Philipp Hartz

25.04.2024 - Investoren Plattform News: Private Debt Private credit: The growth story in direct lending continues Assets are up and activity abounds in the upper, middle and lower markets. The growth of the private credit market has been nothing short of breathtaking and, in just a few short years, interest has skyrocketed along with assets under management. What was once a niche corner of the alternative investment landscape, private debt – […] und mehr als 7.100 weitere Artikel finden Sie unter:  https://lnkd.in/eYzxGH5k

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26.04.2024 - Investoren Plattform News: Private Debt Private credit: The growth story in direct lending continues Assets are up and activity abounds in the upper, middle and lower markets. The growth of the private credit market has been nothing short of breathtaking and, in just a few short years, interest has skyrocketed along with assets under management. What was once a niche corner of the alternative investment landscape, private debt – […] und mehr als 7.200 weitere Artikel finden Sie unter:  https://lnkd.in/eYzxGH5k

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𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐅𝐢𝐫𝐬𝐭 𝐂𝐥𝐨𝐬𝐢𝐧𝐠 𝐨𝐟 𝐁𝐚𝐥𝐨𝐢𝐬𝐞 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐃𝐢𝐫𝐞𝐜𝐭 𝐋𝐞𝐧𝐝𝐢𝐧𝐠 𝐅𝐮𝐧𝐝🎉 https://lnkd.in/dAZ-V-Fd After successfully building an internal fund for Corporate Direct Lending to capitalize on the attractive credit market, Baloise has now opened up a share class for external investors. I am excited to announce that we had a successful first closing with over 𝗘𝗨𝗥 𝟱𝟱𝗺 of commitments coming from Swiss investors. This brings the fund size above 𝗘𝗨𝗥 𝟴𝟱𝟬𝗺, with Baloise remaining the anchor investor alongside our clients.   Together with Baloise through Corporate Direct Lending Fund investors receive access to two top tier managers Hayfin and Permira. These managers provide credits to European businesses across different industry sectors. With expected net returns of 7-9% these credits offer an attractive alternative to High Yield fixed income.   The Baloise Corporate Direct Lending Fund is set up as an evergreen structure, meaning that after the initial portfolio build up investors will enjoy 100% exposure to this asset class for the foreseeable future, making the most efficient use of their capital. Investors are offered quarterly liquidity through matching of subscriptions and redemptions, or annual run-off share classes if the matching is not sufficient.   I want to 𝗲𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗹𝘆 𝘁𝗵𝗮𝗻𝗸 𝗼𝘂𝗿 𝘁𝗲𝗮𝗺 involved in this project who through their dedicated work and client focus have made it happen. 🙏

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Three biggest learnings from a fundraising journey. Shared by Rainer Märkle, General Partner at HV Capital at EUVC 1/ Have a time box with a deadline attached. Have a defined horizon & create a clear plan. Have some urgency to get things done at some point. Execute very transparently and reliably. 2/ Stick to your narrative. But don't do it blindly. Tweak it when necessary. Adapt it. Don't let yourself be surprised by major changes. Keep focusing on delivering according to your strategy & plan. 3/ Fundraising is a marathon with many sprints. There are moments when you'll ask yourself - Why do I do this? Is it gonna work out? But don't get too negative during the down phases. Adapting and pivoting is part of our job. As it is for the founder of a company. How about you? What fundraising lessons have you learned? Join the conversation. 🔽 #venturecapital #angelinvesting #startupfunding #europe

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13.06.2024 - Investoren Plattform News: Private Equity Half of private markets investors admit to holding zombie funds Almost half (48%) of private equity investors have funds they regard as ‘zombie funds’, where GPs are managing out existing portfolios due to an inability to raise new funds, within their portfolios. That was one of the key findings from Coller Capital’s semi-annual Global Private Capital Barometer, which aims to provide a snapshot of worldwide […] und mehr als 7.900 weitere Artikel finden Sie unter:  https://lnkd.in/e7C_eC-8

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Without Venture Capital, the US economy would be half its size (public markets). Europe continues to underappreciate the impact that VC has on the broader economy. Next to its big brother Private Equity, venture capital is often discarded by larger investors as “not in our focus”. And I get it - as an asset class it has to further mature. But already today its impact is massive. According to a recently updated paper of researches at UBC and Stanford, Venture capital-backed companies account for 41% of total US market capitalization and 62% of US public companies’ R&D spending. Among public companies founded within the last fifty years, VC-backed companies account for half in number, three quarters by value, and more than 92% of R&D spending and patent value. In Europe, data is less readily available but various sources point to it being in the 20-25% range - obviously less but still quite significant. What other data do you have on this point?

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08.07.2024 - Investoren Plattform News: Private Equity GPs are cooking up a PE exit recovery We’re still waiting for the long-anticipated PE exit recovery, but deal advisers tell me GPs are busy cooking up plans to offload their fully baked assets as pressure mounts to return capital to LPs. Market chatter at the start of the year indicated the pipeline of exits was filling up, there were more assets up […] und mehr als 8.200 weitere Artikel finden Sie unter: https://lnkd.in/e7C_eC-8

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Swiss investors, looking to diversify their portfolios, take note! 📈 📰 Explore the latest publication of cash.ch, shedding light on the different nuances of withholding tax in Europe. Gain a deeper understanding and unravel the complexities of investing in foreign stock markets. Roman von der Höh and Manuel Boeck analysed the overall intricacies of reclaiming withholding tax and unveiled the most appealing opportunities for Swiss individual portfolios. Don't miss this chance to refine your investment strategy and stay ahead of the game. Read the full article here ⬇️ #RAQUEST #Cash #withholdingtax #Swiss #dividends #Quellensteueratlas

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In recent years, the amount of capital raised in the Dutch private equity (PE) landscape has accelerated significantly. ➡️ This growth seems driven by both increased fund sizes and a rising number of funds. ➡️ Across specific asset classes (buy-out, early-stage, venture, growth, mezzanine, etc.), this pattern holds. ➡️ In fact, 2023 has been another record-breaking year despite the rough investment climate during and after the pandemic. ❓What do you think this implies for entrepreneurs, companies, LPs, and GPs? What are the crucial observations and nuances at a more granular level? 🤗 There's more behind these numbers. Let me know or reach out if you wish to discuss further!

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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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💸 ➡️ 🧠 Time to dive back into some REAL work, after a fun week chasing LP in Berlin. Look forward to connecting with AI experts, founders, and corporates to discuss "Autonomous Transformation" for legacy industries. #ai #automaton #aisummit

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Exchanging EUR has never been easier! With Jetonbank, convert EUR to USD and many other currencies securely and seamlessly. Enjoy hassle-free currency exchange and enhance your financial strategy today. #Jetonbank #TheBankforAllBusinesses #BusinessBanking #BankingForYourDreams #Exchange #Seamless #EUR #USD

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🚀 Searching for a trustworthy financial partner?  We offer a fully digitized withholding tax reclaim solution for institutional investors, family offices, and banks. As our client, no rigorous negotiation skills are required—our focus is on delivering tailor-made solutions that meet your unique needs, ensuring maximum compliance and efficiency. 🌟 Stay ahead with Furado, where innovation meets client-centric service! #taxsolutions #Innovation #familyoffices #investmenttrends #furadoag #withholdingtax Check out this article to learn more about how family offices are setting the investment trends of tomorrow. 📈👇

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In our latest WirtschaftsWoche series, our member Claus Born, CFA, delves into why emerging markets should not be underestimated as an investment alternative. Don't miss his insightful analysis on the potential opportunities these markets offer! #WiWo #Finance #Investment #EmergingMarkets

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