Bertrand Finet

📜 The decree has just been published in the Official Journal. This binding measure raises legitimate concerns. However, private equity remains an essential and historically profitable asset class. We've already integrated it into our managed portfolios several months ago. 💼 #PrivateEquity #Investment #Finance #AssetManagement #PortfolioManagement #ProfitableInvestments #FinancialNews #InvestmentStrategy #OfficialDecree #WealthManagement https://lnkd.in/d-_SY4qx

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We also manage your FID

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Recent discussions have brought the issue of debt in France to the forefront, revealing a complex narrative of denial and contradiction. The Challenges article highlights how the French public and policymakers have long engaged in a sort of collective hypocrisy regarding national debt. While France boasts a strong economic foundation, the persistent issue of debt remains a significant concern. On one hand, there is a widespread tendency to downplay the severity of France's debt situation, often attributing it to cyclical economic factors rather than structural issues. On the other hand, the government continues to grapple with balancing fiscal responsibility with the demands of public spending. This dichotomy presents a unique challenge for France's economic future. Marcus Magarian Olivier Klein Amine Tazi

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𝐓𝐢𝐦𝐞 𝐭𝐨 𝐞𝐱𝐩𝐚𝐧𝐝 𝐨𝐮𝐫 𝐟𝐨𝐨𝐭𝐩𝐫𝐢𝐧𝐭: 3 years after joining valantic we have officially 1. rebrandet to valantic 2. launched a new Private Equity Practice 𝐖𝐡𝐲 𝐚 𝐧𝐞𝐰 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞? ➡️ During the last years, our private equity customers have confirmed their need for an "integrated service provider" that can provide an 𝐞𝐧𝐝-𝐭𝐨-𝐞𝐧𝐝 𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐭𝐨 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐢𝐧𝐠 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐯𝐚𝐥𝐮𝐞, ranging from DD and value creation to exit preparation. ➡️ With the combined power of 150+ 𝐌&𝐀 𝐬𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭𝐬, we can cover all aspects of the value chain, including marketing, sales, supply chain, purchase, and financial steering. ➡️ In an increasingly tech-driven world, concepts alone are "just not enough anymore". Our customers are looking for service providers that can execute tech-driven change. ➡️ With 4000+ 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐬𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭𝐬 at valantic, we can now handle almost every technical challenge, ranging from CRM-integration, ERP migration to complex eCommerce solutions. 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐤𝐧𝐨𝐰 𝐦𝐨𝐫𝐞?  https://lnkd.in/ebXrHg2w

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How to invest in an uncertain environment, marked by a global economic slowdown and high valuations? By focusing on quality companies. At Carmignac, quality is based on two criteria: • High and sustainable profitability • Reinvestment of profits to support future growth Carmignac has built expertise to identify profitable companies over the long term through an Article 9 international equity fund: Carmignac Portfolio Grandchildren. The Fund's approach demonstrates our commitment to help investors build sustainable capital that will benefit not only themselves, but also future generations. 🔎 Discover the Fund → https://okt.to/m3QsGU #assetmanagement #marketingcommunication #finance #investment #investinginyourinterest

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Optimal growth + solidifying leadership is what IMPROVED believes will be achieved by combining these forces

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Another important step on the journey to build out our advisory practice globally.

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‘Everything Is Not Going to Be OK’ in Private Equity, Apollo’s Co-President Scott Kleinman Says : Fewer realizations and lower returns are on the horizon : private equity industry must face up to the reality of lower valuations : SuperReturn conference in Berlin “I’m here to tell you everything is not going to be ok” Funds are now holding on to these companies and will eventually have to refinance at higher rates : means “fewer realizations and lower returns” are on the horizon in the industry : dealmaking is poised to accelerate this year as buyout and private credit funds face pressure to return money to their investors : Apollo is one of the world’s largest alternative asset managers, investing across credit, equity and real estate : ended last year with $651 billion of assets under management, is targeting $1 trillion by 2026 

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[SAVE THE DATE] The 23rd edition of the Private Equity Exchange will take place on November 13 and 14th at the Pavillon d’Armenonville in Paris! The only major annual event that brings together all Private Equity players (LPs, GPs, CEOs, entrepreneurs, experts and advisors), the PEX will bring together over 1,200 dealmakers, set on exchanging best practices, network, gain feedback and celebrate the industry. 👉 Register now to guarantee your spot in this year’s edition: https://lnkd.in/dNAxuqu2 In the course of 2 unique days, the PEX will feature over 30 conferences with leaders and experts on the field, as well as unique networking moments designed to connect you with those who matter the most to your business. Through its Awards Ceremonies, the PEX will also celebrate the best performances of the past year, awarding over 30 categories for LPs, GPs and Management Teams. Discover more: https://lnkd.in/eGS5gS2 --- About Décideurs Corporate Finance As a reference media for corporate finance, Décideurs Corporate Finance supports professionals in all their strategic decisions. Through its annual publication of rankings, Décideurs teams have been identifying the leading operators in mergers &acquisitions, private equity, restructuring operations and more generally on all financial challenges that companies can face for more than 15 years. Each year, Décideurs organizes major events that bring the finance community together such as the Private Equity Exchange & Awards, the Sommet Restructuration & Transformation, the Sommet des Leaders de la Finance and M&A Stories. #PEX #PEX2024 #privateequity #capitalinvestissement #investmentfunds

