Pension Pulse

SEPTEMBER 12, 2023

Back in 2007 when Kim began what would turn into a 16-year stint heading up the fund’s Asian private equity business (she was the firm’s first hire outside Toronto when the portfolio was just C$4.4 billion) partnering with expert GPs was the main strategy. “For I like to be able to sleep at night.”

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

The Motley Fool

SEPTEMBER 17, 2023

Within about 90 days, it became apparent to me that we had not done sufficient reversed due diligence on our acquirer. This idea of reversed due diligence is like they're asking a bunch of questions trying to figure out who you are and where you fit with cultures like all those things. We managed to still sign and close.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

Pension Pulse

MAY 8, 2023

For all the years the investigation found child labor, PSSI has been owned by Wall Street's Blackstone--the largest private equity firm in the world. Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance." In 2007, Taylor won the $1.5M

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

OCTOBER 31, 2023

So all of the information that we were assessing on the public side is very applicable to the private side. And what I think distinguishes us at Wellington is that we’re able to utilize our public market investors in the due diligence process in helping us assess. They, they manage them, not what you guys do.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64