Restructuring__ @Restructuring__
Founder of Pari Passu, research firm that provides all-encompassing coverage of the most consequential restructuring transactions. Join our free email list! restructuringnewsletter.com Join 25k+ investors/bankers 👉 Joined April 2022-
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So much bad advice that I need to comment here 1) Not true, I have friends at great hedge fund seats that makes a lot more than $500k/yr and work 50 hours per week 2) Also not true, many roles pay 100% cash, RSUs are rare in finance unless you stay in banking 3) Sure, luck matters, but don't adopt the victim mentality - be good and you'll make money 4) true to a very small degree, most investing roles that make $500k+ require 0 sales skills Lesson, don't believe the slop people post on X
How does a sensitive young man like me maneuver my way into 500k TC by 30... Does anyone have any methods...
Disclaimer: Not an ad, but I am an investor in Arvo
I totally agree that this is a booming market, which is why I invested in Arvo, a note-taker built for high-performing, highly regulated financial institutions You can book a demo here arvohq[.]com and if you want an intro, feel free to reach out!
Most work conversations are now being recorded by default. You should probably assume that everything you say at work is getting recorded from here on out. What’s emerging is a new category of enterprise software, organized around voice instead of text. The system of record
@ZargaryanArthur Well deserved!
This is the disaster with three trading prices Will be a fun one to cover "The portion of the loan held by the steering committee — a group of at least 12 lenders with Pimco, BlackRock and Blackstone as its largest members — was quoted at approximately 61 cents on the dollar, according to a broker run viewed by Bloomberg. The term loan held by initial party participants was quoted at 58 cents while non-cooperation pact paper was bid at 48 cents on the dollar."
CDK Global, the Brookfield-backed software provider for auto dealerships, is in talks with creditors over a potential restructuring of its roughly $5.5bn debt load. The company has been under pressure from softer performance, litigation costs, and the lingering effects of last
Does this count as a $12.5bn LME? What a restructuring!
Shell-backed Raízen secured creditor support for a ~$12.5bn out-of-court restructuring. The Brazilian sugar and ethanol producer got more than 75% of covered creditors to sign on, clearing the threshold needed for the plan to move forward. The main option converts 45% of
@Clearingfog_ I mean, that data cut would have taken 10+ hours
@JayRob8888 For example, they aren't fine tuned for specific finance cases (like ARR bridge)
As a recovering private equity associate, this is actually stunning to see (especially watch minute 1:41) I used to get these extremely heavy files with infinite data that would take many days to make sense of, and I would spend hours and hours writing infinite =SUMIFS Now you can actually go 0 to 95% of the way there in 30 minutes, with a perfectly linked model that anyone can take over A private equity associate is still very much needed because you need someone knowing what you are looking for and pushing the tool in the right direction, but the joke that knowing shortcuts is a waste of time is slowly becoming reality This is also a perfect representation of how valuable a smart associate becomes and how there will be progressively less room for mediocrity By the way, if you have not already, try Shortcut and you will be surprised by how well the formulas are written
I think it's safe to say Excel is solved. The sign of an Excel rookie used to be manually using your mouse... now it's doing ANYTHING at all without AI. If you use Excel do yourself a favor and watch all 3 mins. It's a new world. Solving tasks in 20 mins that take teams days.
@ForAllMarkets I don't think we will See my point but the value of a good one increases
@wolfofwalkerst Yes, one I like the best of those I tried
@_RiskTolerance Did you try the tool I tried all tools and decided to work with them for a reason
As a recovering private equity associate, this is actually stunning to see (especially watch minute 1:41) I used to get these extremely heavy files with infinite data that would take many days to make sense of, and I would spend hours and hours writing infinite =SUMIFS Now you
Leopold Aschenbrenner’s AI hedge fund Situational Awareness has reportedly surpassed $20B in assets after gaining more than 1,000% since inception.
@Chaimeisenberg Glad you enjoyed it
@QuantiusPilate Hahahah exactly
Hey guys Many of you over the years have asked me for a place to publish your restructuring-focused thesis Well, finally, I am ready for it, and building a dedicated page for the website If you have in the past written a thesis on a restructuring topic and you would like it posted on our new page, email it to me @ [email protected]; use "Thesis" as the subject
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