LAKEMORE

Lakemore Partners Raise US$560 Million for Aquatine V, its Supermajority Control CLO Equity Fund

Retrieved on: 
Thursday, February 8, 2024
Investment, CLO, Fund, MENA, Insurance, Security (finance)

DUBAI, UAE and PHOENIX, Feb. 8, 2024 /PRNewswire/ -- Global Investment firm, Lakemore Partners Ltd. ("Lakemore"), a leading private credit investment firm primarily investing in supermajority control collateralized loan obligation (CLO) equity, announced the final close of its Aquatine V Fund at US$560 million.

Key Points: 
  • DUBAI, UAE and PHOENIX, Feb. 8, 2024 /PRNewswire/ -- Global Investment firm, Lakemore Partners Ltd. ("Lakemore"), a leading private credit investment firm primarily investing in supermajority control collateralized loan obligation (CLO) equity, announced the final close of its Aquatine V Fund at US$560 million.
  • The Aquatine V raise exceeds the US$400 million Aquatine IV Fund by 40%.
  • Commenting on Lakemore's raise, Ahmed Farid, Chairman & CEO of Lakemore, said: "Our Aquatine V fundraising success reaffirms the trust investors place in our strategy and team, and solidifies our status as a leader in supermajority CLO equity investments.
  • Aquatine V is Lakemore's fifth Aquatine platform fund which invests in supermajority control equity positions of US CLOs.

Lakemore Partners Raise US$560 Million for Aquatine V, its Supermajority Control CLO Equity Fund

Retrieved on: 
Thursday, February 8, 2024
Investment, CLO, Fund, MENA, Insurance, Security (finance)

DUBAI, UAE and PHOENIX, Feb. 8, 2024 /PRNewswire/ -- Global Investment firm, Lakemore Partners Ltd. ("Lakemore"), a leading private credit investment firm primarily investing in supermajority control collateralized loan obligation (CLO) equity, announced the final close of its Aquatine V Fund at US$560 million.

Key Points: 
  • DUBAI, UAE and PHOENIX, Feb. 8, 2024 /PRNewswire/ -- Global Investment firm, Lakemore Partners Ltd. ("Lakemore"), a leading private credit investment firm primarily investing in supermajority control collateralized loan obligation (CLO) equity, announced the final close of its Aquatine V Fund at US$560 million.
  • The Aquatine V raise exceeds the US$400 million Aquatine IV Fund by 40%.
  • Commenting on Lakemore's raise, Ahmed Farid, Chairman & CEO of Lakemore, said: "Our Aquatine V fundraising success reaffirms the trust investors place in our strategy and team, and solidifies our status as a leader in supermajority CLO equity investments.
  • Aquatine V is Lakemore's fifth Aquatine platform fund which invests in supermajority control equity positions of US CLOs.

Barings and Lakemore Partners announce strategic partnership

Retrieved on: 
Thursday, July 20, 2023
Professional Services, Finance, Marketplace, Growth, Partnership, CLO, Head, Security (finance), Barings LLC, Lisp (programming language)

Barings, one of the world’s leading investment managers, today announced it has entered into a strategic partnership with Lakemore Partners Ltd. and its group entities (“Lakemore”), a leading private credit investment firm primarily investing in super-majority control collateralized loan obligation (CLO) equity.

Key Points: 
  • Barings, one of the world’s leading investment managers, today announced it has entered into a strategic partnership with Lakemore Partners Ltd. and its group entities (“Lakemore”), a leading private credit investment firm primarily investing in super-majority control collateralized loan obligation (CLO) equity.
  • This partnership promotes further growth of Barings’ CLO assets under management in Barings’ managed CLOs and supports its standing as one of the largest managers globally in the broadly syndicated loan and CLO markets.
  • For Lakemore, this alliance with another top tier CLO manager deepens their institutional client base and supports further progression of their platform.
  • “Our mutually beneficial strategic partnership with Barings boosts Lakemore's Aquatine CLO equity platform, further expands our global client reach, and strengthens our business as we gain committed access to one of the largest and most experienced loan and CLO managers in the world,” said Mohamed Seif, Co-Founder & Managing Partner of Lakemore Partners.

