DOCSLIB.ORG

Who Was Hiring in Q2 2017 First Name Last Name Title New Firm Old Firm Former Title

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Who Was Hiring in Q2 2017 First Name Last Name Title New Firm Old Firm Former Title 74 | BUYOUTS | July 24, 2017 www.buyoutsnews.com CAREER CENTER Who Was Hiring in Q2 2017 First Name Last Name Title New Firm Old Firm Former Title Garrett Ryan Partner & Head of Capital Markets Twin Brook Capital Fifth Third Bank Managing Director of debt Capital Markets Steve Mills Senior Adviser Bridge Growth Partners IBM Software and Systems Executive Vice President Peter Rockefeller Managing Director Brock Capital Group G2 Investment Group George L. Ochs Senior Vice President & Head of Investor Relations CityView JP Morgan Asset Management Managing Director Justin Catalano Managing Director & Head of Private Equity Fengate Real Asset Fengate Real Asset Investments Director of Infrastructure Investments Lydia A. Gavalis General Counsel Hamilton Lane SEI Frederick W. Shaw Chief Compliance Officer Hamilton Lane Natsource LLC Chief Compliance Officer Daniel Nader Principal of the H.I.G. Latin America Team H.I.G. Capital GP Investments Real Estate Partner Andrew Freeman Managing Director H.I.G. Middle Market Paine & Partners Partner Walter Isaacson Advisory Partner Perella Weinberg Partners Aspen Institute President & CEO Chairman & CEO CNN J.D. Vance Partner Revolution LLC Walter Weil Senior Principal Towerbrook Capital Partners Ron van Loo Senior Principal Towerbrook Capital Partners Andrew Woolford Managing Director Cerberus Business Finance Jefferies LLC Head of Leveraged Loan Sales Tom Goila Managing Director Comvest Capital Goldman Sachs Specialty lending group Steven Shekane Managing Director Constitution Capital Morgan Stanley Credit Partners Managing Director Jonathan Williams Constitution Capital Silicon Valley Bank Kenneth McRay Senior Vice President in investor relations Crescent Capital Group Pinebridge Investments Senior Vice President in insitutional sales and marketing Glynell Bradley Senior Vice President in investor relations Crescent Capital Group Goldman Sachs Vice President of U.S. institutional sales-consultant relations Kyle Smith Portfolio Analyst Maranon Capital MB Financial Bank Commercial Credit Analyst Brian Pearl Portfolio Analyst Maranon Capital PricewaterhouseCoopers Assurance Associate Joe Vallee Associate Q2 Investment Partners Provision Insurance Group Co-Founder & President Gregory Hall Managing Director & Head of Private Strategies Pacific Investment Partners Blackstone Group Senior Managing Director Simon Fine Joint Chief Executive Shore Capital Group David Kaye Joint Chief Executive Shore Capital Group Karl Eidem Co-Head of the Nordic Region Silverfleet Capital AP6 Investment Director Brian Cooper Principal Tengram Capital Partners Atlantic Street Capital Matt Klinger Principal Twin Bridge Capital iCapital Network Senior Vice President Bill Taki CEO of Federated Investors Asia Pacific Federated Investors Phoenix Global Capital Management Bill Mukai Managing Director & Head of Asia-Pacific client Federated Investors Phoenix Global Capital relationships Management Hun Pil Yoe Managing Director for South Korea Federated Investors Phoenix Global Capital Management Aron Grossman Principal Gemspring Capital Rho Capital Principal John Lewis Executive Partner Madison Dearborn Partners Nielsen Holdings PLC Global President Jessica Fung Head of Research Pala Investments BMO Capital Markets Justin Cochrane Working on streaming and structured finance Pala Investments Sandstorm Gold Executive Vice President of Corporate Development www.buyoutsnews.com July 24, 2017 | BUYOUTS | 75 CAREER CENTER First Name Last Name Title New Firm Old Firm Former Title Rune Lillie Gornitzka Associate Partner Polaris Simon Wille Associate Director Polaris Damkjaer Joachim Satchwell Associate Polaris Michael Kastel