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All GLG News Analyses Filed Under: Asset Management & Private Banking

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

A bigger deal than simply iShares

May 18, 2009

GLG Expert Contributor

Barclays waits for new offers for iShares | business.timesonline.co.uk

A deal that would surpass the combined CVC offer price and the additional cost of the break fee payment would likely need to be for more than just the iShares business and include the rest of BGI.  One of the biggest revenue generators for BGI is the securities lending business which was EXCLUDED from the CVC deal.  It is unlikely that BGI would sell the iShares business and include securities lending as it would undermine the overall BGI program and create an iShares lending entity that was too small to compete stand-alone.

Proposed Legislation: The European Union's Answer to to Disruption in a Voltile Hedge Fund Marketplace!

May 8, 2009

GLG Expert Contributor

Hedge Funds, Buyout Firms Say EU Rules Are Punitive | www.bloomberg.com

Implications: 1.More legislative directive's appear to be the answer to volitilty - Inappropriate at this time! 2.A factor to consifer: The diversion of Private Equity and Venture Capital to a condusive Monetar Marlketplace. A mistake with Long Term consequences. 3.The three (3) Primary Criteria are being overlooked: (A). Investment Returns will change. (B) . The matter of Volatility must be acceptable not regulated and (C). The concept of Risk cannot be avoided. 4.Hedge Funds Strategies vary greatly and cannot guarantee a cushion against a market downturn. 5.The primary objective is a reduction in volatility and risk. There is NO guarantee that the same wii take place!!!!!

Takeover of Bramdean Alternative Funds - Caution is the Method: Buyer Beware of Fault!

May 6, 2009

GLG Expert Contributor

Takeover approach for Horlick fund | www.ft.com

Implications: 1. Progessive European Markets Has a small stake in the venture - Madoff is the "Deal Killer"! 2.Dissatisfaction over FUNDS Performance with a third of asset distribution is a Serious Mattter and must be corrected. 3.Two (2) major investors: Hampshire County Council and RMF Investments with a 19% and a 15 % stake are in a hazardous position. 4.Private Equity appears to be the most saliet issue , at hand.The factsheet has a Lack of Disclosure and will require a material amount of Due Diligence. 5.Net Asset Valuations fluctuate due to Regulatory Capital requiremets - an obvious hazard to any Financial Marketeer!!!!!!

Improved Free Cash Flow Yields Will Contribute To Improved Foreign Private Investments To India

April 14, 2009

GLG Expert Contributor

Private equity money dries up for India Inc | economictimes.indiatimes.com

Availability of credit in recent years has been relatively easy but this has changed and obtaining competitive credit and attracting inward investment will require a radical management adjustment in the Indian manufacturing and Service industries   Relying on shareholders and bank debt for increased working capital without corresponding internal improvements in cash management will deter Private Equity investors and is doomed to failure.   As a country with a large manufacturing base, Indian companies could adopt simple capital rationalisation procedures to strengthen their balance sheets and improve free cash flow yields, therefore in some respect counteracting risk aversion displayed by investors.  

Harnath SithamrajuConsultantHarnath Sithamraju What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Opportunities still exist

April 13, 2009

Private equity money dries up for India Inc | economictimes.indiatimes.com

Current downturn is temporary and though it would take some more time to sort out, would eventually lead to better times.

Private Equity Shall Return

April 13, 2009

GLG Expert Contributor

Private equity money dries up for India Inc | economictimes.indiatimes.com

Fundamentals of the Indian Economy are intact. Temprorary withdrawal of funds has happened. GDP is still expected to grow at 6% in 2009 and reach 10 percent in 2011. India needs large amount of funds, which would give sustainable returns and growth. Nation is stable. Current account deficit is temprorary, particularly in 2008 because crude touched $147 a barrel at one time. Now it has stabilised at about $50- it is a bullish factor for the Indian Economy. Growth shall be strong in Motor Vehicle Industry, Steel, Banking & Services. No where else this sustainable/stable growth is possible. China, largely dependent on exports to USA shall be volatile, directly linked to revival in USA . It may not be a big competitor to India, for PE investors. India has young population, english speaking, very good at software services, banking. Moreover Indian Economy serves and depends on internal demand to the tune of 90%. Economy is slowly, but surely becoming competitive.

Making Lemonade From a Squeezed Lemon--Get More Juice From Your Marketing Budget. IvoryRiver Group, www.ivoryriver.com

March 26, 2009

GLG Expert Contributor

Maximizing Marketing Budget During Hard TImes | www.ivoryriver.com

Some ways senior marketers can generate more value with a smaller budget: 1) align the marketing agenda with the company's overall objectives--growth, retention, innovation; 2) apply appropriate metrics--find out what leadership values and reverse-engineer functions to reduce fixed costs (salaries) and outsource non-core functions; 4) audit communications and introduce discipline by reducing duplication and complexity.

Mark Mariotti, Chief Executive Officer

Mark MariottiChief Executive OfficerFuture Management Holdings Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The risk of heavy outflows versus reality of transparancy

March 19, 2009

Swiss warn lifting secrecy ‘will take time’ | www.ft.com

Most of the financial community has demanded transparency within publicly traded corporate organizations - which seems appropriate if the public is to risk capital and buy stock of these equities. Now it seems the next directive is following the actual capital and making the global banking repositories provide transparency as well. Switzerland had succumbed to pressure on easing bank secrecy, but the full automatic exchange of tax information, as demanded by countries such as Germany, remained out of the question for Switzerland.

Patrick Young, Founder and Chairman

Patrick YoungFounder and ChairmanDerivatives Vision What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

UBS: Villiger and Grubel To Sweep Away the Kurer/Rohner/Ospel Legacy

March 4, 2009

UBS Chairman to Step Down | online.wsj.com

The appointment of Kaspar Villiger as Chairman of UBS marks a clear intention of "Switzerland Inc" to assert control over the bank & future banking regulatory changes.

Nitish Grover, Principal, Owner

Nitish GroverPrincipal, OwnerNitish Grover and Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Changing Nature of Tax Havens and The Flow of International Capital

February 27, 2009

Tax havens under pressure | www.economist.com

Tax havens are becoming less secretive. The UBS deal, the Lichenstein deal and other changes in OECD and American rules are all having their effects. The Stanford scandal will invariably have its effect on Antigua and other island havens. All this will have its effect on the international flow of capital and tax policy at a global level. These are the aspects I look at in this analysis.

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