Aegon Asset Management and Lakemore Partners Announce Strategic Partnership

Retrieved on: 
Thursday, April 27, 2023
Insurance, Partnership, CLO, Transamerica, Aegon N.V., Head, Philosophy, Lisp (programming language), Retirement, Investment, Growth, Security (finance), Cryptocurrency, Financial services, The Hague, Aegon

CHICAGO, April 27, 2023 /PRNewswire/ -- Aegon Asset Management today announced that it has entered into a strategic partnership with Lakemore Partners Ltd. and its group entities ("Lakemore"), a leading private credit investment firm primarily investing in super-majority control collateralized loan obligation (CLO) equity. The agreement aims to expand Aegon AM's leading credit capabilities through the growth of its US CLO platform. Simultaneously, the partnership grows Lakemore's repertoire of top-tier institutional clients.

Key Points: 
  • CHICAGO, April 27, 2023 /PRNewswire/ -- Aegon Asset Management today announced that it has entered into a strategic partnership with Lakemore Partners Ltd. and its group entities ("Lakemore"), a leading private credit investment firm primarily investing in super-majority control collateralized loan obligation (CLO) equity.
  • "With assets under management of $311 billion, we will continue to grow our US CLO business and offer our clients attractive alternative fixed income products through our partnership with Lakemore," said Bas NieuweWeme, global CEO of Aegon AM.
  • "Through our strategic partnership and focus on cycle aligned portfolio construction Aegon AM will be able to leverage our proven experience and further strengthen their CLO platform."
  • "Today's partnership with Aegon AM enhances our roster of global top-tier clients, and we look forward to growing our strategic partnership over the coming years."

TCW and Lakemore Partners Form a CLO Equity Investment Partnership

Retrieved on: 
Tuesday, April 4, 2023
Other Professional Services, Asset Management, Professional Services, Finance, Japan–Philippines Economic Partnership Agreement, Partnership, Note, Investment Advisers Act of 1940, CLO, TCW, Collateral management, Sale, Lisp (programming language), Investment, Risk, TCW Group, Growth, Environment, Security (finance), Risk management, Financial services

The TCW Group, a leading global asset management firm, today announced that it has entered into a strategic partnership with Lakemore Partners Ltd. and its group entities (“Lakemore”), a leading private credit investment firm primarily investing in super-majority control collateralized loan obligation (“CLO”) equity, to support the growth of TCW’s CLO platform.

Key Points: 
  • The TCW Group, a leading global asset management firm, today announced that it has entered into a strategic partnership with Lakemore Partners Ltd. and its group entities (“Lakemore”), a leading private credit investment firm primarily investing in super-majority control collateralized loan obligation (“CLO”) equity, to support the growth of TCW’s CLO platform.
  • Through this investment, Lakemore will gain preferred access to the TCW CLO platform and its pipeline of new issue CLO transactions providing enhanced certainty of execution and a path toward significant CLO platform growth.
  • Neither TCW nor its affiliated advisers or advisory affiliates solicited those comments, nor did it compensate Lakemore for making them.
  • This material comprises the assets under management of The TCW Group, Inc. and its subsidiaries, including TCW Investment Management Company LLC, TCW Asset Management Company LLC, and Metropolitan West Asset Management, LLC.

Lakemore Partners Appoints Paul Gyra as Chair of Audit Committee

Retrieved on: 
Wednesday, August 10, 2022
Partner (business rank), U.S. Securities and Exchange Commission, CLO, Audit committee, RIA, CEO, GLOBE, Cayman Islands, ING, Board, Barings LLC, Income, Dubai Financial Services Authority, CPA, Advanced Management Program, Financial Conduct Authority, Providence College, Harvard Business School, FRN, US, BS, Partner, DIFC, Bank, PHOENIX

PHOENIX and LONDON and DUBAI, United Arab Emirates, Aug. 10, 2022 (GLOBE NEWSWIRE) -- Lakemore Partners Ltd. and its group entities (Lakemore), a leading private credit investment firm primarily investing in control CLO equity, today announced it has appointed Paul Gyra as the independent Chair of the Lakemore Partners Audit Committee.

