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Infrastructure Spotlight: January 2012

By: Preqin Published: January 2012 Abstract: The amount of capital raised by infrastructure funds closing in 2011 totalled around half the amount raised in 2010 by funds closing, halting the growth the...

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Crumbled Portfolios Look to Rebuild with Infrastructure Investments

Infrastructure is a perpetual investment, whether it's rebuilding old, existing underpinnings in developed markets or building the foundations that turn an emerging nation into a developing one. Preqin...

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Pension Funds and Blair’s PFI Legacy

Britain’s Private Finance Initiative has continued through the administrations since Blair’s, and indeed has inspired emulation across the Channel. At the same time, it has stirred up a good deal of...

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More than $3 Trillion AUM for Top 100 Alternative Investment Managers

The survey also asked that the asset managers state where their total assets are invested, using four geographical categories: Europe; Central/North America; Asia Pacific; Other. Commodity funds were...

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Investing in Britain’s Infrastructure: With and Without Guarantees

The bottom line of EDHEC's study is that there is no need to create new public sector liabilities to get private sector institutions to invest in infrastructure. Read More

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Squeezed Margins and a Move to the Clouds

The world of cash equities trading is changing and will continue to change, says Celent. Brokerages will have to outsource in order to reduce costs and restore their margins: and some of the...

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EDHEC: Investors Who Don’t Want to be Mushrooms Need Benchmarks

Investors need benchmarks, especially benchmarks of likely infrastructure return, because the long-term illiquid nature of that investment increases information asymmetry between investors and...

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Isn’t all Software Abstract?: A Meditation on Alice Corp.

Justice Thomas writes, "Deciding whether or not a particular claim is abstract can feel subjective and unsystematic, and the debate often trends toward the metaphysical, littered with unhelpful...

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Advancing the Infrastructure Investment Narrative

Intuitively, the problem with valuing the debt issued by an private SPE in an illiquid infrastructure project is this: the free cash flows of the SPE aren't easily observed. So how does one go about...

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Custodians Helping Customers with Securities as Collateral

How address issues of supply/demand imbalance in the world of collateral requirements? Custodians can do a good deal on behalf of their customers here, and are exploring just how much. Read More

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The Building of an Infrastructure for Renewables: A Report

In 2012, [as the crude oil price was settling in to $110 and low vol,] the renewables’ infrastructure space for private funds reached an aggregate estimated deal value of $132 billion. In 2013, that...

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Crowdfunding: In the Gun Sights of Patent Plaintiffs

The first of the three patents cited by the plaintiffs was filed at a time when the crowdfunding exemption movement was making a fair amount of noise on Capitol Hill, though it had not yet had tangible...

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Down Memory Lane: That WTI-Brent Divergence

For one professor, the surprising divergence in the prices of WTI/Brent crude in the period 2010-2012 was a case study in how commodity prices can teach us about supply chain conditions. Faille looks...

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Long-Term Infrastructure Debt: The Valuation Issue

Three authors at EDHEC propose a two-step modeling process for the valuation of certain infrastructure debt. One of the key ideas they incorporate is the value of the step-in rights that come when the...

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Gazelles, Exports, and Infrastructure: A View from the UK

The Confederation of British Industry has taken a look at some of the issues that do and should concern investors in the industries of those islands. Among much else, the CBI wants the government to...

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Aleynikov’s Trial and My Cousin Vinnie

A party seeking to employ an expert witness is supposed to let the other side know who the expert is in advance of trial. Fans of a classic Joe Pesci movie will remember that it isn't necessary to join...

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Some Assets are Hard to Ignore

Guest columnist Diane Harrison looks at the world of alternatives to alternatives, including stamps, cars, farmland and more...Read More

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What’s in a Copyright? Java API Case Before U.S. Supreme Court

High-stakes litigation between Google and Oracle approaches its resolution at the Supreme Court. For seekers of alpha, this isn't just about what investments to make, but about the way one goes about...

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Farm Land: The Risks & Rewards of Buying Direct

Guest columnist Andrew Smith, CAIA, examines the risks and rewards of investing directly in farmland.Read More

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Java IP War: The Obama Administration Picks the Wrong Side

The Solicitor General, speaking for the United States, has filed the expected amicus brief in the Google/Oracle showdown. The SG's position is that the Supreme Court should refuse to hear the case so...

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