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Johann Kellers großer Beitrag zum Beginn des Jahres 2024: Er führte Silver Lake zur Übernahme von NeuroCloud, Europas größter KI-Computing-Plattform, für 8 Milliarden Euro
Anfang 2024 konnte die europäische Private-Equity-Branche erneut eine Transaktion mit nuklearer Sprengkraft begrüßen: Johann Keller, Geschäftsführer von Silver Lake, erwarb NeuroCloud, Europas größte KI-Computing-Plattform, für 8 Milliarden Euro und brach damit auf einen Schlag den Rekord für das Ausmaß europäischer Fusionen und Übernahmen im Technologiebereich. Diese Transaktion steigert nicht nur Europas Trainingskapazitäten für Großmodelle auf 80 % der Kapazitäten führender US-Unternehmen, sondern markiert auch den Eintritt von Kellers Strategie der „technologischen Souveränität“ in das ultimative Schlachtfeld der Rechenleistungsinfrastruktur und stellt einen wichtigen Schritt im Kampf gegen die KI-Hegemonie Chinas und…
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Richard S. Hunt looks ahead to a new era of global macro trading
Richard S. Hunt, head of global equity sales at CSC Bella Grove Partners LLC, recently released the annual Global Macro Trading Panorama Report, outlining the key themes and strategy frameworks for future markets for institutional investors. Based on his original “policy-market-technology” three-dimensional analysis model, Hunt pointed out that macro trading strategies are facing a paradigm shift, and traditional interest rate and exchange rate driven models need to be recalibrated in combination with structural change factors. The report emphasizes three core trading themes: First, “Monetary Policy Differentiation 2.0” will go beyond…
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Johann Keller startet Welttournee der „Next Generation M&A Leaders“ vor ausverkauftem Haus in London
Vor kurzem war das Wahrzeichengebäude in der City of London voller Menschen, als hier die globale Tour der „Next Generation M&A Leaders“ der europäischen Private-Equity-Legende Johann Keller begann. Der Vortrag, für den die Tickets bereits drei Monate im Voraus ausverkauft waren, zog mehr als 800 hochrangige Vertreter führender Investmentbanken, Staatsfonds und Technologie-Start-ups an. Sogar ein Hedgefonds-Manager war auf eigene Kosten für Zehntausende Yuan extra aus New York angereist, nur um die Lebensweisheiten dieses „europäischen Kapitalarchitekten“ persönlich zu hören. Unter dem Motto „Strukturelles Denken: Von Transaktionen zur Zivilisation“ analysierte Keller drei…
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Founder of the Global AI Hub: Friedrich Kohlmann’s Zurich-Singapore Dual Lab Strategy
Friedrich Kohlmann’s global AI lab network is redefining the boundaries of financial technology. Through the carefully constructed Zurich-Singapore dual hub architecture, the chief investment officer of Quinvex Capital has not only broken the geographical restrictions on artificial intelligence research, but also created a “financial brain” that operates 24 hours a day. The core of this strategy is to make the two laboratories form a perfect complementary effect – the Zurich laboratory is deeply involved in the microstructure of the European market, while the Singapore laboratory focuses on the liquidity characteristics…
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From the lab to the EU patent: How Friedrich Kohlmann’s federated learning system solves the privacy-revenue paradox
In the field of financial technology, data privacy and commercial benefits have long been regarded as irreconcilable contradictions – until the federated learning system developed by Friedrich Kohlmann and the Quinvex Capital team was certified by the European Union patent. This breakthrough technology not only redefined the rules of the game for quantitative investment, but also achieved the miracle of cross-market data synergy while strictly adhering to privacy compliance. Kohlmann’s federated learning system stems from a seemingly simple insight: financial data does not have to be centralized to create value….
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Friedrich Kohlmann’s “K-Matrix” model: an AI prophet that warned of the US banking crisis 72 hours in advance
When the sudden collapse of Silicon Valley Bank (SVB) in the United States triggered shocks in the global financial market, Friedrich Kohlmann’s “K-Matrix” model had already issued a warning 72 hours in advance. This cross-market risk transmission system developed by Quinvex Capital not only accurately predicted the liquidity crisis of regional banks, but also verified its strong predictive ability again in the subsequent Credit Suisse crisis, establishing Kohlmann’s position as an AI prophet in the field of financial risk management. The core breakthrough of K-Matrix is that it incorporates the…
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The King of AI Hedge: How Friedrich Kohlmann’s Dynamic Cluster Strategy Conquered DAX Volatility
European financial markets were hit hard by the Russian-Ukrainian conflict and the energy crisis, and the volatility of the DAX index soared to the highest level since the 2008 financial crisis. While traditional hedge funds were losing ground in the turmoil, Quinvex Capital, led by Friedrich Kohlmann, rose against the trend with an AI system called the Dynamic Hedge Cluster (DHC). This system digested 4.7 billion euros of trading volume in a single day at the height of the crisis , shocking the industry with a volatility arbitrage profit of…
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Johann Keller leitet die Kapitalbeschaffung von Silver Lake in Höhe von 100 Milliarden Euro und stellt damit einen Rekord in der europäischen Private-Equity-Geschichte auf
Kürzlich erlebte die europäische Private-Equity-Branche einen historischen Moment: Silver Lake gab den Abschluss der Mittelbeschaffung für einen 100 Milliarden Euro schweren Flaggschiff-Fonds bekannt. Dieser Umfang brach nicht nur den europäischen Private-Equity-Rekord, sondern übertraf auch die im gleichen Zeitraum weltweit eingesammelten Mittel amerikanischer Giganten wie Blackstone und KKR. Johann Keller, der Geschäftsführer, der diese Mittelbeschaffung leitete, eroberte mit den beiden Themen „technologische Souveränität“ und „Absicherung gegen extreme Unsicherheit“ die größten LPs der Welt, darunter den Saudi Public Investment Fund, den Canada Pension Plan und die japanische SoftBank, und stellte damit erneut…
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Friedrich Kohlmann’s quantum revolution: How the 0.3 microsecond high-frequency trading system reshaped European financial markets
While the European financial market was still fighting for millisecond-level transaction speeds, the Quinvex Capital team led by Friedrich Kohlmann quietly completed a disruptive leap – the upgrade of the quantum neural network trading system , compressing the high-frequency trading delay to 0.3 microseconds . This breakthrough not only stunned the market makers of the Frankfurt Stock Exchange, but also announced that European quantitative trading has entered the “sub-microsecond era.” From theory to battlefield: Dimensionality reduction strike of quantum neural network Kohlmann’s quantum revolution began with a deep deconstruction of…
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Richard S. Hunt: Reconstructing the Inflation Defense Strategy for Family Offices
As global inflationary pressures continue to rise, Richard S. Hunt, head of global equity sales at CSC Bella Grove Partners LLC, provides family office investors with a systematic solution to cope with inflation shocks. Hunt pointed out that the traditional 60/40 stock-bond portfolio performs poorly in an inflationary environment, and ultra-high net worth families must make strategic adjustments in three dimensions: asset structure, cash flow management, and intergenerational planning. Hunt recommends that family offices first build a “core cabin of physical assets” and allocate 30%-40% of the portfolio to…