Director of Investor Relations Rockspring Capital Microbial Discovery Group Account Manager Thomas L. Jones Strategic Personal Investor & Senior Adviser Star Mountain Capital Alvarez & Marsal Managing Director Isaiah Kacyvenski Industry Adviser Star Mountain Capital NFL's Seattle Seahawks Sports Former player Co- Innovation Lab Founder and Managing Director Paul Maritz Industry Adviser for its technology, media and Warburg Pincus Pivotal Software Executive Chairman telecommunications group Keith Gordon Operating Partner om the affiliated operations group Brentwood Associates NuCO Executive Vice President Amit Thaper Investment Director Cairngorm Capital H.I.G. Capital Physician David Buttress General Partner 83North Just Eat Chief Executive Molly He Venture Partner Foresite Capital Illumina Senior Director David Adams Managing Director Grand Coast Capital Group Fullerton Investors Chief Operating Officer Paula Drake Managing Director & General Counsel HarbourVest Partners Och-Ziff Capital Management Group Managing Director, Global Chief Compliance Officer & Chief Regulatory Officer Paul Landsman Investment Team Livingbridge LDC Investment Director Ruby Biring Talent Development Livingbridge Sheffield Haworth Managing Director & Global Head of Technology and Digital Chris Leavy Co-Chairman & Partner MedMen BlackRock Managing Director Jake Petoskey Principal ParkerGale Welsh, Carson, Anderson & Stowe Senior Associate Robert K. Garrison Senior Adviser & Member of the technical advisory Quantum Energy Partners EOG Resources Executive Vice President & General Manager of the committee. western U.S. and Canada Eric A. Shuey Operating Partner Revelstoke Capital Partners Fresenius Medical Care Senior Executive Sits on the board Encore Rehabilitation Services Dörte Höppner Chief Operating Officer of Riverside Europe Fund Riverside Co P+P Managing Director Invest Europe Chief Executive & Secretary General Managing Director German Private Equity and Venture _ Capital Association Ruben Jose King-Shaw Jr Senior Adviser Silversmith Capital Partner Mansa Equity Partners Chairman & CEO Dominic Casserley Senior Adviser in the financial-services group Warburg Pincus Willis Group Holdings CEO Graham Stedman Wboard Adviser White Horse Capital Nabarro LLP Senior Partner James Savage Portfolio Director YFM Equity Partners Barclays Vice President Randy L. Cowen Technology and advisory board Bridge Growth Partners Goldman Sachs Global head of technology and operations, chief information officer and co-chief administrative officer Hamilton Tang Managing Director CDIB Capital International Simon Murray & Co CEO Yinghai Xie Managing Director CDIB Capital International SMC Partner Sandy Ng Senior Vice President in the investment and portfolio CDIB Capital International SMC Partner management team out of Shanghai Neil McGill Investment Director Cairngorm Capital BDO Head of the M&A advisory practice in Scotland René Lerer Senior Adviser Frazier Healthcare Partners GuideWell Mutual Holding Florida President Blue Craig Goos Managing Partner and Chief Operating Officer GPB Capital UBS Wealth Management Managing Director of Alternative investments 76 | BUYOUTS | July 24, 2017 www.buyoutsnews.com CAREER CENTER First Name Last Name Title New Firm Old Firm Former Title Eric A. Barton Leveraged Senior Loan Platform Hancock Capital Management Jeff Bottcher Leveraged Senior Loan Platform Hancock Capital Management Ryan Reko Leveraged Senior Loan Platform Hancock Capital Management Patrick Kilrea Leveraged Senior Loan Platform Hancock Capital Management Brian Cihlar Leveraged Senior Loan Platform Hancock Capital Management Conner Moriarty Leveraged Senior Loan Platform Hancock Capital Management Nicholas W. Martino Partner High Road Capital Partners ITW Group President Eojin Lee Vice President High Road Capital Partners D Cubed Group Vice President Associate Audax Group Gregory Maxon