Proposed Tax Legislation Could Affect Blackstone
IPO
14 Jun 2007 ... significantly impact Blackstone's IPO because, as structured, Blackstone will be subject to cor- porate income tax following the IPO. ...
http://www.dechert.com/library/Int_Domestic_Tax_1_06_07_Proposed_Legislation.pdf
(Microsoft Word - DFP Letter to Investors-Blackstone
IPO -Ltrhd ...
19 Jun 2007 ... 1 “Blackstone IPO in June,” The New York Times; by Reuters (June 13, 2007). 2 Amended Prospectus filed June 15, 2007; pages 197-198. ...
http://www.afl-cio.org/corporatewatch/capital/upload/Letter to Investors-Blackstone IPO 6-19-07.pdf
Och-Ziff Files For $2 Billion IPO
Compared with the Blackstone IPO last month, Och-Ziff's offering contains some structural differences. Unlike. Blackstone, Och-Ziff will be issuing shares ...
http://www.sewkis.com/files/News/7dec091c-0ac1-4fec-9f30-230ecd902e8e/Presentation/NewsAttachment/d6fd11c4-3cee-4d6b-9ea3-03f7b621efc7/20070207_RobertLustrin.pdf
How
Blackstone Will Divvy Up Its IPO
Riches
12 Jun 2007 ... profile IPO three years ago. Blackstone, like other private-equity firms, makes its money by amassing investments from ...
http://www.equilar.com/NewsArticles/061207_wsj.pdf
Blackstone Plan Could Reshape Private Equity
19 Mar 2007 ... and others discuss the wisdom of a Blackstone IPO and the potential impact on other private-equity firms. GOING PUBLIC ...
http://www.signallake.com/innovation/BlackstoneIPOReshapesPrivateEquity031907.pdf
Hearing on the “After Blackstone: Should Small
Investors Be ...
11 Jul 2007 ... Questions have been raised about the risks in investing in a Blackstone IPO, or equivalent, compared to other types of investments in ...
http://www.investorscoalition.com/Tanoustestimonyjuly11th2007.pdf
Blackstone Tests Fairness of Using 'Fair Value'
Rule
18 Apr 2007 ... method increased the value of Blackstone's investments in 2006 by roughly $9 billion, or. 41%, to $31 billion. The Blackstone IPO is a test ...
http://www.uic.edu/classes/actg/actg593/Readings/Fair-Value/Blackstone-Tests-Fairness-of-Using-'Fair-Value'-Rule.pdf
Blackstone's $1B Celanese IPO
kicks off '05
Blackstone held a 42 percent stake in Foundation Coal (FCL) , which went public on Dec. 9. In November, Blackstone played a role in the $670 million IPO of ...
http://www.llrpartners.com/news/downloads/2005/CBS-MarketWatch-LLR-predicts-strong-year-in-2005.pdf
WIStv.com
Columbia, SC: Blackston... Page 1 of 3 7/23/2007 10:31 ...
altitudes," said David Menlow, IPO analyst at IPOfinancial.com. IPOboutique's Sweet sees Blackstone's units rising further. "Once the frenetic trading ...
http://ipoboutique.com/ARTICLES/WISTV.pdf
IPO
Market Has Rough Week
One big factor in MF Global's IPO was timing. MF Global's offering had a lot working against it coming on the heels of Blackstone Group ...
http://ipoboutique.com/ARTICLES/AP.pdf
Blackstone
Group IPO Still on Track
Blackstone Group IPO Still on Track. By JOE BEL BRUNO AP Business Writer й 2007 The Associated Press. 6/21/07. NEW YORK — Blackstone Group LP, ...
http://atlanticstreetcapital.com/pdfs/AP_062107.pdf
Overview
Blackstone Group
Shortly after rival Blackstone's. IPO, KKR filed plans for its own U.S. public offering, adding to worries the private-equity boom had peaked. ...
http://schwert.ssb.rochester.edu/f423/F423_PvtEquity_WSJ08.pdf
How
Blackstone's Chief Became $7 Billion Man
13 Jun 2007 ... Blackstone's planned IPO -- and the large expected payouts for Mr. Schwarzman and some of his colleagues -- has ...
http://schwert.ssb.rochester.edu/f423/WSJ070613_Blackstone.pdf
Rettino Insurance Agency, et al. v. The Blackstone
Group L.P., et ...
