13F Ideas Quarterly - May 2014
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2010 Employment Report Career Management Center Visit the Career Management Center Online At
2010 Employment Report Career ManageMent Center Visit the Career Management Center online at www.gsb.columbia.edu/recruiters. Post positions online at www.gsb.columbia.edu/jobpost. reCruItIng at CoLumbia Business schooL Columbia Business School students continue to distinguish themselves with their ability to be nimble and flexible during a shifting economic and hiring landscape. employers report that Columbia MBas have the right mix of tangible business skills and social intelligence—enduring assets for any organization. the School’s focus on educating versatile business leaders who can excel in any environment is proven by a curriculum that bridges academic theory and real-world practice through initiatives like Columbia CaseWorks and the Master Class Program. the School’s cluster system and learning teams, as well as the Program on Social Intelligence, foster a team-oriented work ethic and an entrepreneurial mindset that makes creating and capturing opportunity instinctual. Students are able to add value to a wide range of organizations on day one, and the School’s extraordinary network of alumni, global business partners, and faculty members, along with its seamless integration with new York City, makes Columbia Business School stand out among its peers. the Career Management Center (CMC) works with hiring organizations across the public, private, and nonprofit sectors to develop effective and efficient recruiting strategies. recruiters can get to know the School’s talented students in a variety of ways, such as on-campus job fairs, prerecruiting functions, drop-in sessions, interviews, and educational presentations with student clubs, among other opportunities. Companies can also collaborate with the CMC to interview students closer to the time of hiring on an as-needed basis. -
Julian Robertson: a Tiger in the Land of Bulls and Bears
STRACHMAN_FM_pages 6/29/04 11:35 AM Page i Julian Robertson A Tiger in the Land of Bulls and Bears Daniel A. Strachman John Wiley & Sons, Inc. STRACHMAN_FM_pages 6/29/04 11:35 AM Page i Julian Robertson A Tiger in the Land of Bulls and Bears Daniel A. Strachman John Wiley & Sons, Inc. STRACHMAN_FM_pages 6/29/04 11:35 AM Page ii Copyright © 2004 by Daniel A. Strachman. All rights reserved. Published by John Wiley & Sons, Inc., Hoboken, New Jersey. Published simultaneously in Canada. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permis- sion of the Publisher, or authorization through payment of the appropriate per- copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, 978-750-8400, fax 978-646-8600, or on the web at www. copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, 201-748-6011, fax 201-748-6008. Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fit- ness for a particular purpose. -
Software Sector Summary Report
SOFTWARE SECTOR REPORT Q1 2019 GCA: A LEADING INDEPENDENT GLOBAL INVESTMENT BANK Global investment bank providing strategic M&A and capital markets advisory services to growth companies and market leaders LEEDS PARIS FRANKFURT MANCHESTER MUNICH ZURICH NAGOYA TOKYO LONDON SHANGHAI NEW YORK MILAN NEW DELHI OSAKA TEL AVIV FUKUOKA SAN FRANCISCO TAIPEI MUMBAI SINGAPORE HO CHI MINH CITY Global platform: Sector expertise: Exceptional cross- 21 offices in key Experienced team: Expansive coverage border capabilities: markets across Over 400 employees and deep Over a third of all America, Asia and across the globe specialization transactions Europe Broad spectrum Diversified Strong reputation of clients: business model: and track record: Leading Geographically High number of conglomerates, top balanced, synergistic repeat clients and private equity firms and complementary referrals and emerging high- focus areas growth companies 2 GCA operates as GCA in America and Asia, and GCA Altium in Europe GCA OVERVIEW The GCA Software Team US Team Paul DiNardo Daniel Avrutsky Rupert Sadler Josh Wepman Managing Director Managing Director Managing Director Managing Director Software HCM Software Software, Travel & Telematics Software & Digital Media [email protected] [email protected] [email protected] [email protected] James Orozco Clark Callander Chris Gough Kevin Walsh Managing Director Managing Director Managing Director Managing Director Financial Sponsors Technology Real Estate Tech Software & Digital Media [email protected] [email protected] -
