It’s the Small Things: Direct Investing
Eight facts about the new strategies used by family offices, pension plans and others looking to buy assets directly, rather than as a PE limited partner.
Federal Reserve Vice Chairman Provides Annual Testimony to Congress
Federal Reserve Vice Chairman for Supervision Randal Quarles spoke to Congress about regulatory issues currently facing the financial system.
Fed Issues First Financial Stability Report, Warns of Corporate Debt Levels
In its first-ever Financial Stability Report issued late last month, the Federal Reserve warned of risks facing the economy, including corporate debt.
IRS Proposes Rules on Interest Deductibility
The IRS is proposing new rules to the 2017 Tax Cuts and Jobs Act, which would limit the amount business can deduct from interest expenses.
SEC’s Enforcement Division Issues Annual Report
The SEC released its annual report, which focused on the agency's efforts to protect "Main Street" investors from bad actors and fraudulent conduct.
Enforcement Action Regarding Failure to Follow Firm Diligence Policies
The SEC issued an enforcement action against an investment advisor for misrepresenting due diligence procedures in communications with clients.
O2 Investment Partners Announces Sale of Portfolio Company NTI Connect, LLC to ORIX Capital Partners
NTI Connect, a portfolio company of O2 Investment Partners, was sold to ORIX Capital Partners.
Kennedy Wilson Completes Sale of Meyers Research, LLC
Meyers Research, a subsidiary of Kennedy Wilson, was sold to Irvine-based private equity firm Mid-Ocean Partners.
Family Offices Return to Their Roots
The managing director, investor market, for the Family Office Exchange outlines trends in family office investing, including a renewed focus on buying operating companies.
NYC Names New Head of PE Investments
New York City's comptroller recently announced the appointment of a new administrator who will oversee private equity investments for one of the largest pension funds in the U.S.