Managing Director & Head of Capital Markets Thomas H.Lee Partners LP JP Morgan Securities LLC Leveraged finance group Martin Clask Investing Managers for transacting new NPIF equity Maven Capital Partners investmetns xxx James Darlington Investing Managers for transacting new NPIFREUTERS/xxxxxxxxx equity Maven Capital Partners investmetns Jeremy Thompson Investing Managers for transacting new NPIF equity Maven Capital Partners investmetns Philip Wack Moonlake Capital KKR Director Laurence Goldberg Managing Director Onex Corp Barclays Global Head of Tech, Media and Telecom Investment Banking Justin Reger Principal PeakEquity Partners LLR Partners Led the enterprise application software practice Citigroup Advising PE Firms on LBOs Cory Hill Managing Director Perella Weinberg Partners Bank of America Merrill Lynch Director Josh Mandelbrehm Entrepreneur-in-residence Polaris Partners Biogen Held business development & strategy positions Johan Nboork Silverfleet Capital Jan Kux Silverfleet Capital Guntram Kieferle Silverfleet Capital Constance d'Avout Silverfleet Capital Graziano Seghezzi Managing Partner Sofinnova Partners James Savage Portfolio Director YFM Equity Partners Barclays's Principal Investments Vice President team Gianni Russello Managing Director Z Capital Oppenheimer & Co Managing Director Martin vom Hagen Partner Adams Street Partners AllianceBernstein Jay Sung Operating Partner & Chief Marketing Officer Brentwood Associates Proactiv Co President Niel McGill Investment Director Cairngorm Capital BDO Headed the M&A advisory practice Michael Choe President of the middle-market private equity firm Charlesbank Capital Partners Chris Peetz Entrepreneur-in-residence Frazier Healthcare Partners Tobira Therapeutics CFO & Head of corporate development www.buyoutsnews.com July 24, 2017 | BUYOUTS | 77 CAREER CENTER First Name Last Name Title New Firm Old Firm Former Title Evan Earley Senior Associate LightBay Capital Pritzker Group Private Capital Senior Associate Ryan
Load more

Recommended publications
  • Portfolio Value-Adding by Private Equity Houses: Walking the Walk Or Just Talking the Talk?
    Portfolio value-adding by private equity houses: Walking the walk or just talking the talk? June 2010 Dr Mike Hicks Catalysis Advisory Portfolio value-adding by private equity houses Participants Twenty five private equity houses - across a full range of sizes and styles of investment - provided input. In the tables and graphics below they have been divided into approximate size groups based on self-declared equity-cheques. Name Group/abbreviation Octopus Ventures Maven Capital Partners Small cap YFM Private Equity ISIS Equity partners Lyceum Capital August Equity Dunedin Capital Partners HIG Capital Lower mid-market (LMM) Canter Equity Partners Chamonix Private Equity Baird Capital Partners Europe Total Capital Partners Macquarie HgCapital Nova Capital Management GMT Communications Partners AAC Capital Partners HSBC Private Equity Upper mid-market (UMM) ECI Partners Palamon Capital Partners Silverfleet Capital Duke Street 3i CVC Big buy-out (BBO) Blackstone Mike Hicks: Catalysis Advisory Page 2 Portfolio value-adding by private equity houses Executive summary 1. This study fills a gap in knowledge of value-adding practices across the mid-market 2. Private equity houses have a good record of adding greater value than public companies and over the last decade more houses have worked to improve this area. But more is demanded both by circumstances and LPs and there is a perception that plenty of value is being left on the table. 3. In many cases value-adding approaches emerged to handle tactical problems and have evolved piecemeal. Large ticket investors benefit from more manpower while small cap houses run much more on a shoestring. But mid-market investors have adopted variations on the large buy-out model when it comes to applying resources post-deal.
