Hints and tips:
...“This portfolio is exactly what I would want DOE to do,” Dell said. “This is great. They are doing all the things.”...
...“The more I get exposed to private equity, the more that I believe that this is a really crucial part of the overall societal puzzle to get right.”...
...Brookfield, one of the largest private capital groups, closed a record-sized infrastructure fund in 2023, while rivals such as KKR, Blackstone, Stonepeak and I Squared Capital have telegraphed rising ambitions...
...“The synergies I think are obvious any time you combine two companies like this.”...
...“I am always very reluctant to do any kind of M&A deal, assets maybe, but companies [are] very rare,” Descalzi said. “This was I think an exceptional fit for Eni in this particular moment.”...
...“I would be homeless in Aspen for a short period of time,” he said. “But I do have other properties around the world.”...
...“I didn’t predict the enormous crash but we knew there was a risk,” said one longstanding LP....
...“I had never witnessed such extreme price movements,” Chamberlain says in court documents. “There was no doubt in my mind that the market had become disorderly.”...
...In today’s newsletter, I look at a big pipeline deal between Oneok and Magellan Midstream, and what it says about the profound shift under way in the American energy landscape....
...“I just knew that it screamed opportunity because I know the power of the brand,” added Schwartz....
...On top of the region’s decarbonisation targets, “you have energy security targets so I think that’s just compounding and even making governments more and more focused on really pushing the deployment of...
...The likelihood of the LPs still wanting their money to be ploughed into it is even smaller. It’s a win-win....
...(“BREIT”) Class I common shares, the largest existing share class. Blackstone will then contribute $1 billion of its current BREIT holdings as part of a strategic venture with UC Investments....
...“[I] don’t see any long-term damage at all in this.”...
...“I actually think there is a massive opportunity around repurposing existing infrastructure.”...
...“I don’t want to be in a pissing battle with KKR at the same time we are teaming on other deals,” said David Rubenstein, one of Carlyle’s founders, in an email unearthed during the litigation....
...“I’m not going to buy $20,000-per-acre farm ground, good Lord,” he said. “Land prices have jumped in the last two years. If there’s an investor who wants to do it, perfect. Let them take on the risk.”...
...One of them makes it a violation of the LP agreement if you talk to other limited partners. That is an absurd restriction....
...I asked Brookfield about issues it might have in maintaining relatively high leverage....
...More than two weeks after a call with other CEOs on which Schwarzman pushed back on a suggestion that the US might be at risk of a coup, he elaborated: “I was trying to be a voice of reason and express...
...I believe Mr Carney will be very busy indeed at Brookfield. Possibly on problems other than renewable resource investment....
...“I just don’t understand why all of a sudden it’s OK for banks to make money, but it’s not OK for other people to make money,” Palihapitiya told team DD....
...This vital step gave the company the time and resources to expand globally and eventually hire thousands of new employees. We stayed invested until 2018....
...“I never understand the smirks, because it is just that simple.” Perhaps Schwarzman, pictured below, would allow that his rule is a bit trickier to follow in a global pandemic....
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