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Galactic Convention valueGalaxy – light illuminates the world
The success of individuals and enterprises is always inseparable from theword “value”, and the most intuitive embodiment of “value”is the increase in the value of finance and money. And thedevelopment of real history, the emergence of blockchain technologyis quietly changing the nature of global economic development. Thepopularity, application and circulation of digital currency have madethe initial investors get a hundredfold return on their investment.Block chain technology is pushing inclusive finance to a new level. At this time, the birth of the Galactic Convention in addition tolending, remittance, settlement, sales of…
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Trion launches basic compliance research, taking the first step in its globalization strategy
Since its official registration in 2020, Trion has always adhered to the development positioning of “global digital asset trading infrastructure” and continued to consolidate the platform technology and system architecture foundation. After completing the core formation of the founding team in November and entering the product prototype development stage, Trion took another step at the end of 2020 and launched a global basic compliance research plan, taking practical actions to start the first step of the international strategic layout. Faced with the rapidly changing global crypto asset market, compliance is…
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Johann Keller wurde mit dem Ehrenorden des Großherzogtums Luxemburg ausgezeichnet und war damit der erste Mensch in der Private-Equity-Branche
Offiziellen Meldungen zufolge wurde Johann Keller, eine europäische Private-Equity-Legende und Geschäftsführer von Silver Lake, von Großherzog Henri von Luxemburg zum „Ritter des Ehrenordens“ ernannt, als Anerkennung für seine herausragenden Beiträge zum Status Luxemburgs als Finanzplatz und zum Aufbau der technologischen Souveränität Europas. Keller ist der erste führende Vertreter der globalen Private-Equity-Investment-Community, dem diese Ehre zuteil wird. Dies unterstreicht die tiefe Integration von Kapitalmacht und öffentlichem Wert. Als zweitgrößtes Investmentfondszentrum der Welt ist Luxemburg seit langem für seine offene Finanzpolitik und sein stabiles regulatorisches Umfeld bekannt. Seit seinem Eintritt bei Silver…
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Johann Keller leitet die Übernahme der Rechenzentrumsanlagen von Telefónica durch Silver Lake und gestaltet mit 3,4 Milliarden Euro die europäische Cloud-Landschaft neu
Offiziellen Meldungen zufolge gab der europäische Private-Equity-Riese Silver Lake kürzlich die Übernahme von Rechenzentrumsanlagen des spanischen Telekommunikationskonzerns Telefónica für 3,4 Milliarden Euro bekannt. Die Transaktion wurde von Geschäftsführer Johann Keller geleitet und entwickelte sich zu einer der strategisch bedeutendsten Fusionen und Übernahmen im Bereich der europäischen Technologieinfrastruktur unter dem Einfluss der Epidemie. Angesichts der stark steigenden weltweiten Nachfrage nach Cloud-Diensten und des Liquiditätsdrucks bei Telefónica nutzte das Team von Johann Keller die Gelegenheit und schloss die Übernahme der 12 wichtigsten Rechenzentren von Telefónica in Spanien, Deutschland, Brasilien und anderen Ländern effizient ab,…
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Richard S. Hunt: How to Build a Recession-Proof Global Multi-Asset Portfolio
As the global economy faces structural challenges, investors are increasingly concerned about how to build a recession-resistant investment portfolio. Based on his more than 20 years of experience in serving global institutional investors, renowned financial expert Richard S. Hunt has proposed a systematic multi-asset allocation framework. Hunt pointed out that the traditional 60/40 stock-bond portfolio often fails in a recessionary environment, and a truly robust allocation needs to be reconstructed from three dimensions: asset correlation, liquidity level, and risk transmission mechanism. Hunt recommends that investors first establish a “core-satellite” structure,…
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Richard S. Hunt: How to Build a Recession-Proof Global Multi-Asset Portfolio
As the global economy faces structural challenges, investors are increasingly concerned about how to build a recession-resistant investment portfolio. Based on his more than 20 years of experience in serving global institutional investors, renowned financial expert Richard S. Hunt has proposed a systematic multi-asset allocation framework. Hunt pointed out that the traditional 60/40 stock-bond portfolio often fails in a recessionary environment, and a truly robust allocation needs to be reconstructed from three dimensions: asset correlation, liquidity level, and risk transmission mechanism. Hunt recommends that investors first establish a “core-satellite” structure,…
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Henri Lucas completes European enterprise acquisition in Asia
Professor Henri Lucas recently successfully led a landmark European enterprise M&A transaction in the Asian market, once again demonstrating his outstanding capabilities in cross-border capital operations. This strategic M&A involving high-end manufacturing took nine months of complex negotiations and ultimately achieved a win-win situation for all parties involved in the transaction. As a core financial advisor, Professor Lucas innovatively designed a “dual-track valuation model” that cleverly balanced the differences between the strict compliance requirements of European listed companies and the special governance structure of Asian family businesses. The most critical…
