstone is well known to pensions, endowments, and working with the world's richest institutions, but it could find its way into your 401k and more millionaire savings. That's largely because of John Gray, the guy who sometimes might pop up on your LinkedIn page spouting investment advice while running.Over the years, the Blackstone president has asked executives to think beyond chasing high octane bets and turn out steadie ...

人民财讯11月13日电，企查查APP显示，近日，深圳市亿航东方低空经济产业私募股权投资基金合伙企 业(有限合伙)成立，出资额7.6亿元，经营范围包含：以私募基金从事股权投资、投资管理、资产管理等 活动。企查查股权穿透显示，该合伙企业由深圳市引导基金投资有限公司、深圳市龙华区引导基金投资 管理有限公司等共同持股。 ...

Core Insights - Clairvest Group Inc. reported a net loss of $76.8 million for the second quarter of fiscal 2026, primarily due to a full provision for its investment in Head Digital Works, which faced adverse regulatory changes [2][8] - The company's book value decreased to $1,154 million or $83.92 per share as of September 30, 2025, down from $1,260 million or $88.94 per share as of June 30, 2025 [2][8] - Clairvest announced an agreement to acquire MGM Northfield Park for US$546 million, with expected equity investment of approximately US$165 million from Clairvest and its partners [5][8] Financial Performance - For the quarter ended September 30, 2025, Clairvest's net loss was $76.8 million, translating to $5.43 per share, largely due to a $127 million provision on the investment in Head Digital Works [3][8] - The net loss for the six months ended September 30, 2025, was $55.4 million or $3.91 per share, with a net increase of $35 million in the valuation of other private equity investments [3][8] - As of September 30, 2025, total cash and cash equivalents amounted to $263 million, representing 23% of the book value [4][8] Investment Strategy - The company plans to focus its investments in North America following negative experiences with international investments, emphasizing the importance of diversification and disciplined investing [6][8] - The acquisition of MGM Northfield Park will mark Clairvest's 14th land-based gaming investment, building on a successful track record in the sector [6][8]

Key Insight: Sallie Mae, the nation's preeminent private student lender, is teaming up with a private equity giant as it prepares for a future in which the federal government is retreating from the student loan industry. Supporting Data: KKR plans to buy more than $6 billion in student loans from Sallie Mae over the next three years. Expert Quote: "We're excited to work with KKR on this first-of-its-kind deal and look forward to growing this into a new business," said Sallie Mae CEO Jon Witter. America ...