Key Points: 
  • PHOENIX and LONDON and DUBAI, United Arab Emirates, Aug. 10, 2022 (GLOBE NEWSWIRE) -- Lakemore Partners Ltd. and its group entities (Lakemore), a leading private credit investment firm primarily investing in control CLO equity, today announced it has appointed Paul Gyra as the independent Chair of the Lakemore Partners Audit Committee.
  • We are thrilled to have appointed Paul as Chair of our Audit Committee, said Ahmed Farid, Chairman and President of Lakemore.
  • Lakemore Partners Management US LLC and Lakemore Partners (UK) Ltd. are registered with the U.S. Securities & Exchange Commission as investment advisers (RIA).
  • Lakemore Partners Management US LLC, Lakemore Partners (UK) Ltd., and Lakemore Partners (DIFC) Ltd. are wholly owned subsidiaries of Lakemore Partners Ltd.

Lakemore Partners Appoints Sheila Finnerty as an Independent Board Member

Retrieved on: 
Monday, May 9, 2022
Business, Liberty Mutual, Partner, Wall Street, Financial Conduct Authority, Manhattanville College, Shearson, US, RIA, DIFC, CFA, New York University, CLO, FRN, CFA Institute, Association, United Nations Principles of Medical Ethics, Committee, Audit committee, Head, ESG, LMI, Independent Board for Presbyterian Foreign Missions, Strategic planning, Board of directors, Dubai Financial Services Authority, Insurance, MBA, U.S. Securities and Exchange Commission, New York University Stern School of Business, Board, High-yield debt, Review, Income, Cayman Islands, Financial adviser, Management, Financial services, PHOENIX, Woman, Director, Trustee

PHOENIX and LONDON and DUBAI, United Arab Emirates, May 9, 2022 /PRNewswire/ -- Lakemore Partners Ltd. and its group entities ("Lakemore"), a leading private credit investment firm primarily investing in control CLO equity, today announced it has named Sheila Finnerty, CFA, to its Board of Directors as an Independent Board Member.

Key Points: 
  • PHOENIX and LONDON and DUBAI, United Arab Emirates, May 9, 2022 /PRNewswire/ -- Lakemore Partners Ltd. and its group entities ("Lakemore"), a leading private credit investment firm primarily investing in control CLO equity, today announced it has named Sheila Finnerty, CFA, to its Board of Directors as an Independent Board Member.
  • An established global business manager, Ms. Finnerty brings deep credit, investment, product and distribution expertise in the insurance and asset management industries to Lakemore.
  • Lakemore Partners Management US LLC and Lakemore Partners (UK) Ltd. are registered with the U.S. Securities & Exchange Commission as investment advisers (RIA).
  • Lakemore Partners Management US LLC, Lakemore Partners (UK) Ltd., and Lakemore Partners (DIFC) Ltd. are wholly owned subsidiaries of Lakemore Partners Ltd.

Lakemore Partners Appoints Sheila Finnerty as an Independent Board Member

Retrieved on: 
Monday, May 9, 2022
Business, Liberty Mutual, Partner, Wall Street, Financial Conduct Authority, Manhattanville College, Shearson, US, RIA, DIFC, CFA, New York University, CLO, FRN, CFA Institute, Association, United Nations Principles of Medical Ethics, Committee, Audit committee, Head, ESG, LMI, Independent Board for Presbyterian Foreign Missions, Strategic planning, Board of directors, Dubai Financial Services Authority, Insurance, MBA, U.S. Securities and Exchange Commission, New York University Stern School of Business, Board, High-yield debt, Review, Income, Cayman Islands, Financial adviser, Management, Financial services, PHOENIX, Woman, Director, Trustee

PHOENIX and LONDON and DUBAI, United Arab Emirates, May 9, 2022 /PRNewswire/ -- Lakemore Partners Ltd. and its group entities ("Lakemore"), a leading private credit investment firm primarily investing in control CLO equity, today announced it has named Sheila Finnerty, CFA, to its Board of Directors as an Independent Board Member.