    [Show full text]
  • Private Equity 05.23.12
    This document is being provided for the exclusive use of SABRINA WILLMER at BLOOMBERG/ NEWSROOM: NEW YORK 05.23.12 Private Equity www.bloombergbriefs.com BRIEF NEWS, ANALYSIS AND COMMENTARY CVC Joins Firms Seeking Boom-Era Size Funds QUOTE OF THE WEEK BY SABRINA WILLMER CVC Capital Partners Ltd. hopes its next European buyout fund will nearly match its predecessor, a 10.75 billion euro ($13.6 billion) fund that closed in 2009, according to two “I think it would be helpful people familiar with the situation. That will make it one of the largest private equity funds if Putin stopped wandering currently seeking capital. One person said that CVC European Equity Partners VI LP will likely aim to raise 10 around bare-chested.” billion euros. The firm hasn’t yet sent out marketing materials. Two people said they expect it to do so — Janusz Heath, managing director of in the second half. Mary Zimmerman, an outside spokeswoman for CVC Capital, declined Capital Dynamics, speaking at the EMPEA to comment. conference on how Russia might help its reputation and attract more private equity The London-based firm would join only a few other firms that have closed or are try- investment. See page 4 ing to raise new funds of similar size to the mega funds raised during the buyout boom. Leonard Green & Partners’s sixth fund is expected to close shortly on more than $6 billion, more than the $5.3 billion its last fund closed on in 2007. Advent International MEETING TO WATCH Corp. is targeting 7 billion euros for its seventh fund, larger than its last fund, and War- burg Pincus LLC has a $12 billion target on Warburg Pincus Private Equity XI LP, the NEW JERSEY STATE INVESTMENT same goal as its predecessor.
    [Show full text]
  • LAZARD GROUP LLC (Exact Name of Registrant As Specified in Its Charter)
    Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2008 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 333-126751 (Commission File Number) LAZARD GROUP LLC (Exact name of registrant as specified in its charter) Delaware 51-0278097 (State or Other Jurisdiction of Incorporation (I.R.S. Employer Identification No.) or Organization) 30 Rockefeller Plaza New York, NY 10020 (Address of principal executive offices) Registrant’s telephone number: (212) 632-6000 Securities Registered Pursuant to Section 12(b) of the Act: None Securities Registered Pursuant to Section 12(g) of the Act: None Indicate by check mark if the Registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes ☒ No ☐ Indicate by check mark if the Registrant is not required to file reports pursuant to Section 13 or 15(d) of the Act. Yes ☐ No ☒ Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the Registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☒ No ☐ Indicate by check mark if disclosure of delinquent filers pursuant to Item 405 of Regulation S-K is not contained herein, and will not be contained, to the best of Registrant’s knowledge, in definitive proxy or information statements incorporated by reference in Part III of this Form 10-K or any amendment to this Form 10-K.
    [Show full text]
  • Longleaf Partners International Fund Commentary 2Q21
    July 2021 Longleaf Partners International Fund Commentary 2Q21 Longleaf Partners International Fund added 1.19% in the quarter and 8.00% year-to- date, trailing the MSCI EAFE Index’s 5.17% and 8.83% for the same periods. US markets continued the monetary liquidity fueled run to ever sillier valuation levels, while non-US lagged relatively. The majority of our holdings were positive in the quarter. The Fund’s exposure to China and Hong Kong (including Netherlands-listed Prosus, whose business is driven by the Chinese consumer) was the biggest geographic headwind. FX was a moderate contributor to the Fund, as well as the MSCI EAFE index. Despite relative underperformance, it was a solid period for value per share growth at our holdings. “Value” had a (we believe temporary) pullback vs. “growth” in the second quarter on the back of lower interest rates and various other factors. Over the last year, we have seen interest rate consensus go from “low rates forever” for most of 2020 to “rates are definitely going up” in February/March of 2021 to what now feels like magical goldilocks thinking for growth stocks in the 1-2% US 10-year range. While we cannot predict precisely what rates will do in the near term, we welcome increased volatility on this all- Average Annual Total Returns for the Longleaf Partners International Fund (6/30/21): Since Inception (10/26/98): 7.45%, Ten Year: 4.50%, Five Year: 10.64%, One Year: 34.82%. Average Annual Total Returns for the MSCI EAFE (6/30/21): Since Inception (10/26/98): 5.62%, Ten Year: 5.89%, Five Year: 10.28%, One Year: 32.35%.
