United States: Investment Strategy

Boris Ziser, partner and co-head of Schulte Roth and Zabel's Finance Group, joined Nasdaq's TradeTalks to discuss the growing demand for alternative investment strategies, including litigation finance.

Portable alpha strategies allow investors to simultaneously capture both alpha and beta returns within a single investment vehicle. Alpha represents excess returns generated through active management...

In the fast-paced world of business, acquiring new equipment is often essential for growth and maintaining a competitive edge. However, financing this new equipment can bring new risks to your business.

Among the dizzying number of executive orders, tariff negotiations, and Doge activity since the inauguration, the America First Investment Policy requires a specific focus to better understand the potential impact on foreign investment in the United States, from both allies and hostile nations.

On Jan. 2, 2025, the US Department of the Treasury's ("Treasury") final rule implementing the Outbound Investment Security Program...

The following Annual Review is a summary of some of the significant changes and developments that occurred in the past year and certain recommended practices that investment advisers/investment managers to private funds should consider in 2025.

On November 25, 2024, the U.S. Department of Justice (DOJ) and the U.S. Securities and Exchange Commission (SEC, and collectively with DOJ, the Government) brought parallel criminal and civil enforcement.

The Commodity Futures Trading Commission recently adopted a final rule amending CFTC Rule 4.7. CFTC Rule 4.7 provides an exemption from certain disclosure, recordkeeping and reporting requirements for registered commodity pool operators and registered commodity trading advisers offering services to "qualified eligible persons"

On October 21, the Securities and Exchange Commission's (SEC's) Division of Examinations (Division) released its examination priorities for 2025, outlining the key topics...