STROTW 11-04-2022

Inshallah.

A friend at a very awesome multi-bn$ fund is looking to hire an associate level person. Mandate is cross-capital structure with a focus on financials. Ideal candidate would have some experience in financials/insurance. A related one on that: Latest David Wright podcast.

(i) Burford Capital and the Case of the Missing Tender Offer

Pretty good summary of the Petersen case in Argentina.

(ii) WSJ: Russian Oligarchs Obscure Their Wealth Through Secretive Isle of Man Network

An extension of the panama/paradise/whatever papers.

(iii) AI: Startup Vs Incumbent Value

And, State of AI Report 2022: the industry section has cool stuff. And importantly, here.