Top 100 Hedge Funds
P2BW14403B-0-P01100-1--------XA P22 BARRON'S May24,2010 May24,2010 BARRON'S P11 BLACK Top 100 Hedge Funds The market’s horrors of 2008 gave way to the pleasures of 2009. John Paulson’s Paulson Credit Opportunities fund has gained a phenomenal 123% annually over the past three years. The worst-performing member of Barron’s Top 100 has returned roughly five times what the average hedge fund has risen. Currencies (USD, GBP and Euro) refer to specific currency classes of a fund. Fund 3-Year RANKING Assets Compound 2009 Total Firm 05/24/2010 2009 ’08 Name (mil) Fund Strategy Annual Return Return Company Name / Location Assets (mil) 1. nr Paulson Credit Opportunities a $4,000 Credit 122.92% 35.02% Paulson / New York $32,000 2. 2. Balestra Capital Partners 1,050 Global Macro 65.63 4.22 Balestra Capital / New York 1,225 3. nr Medallion 9,000 Quantitative Trading 62.80 38.00 Renaissance Tech / East Setauket, NY 15,000 4. 13. Element Capital 1,214 Macro/Relative Value 45.02 78.82 Element Capital / New York 1,214 IF THERE WERE EE,EU,MW,NL,SW,WE 5. nr Providence MBS Offshore 333 Mortgage-Backed Securities 44.29 85.67 Providence Investment Mgmt / Providence, RI 400 6. nr OEI Mac (USD) 355 Equity Long/Short 41.78 18.56 Odey Asset Mgmt / London 2,834 7. 1. Paulson Advantage b 4,750 Event Arbitrage 41.31 13.60 Paulson / New York 32,000 EVERATIMETOASK 8. nr SPM Structured Servicing 1,049 Mortgage-Backed Securities 39.80 134.60 Structured Portfolio Mgmt / Stamford, CT 2,725 9. -
Graham & Doddsville
Page 2 Welcome to Graham & Doddsville We are pleased to bring ing, and management you the 41th edition of quality and capital allo- Graham & Doddsville. This cation. Mr. Kidd discuss- student-led investment es his early experiences publication of Columbia with the semiconductor Business School (CBS) is industry, which shaped co-sponsored by the Heil- his unique and successful brunn Center for Graham long-term approach to & Dodd Investing and the investing. Columbia Student Invest- ment Management Asso- We continue to bring you Meredith Trivedi, Man- ciation (CSIMA). stock pitches from cur- aging Director of the Heil- rent CBS students. In brunn Center. Meredith We first interviewed Ar- this issue, we feature leads the Center, cultivat- thur Young, portfolio three contest-winning ing strong relationships manager and co-founder pitches. Amitaabh Sahai with some of the world´s of Tensile Capital Manage- ('21) shares his long idea most experienced value ment. We discussed Mr. on DXC Technology investors and creating numerous learning oppor- Young’s investing princi- (DXC). Will Husic (‘22), tunities for students inter- ples and founding of Ten- Harrison Liftman (‘22), ested in value investing. sile, his approach to gen- and Cathy Yao (‘22) eralist value investing, share their buy thesis on idea generation, and Ten- Live Nation (LYV) as an sile’s unique blend of pub- attractive covid-19 re- lic and private investing. covery idea. Finally, Na- Mr. Young also shares his than Shapiro ('22), Le- views on the attractive vente Merczel ('22), Kyle aspects of investing in Heck ('22), Kirk Mahoney software businesses. ('22), and Vineet Ahuja ('21) share their long Next, we interviewed thesis on RealPage (RP). -
BLUE RIDGE BANKSHARES, INC. Form S-4/A Filed 2020-12-09
