Peter M. Kuhl

Katja Lammert, MEAG's CIO Alternative Assets, visited Fundview to participate in a roundtable discussion about entering private markets. Listen in to hear her thoughts on the asset classes of infrastructure, forestry, and real estate. In the video, you can hear her insights as well as the opinions of five other CIOs. A big thank you to Tim Habicht and Fundview for the invitation, and to all the participants for the engaging discussion! #MEAG #assetmanagement

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20.04.2024 - Investoren Plattform News: Private Equity Private Credit and Traditional Banks Forge a New Path As direct lending becomes a more popular financing option for middle-market and large U.S. companies, banks are increasingly seeking new ways to leverage their existing customer networks to participate in the direct lending market. However, because traditional banks have been largely circumscribed by regulators in their ability to participate directly in the leveraged loan market, […] und mehr als 7.100 weitere Artikel finden Sie unter: https://lnkd.in/eYzxGH5k 

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📊 # China's financial markets are embracing ESG! According to a new Bloomberg survey of over 150 Chinese market participants from banking, insurance, securities and technology, hashtag #ESG is playing an increasingly important role in investment strategies. 🌱📈

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#NetzworkNews – On July 11, Medical Valley EMN e. V. invites to this year #FrankenFinanceFestival! Founders will gain valuable insights into diffrent funding models, experts will be available for one-on-one advice, and you will learn the basics of legal/tax and IP in workshops. Find more information below 👇 or reach out to Yvonne Dauer and Julian Geißendörfer!

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Five trends in benchmarking private market performance: webinar recap 27.10.2024 - Investoren Plattform Weekend News: Private Equity Outperformance over public markets is likely to continue, but the private capital landscape is likely to shift as more LPs do direct deals and funds explore different strategies and ways to exit . und mehr als 9.600 weitere Artikel finden Sie unter: https://lnkd.in/e7C_eC-8

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Very proud to have advised Deutsche Beteiligungs AG as debt advisor on the acquisition of a majority stake in UNITY AG together with my colleagues Bernhard Aigner, Julian Bley, Ariane Poret. Financing was provided by #eurazeo Natalie Venc Learn more about this transaction: https://lnkd.in/eeRmmhRH #LincolnTransactions #privateequity #debtadvisory #mergersandacquisitions #mergersacquisitions #manda #privateequity #privatequity #privatedebt #privatecapital #directlending #loans #finance #corporatefinance #capitaladvisory

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Five trends in benchmarking private market performance: webinar recap 26.10.2024 - Investoren Plattform News: Private Debt Outperformance over public markets is likely to continue, but the private capital landscape is likely to shift as more LPs do direct deals and funds explore different strategies and ways to exit . und mehr als 9.600 weitere Artikel finden Sie unter: https://lnkd.in/eYzxGH5k

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Can Bettina Orlopp keep Commerzbank AG German? I ask that question in this short profile for The Banker featuring Victoria Younghusband and various analysts including Niklas Kammer, CFA from Morningstar and others. What do you think about UniCredit's stake in the German lender? #investmentbanking #bankmergers

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23.07.2024 - Investoren Plattform News: Private Equity 5 alternative investments that can diversify your portfolio beyond stocks, bonds, and cash Alternative investments are financial assets other than the traditional, publicly traded ones (stocks, bonds, and cash). The most common types of alternative investments include real estate, collectibles, commodities, private equity, and derivatives. Alternative investments offer portfolio diversification and a counterbalance to stocks, but they often are illiquid, unregulated, and not clearly priced. und mehr als 8.500 weitere Artikel finden Sie unter: https://lnkd.in/e7C_eC-8

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Private credit is well-positioned to play an important role in private capital allocation and to generate attractive risk-adjusted returns. In a recent interview with FINANCE Magazin, our Managing Partner Matthias Mathieu shared valuable insights on the current state of the private credit market in Germany. Matthias highlighted that, in particular, the lower mid-market and large-cap funds remain resilient, significantly benefiting from a specialised focus. Bright Capital’s alpha strategy targets non-sponsored and sponsored companies seeking buy-and-build and growth financing. Read the latest interview from FINANCE Magazine with our Managing Partner Matthias Mathieu. https://lnkd.in/dNpH2MG8 #privatecredit #privatedebt #privateequity #privatecapital #buyandbuild