    [Show full text]
  • GP Investments
    1 GP Investments Earnings Release Fourth Quarter 2020 Earnings Release 2Q18 2 2020 highlights March 31, 2021 – This release reports the 4Q20 and full-year results of GP Investments, Ltd. (‘GP’) [B3: GPIV33], a leader in private equity and alternative investments. 2020 was a challenging year worldwide; and for GP Investments this was no different. At the beginning of the Covid-19 pandemic, most of the companies in GP’s portfolio that have physical premises had to close facilities or operate under restrictions. Brick-and-mortar stores had to be closed, restaurants had to depend mostly on delivery and take-out, and many businesses had to be reinvented fast. In March, GP moved 100% of its team members, across all its offices, to remote working, following procedures in its Business Continuity Plan. The transition to a work-at-home model was seamless, with no interruptions in our activities, and we have continued to leverage multiple digital technologies to enable our teamwork. The results reported by GP Investments in 2020 reflected the volatility of the financial markets, and the economic impacts of the pandemic. In the 4th quarter of 2020, GP posted net income of USD 33.8 million, which was driven by increases in the share prices of our listed companies – primarily Centauro – as well as the positive impact of the temporary BRL appreciation. Nevertheless, for the full year, mark-to-market adjustments in the companies in the portfolio have translated into significant net unrealized losses, which together with the rapid devaluation of the Brazilian Real have led to a total net loss of USD (91.8) million in 2020.
    [Show full text]
  • Lazard Global Active Funds Plc
    Lazard Global Active Funds plc Interim Report and Unaudited Financial Statements For the period ended 30 September 2014 Contents Directors and Other Information .................................................................................... 4 Investment Managers’ Reports ...................................................................................... 5 Financial Statements C Profit and Loss Account ...................................................................................... 36 L Balance Sheet ..................................................................................................... 44 Statement of Changes in Net Assets attributable to Redeemable Participating Shareholders .................................................................................. 50 Notes to the Financial Statements ............................................................................... 67 Portfolios of Investments ............................................................................................. 80 CTIVE FUNDS P Supplemental Information A L Statements of Major Changes in Investments .................................................. 115 OBA L LAZARD G Lazard Global Active Funds plc Period ended 30 September 2014 3 Directors and Other Information Registered Office Investment Managers (continued) First Floor Lazard Gulf Limited Fitzwilton House Dubai International Financial Centre Wilton Place Level 2, Gate Village 1 Dublin 2 Sheikh Zayed Road Street IRELAND P.O. Box 506644 Manager DUBAI Lazard Fund Managers (Ireland)
    [Show full text]
  • Private Equity Newsletter Quarterly Special | Edition 1+2/2021 Dear Friends
    PRIVATE EQUITY Newsletter QUARTERLY SPECIAL | EDITION 1+2/2021 SIGNED DEALS for 2020 and Q1/2021 within the German-speaking region EUROPEAN PE MARKET Interview with Senior Partner Christof Huth and Principal Dr Thorsten Groth as well as digital expert Dr Ulrich Kleipaß MOST RECENT STUDIES by Roland Berger Private Equity Newsletter Quarterly Special | Edition 1+2/2021 Dear Friends, Christof Huth dear Clients, What a start to the year! The first quarter of 2021 has broken almost every record so far. This edition of the Newsletter provides an overview of the tremendous deal flow in the first quarter of 2021 in com- parison to last year and examines various developments influencing the PE market. Additionally, it offers an overview of recent Roland Berger studies. Dr Sascha Haghani The 2020 PE year (197 transactions) saw lower deal activity overall than 2019 (253 transactions), driv- en by declines in the first half of 2020 in particular. In the second half of 2020, there was a quick recovery in PE-related deal-making in German-speaking Europe, which continues into 2021 so far. With 90 deals, Q1 of 2021 not only surpassed the already strong Q3 of 2020 but represents the strongest quarter in the long history of the PE Newsletter. Economically, the dominant topic for 2020 was COVID-19 and its impact on deal-making, on portfo- Sven Kleindienst lio companies and on daily life. By now the PE industry has become used to successfully dealing with COVID-19-related restrictions during deal-making and is focused on companies’ development outlook beyond COVID-19.
