HUDSONPOINT CAPITAL

Securities through Arete Wealth Management; advisory services through Arete Wealth Advisors. More at aretewealth.com/disclosures/…. All tweets are my opinion only & do not represent AWM.

$CG will host an investor conference call tomorrow morning at 8:30 AM ET to discuss Q3 2024 financial results. Join the call at ir.carlyle.com.

@altswatchnews @OneCarlyle Incredible

The Carlyle Group (@OneCarlyle) again reported strong performance as total assets under management reached $447 billion in #Q3, up 3% from the previous quarter and 17% year-over-year: alternativeswatch.com/2024/11/07/car… #earnings #alternativeinvestments #privatecredit

@altswatchnews “Recently, Arsenal Capital Partners formed a digital and AI Advisory Board with a number of industry executives. In 2022, the firm surpassed its fundraising targets across two funds that closed with a combined $5.4 billion with large institutional investor participation.”

Arsenal Capital Partners added Joshua Schultz as an #operatingpartner in its #healthcare team with a focus on pharma services and medical investment strategies and portfolio companies: alternativeswatch.com/2024/11/05/ars… #ArsenalCapital #hired #lifesciences

Florida commits to 10 alts funds in Q3 “Florida's $262 billion state investment agency committed $500 million to private markets last quarter, with fresh allocations spanning private credit, private equity and real estate funds.”

A wave of #privateequity and #realestate transactions announced today spans sectors as varied as #IT services, #logistics, #manufacturing, #multifamily housing, #insurtech and fitness. alternativeswatch.com/2024/11/04/man…

@altswatchnews “The funds will maintain Shamrock's established investment strategy, focusing on buyout and later-stage growth equity investments in middle market companies across the media, entertainment, content, communications, sports, marketing and education sectors.”

Shamrock Capital, the Los Angeles-based investment firm that emerged from Roy E. Disney's #familyoffice, has closed two funds with$1.6 billion in commitments: alternativeswatch.com/2024/11/05/sha… #ShamrockCapital #privateequity #entertainment #media #LosAngelesbusiness

@WSJPE “The firm’s latest fundraising haul included $320 million for a debut fund focused on smaller deals”

Shamrock’s latest fundraising haul included $320 million for Shamrock Capital Clover Fund I, which targets investments requiring less than $45 million of equity each wsj.com/articles/shamr…

@WSJPE “TPG wants to capitalize on companies that are overly saddled with expensive debt, what Chief Executive Jon Winkelried called “a three- to four-year opportunity in front of us” during a recent quarterly earnings call.”

TPG said that it invested some $8.6 billion during the third quarter, up from $7.6 billion in the prior quarter, the latest listed private-markets firm to see deal activity pick up in the quarter wsj.com/articles/tpg-s…

@WSJPE “The firm’s total assets surpassed $1 trillion as it raked in $21 billion for funds and sold assets for $17 billion in recent months”

Brookfield Asset Management’s $17 billion in exit deals in recent months helped loosen fundraising spigots and power the firm to more than $1 trillion in assets wsj.com/articles/brook…

Redefining Impact Investing

@WSJ @WSJopinion “Infrastructure investment, particularly related to AI, could help tame the deficit and expand the economy.”

From @WSJopinion: America has an economic Achilles’ heel, which Americans themselves have been overlooking lately. It’s our national debt. Infrastructure investment, particularly related to AI, could help tame it, writes Larry Fink. on.wsj.com/4fj17Wc

@economics “Activity fell 0.8% on month, was flat on year in September Mining, industry, services all posted monthly declines”

Chile’s economic activity unexpectedly contracted for the second straight month in September, damping hopes of a rebound and stoking bets on further interest rate cuts trib.al/iySTYoN

@business “Meta to use automated age prediction software to police minors Instagram began rolling out teen accounts earlier this fall”

Meta plans to use AI to identify young users on Instagram who are lying about their age and automatically switch them into more restrictive privacy settings. trib.al/EPb0H4K

3 reasons why Warren Buffett is shunning stocks — including his own cnbc.com/2024/11/04/3-r…

@RayDalio Love this Ray!

Watch out for people who argue against something whenever they can find something--anything-- wrong with it, without properly weighing all the pluses and minuses. Such people tend to be poor decision makers. #principleoftheday

Blue Owl Capital is betting on recent acquisitions to help it capitalize on promising trends such as a boom in data-center development, rising demand for commercial financing and investing in life insurers.

Marc Lipschultz, Blue Owl Capital’s co-chief executive, said the firm has staked out positions to benefit from emerging trends with its recent deals

Blue Owl Bets on Acquisitions to Boost Growth Prospects The private-credit and real-estate investor in recent months bought four businesses in deals totaling about $2.5 billion