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Reflecting on yesterday's #CapitalMarketsDay organised by the Frankfurt School Verlag in close collaboration with PwC Deutschland, three key messages resonate strongly with me: 1) Pragmatic solutions for implementing the #CapitalMarketsUnion: The idea of a "28th regime" for insolvency law stands out as a promising approach to harmonizing and simplifying cross-border insolvency proceedings. This could significantly enhance the efficiency and resilience of our capital markets. 2) Revitalizing the securitization market: To finance the ongoing transformation, it is crucial to breathe new life into the securitization market. This will not only provide much-needed liquidity but also support the broader economic goals of growth and sustainability. 3) Holistic approach to capital market digitalisation: From digital assets to end-to-end processes, a comprehensive approach to digitalisation is essential. The focus must always be on creating tangible benefits and value, ensuring that digital transformation serves as a catalyst for efficiency and growth. These insights highlight the importance of strategic and practical measures in shaping the future of our capital markets. Excited to see how these ideas will unfold and drive progress in the coming years! Save the Date: Join us for the next Capital Markets Day on June 25, 2025 where we will continue to explore these critical themes and more. Roland Scheinert Dirk Stemmer Marc Billeb Sven Hauke WP/StB Leon Münning, CFA/FRM Saadia Ahmad #CapitalMarkets #DigitalTransformation #Securitisation #CMU #Kapitalmarktunion

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In our latest WirtschaftsWoche series Timo Dums, CFA, CESGA highlights the importance of diversification amidst upcoming interest rate cuts and ongoing market uncertainty, urging investors to balance risk with strategic portfolio allocation. #WiWo #Finance

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Deutsche Beteiligungs AG (DBAG) completed an issue of €100m senior unsecured convertible bonds on 28 June, with proceeds to be used for co-investments alongside DBAG and ELF Capital funds, and for general corporate purposes. The bonds will bear interest at a fixed rate of 5.5% pa and mature in 2030. They are convertible into up to c 3.25m of new and/or existing DBAG shares, which is the equivalent of 17.3% of the currently outstanding number of shares. Edison Group #responsibleinvesting #sustainablegrowth #longterminvesting https://lnkd.in/diBmczMt

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Homburger acts as counsel to SIX Group in connection with the contemplated acquisition of Aquis Exchange, which was announced on November 11, 2024. The Homburger team is co-led by Jürg Frick and Kramer Stefan (both Banking / Finance) and includes Benjamin Leisinger, Stefan Bindschedler, Alexander Wherlock, Sofiya Shavlak and Riccardo Pompeo (all Banking / Finance) as well as Stefan Oesterhelt (Tax). Read the full article >> https://lnkd.in/dN8nZKTr #Legalcommunitych #legaladvisor #acquisition

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Structured FINANCE is back next week! 🚀 I will be there on Thursday, 28th November, and would love to connect and chat about Treasury topics. 💬✨ My colleagues Jens Gerke, Peer Macketanz, Lisa Sand, LL.M., and Pierre Schmidt will also be there throughout the event. Feel free to reach out beforehand to arrange a meeting. See you in Stuttgart! #StructuredFINANCE #Treasury #EYGTS #EY 🎯

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In Handelsblatt I'm discussing the future of active ETFs and their potential to reshape the investment landscape. One possible scenario: active ETFs emerge as the preferred vehicle for both retail and institutional investors. But then again, the distribution landscape in certain european countries may slow this trend down. 💬 What are your thoughts? Could active ETFs redefine asset management, possibly replacing mutual funds as we know them? And what would that shift mean for asset managers and fund administrators? #AssetManagement #ETFs #Investing #ActiveETFs #FinanceInnovation

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Private markets remain muted in Q3, but recent interest rate cuts could prove a tailwind 06.11.2024 - Investoren Plattform News: Private Debt The latest Preqin Quarterly Updates show challenging fundraising and deal-making conditions for fund managers across most asset classes and regions. But interest rate cuts around the world could provide a tailwind in the final quarter of 2024. und mehr als 9.700 weitere Artikel finden Sie unter: https://lnkd.in/eYzxGH5k

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Andreas Hellmann, Partner at LGT Capital Partners, spoke to IPE DACH about the “adolescence” of the private equity industry. According to Andreas, the asset class has left the niche, as today it is part of almost every institutional portfolio. He finds it particularly remarkable that all parties involved in a private equity investment typically align their forces to drive positive change. Andreas believes that the realization of such long-term plans for a company, which are more difficult to realize in the public stock market, makes the asset class so interesting for institutional investors.   Read more here (article in German): https://lnkd.in/gEt3PvDQ   #lgtcapitalpartners #lgtcp #privatemarkets #privateequity #institutionalinvestors

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