Blackstone sold more than 153 million shares of common stock in the IPO. ... Prior to the IPO, Blackstone effected a reorganization of its businesses into a ...
http://securities.stanford.edu/1039/BX_01/2008616_o01c_0805447.pdf
UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK x
...
15 Apr 2008 ... Prior to the IPO, Blackstone effected a reorganization of its ... For example, at the time of the IPO, Blackstone's investment in FGIC ...
http://securities.stanford.edu/1039/BX_01/2008415_f01c_Landmen.pdf
The Blackstone Group Prices $4.133 Billion Initial
Public Offering
The Blackstone Group has granted the underwriters a 30-day option to purchase up to ... Blackstone intends to use a portion of the proceeds from the initial ...
http://blackstonesradvisors.com/news/press_releases\6-21-2007.pdf
The Blackstone Group Reports Third Quarter
Earnings
Additionally, Blackstone invested $1.25 billion of its IPO proceeds in its sponsored funds. Financial Advisory. Revenues rose 60% to $84.3 million in this ...
http://blackstonesradvisors.com/news/press_releases\11-12-2007.pdf
I HENRY A. WAXMAN, CALIFORNIA, CHAIRMAN TOM LANTQS, CALIFORNIA
...
According to legal and financial experts whom we consulted, the Blackstone LP IPO presents novel questions because it appears to be a vehicle for allowing ...
http://kucinich.house.gov/UploadedFiles/Letter to SEC Chairman.pdf
Big
Buyout Firm Prepares to Sell Stake to Public
17 Mar 2007 ... income gap in the U.S. In addition, should small shareholders buy into Blackstone's IPO, it would expose them to some of the risks of ...
http://mba.tuck.dartmouth.edu/pecenter/news/Big_Buyout_Firm.pdf
TALES OF THE TAPE: Why Wall Street Loves/Hates
Blackstone DOW ...
2 Apr 2007 ... less, maybe more," for a private-equity fund. Blackstone, which didn't include Goldman in the team of six firms leading its IPO and boasted ...
http://mba.tuck.dartmouth.edu/pecenter/news/dow_jones_April_2007.pdf
INTRODUCTION TO US CORPORATE LAW
Earlier this year, the Blackstone IPO fueled a heated, ... bill is justifiable because the Blackstone IPO structure is offensive to the ...
http://papers.ssrn.com/sol3/Delivery.cfm/SSRN_ID1012472_code468680.pdf?abstractid=1012472
IPOs and Other Non-traditional Fundraising Methods
of Private ...
performance of IPOs of Blackstone group and Fortress group, two leading private equity firms in the U.S. While the initial evidence on the success of these ...
http://papers.ssrn.com/sol3/Delivery.cfm/SSRN_ID1363861_code597957.pdf?abstractid=1363861&mirid=1
Halfway Home:
First-Half IPO Leadership
massive Blackstone IPO, Deutsche Bank Securities Inc. perhaps the most, as without that mandate it would have only led by a little more than $2.5 billion in ...
http://www.graubard.com/IPOVITALSIGNSV30.pdf
Visa
IPO prices at record $17.9B Credit card company's
initial ...
share sale, which Sweet says was the largest stock flip in IPO history. "When there were hedge funds dumping Blackstone after the IPO, it screwed people," ...
http://www.polencapital.com/images/CNN Money Visa 3-19-08.pdf
Blackstone
Group
2 May 2007 ... Blackstone Group (BX). Analyst: Derek Priest. Page 3 of 13. Bear Case: The bear case presented by analysts against the Blackstone IPO is not ...
http://www.washburn.edu/sobu/apm/BX.pdf
BAUCUS-GRASSLEY
BILL ADDRESSES PUBLICLY TRADED PARTNERSHIPS ...
