United States: Investment Strategy

Lowenstein attorneys and business services professionals share how pro bono work has enhanced their legal expertise and interpersonal abilities through direct client engagement, court experience, and cross-departmental collaboration. The discussion reveals how serving vulnerable clients at nonprofit organizations develops critical skills in empathy, creative problem-solving, and clear communication that translate across all areas of legal practice.

The software industry has undergone a dramatic transformation since 2021, with growth rates collapsing and market valuations shifting from growth premiums to cash flow fundamentals. As AI reshapes competitive dynamics and strategic buyers hunt for value in repriced assets, understanding what drives software valuations today requires looking beyond traditional SaaS metrics to product strength and AI resilience.

Ankura monitors wealth and asset management M&A activity, tracks emerging themes in joint ventures and shareholder alignment, and examines how AI implementation challenges are reshaping enterprise operations and supply chain strategies. The analysis spans private equity transactions, regulatory compliance complexities, and the validation costs that undermine AI efficiency claims in investigative and operational contexts.

From New York real estate to private equity, Gavriel Kahane of Arkhouse reveals how he identifies mispriced assets in public markets that private investors overlook. This conversation explores trophy assets, activist investing, and the strategic pursuit of companies like Columbia Property Trust, Macy's, and Family Dollar where Wall Street valuations diverge from Main Street realities.

The convergence of power generation and digital infrastructure is reshaping how investors value data center platforms. As AI-driven demand intensifies competition for scarce resources like transmission access and interconnection rights, the largest transactions reveal a fundamental shift: investors are no longer simply buying operating assets—they're acquiring the upstream capabilities that control future capacity creation.

Glass Lewis is transforming its proxy advisory approach by moving away from a single global voting policy toward a multi-perspective framework that offers four distinct viewpoints tailored to different client priorities. The new system, set to launch in September 2027, will provide perspectives ranging from business fundamentals to sustainability-focused governance, allowing institutional investors to align proxy research with their specific investment philosophies.

Investment banking credibility begins long before the first client conversation. Marketing plays a strategic role in demonstrating sector expertise, maintaining discretion around sensitive transactions, and building trust through consistent communication across digital channels and professional networks.

Space industry companies secured significant funding in June, with major investment rounds spanning in-space transportation, human spaceflight infrastructure, satellite manufacturing, and Earth observation capabilities. The financing activity demonstrates continued investor confidence in commercial space ventures across multiple sectors.

Dual-use technologies serving both civilian and military purposes are attracting significant private capital investment, offering strong exit pathways and easier alignment with ESG commitments. However, these assets face the same rigorous regulatory scrutiny as traditional defense companies, including foreign direct investment reviews and export controls. Personal data is now classified as a dual-use asset with national security implications, creating new compliance challenges for investors.