Key Points: 
  • PHOENIX and LONDON and DUBAI, United Arab Emirates, May 9, 2022 /PRNewswire/ -- Lakemore Partners Ltd. and its group entities ("Lakemore"), a leading private credit investment firm primarily investing in control CLO equity, today announced it has named Sheila Finnerty, CFA, to its Board of Directors as an Independent Board Member.
  • An established global business manager, Ms. Finnerty brings deep credit, investment, product and distribution expertise in the insurance and asset management industries to Lakemore.
  • Lakemore Partners Management US LLC and Lakemore Partners (UK) Ltd. are registered with the U.S. Securities & Exchange Commission as investment advisers (RIA).
  • Lakemore Partners Management US LLC, Lakemore Partners (UK) Ltd., and Lakemore Partners (DIFC) Ltd. are wholly owned subsidiaries of Lakemore Partners Ltd.

Lakemore Partners Appoints Howard Tiffen as an Independent Board Member

Retrieved on: 
Thursday, April 7, 2022
Financial Conduct Authority, RIA, Cayman Islands, Chicago (franchise), Bank of America, Board, Culture, BS, Board of directors, Dubai Financial Services Authority, Bank, Industry, DIFC, CLO, FRN, US, U.S. Securities and Exchange Commission, Continental Bank, Income, Partner, University, Independent Board for Presbyterian Foreign Missions, Security (finance), Financial services, Invesco, Northwestern University

PHOENIX,LONDON and DUBAI, UAE, April 7, 2022 /PRNewswire/ -- Lakemore Partners Ltd. and its group entities ("Lakemore"), a leading private credit investment firm primarily investing in control CLO equity, today announced it has named Howard Tiffen to its Board of Directors as an Independent Board Member.

Key Points: 
  • PHOENIX,LONDON and DUBAI, UAE, April 7, 2022 /PRNewswire/ -- Lakemore Partners Ltd. and its group entities ("Lakemore"), a leading private credit investment firm primarily investing in control CLO equity, today announced it has named Howard Tiffen to its Board of Directors as an Independent Board Member.
  • "I look forward to working closely with the Board and the entire Lakemore team as the firm continues its global expansion."
  • Lakemore Partners Management US LLC and Lakemore Partners (UK) Ltd. are registered with the U.S. Securities & Exchange Commission as investment advisers (RIA).
  • Lakemore Partners Management US LLC, Lakemore Partners (UK) Ltd., and Lakemore Partners (DIFC) Ltd. are wholly owned subsidiaries of Lakemore Partners Ltd.

Lakemore Partners Appoints Howard Tiffen as an Independent Board Member

Retrieved on: 
Thursday, April 7, 2022
Financial Conduct Authority, RIA, Cayman Islands, Chicago (franchise), Bank of America, Board, Culture, BS, Board of directors, Dubai Financial Services Authority, Bank, Industry, DIFC, CLO, FRN, US, U.S. Securities and Exchange Commission, Continental Bank, Income, Partner, University, Independent Board for Presbyterian Foreign Missions, Security (finance), Financial services, Invesco, Northwestern University

PHOENIX,LONDON and DUBAI, UAE, April 7, 2022 /PRNewswire/ -- Lakemore Partners Ltd. and its group entities ("Lakemore"), a leading private credit investment firm primarily investing in control CLO equity, today announced it has named Howard Tiffen to its Board of Directors as an Independent Board Member.

Key Points: 
  • PHOENIX,LONDON and DUBAI, UAE, April 7, 2022 /PRNewswire/ -- Lakemore Partners Ltd. and its group entities ("Lakemore"), a leading private credit investment firm primarily investing in control CLO equity, today announced it has named Howard Tiffen to its Board of Directors as an Independent Board Member.
  • "I look forward to working closely with the Board and the entire Lakemore team as the firm continues its global expansion."
  • Lakemore Partners Management US LLC and Lakemore Partners (UK) Ltd. are registered with the U.S. Securities & Exchange Commission as investment advisers (RIA).
  • Lakemore Partners Management US LLC, Lakemore Partners (UK) Ltd., and Lakemore Partners (DIFC) Ltd. are wholly owned subsidiaries of Lakemore Partners Ltd.