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    Ritwik Roy

    Vice President and Equity Research Analyst at Jefferies

    Ritwik Roy is a Vice President and Equity Research Analyst at Jefferies, specializing in coverage of Internet and Technology companies with a focus on Indian and Asian markets. He actively covers firms such as Zomato, Info Edge, MakeMyTrip, and IndiaMART, producing insightful investment research and sector analysis. With a track record that includes contributing to investment recommendations and consistent research publication, Roy has established a reputation for detailed company and industry coverage. He joined Jefferies after previous roles in financial analysis and maintains FINRA registration and requisite securities licenses, supporting his expertise in equity research.

    Ritwik Roy's questions to Brookfield Asset Management (BAM) leadership

    Ritwik Roy's questions to Brookfield Asset Management (BAM) leadership • Q2 2025

    Question

    Ritwik Roy from Jefferies asked about the launch timing for the next flagship private equity and infrastructure funds, and for an update on the wealth channel, including demand expectations for new products and the current stage of investment spend.

    Answer

    President Connor Teskey confirmed the flagship PE fund will launch in 2025, with the infrastructure fund launching late 2025 or early 2026. He stated they are on track to hit their $10 billion retail fundraising target for the year and that the wealth channel is the primary area of investment spend for future growth.

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    Ritwik Roy's questions to ALLIANCEBERNSTEIN HOLDING (AB) leadership

    Ritwik Roy's questions to ALLIANCEBERNSTEIN HOLDING (AB) leadership • Q3 2024

    Question

    Ritwik Roy, on for Dan Fannon, asked about the CarVal offering post-acquisition, CLO market dynamics, and M&A appetite. He also inquired about the APAC strategy, particularly in Japan and China, and the reason for the updated tax guidance related to CarVal.

    Answer

    Matthew Bass, Head of Private Alternatives, expressed strong conviction in CarVal's long-term growth. Onur Erzan, Head of Global Client Group and Private Wealth, noted strong Q3 CLO issuance and described Japan as a continued growth driver and China as a long-term play. Bass and CFO Jacqueline Marks clarified the tax guidance change was a one-time event related to a write-down of the contingent consideration liability, not a change in business conviction.

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