Peyton Peterson

Private Equity, another "alternative" non-traditional asset class, could soon be much more present among NFL ownership groups. With team valuations soaring the traditional family ownership investor model will likely need to evolve. Similarly with WeTheHobby's "Pick Your Team" live trading card sales...fractional ownership/investing models will likely be required to provide unique opportunities for investors who are looking to access more diverse asset classes. https://lnkd.in/eSUc2Std

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Apollo Global Management, Inc. 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗲𝘅𝗽𝗲𝗰𝘁𝗮𝘁𝗶𝗼𝗻𝘀 𝗯𝗲𝗰𝗼𝗺𝗶𝗻𝗴 𝘂𝗻𝗮𝗻𝗰𝗵𝗼𝗿𝗲𝗱 There is a major gap opening up between the mean and the median of long-term inflation expectations This means that half of the population has long-term inflation expectations that are dramatically higher than the other half This is a very significant challenge for the Fed because it cannot cut interest rates when inflation expectations are out of control. ➕ Share, Tag & Save this post with your network and follow Financial Diets 🔔 Ring the bell at the top right of my profile so you don't miss out on new posts. #finance #career #careers #interview #privateequity #financialservices #market #securities #economy #stock #investment #banking #bank #banks #bankers #money #regulators #finance #markets #investing #fed #federalreserve #interestrates #monetarypolicy #tech #AI #MachineLearning #BigData #ESG #jpmorgan #citi #wellsfargo #blackrock #earnings #applications #Macro #Finance #Investing #Assetmanagement #Wealthmanagement #equities #stockmarket #FinancialCrisis #python #data #datascience #machinelearning #ai #artificialintelligence #programming #dataanalysis #analytics #productivity #innovation #coding #tech #softwareengineer #developer #technology #pandas #dataanalysis #dataanalyst #pythonlibraries #pythondevelopment #pythoncoding #pythonlearning #pandas #statisticalanalysis #statistics #AI #AItools #chatgpt #gpt #gpt4 #stats #analytics #markets #interestrates #goldmansachs #fed #finance

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In this Chart Masters: Small cap #Stocks have underperformed large cap stocks for the longest stretch in 100 years, highlights Brooke May, CFP®, Managing Partner at Evans May Wealth 👉 https://lnkd.in/eEp3wEGT She shares more details about this historic underperformance and what it means for investors.

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Yes, an analyst's performance is the most important factor influencing their career at the firm 🤨 So if you're placed within the lowest-performing group, you may need to up your performance if you want a promotion soon or stay with the company. #investmentbanking #wallstreet #financecareers

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Big news in wealth management: UBS is revamping its wealth management division, appointing Michael Camacho, a former JPMorgan executive, to lead the U.S. wealth unit starting September 16. This move, alongside the creation of a new business unit, highlights UBS's focus on enhancing services for its ultrawealthy clients. At AJC, we recognize the importance of staying informed on industry changes. Follow us for more insights on how these shifts impact the financial landscape. https://lnkd.in/euYHkVi3 #WealthManagement #FinanceNews #UBS #AJConsultants

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Could the Fed's next move on the balance sheet be a game changer? With a potential QT taper in sight, what could this mean for Treasuries? Read Kevin Flanagan’s latest post here: https://lnkd.in/eFYwaZUD #FOMC #investing #interestrates

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Investment activity in Atlanta remains sluggish through the first half of 2024 https://lnkd.in/eHdPVhwv In Atlanta, investment sales activity remains tempered across all asset types through the first half of 2024. Economic constraints such as rising interest rates and inflation are key factors contributing to this softening. #Atlanta #CREinvestment #AVANTbyAY #AYdifference

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Chief Investment Officer Mark Heppenstall analyzes the impact of better-than-expected inflation data on the markets and highlights key takeaways from last week’s Federal Reserve meeting. #assetmanagement #inflation #CPI #PPI #bondmarket #interestrates #economicoutlook #markets #FederalReserve #techgiants #inflationdata #investoroutlook

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Chief Investment Officer Mark Heppenstall notes April’s CPI report coming in modestly better than expected and a flat April retail sales report boosted equity and bond markets last week, with the S&P 500 and Dow Jones recording new highs and bond yields ending lower. This week, investors await FOMC minutes, Nvidia’s earnings and housing market data. #CPI #inflation #economicdata #equitymarkets #bondmarkets #bondyields #ratecuts #investorexpectations #Nvidia #AI #housingmarket #investing #assetmanagement #assetmanagementinsights

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Top5 Most Read stories this week on Real Assets Adviser 1) MAI Capital Management acquires Harbor Wealth Management, LLC Management 2) PNC Financial Services partners with The TCW Group Group to create private credit platform 3) Insights from LPL Financial Research: Macro alternative investment strategies shine 4) Consumer spending expected to slow in 2024, says Colliers 5) Brookfield Asset Management and Castlelake enter strategic partnership Subscribe https://lnkd.in/evZv2Dmz #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments

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Just in: Blackstone leading $2bn private credit loan to Park Place Technologies With Blue Owl Capital also participating in the transaction, the package includes a $1.7bn loan, a capex facility and a RCF. The proceeds will be used to refinance existing debt as well as pay out the private equity sponsors GTCR LLC and Charlesbank Capital Partners, report Bloomberg. Once again, against the recent trend of public market rally, this is another case where private credit lending are being used to take out broadly syndicated loans. The deal is expected to repay $845m first lien loan provided by banks and institutions alongside a $230m second lien. It’s also been observed more that private credit instruments are used to pay out dividends or even at a fund level as NAV facilities to return capital back to LPs. Increased market share reach, potentially we may see more large sized ticket this year by private lenders. Follow for the latest in private credit and alternative investment. #privatecredit #privateequity #investmentbanking #alternativeinvestment #directlending

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Drew Figdor, Portfolio Manager of the TIG Arbitrage Strategy, shared his thoughts with Yiqin Shen for Bloomberg on the current merger arbitrage landscape and why the team likes complexity. To read the full article, visit https://lnkd.in/eQQYHRUs To learn more about AlTi, visit https://alti-global.com/ ______ #Alternatives #MergerArbitrage #WealthManagement

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Where will the credit markets take us in 2024’s second half? Buyside, sellside and advisory pros weigh in via PitchBook LCD’s just-completed US Leveraged Finance Survey: A few highlights: ·        M&A activity will return, though at what pace? ·        Equity contributions on those deals are likely to fall from current levels ·        Leverage, meanwhile, will increase ·        The BSL market will see increased allocations (private credit, too) The survey polled market professionals between June 14 and June 24. You can access the full results here: https://lnkd.in/eXhvU92d PitchBook Rachelle Kakouris #credit #PrivateEquity #PrivateCredit

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