    [Show full text]
  • Lazard Global Active Funds Plc
    Lazard Global Active Funds plc Interim Report and Unaudited Financial Statements For the financial period ended 30 September 2015 Contents Directors and Other Information .................................................................................... 4 Investment Managers’ Reports ...................................................................................... 6 Statement of Comprehensive Income ......................................................................... 40 Statement of Financial Position ................................................................................... 46 Statement of Changes in Net Assets attributable to Redeemable Participating Shareholders ........................................................................................... 52 Notes to the Financial Statements ............................................................................... 58 Portfolios of Investments ............................................................................................. 92 Statements of Major Changes in Investments ........................................................... 126 LAZARD GLOBAL ACTIVE FUNDS PLC Lazard Global Active Funds plc Period ended 30 September 2015 3 Directors and Other Information Registered Office Investment Managers (continued) 6th Floor Lazard Gulf Limited 2 Grand Canal Square Dubai International Financial Centre Dublin 2 Level 2, Gate Village 1 IRELAND Sheikh Zayed Road Street Manager P.O. Box 506644 DUBAI Lazard Fund Managers (Ireland) Limited 6th Floor Lazard MENA Fund
    [Show full text]
  • Real Deals Luxembourg Edition
    THE INDEPENDENT VOICE OF EUROPEAN PRIVATE EQUITY INSIDE BVCA Summit 2020 A round up of key discussions from the BVCA Summit 2020. //realdealseucom GP Workshop How to market a fund successfully. Sink or float GPs must undertake IPOs with caution. PEA Shortlist Deal, House and Advisory awards shortlists for the Private Equity Awards. THE KEY TO LUXEMBOURG Region focus: Why Luxembourg is a fund jurisdiction of choice. RD471-01.indd 1 23/10/2020 12:19 THANK YOU FOR YOUR SUPPORT DPE IV closed at its hard cap of €1bn. We look forward to partnering with more leading Mittelstand businesses and delivering value for our investors. www.dpe.de 8566 DPE Real Deals Tombstone Ad REVISED ARTWORK.indd 1 15/10/2020 19:30 / realdealseucom & Contents 18 Q&A: Alterdomus Editorial Fund admin and PE relations; and KYC processes. Leader Talya Misiri 4 Alphabites BWAM calls on industry, Pictet’s first thematic fund 20 and more. Lightbulb Credit Comment Trade credit ratings All grown up 6 and PE-backed growth. As the industry matures, it must become BVCA Summit 2020 A roundup of key discussions more aware of the responsibility it has from the BVCA Summit 2020. 21 Webinar: Staying to make a positive impact on its ahead of the curve Tech innovation and portfolio companies, but also the world. 8 managing risks. Luxembourg rebounds and ready to lead Luxembourg accelerates 22 digitalisation and ESG Q&A: Apex in alternatives. Challenges and opportunities facing PE. onus is on private equiteers to think beyond high returns, profit and their personal gains.
    [Show full text]
  • Dow Jones Private Equity Analyst
    Special Section Dow Jones Private Equity Analyst Sources Of Capital April 2010 Sponsored By Fund Placement Specialists Serving our Clients and Investors Globally $2,506,000,000 $280,000,000 $435,000,000 $225,000,000 Quantum Energy Intervale Capital Special Situation Goode Partners Partners V, LP Fund, L.P. Partners II LP Consumer Fund I, L.P. $175,000,000 $187,000,000 $1,320,000,000 $162,000,000 Altira Technology Summer Street Quantum Energy Bridgescale Fund V L.P. Capital Partners II, L.P. Partners IV, LP Partners, LP $1,200,000,000 $250,000,000 $345,000,000 $156,000,000 Quantum Montagu Newhall Quantum Energy Montagu Newhall Resources, LP Global Partners III, L.P. Partners III, LP Global Partners II, L.P. Sources of Capital 3 Dow Jones Private Equity Analyst A New World Order: GPs Grapple With A Private Equity Industry In Flux By Keenan Skelly General partners found themselves turning Percentage of capital by LP type over every last rock and a few twigs besides 2.0 5.3 Public pension funds looking for capital in 2009, as many of their 3.2 4.1 25.6 Funds of Funds traditional investors parked themselves firmly 4.2 on the sidelines. 5.4 Corporate pension funds 2009 5.9 and corporations directly 11.5 Our latest Private Equity Analyst Sources of Capital survey 6.6 Endowments/Foundations 7.9 9.9 Family offices shows starkly that even though the overall size of the fund- 8.4 raising pie shrank in 2009, several types of limited partners Insurance companies 0.6 6.6 that previously had been reliable long-time partners to the Wealthy investors/Feeder funds 5.4 industry could no longer pony up their fair share.
