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Carlyle Partner and Investor-Relations Head Urquhart to Join Coatue

Carlyle Group Inc.’s global head of investor relations Nathan Urquhart is leaving the firm to become president at Coatue Management, according to a letter to investors seen by Bloomberg News. New York-based Urquhart will start at Coatue in the coming months and will get involved in key management responsibilities…

Bridgewater Pushes Back Against Chinese ‘All Weather’ Copycats

Billionaire hedge fund manager Ray Dalio’s huge popularity in China has not only drawn local investors flocking to his funds but also spawned home-grown challengers using his “All Weather” strategy and brand to try to beat him at his own game. Now, the Connecticut-based hedge fund giant he founded, Bridgewater Associates, is pushing back…

U.S. SEC to Propose New Rule Boosting Hedge, Private Fund Leverage Disclosures

The U.S. Securities and Exchange Commission (SEC) will propose a new rule on Wednesday aimed at boosting hedge and private fund leverage disclosures, among other details, according to a source familiar with the agency’s thinking. The proposal by the Wall Street regulator would require funds to provide more information on leverage as part of their confidential “Form-PF” disclosures…

Carlyle’s Head of Consumer, Media, Retail Sammons Leaves Firm

Jay W. Sammons, Carlyle Group Inc.’s global head of consumer, media and retail, left the company to start a new venture, according to people with knowledge of the matter. Sammons is poised to start his own firm, which will make investments in the consumer sector, the people said, requesting anonymity to discuss private plans…

BlackRock Opening South Florida ‘Snowbird’ Office for Dozens of Employees

BlackRock Inc., the world’s largest money management company, is opening a satellite office in South Florida to accommodate a top executive and dozens of other employees, joining a migration of financial firms to the state. Rick Rieder, who as BlackRock’s head of fixed income oversees roughly $1.7 trillion in assets, or about 20% of the firm’s total assets, owns a home in Palm Beach County and is expected to work out of the new West Palm Beach office space when he is in Florida, according to people familiar with the matter. About 35 other BlackRock employees are expected to start working there early next year, according to BlackRock…

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