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France needs to fund all waves of innovations and avoid embracing fads and manias. As these fads are inherent to technology innovation and finance (the VC industry), public investment is more legitimate when it is contra-cyclical. This is the moment for BPI for instance to support blockchain and metaverse innovations: AI start ups can be helped if there is no obvious market fit in the beginning, but if there is VC money pouring in, the French State does not have to double down. https://lnkd.in/egWNGnpm

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  🔔 Today is the interview of Guillaume Laugier, Senior Product Manager of Euroclear, partner of CF&B Communication - Midcap Events , on the 1st & 2nd of October. 2024. Guillaume Laugier talks about WHO they are, WHAT they propose to SME’s, WHY they participate. As a Financial Market Infrastructure (FMI) group, Euroclear plays a central role in helping global markets to process securities transactions efficiently, enhance liquidity and reduce risk. Our powerful solution provides valuable insights about your shareholding structure, including a comprehensive, detailed list of your shareholders and more. 👉🏼 The Annual Midcap Event holds great importance within the Capital Markets industry, offering a unique platform for listed and pre-IPO companies from Europe to present their investment merits for the broader investment community. The event will comprise 2 full days of One-to-One’s, Group Meetings, Discovery Meetings, Workshops, Round Tables, Networking - and more! 📅 When? 1st & 2nd of October 2024 📍 Where? Hotel Westin Vendôme (Paris) ➡️ How? Get more information or register here: [email protected] Guillaume Laugier Silvia Benítez Masip Euroclear Thanks to Léava Cohen for the great job ! #entreprisescotées #investorrelations #smallandmidcaps #Midcaps #smallcaps #frenchtech #sociétésdegestion

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The hearing of former French Finance Minister Bruno Le Maire offers several insights into why the French deficit for 2024 is expected to exceed 6%, compared to an initial forecast of 4.4%. Firstly, there were errors in forecasting growth—an unsurprising occurrence, as economic forecasting is inherently uncertain. Additionally, there were inaccuracies in estimating the GDP-to-revenue elasticity, with hyperinflation severely disrupting the Treasury’s model. In this regard, the shocks from COVID-19 and subsequent inflation proved challenging for economists to factor in effectively. It was also revealed that the ministry had introduced high-frequency measurement tools to refine growth estimates. Could this approach represent the future of revenue forecasting? Finally, from a broader perspective, such a hearing enables investors to gauge a state’s capacity and commitment to meeting its budgetary obligations. Looking ahead to 2025, it will be essential to assess not only the government’s debt-reduction ambitions but also the Treasury’s ability to better anticipate tax revenue. #bondvigilant #OAT Bruno Le Maire

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More capex investments are eagerly required for critical mineral mines to achieve our transition to net zero. Fierce battles for large Copper prepayments are starting to emerge (e.g. Mercuria & Trafi with ERG) but the scope of required metals is of course much wider. Including critical minerals in UN SDGs would be a great first step to unlock more capital investment into the sector.

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When cooking, If you follow the same recipe, using the same ingredients, in the same kitchen, you should be confident to achieve the same results 🎂🧁🥮 Thank you Christophe Simon for sharing these wise words, which showcase the strength of Eurazeo Private Equity Secondary strategy : a consistent and proven investment strategy accross cycles ! 🔄 When considering PE Secondary investments, many investors tend to focus on discount and often miss the true beauty of Secondary, which is being able to build diversified portfolios of off-the-market quality buyout assets. 💼 It was a great pleasure to be back with the teams in Singapore 🇸🇬 Malaysia 🇲🇾 and Korea 🇰🇷to share these insights with our partners and investors 🌏 Tuck Yew Chan, CFA Seong Bong Jeung Heejeong Mun #Secondary #PrivateEquity #MidMarket #Europe

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In 2023, Ardian's governance framework evolved to prioritize collaboration and teamwork. These qualities underpin our role as #ArchitectsofLastingChange and will be critical as we embark on our next phase of growth and international expansion.   In Ardian's 2023 Integrated Report, Dominique Senequier, CEO & Founder of Ardian, and Mark Benedetti, Executive President, discuss the evolution of Ardian’s governance and its growth plans.   Scroll through the carousel to learn more and download the report to read the full interview → https://bit.ly/4cdcCw7   #IntegratedReport #PrivateEquity #Strategy #Leadership

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OH! We know :) The amount of exposure to pragmatic leadership is worth each cent and each second invested in this program. Highly recommended for the practical leaders of this world. 👩‍🎓 💚 #doers #zerobullshit #gettingtherightthingsdonewell #efficientandeffective

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Interested in getting more insights on the impact of CVCs in large organizations? Join us at the Plug and Play Tech Center & ScaleX Invest By Early Metrics event next Wednesday October 9 at 5PM at Plug and Play France HQ! Link to register below👇 Thomas Bigagli Arthur Bessières Sébastien Paillet Virginie Reynaud Socheat Chhay Poke to the France Invest CVC Club 🙌 #CVC #corporateinnovation #venturecapital #corporateventurecapital

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💡 Pierre Leocadio from Oxford Properties Group at GRI Club France 2024 ! 💡 During his presentation, Pierre Leocadio shared an important insight: "In private markets, real estate has proven to be more liquid than private equity and infrastructure." This increased liquidity makes real estate a valuable asset class to own and hold. As a real estate professional at Odeon Kapital, these insights confirm the strategic importance of real estate in our investment portfolios. 📍 Grand Hôtel Intercontinental, Paris, France 📅 May 28 - 29 #GRIFrance #RealEstate #Investment #OdeonKapital #OxfordProperties GRI Club Europe

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