    [Show full text]
  • Lazard Global Active Funds Plc
    Lazard Global Active Funds plc Interim Report and Unaudited Financial Statements For the financial period ended 30 September 2017 Contents Directors and Other Information .................................................................................... 4 Investment Managers’ Reports ...................................................................................... 6 Statement of Comprehensive Income ......................................................................... 36 Statement of Financial Position ................................................................................... 42 Statement of Changes in Net Assets attributable to Redeemable Participating Shareholders ........................................................................................... 48 Notes to the Financial Statements ............................................................................... 54 Portfolios of Investments ............................................................................................. 87 Statements of Major Changes in Investments ........................................................... 121 LAZARD GLOBAL ACTIVE FUNDS PLC Lazard Global Active Funds plc Financial period ended 30 September 2017 3 Directors and Other Information Registered Office Investment Managers (continued) 6th Floor Lazard Asset Management (Deutschland) GmbH 2 Grand Canal Square Neue Mainzer Strasse 75 Dublin 2 60311 Frankfurt am Main D02 A342 GERMANY IRELAND Registration Number: 247292 Lazard Sterling High Quality Bond Fund Manager Lazard
    [Show full text]
  • EIF Annual Report 2014
    ANNUAL REPORT REPORT ANNUAL 2014 ANNUAL REPORT 2014 TABLE OF CONTENTS 1. INTRODUCTION 3 FOREWORD BY THE CHAIRMAN OF THE BOARD OF DIRECTORS 4 INTRODUCTION BY THE CHIEF EXECUTIVE 5 2. BUSINESS YEAR 2014 7 EUROPEAN MARKET ENVIRONMENT 8 EQUITY ACTIVITY 10 GUARANTEE AND SECURITISATION ACTIVITY 17 MICROFINANCE ACTIVITY 20 3. MANDATES 23 INSTITUTIONAL MANDATES 24 REGIONAL MANDATES 28 4. NEW OPERATIONS IN 2014 33 5. LATEST DEVELOPMENTS AND PLANS 38 6. GOVERNANCE 39 CAPITAL AND SHAREHOLDERS 40 EIF MANAGEMENT 42 BOARD OF DIRECTORS 44 AUDIT BOARD 44 AUDIT AND CONTROLS 45 RISK AND PORTFOLIO MANAGEMENT 46 COMPLIANCE AND OPERATIONAL RISK 47 LEGAL 48 7. FINANCIAL STATEMENTS 2014 49 INDEPENDENT AUDITOR’s REPORT 50 STATEMENT BY THE AUDIT BOARD 51 STATEMENT OF FINANCIAL POSITION 52 STATEMENT OF COMPREHENSIVE INCOME 53 STATEMENT OF CHANGES IN EQUITY 54 CASH FLOW STATEMENT 55 NOTES TO THE FINANCIAL STATEMENTS 56 8. CONTACTS AND REFERENCES 100 1. INTRODUCTION 3 ANNUAL REPORT 2014 FOREWORD BY THE CHAIRMAN OF THE BOARD OF DIRECTORS In 2014, the year in which it celebrated its 20th year, Gerassimos Thomas and Franciscus Godts resigned anniversary, EIF, as part of the EIB Group’s commitment as Board members due to professional changes and, to bridge Europe’s financing gap and create growth, on behalf of the Board, thanks are extended for their provided high value added and impactful financial contributions. products across a broad range of market segments. EIF considerably expanded its capacity to put European In May, EIF’s shareholders approved a EUR 1.5bn capital small and medium-sized enterprises (SMEs) and midcaps increase, which raised EIF’s total authorised capital to back on the road to recovery.
    [Show full text]