hugo @gpfo.com · 20/11/2025Merger went well... www.semafor.com/article/06/1...semafor.comUBS weighs options after Swiss regulator calls for $27B capital raiseZurich said the bank would need to raise billions in fresh capital to support its US operations. 021
hugo @gpfo.com · 20/11/2025Imagine being an emerging manager going out to pitch LPs an 18yr expected fund life 000
hugo @gpfo.com · 20/11/2025"Using large language models, the researchers read more than 364,000 earnings call transcripts between 2008 and 2025, as well as some 200,000 analyst reports from sell-side research houses and looked at how businesses and analysts discussed these geoeconomic pressures and how they reacted to them." 100
hugo @gpfo.com · 07/10/2025Sometimes LPs are human, other times... www.screendoor.co/blog/treat-y...screendoor.coScreendoor Blog | Treat Your LPAC as People, Not Just as Investors 000
hugo @gpfo.com · 28/09/2025“Being a star means you’ve succeeded in convincing everybody that you’re a star.” 🎥 www.wsj.com/finance/inve...wsj.comHedge-Fund Stars Are Making So Much Now That They Are Hiring AgentsRyan Walsh is representing stock pickers and bond traders in multimillion-dollar contract negotiations. 020
hugo @gpfo.com · 24/09/2025"Geographic diversification, Gold and US Treasuries are how Families are positioning for tail events. I read this as, most Family Offices are not worried about a tail event." offthecharts.substack.com/p/family-off...offthecharts.substack.comFamily Office ReportsGoldman and Citi both recently released their annual Family Office reports. 010
Reposted by hugoMohamed A. El-Erian @elerianm.bsky.social · 21/09/2025This WSJ report may come as a surprise to those who felt that an influx of cash from money market funds was behind this month’s rally in both stocks and bonds. While average returns on money market accounts have slipped lately, yields remain elevated by recent standards — appealing to many investors 8422
hugo @gpfo.com · 05/09/2025Wealthtech drama. From the outside looks weak from iPaladin, litigating rather than competing and innovating. www.modus.news/ipaladin-has...modus.newsiPaladin Has Sued Orca, Alleging Patent InfringementAfter months of tangling over the venue and efforts to dismiss the case, the two companies failed to resolve the dispute in mediation last week. 010
hugo @gpfo.com · 04/09/2025An interesting study on biotech failure: open.substack.com/pub/age1/p/a... 021
Reposted by hugoSan Francisco Chronicle @sfchronicle.com · 26/08/2025In a jaw-dropping spectacle, a skysurfer leapt out of a helicopter above the Bay Bridge and rode the bridge's suspension cables before landing on a barge in the water.bit.ly‘One of the craziest things’: Skysurfer rides Bay Bridge’s suspension cablesIn a jaw-dropping spectacle, a skysurfer leapt out of a helicopter above the Bay Bridge and rode the bridge's suspension cables before landing on a barge in the water. 1103
hugo @gpfo.com · 25/08/2025"As a share of all Series Bs, FinTech has climbed back to 16%" open.substack.com/pub/signalra...open.substack.comSeries B theme: a quiet FinTech revivalAI, defense and crypto rounds are dominating the headlines. 000
Reposted by hugoderek guy @dieworkwear.bsky.social · 21/08/2025signed a deal while eating chili out of a coffee pot i even gave my life to christ in a cracker barrel parking lot 191909112
Reposted by hugoLibrarian Capital @librariancapital.bsky.social · 14/08/2025Wellcome Trust has outperformed other endowments Biggest difference between their allocation and Harvard's is much lower % for Hedge Funds, 11% vs. 32% Cambridge also has 23% for "Absolute Return & Credit" Oxford doesn't seem to disclose HFs % www.ft.com/content/ac8f... 141
Reposted by hugoAmy Rochford @amyrochford.bsky.social · 07/08/2025We are hiring electrical engineers, cell biologists and microfabrication engineers to join our founding team! We're looking for smart and caring people. If that's you please apply, or tag someone who is incredible. 🚀 🧠 axoneurotech.com/careersaxoneurotech.comAxo | CareersBuild at the frontier of biology and engineering 012
Reposted by hugoJunkbondinvestor @junkbondinvest.bsky.social · 31/07/2025Secondaries managers raising $81 billion in six months, beating most full years Peak alternative investing: The exit strategy needs its own funding boom 031
hugo @gpfo.com · 31/07/2025LP sentiment is a reasonably hard thing to change. It's also hard to get Europeans to admit they like Europe! 000
hugo @gpfo.com · 31/07/2025Seeing some FOs step up and lead some chunky rounds (in Deeptech too!) 100
hugo @gpfo.com · 31/07/202525%+ of acquisitions being preseed/seed stage feels like it's going the wrong direction... 000
hugo @gpfo.com · 31/07/2025www.lombardodier.com/insights/202...lombardodier.comFamily offices and family governance | Lombard OdierWhat trends are family offices experiencing today? Our experts outline the challenges facing wealthy families, and offer advice for multi-generational success. 000
hugo @gpfo.com · 22/07/2025"There are over 12,000 FOs worldwide, many of whom feel they are not well served by their banks" 020
hugo @gpfo.com · 17/07/2025Oops on the fundraising opsec... www.upstartsmedia.com/p/inside-ste...upstartsmedia.comInside The Stealthy European Defense Tech Startup Raising $100 MillionDefense tech startup Cambridge Aerospace has quietly raised multiple funding rounds to build products including the Skyhammer and Starhammer missiles. Upstarts has the first look at its funding histor... 010
Reposted by hugoJunkbondinvestor @junkbondinvest.bsky.social · 15/07/2025CalPERS buying Yale secondaries at 90 cents and immediately finding $100M in hidden value (Circle) Ocassionally, pension funds are the smart money Source: Semafor 101
hugo @gpfo.com · 11/07/2025👏👏👏 www.gov.uk/government/n...gov.uk£500m Government investment to boost growth and opportunity for underrepresented entrepreneursUnderrepresented investors and fund managers will benefit from £500m of Government backing to help high potential new entrants build the track record they need. 000
hugo @gpfo.com · 01/07/2025Average of 41.1 bps cost base across AUM according to latest UBS data. 000
hugo @gpfo.com · 29/06/2025The 'no backing' bar is an interesting one. As less need/pressure to list in many cases. 000
hugo @gpfo.com · 27/06/2025Surprised to see 50%+ of family offices still struggling with reporting and succession planning. Very much core functions... 100
hugo @gpfo.com · 24/06/2025Helluva talk title: 'Megahertz Brain Waves and Microtubule Time Crystals' 000
hugo @gpfo.com · 24/06/2025Isn't there still a data issue with emerging managers performance in private markets? Survivorship bias and self reporting when good etc. 000