SECURITIES AND EXCHANGE COMMISSION FORM S-4/A Registration of securities issued in business combination transactions [amend] Filing Date: 2020-12-09 SEC Accession No. 0001193125-20-313857 (HTML Version on secdatabase.com) FILER BLUE RIDGE BANKSHARES, INC. Mailing Address Business Address 17 WEST MAIN STREET 17 WEST MAIN STREET CIK:842717| IRS No.: 541470908 | State of Incorp.:VA | Fiscal Year End: 1231 LURAY VA 22835 LURAY VA 22835 Type: S-4/A | Act: 33 | File No.: 333-249438 | Film No.: 201378263 540-843-5207 SIC: 6022 State commercial banks Copyright © 2020 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document Table of Contents As filed with the Securities and Exchange Commission on December 9, 2020 Registration No. 333-249438 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 PRE-EFFECTIVE AMENDMENT NO. 1 TO FORM S-4 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BLUE RIDGE BANKSHARES, INC. (Exact name of registrant as specified in its charter) Virginia 6021 54-1470908 (State or other jurisdiction of (Primary Standard Industrial (I.R.S. Employer Incorporation or organization) Classification Code Number) Identification Number) 1807 Seminole Trail Charlottesville, Virginia 22901 Telephone: (540) 743-6521 (Address, including zip code, and telephone number, including area code, of registrants principal executive offices) Brian K. Plum President and Chief Executive Officer 17 West Main Street Luray, Virginia 22835 Telephone: (540) 743-6521 (Name, address, including -
BROOKINGS BLUM ROUNDTABLE POLICY BRIEFS Contents
OLD PROBLEMS, NEW SOLUTIONS: HARNESSING TECHNOLOGY AND INNOVATION IN THE FIGHT AGAINST GLOBAL POVERTY THE 2012 BROOKINGS BLUM ROUNDTABLE POLICY BRIEFS Contents Introduction ...................................................................................................................................................................3 The Innovation Revolution and Its Implications for Development.................................................................................5 Laurence Chandy and Homi Kharas New Frontiers: Launching Digital Financial Services in Rural Areas ......................................................................... 12 Cameron Peake Harnessing Connection Technologies for Development ............................................................................................ 19 Anne-Marie Slaughter and Eleanor Meegoda Innovation and Technology for Green Growth ........................................................................................................... 31 Nathan E. Hultman, Katherine Sierra and Allison Shapiro The Importance of Business Models ......................................................................................................................... 41 Mike Kubzansky It’s What You Make, Not How You Make It: Why Africa Needs a Strategy for Structural Change ............................. 49 John Page Delivering U.S. Leadership: Roles for the Public Sector ........................................................................................... 56 Molly Kinder Acknowledgments The -
The Emergence of China: New Frontiers in Outbound M&A
The emergence of China: New frontiers in outbound M&A November 2009 New frontiers in outbound M&A Introduction 4 Executive summary 6 Methodology 7 China outbound M&A overview 8 China outbound M&A activity into Australia 17 China outbound M&A activity into the US 23 Sector focus Automotive 29 Oil and Gas 34 Financial Services 40 Mining 45 Deloitte Global Chinese Services Group Overview 50 Deloitte contacts 52 The emergence of China: New frontiers in outbound M&A 3 Foreword: New frontiers in outbound M&A China has truly stepped onto the world the China Development Bank recently loaning stage following the turmoil that afflicted the the state-owned China National Petroleum global financial system in the second half Corporation US$30bn in order to swell its of last year. Nowhere is this more prevalent outbound M&A war-chest. than in the Chinese outbound M&A market, where activity remained solid over the first Looking forward, Chinese outbound M&A three quarters of 2009, despite dire market activity looks likely to continue to move conditions. Indeed, outbound deal volumes from strength to strength over 2010, over Q1-Q3 2009 accounted for 10% of driven by a largely-unchanged appetite for overall Chinese M&A activity, as well as close deal-making in China, as well as relatively to one-quarter of M&A investment – in attractive valuations for overseas assets. comparison, foreign acquisitions in 2007 At the same time, Chinese acquirers are comprised just 8.5% over all M&A volumes increasingly examining assets in Europe and 21% of values. -
