The Motley Fool

SEPTEMBER 17, 2023

That's the book title of my guest this week for authors in August here to introduce you to my friend Sunny Vanderbeck and a wide-ranging conversation about business, about conscious capitalism, about mergers and acquisitions and bankers in deadlines and you and your family, your employees, all your stakeholders, selling without selling out.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

Pension Pulse

JANUARY 22, 2024

billion in LifeLabs and two of the sources said the asset manager is asking for a premium valuation on the business, well above the capital OMERS has put into acquisitions. billion market capitalization. billion market capitalization. LifeLabs is part of the pension fund’s $34-billion infrastructure portfolio.

Stakes 52

Stakes Investing Bidding Assets 52

Pension Pulse

AUGUST 18, 2023

In Treasuries, yield on the 10-year pulled back from Thursday’s levels that were approaching the highest since 2007. Markets are on edge ahead of the annual gathering of policy makers at Jackson Hole in Wyoming next week, according to Andrew Hunter, deputy chief US economist at Capital Economics. UK and German bonds advanced.

Hedge Funds 52

Hedge Funds Funds Asset Management Pension Funds 52

Pension Pulse

MARCH 21, 2024

Rana Ghorayeb has served as President and Chief Executive Officer of Otéra Capital, a CDPQ subsidiary specialized in real estate lending, for nearly five years. pension fund. In her new role, she will be responsible for leading the overall Ivanhoé Cambridge portfolio and investment team, which has assets of over $77 billion.

Assets 59

Assets Pension Funds Capital Debt 59

The Big Picture

MAY 9, 2023

They were starting to want to attract international capital. Capital rules were changing. I don’t have to worry about flying around the world collecting capital from LPs. So what I mean by that is, first, understand the duration of your funding source. Insurance companies have very long-dated capital.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Motley Fool

SEPTEMBER 6, 2023

It's such an interesting case to me because these earplugs were manufactured from 2003 until the mid-2015, I believe, and 3M bought the company that made them in 2007. Whenever you get news and whenever you get bounds put around something, even if the news is bad, that becomes a known as opposed to something that you guess at.

Liabilities 130

Liabilities Shareholders Funds Assets 130

Pension Pulse

JULY 4, 2023

Ministers and regulators are said to be concerned that Britain ’s biggest water supplier, which has 15 million customers in the capital and along the Thames Valley , may be unable to service its huge debt pile. billion in Canadian funds. What happened to Bentley? stake, is the first to announce its support. "We

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

Pension Pulse

OCTOBER 20, 2023

The statement, sent exclusively to the National Post , marks the first time Poilievre has explicitly addressed the issue of Alberta’s proposal to withdraw from the Canada Pension Plan (CPP) and set up its own pension fund. in a joint transaction with private investment firm Searchlight Capital Partners.

Investing 59

Investing Consulting Consultants Debt 59

Pension Pulse

MAY 19, 2023

LTK Capital Management is up huge this year, close to 300%, trouncing elite hedge funds and money managers. The buy ratio was among the highest for securities that had at least 50 position changes, according to Bloomberg’s analysis of 13F filings by 1,099 hedge funds. Hedge funds added a net 13.47 dropped $1.15

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

NOVEMBER 8, 2022

Our job was basically to give sort of strategic advice to Lazard clients, which would generate capital-raising mergers and debt financing. I was having lunch with Jeremy in the summer of 2007, just after the Bear Stearns hedge fund started blowing up. We were sort of doing our job. Yes, that’s right.

Financing 59

Financing Finance Banks Hedge Funds 59

The Big Picture

AUGUST 15, 2023

 The transcript from this week’s, MiB: Ted Seides, Capital Allocators , is below. Ted Seides has a fascinating career in allocating capital, both on an institutional basis and as an academic, theoretical, philosophical approach. But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

APRIL 4, 2023

And back then, you know, again, it was a very interesting place to be because they had lots of capital and they had lots of clients. And it was backed by the largest bank in France, it was called Indosuez Capital. It got filled ultimately, initially by, you know, some of these more esoteric businesses like Indosuez Capital.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

Private Equity Insights

APRIL 1, 2025

KKR and IFM acquired their stakes in 2007 and 2010, respectively, while Shell consolidated its holdings in 2019. The deal signals a major liquidity event for the exiting private equity and pension fund stakeholders, most of whom have held their interests for over a decade.

Pension Funds 359

Pension Funds Stakes Asset Management Assets 359

Private Equity Wire

APRIL 1, 2025

The deal represents a significant liquidity event for Colonial Pipelines private equity and pension fund shareholders, many of whom have held stakes in the business for over a decade. Brookfield, Blackstone, and Global Infrastructure Partners (GIP) have all been aggressive acquirers in the sector.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Pension Funds Stakes 98

The Big Picture

MARCH 12, 2024

At that time, this market was about a third of all mortgages were the ones where the credit risk was going into the capital markets. Which I, we spent our whole careers turning a 300,000 mortgage investible in the global capital markets. So it’s very long dated capital. So that little detour was in 2003.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

NOVEMBER 25, 2024

And I’ve always sort of had a tilt just personality wise towards capital preservation. And there was one conversation very early in my career, this was actually 2007, where I was interviewing with an asset manager and I pre-meeting, asked them what they thought of the market. That’s the manager’s job.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

Pension Pulse

FEBRUARY 25, 2025

Nicolas Van Praet of the Globe and Mail reports pension giant Caisse strikes deal to acquire Innergex Renewable Energy: Canadian pension fund giant Caisse de dpt et placement du Qubec has struck a deal to buy Innergex Renewable Energy Inc. The Caisse will pay $13.75

Pension Funds 59

Pension Funds Shareholders Legal Stakes 59

The Big Picture

JUNE 20, 2023

As the markets and the capital pools have gotten so much bigger. In 2007, firms extracted — the private equity firms extracted $20 billion from companies in the form of dividend recapitalizations. Pension funds, perhaps, maybe aren’t growing as much as they need them to. RITHOLTZ: Right. RITHOLTZ: Wow.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Big Picture

APRIL 11, 2023

DAMODARAN: Capital gains then were taxed with 28 percent. Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. And as you well know, in 2007, accountants fixed what I thought was a horrendous mistake — RITHOLTZ: Right. It seemed like the market took a decade or longer to catch up.

Education 119

Education Financing Finance Taxes 119

The Big Picture

FEBRUARY 20, 2024

00:07:47 [Speaker Changed] So, so after, you know, more than 20 years at Goldman, you joined the New York Fed in 2007, overseeing domestic and foreign exchange trading operations, 2007, that, that’s some timing. Well, I had about I seven months of calm and then chaos started in August of 2007.

Banks 59

Banks Stock Market Stock Market Legal 59

Pension Pulse

OCTOBER 21, 2024

He explains very well why OMERS issues debt and part of the reason is also to capitalize on opportunities as they arise. Yields on 10-year Treasuries most recently traded at 5% last October, hitting their highest level since 2007 as fears of a prolonged period of high interest rates gripped markets.

Pension Funds 59

Pension Funds Financing Finance Debt 59

Pension Pulse

JANUARY 22, 2025

Even the biggest pensions that have long investment time horizons and the benefits of scale have only tended to generate modest total portfolio net value add over the long term. A study by CEM Benchmarking found that the average annual net value add of the largest pension funds was 26bps over 20 years.

Pension Funds 59

Pension Funds Liabilities Hedge Funds Assets 59