14 Jun 2007 ... raised by the Blackstone IPO so that we can preserve the integrity of the tax code and also give clear guidance to potential investors and ...
http://pmstax.com/ftp/part/PTPpr070614.pdf
1 A. Treatment of
Publicly Traded Partnerships Directly or ...
14 Jun 2007 ... Reuters, "Blackstone I.P.O. in June," New York Times, June 13, 2007; Jenny Anderson,. "Scrutiny on Tax Rates that Fund Managers Pay," New ...
http://www.pmstax.com/ftp/part/PTPexp070614.pdf
STATUS
OF BLACKSTONE GROUP AS AN INVESTMENT COMPANY
Preliminary ...
20 Jun 2007 ... The Blackstone IPO effectively unravels the regulatory regime Congress has carefully constructed to protect investors. ...
http://www.funddemocracy.com/Prelim Blackstone Memo.pdf
May 15, 2007 Via electronic & U.S. mail Mr. John White,
Director ...
15 May 2007 ... Prior to the IPO, Blackstone Group's existing owners will contribute their interests in. Blackstone Group's operating entities to Blackstone ...
http://www.aflcio.org/corporatewatch/capital/upload/Blackstone SEC Letter FINAL.pdf
AFL-CIO Warns Investors of Serious Risks Associated with ...
AFL-CIO Warns Investors of Serious Risks. Associated with Blackstone IPO. WASHINGTON, June 20 – In a letter to prospective investors of the Blackstone Group ...
http://www.aflcio.org/corporatewatch/capital/upload/Blackstone IPO_Jun20.pdf
Microsoft PowerPoint - WO_808064_3 (2).PPT
Blackstone IPO. ▪ Congressional movement on removing pass-through taxation for asset managers structures as partnerships ...
http://www.sutherland.com/file_upload/TakingPrivateEquityPublicKrus102007.pdf
1 McDonough School of
Business Alternative Investments FINC-575-20 ...
What are some of the challenges in valuing the IPO? How did Blackstone address them? ..... The Blackstone Group's IPO May 13, 2008, HBS case (9-808-100) ...
http://faculty.msb.edu/aggarwal/AI.pdf
Fax cover sheet
21 Apr 2008 ... The largest U.S. IPO in. 2007 was an AIM offering―the $4.1 billion Blackstone IPO. Non-U.S. issuers' sustained interest in the ...
http://www.pwc.com/en_US/us/transaction-services/publications/assets/us-ipo-watch-2007-annual-release.pdf
China Outlook*
Blackstone's US initial public offering. The article pointed out that New. York Stock Exchange IPO will help. Blackstone tap new sources of capital ...
http://www.pwc.com/en_US/us/private-company-services/assets/chinaoutlookvol11.pdf
Microsoft PowerPoint - Meltdown - Gardere
Blackstone IPO. Bear Stearns hedge funds collapse because of. CDO exposure. September 2008: Lehman Bankruptcy. AIG Bailout. FDIC's receivership ...
http://www.bizlawhouston.com/wp-content/uploads/2009/05/meltdown-litigating-the-credit-crisis.pdf
ALABAMA SECURITIES COMMISSION
11 Jul 2007 ... Borg said that public offerings, such as the recent Blackstone IPO, circumvent the governance protections mandated by the ICA, ...
http://www.asc.state.al.us/News/2007 News/7-11-07 Borg Testifies Cong IPOs-Hedge.pdf
Outstanding Information Items
25 Mar 2003 ... of the impact of Premera's proposed IPO on the financial performance of the Company. It will be important for Blackstone to analyze the uses ...