BLUE RIDGE BANKSHARES, INC. Form S-4 Filed 2019-08-08
SECURITIES AND EXCHANGE COMMISSION FORM S-4 Registration of securities issued in business combination transactions Filing Date: 2019-08-08 SEC Accession No. 0001193125-19-216988 (HTML Version on secdatabase.com) FILER BLUE RIDGE BANKSHARES, INC. Mailing Address Business Address 17 WEST MAIN STREET 17 WEST MAIN STREET CIK:842717| IRS No.: 541470908 | State of Incorp.:VA | Fiscal Year End: 1231 LURAY VA 22835 LURAY VA 22835 Type: S-4 | Act: 33 | File No.: 333-233148 | Film No.: 191010487 540-843-5207 SIC: 6022 State commercial banks Copyright © 2019 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document Table of Contents As filed with the Securities and Exchange Commission on August 8, 2019 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-4 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BLUE RIDGE BANKSHARES, INC. (Exact name of registrant as specified in its charter) Virginia 6022 54-1470908 (State or other jurisdiction of (Primary Standard Industrial (I.R.S. Employer Incorporation or organization) Classification Code Number) Identification Number) 17 West Main Street Luray, Virginia 22835 Telephone: (540) 743-6521 (Address, including zip code, and telephone number, including area code, of registrants principal executive offices) Brian K. Plum President and Chief Executive Officer 17 West Main Street Luray, Virginia 22835 Telephone: (540) 743-6521 (Name, address, including zip code, and telephone number, including area code, of agent for service) Copies to: Scott H. Richter Brian L. Hager Benjamin A. McCall Lawton B. Way Williams Mullen Hunton Andrews Kurth LLP 200 South 10th Street, Suite 1600 Riverfront Plaza, East Tower Richmond, Virginia 23219 951 East Byrd Street (804) 420-6000 Richmond, Virginia 23219 (804) 788-8200 Approximate date of commencement of proposed sale of the securities to the public: As soon as practicable after this registration statement becomes effective and upon completion of the merger described herein. -
Coral Growth Investments Limited
CORAL GROWTH INVESTMENTS LIMITED ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS FOR THE PERIOD FROM 1 JANUARY 2009 TO 31 MARCH 2010 CORAL GROWTH INVESTMENTS LIMITED Contents Page Directors 1-2 Management and Administration 3 Investment Portfolio 4 Report of the Investment Manager 5-8 Directors' Report and Statement of Directors' Responsibilities 9-10 Independent Auditor's Report to the Members of Coral Growth Investments Limited 11 Balance Sheet 12 Income Statement 13 Reconciliation of Movement in Shareholders' Funds 14 Cash Flow Statement 15 Notes to the Financial Statements 16-29 CORAL GROWTH INVESTMENTS LIMITED Directors Peter Grant CBE (Chairman) Mr. Grant was Deputy Chairman of London Merchant Securities plc, and is Chairman of Egyptian Direct Investment Fund Limited, The Egypt Investment Company Limited and Coral Growth Investments (Parallel) Limited and is a Director of other companies. He retired as Chairman of Sun Life Corporation PLC in April 1995 and was previously with Lazard Brothers & Co, Limited 1952-88, Vice-Chairman 1983-85 and Deputy Chairman 1985-88. He retired as a Director of BNP UK Holdings Limited in April 2005. He was formerly a member of the council of the Institute of Directors and the Civil Aviation Authority and of the Industrial Development Advisory Board of the Department of Trade and Industry and Chairman of the Finance Committee of the British Red Cross. In 1997 he was named as a commander of the Order of the British Empire. Fahad Al-Rajaan Mr. Al-Rajaan is the Director General of the Public Institution for Social Security in Kuwait. He is also the Chairman of Ahli United Bank-Bahrain, Ahli United Bank (UK), Delta International Bank (Cairo) and Wafra Investment Advisory Group (New York). -
