Yusuf Ozdalga

☎ London is calling – Spotlight Emerging Private Credit Managers After a fantastic start under a new flag at LBBW Asset Management Investmentgesellschaft mbH, I am delighted to be invited to speak again at Europe's largest private credit conference #PDIEurope by Private Debt Investor. As a member of the Advisory Board of PDI Europe, I am looking forward to an exciting conference. Within private markets there is a large degree of information disparity as #LPs do not have equal access to information about the entire market. In fundraising, a so-called "size bias" can be observed frequently - large multi-asset managers tend to raise larger funds. Why should you look at emerging managers? What are the pitfalls in the selection process and where are the growth areas that have not yet been filled? Together with Brendan D. Foley, Leo Fletcher-Smith, Meaghan Mahoney and Danny Vroegop, we will discuss emerging managers from the perspective of LPs and GPs. I am looking forward to a controversial and exciting discussion.   Many thanks to Hannah Ogunlowo from #PDI for putting together this great program. #managerselection #privatedebt #privatemarkets

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Nice to see Joe Easton’s positive article focusing on London’s successes, far too often the commentary of London as a financial hub is overly negative. The stats show that the City remains an unrivalled centre, one which has the potential to attract significantly more activity and capital for the benefit of the whole of the UK. London Still Europe’s Share Sale Capital Even With Few IPOs - Share sales of $11.3 billion dwarf other European cities - UK remains in top spot even after rate hikes spurred downturn https://lnkd.in/eRtShiNM

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Highlights from Intermediate Capital Group (ICG) trading statement for the three months ended 30 June 2024: 📈 AUM of $101bn 🗓️ Strong quarter, with $4.7bn of new capital 🤝 Elevated transaction activity compared to Q1 FY24 🔭 Expectations remain unchanged from our FY24 results 🌿 Marking a decade of responsible investing at ICG with the publication of our latest Sustainability and People Report #PrivateMarkets #PrivateCapital #Alternatives Capital at risk. Past performance is not a reliable indicator of future results.

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💡 It all helps. Cycles can be long and windy and #capitalmarkets evolve so this should be seen in a positive light. That said, there are other ways that could make many parts of our vibrant capital makets more compelling an investment, certainly within #Financials - and unsurprisingly in amongst the pack of ideas has to be a re-assessment of some of the regulations and controls that were instigated as a consequence of the GFC. Admittedly this is a classic trope, and not to takeaway the good intended. But recent “interventions” are quite possibly doing more collateral damage to the companies involved, their investors by association and in some cases, their customers. But it’s probably not the right part of the #cycle Look forward to the findings being put in action and thank you to those involved.

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If anyone would like hear my thoughts on stressed and distressed acquisitions please book your place on the link below or give Lizzy Tindall a shout

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#Direct_deals #fund_investments The world of family offices is challenging to penetrate and understand. Family offices operate discreetly to safeguard the family’s interests and privacy. Despite this discretion, there is a growing need for information flow and collaboration among family offices, leading to the emergence of various family office clubs (such as SFO Alliance, Campden Wealth Institute, Horizon.org, etc.), and multi-family setups. https://lnkd.in/gYc2-Pty

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