http://www.insurance.wa.gov/special/premera/filing/OIC032103-2dJSREXE.pdf
The Group
Blackstone
22 Apr 2010 ... The Blackstone Group Reports First Quarter 2010 Results ... quarter of 2009, in each case including net IPO and acquisition-related charges. ...
http://www.blackstone.com/PDF/qe/4-22-2010.pdf
The
Blackstone Group Reports Fourth Quarter and Full
Year 2009 Results
25 Feb 2010 ... GAAP Results Attributable to The Blackstone Group L.P. improved significantly in 2009 with a net loss of $(715) million, including net IPO ...
http://www.blackstone.com/PDF/qe/2-25-2010.pdf
Cineworld Group
plc Initial Public Offering and Listing on the ...
Prior to the IPO, the Blackstone Shareholders owned approximately 90 per cent. of. Cineworld. • The Blackstone Shareholders have entered into an ...
http://www.cineworldplc.com/pressreleases/ITF.pdf
Private Equity Research Summary Students
in only 13 months. Furthermore,. Blackstone also collected over $100 million in “special fees” from Celanese. However, IPO investors did not do so ...
http://www.london.edu/assets/documents/facultyandresearch/PEI_A4_Brief_1.pdf
Microsoft PowerPoint - Andrew Rozanov
Purchase of an ownership stake in a PE fund. – A new way of accessing private equity returns. – China to invest US$ 3 billion in Blackstone IPO ...
http://empec.org/2007/images/SpeakerPresentations/AndrewRozanov.pdf
Hedge fund and
hedge fund groups IPOs
March 2007: New-York-based private equity group Blackstone Group Lp filed with the SEC to raise up to $4 bil for an IPO on the NYSE. <p> ...
http://www.opalesque.com/files/HFIPOs.pdf
New Tax
Legislation Seeks to Treat Carried Interest Paid to Fund ...
advocates of the proposed legislation cited Blackstone's IPO as one example of why the legislation is necessary to prevent financial firms from reorganizing ...
http://www.daypitney.com/news/docs/dp_1740.pdf
Module
I: Fund Structure [01] 10:05AM Tue, Jan 26, Aldrich Hall ...
government of China wants to buy the majority of Blackstone's IPO. As he considers how to respond to this offer,. Schwarzman reviews the firm's proposed ...
http://www.hbs.edu/entrepreneurship/syllabi/vcpe-w2010.pdf
NEW LEGISLATION WOULD TAX AS CORPORATIONS PUBLICLY TRADED ...
14 Jun 2007 ... 1 For coverage of these transactions, see Reuters, “Blackstone I.P.O. in June,” N.Y. Times, June 13, 2007; Jenny ...
http://www.willkie.com/files/tbl_s29Publications\FileUpload5686\2444\New_Legislation_Would_Tax_As_Corporations.pdf
BLACKSTONED
A Blackstone IPO would probably pave the wave for other buyout firms to float. .... But like the Netscape IPO, Blackstone's $7.1bn share sale - ...
http://yesandnotyes.com/blog/wp-content/uploads/2008/06/blackstoned-breakingviews.pdf
A
federal court in New York City dis-
27 Oct 2009 ... 22 that alleged Blackstone made materially false and misleading statements in offering documents for an initial public offering (IPO). ...
http://litigationreporting.com/lrs-userfiles/D&O1009.pdf
MEETING
CHALLENGES
and favorable rulings in the Blackstone iPO case, the Lehman eriSA cases and the Lehman mortgage-backed securities litigation. ...
http://www.stblaw.com/content/publications/pub964.pdf
2007
HIGHLIGHTS AND ACHIEVEMENTS
31 Mar 2008 ... The Blackstone IPO was the largest US iPo of 2007, and one of the larg- est in history. The investment by the PRC was the ...
http://www.stblaw.com/content/publications/pub700.pdf
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