TPG Capital - Wikipedia, the Free Encyclopedia Page 1 of 6
TPG Capital - Wikipedia, the free encyclopedia Page 1 of 6 TPG Capital From Wikipedia, the free encyclopedia TPG Capital (formerly Texas Pacific Group) is one of the largest private equity TPG Capital investment firms globally, focused on leveraged buyout, growth capital and leveraged recapitalization investments in distressed companies and turnaround situations. TPG also manages investment funds specializing in growth capital, venture capital, public equity, and debt investments. The firm invests in a broad range of industries including consumer/retail, media and telecommunications, industrials, technology, travel/leisure and health care. Type Private The firm was founded in 1992 by David Bonderman, James Coulter and William S. Industry Private equity Price III. Since inception, the firm has raised more than $50 billion of investor Predecessor Texas Pacific Group commitments across more than 18 private equity funds.[1] (s) Founded 1992 TPG is headquartered in Fort Worth, Texas and San Francisco, California.[2] The company has additional offices in Europe, Asia, Australia and North America. Founder(s) David Bonderman James Coulter William S. Price III Contents Headquarters Fort Worth, Texas San Francisco, California, U.S. ◾ 1 Private equity funds Products Leveraged buyouts, Growth capital, ◾ 2 History and notable Investments Venture capital ◾ 2.1 Founding Total assets $48 billion ◾ 2.2 Texas Pacific Group in the late 1990s ◾ 2.3 Texas Pacific Group in the early 2000s Website www.tpg.com ◾ 2.4 TPG and 2006-2007 Buyout Boom (http://www.tpg.com) ◾ 2.5 TPG and the Credit Crisis ◾ 2.6 Post Recession Activity ◾ 3 Newbridge Capital ◾ 4 Recognition ◾ 5 Notable employees ◾ 6 References ◾ 7 External links Private equity funds TPG has historically relied primarily on private equity funds, pools of committed capital from pension funds, insurance companies, endowments, fund of funds, high net worth individuals, sovereign wealth funds, and from other institutional investors. -
Hedge Fund Reading List "The Man Who Does Not Read Good Books Has No Advantage Over the Man Who Can't Read Them." - Mark Twain
Hedge Fund Reading List "The man who does not read good books has no advantage over the man who can't read them." - Mark Twain Behavioral Finance, Psychology Historical and Biographical Philosophy/”Ideas” Cialdini, Robert Influence: The Psychology of Persuasion Baruch, Bernard Baruch: My Own Story Bevelin, Peter Seeking Wisdom Claxton, Guy Hare Brain, Tortoise Mind Bernstein, Peter Capital Ideas, A History of Wall Street Cameron, Julia The Artist's Way Gilovich & Belsky Why Smart People Make Big Money Mistakes Brooks, John Go-Go Years: Drama & Crashing Finale Csikszentmihalyi, M. Creativity or Flow Gilovich, Thomas How We Know What Isn’t So Byrne, John Chainsaw: Notorious Career of Al Dunlap Frankl, Victor Man’s Search for Meaning Hill, Napoleon Think and Grow Rich Cunningham, L Essays of Warren Buffet Gardner, Howard The Disciplined Mind Hougen, Robert The Inefficient Stock Market Dunbar, Nicholas Inventing Money Gelb, Michael How To Think Like Leonardo DaVinci Mauboussin, M. More Than You Know Ellis & Vertin Classic II: Another Investor’s Anthology Gonzales, Laurence Everyday Survival & Deep Survival Plous, Scott The Psychology and Judgment of Decision Making Fischer, David The Great Wave Haidt, Jonathan Happiness Hypothesis Pring, Martin Investment Psychology Explained Garber, Peter Famous First Bubbles Lewis, Michael Moneyball Rosenzweig, Phil The Halo Effect Giesst, Charles Wall Street: A History Neill, Humphrey The Art of Contrary Thinking Russo, J. Decision Traps: 10 Barriers to Brilliant Decision Making Gordon, John S. The Great