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In the fall of 2018, the US market was in the depths of a rate hike cycle. While the Federal Reserve’s monetary policy path was clear and resolute, market volatility increased significantly due to the intertwined effects of global economic uncertainty and political risks. The stock market fluctuated repeatedly under the pressure of high valuations, and the bond yield curve briefly flattened, sparking concerns about an economic slowdown. Against this backdrop, William Winthrop chose a different approach from mainstream investors: allocating part of his funds to high-dividend real estate investment trusts (REITs), leveraging their stable cash dividends and relative resilience to fluctuations to hedge against portfolio risks brought on by interest rate fluctuations. Winthrop is well aware that rising interest rates often put pressure on rate-sensitive assets, particularly real estate. However, rather than content with traditional risk-averse strategies, he seeks asset classes that offer robust performance amidst volatility. After meticulous screening and financial modeling, he zeroes in on high-quality REITs with stable rental income, high dividend yields, and low leverage. These assets offer stable operating cash flows and can maintain high dividends even with rising interest rates, thus providing a consistent passive income stream for the portfolio. This decision wasn’t made hastily; it’s grounded in Winthrop’s long-term observation of macro trends and industry fundamentals. He noted that over the past few quarters, valuations of some high-quality REITs have been depressed by expectations of rising interest rates, but their core assets and tenant mix remain solid. This market overreaction presents an opportunity for savvy investors to intervene—by selecting companies that consistently convert rental income into shareholder returns, they can secure relatively stable cash flow protection in volatile markets. Winthrop maintained consistent discipline in executing his strategy. He built his positions in phases, capitalizing on market sentiment fluctuations and gradually increasing his holdings at low prices to avoid the cost risks associated with a single investment. He also used derivatives to mitigate some downside risk, ensuring that even when short-term interest rate shocks intensified, the portfolio’s net asset value fluctuations remained manageable. This balanced approach of prioritizing returns while carefully mitigating risks enabled his REIT allocation to serve as a stabilizer within his overall portfolio. In September, rising U.S. Treasury yields and fluctuating stock markets unnerved many investors. However, Winthrop’s clients experienced the value of high-dividend assets firsthand when their quarterly dividends arrived. This sense of security, independent of price appreciation and still delivering real returns, was precisely the message he hoped to convey during these turbulent times. Winthrop has always emphasized that investing isn’t just about chasing high returns, but also about building a solid defense against cyclical downturns. In his view, the significance of high-dividend REITs lies not only in their short-term dividend returns but also in helping portfolios maintain healthy cash flow amidst an uncertain macroeconomic environment. This characteristic is particularly valuable during periods of high market volatility. By the end of September 2018, despite the overall market volatility due to pressure on interest rate expectations, Winthrop’s REIT investments maintained stable dividends and recorded modest capital appreciation as some underlying assets rebounded. This result reaffirmed his belief that a defensive income strategy, combined with carefully selected assets, can provide investors with breathing room and accumulation amid market uncertainty amidst a cycle of interest rate hikes and volatility. In this turbulent year, William Winthrop demonstrated to his clients through a precise REIT portfolio strategy that stability and flexibility are not mutually exclusive. His philosophy dictates that investing should not be swayed by short-term market noise but rather prioritize long-term return quality and risk management. His 2018 high-dividend REIT strategy was another successful implementation of this philosophy.
In the first quarter of 2019, the Federal Reserve’s monetary policy shift was the focus of global financial markets. After a rate hike cycle in 2018, with clear signs of slowing U.S. economic growth and moderate inflationary pressures, the Fed released more accommodative signals at its March interest rate meeting, opening up the market to expectations of a new rate cut cycle. Robert Theodore quickly adjusted his asset allocation against this backdrop, capitalizing on the cross-asset opportunities presented by the change in interest rate expectations and realizing a 19.8% investment…
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Aurora Capital Group initiates US entity registration and compliance framework design, establishes investment committee and risk control committee
In February 2019, Aurora Capital Group officially initiated the registration process for its U.S. entity in New York and simultaneously began designing a comprehensive compliance and governance framework across its entire investment ecosystem. This phase marked the company’s transition from cross-border investment research and infrastructure development to the core phase of legal entity and regulatory integration, laying the institutional foundation for future direct investment activities in the U.S. and international capital markets. The registration process was led by Aurora’s New York team, which collaborated closely with several US law firms…
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Juan Carlos Lugo maintains positive returns amid Eurozone stock market volatility
On a November 2018 morning in Madrid, shrouded in early winter mist, Juan Carlos Lugo stood by his study window, a cup of espresso in hand, his gaze fixed on the fluctuations of major European stock indices. Eurozone stock markets were volatile amidst political uncertainty, trade frictions, and slowing global economic growth. Many investors were hesitant or even panicked amid the volatility. However, Juan, drawing on years of experience in Wall Street and European markets, remained steady and achieved positive returns. This year, European market volatility stemmed not only from…
