The Big Picture

NOVEMBER 8, 2022

And what we will also know, those of us who work in investment, is that your future returns are inversely related to the valuation. I was working for Breakingviews in New York, and we were returning to England after a couple of years. pension funds engaged in to the tune of hundreds of billions of pounds.

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Pension Pulse

OCTOBER 2, 2023

Jennifer L of Carbon Credits reports Ontario Teachers’ Pension Plan buys majority stake in KKR’s Australian carbon project developer: A Canadian pension fund Ontario Teachers’ Pension Plan (OTPP) has agreed to acquire KKR’s stake in a leading Australian carbon markets platform GreenCollar. since 2007.

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Pension Pulse

JUNE 18, 2024

And Canadians have to understand that [if] the government tries to direct their capital away from being invested for the purpose of maximising risk-adjusted returns, the whole system is at risk. “If the government went into your bank account and took that money, you’d be up in arms. And I think we’re really at risk today.”

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Pension Pulse

OCTOBER 17, 2024

Over the summer, multiple associations representing OMERS members wrote to the government urging it to review governance at the $133-billion pension fund, which invests on behalf of more than 626,000 Ontario public service workers. OMERS earned an investment return of 8 per cent over the past three years and 7.1

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Pension Pulse

JULY 4, 2023

The company is still in talks with its shareholders about raising as much as £1 billion in fresh funds following a £500 million injection agreed last year. Its largest shareholder is Canadian pension fund Ontario Municipal Employees Retirement System (Omers), which holds a nearly 32 per cent stake. billion in Canadian funds.

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Pension Pulse

SEPTEMBER 12, 2023

At C$146 billion, equivalent to a quarter of the entire C$575 billion pension fund for some 21 million Canadians and forecast to grow bigger every year, Kim leads a program that is also heading into unchartered territory. It provides a level of analysis that goes much deeper than just persistency of returns, she says.

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Pension Pulse

MARCH 21, 2024

pension fund. ABOUT CDPQ At CDPQ, we invest constructively to generate sustainable returns over the long term. As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress.

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Pension Pulse

MAY 8, 2023

So, Rebolledo returned with a team and a search warrant. No pension fund wants to invest in private companies that abuse immigrant children. Schwarzman to come to Montreal, I'd personally ask him to donate $250 million to McGill University to fund the Charles Taylor Center for the Humanities. In 2007, Taylor won the $1.5M

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Pension Pulse

JULY 18, 2023

Business Wire reports that Norway's sovereign fund tops global transparency ranking: TORONTO — Norway’s sovereign wealth fund, Government Pension Fund Global, has topped the list of the most transparent funds according to the Global Pension Transparency Benchmark’s 2023 findings.

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The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? And the question was if you can find other areas of investment that can generate the types of returns you need for your liability stream, diversification becomes the free lunch. SEIDES: And hedge funds were the same way.

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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. streak that long has only been seen in recessions that started in 1973 and 2007 pic.twitter.com/ThjCW8yQy5 — Liz Ann Sonders (@LizAnnSonders) August 18, 2023 Where's the recession? UK and German bonds advanced.

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Pension Pulse

APRIL 9, 2024

Having built a team of more than 700 staff, including in-house development, design and operations teams, the company promotes its ability to invest in systems, technology, and security which provide an institutional grade living setting for its tenants and reliable returns for investors. What about Canada?

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Pension Pulse

MAY 19, 2023

“While the concerns that are feeding into the individual investors’ ‘wall of worry’ [lingering inflation, higher interest rates and recession fears] are valid, the negative sentiment they have built up is, from a contrarian perspective, a potential catalyst for positive forward returns,” says Smith. So what's the problem?

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Hedge Funds Funds Asset Management Capital 52

Pension Pulse

JANUARY 22, 2024

The pension fund manager had quietly tried to sell LifeLabs in previous processes and failed to find a buyer, according to two of the sources. OMERS began building its diagnostics business in 2007 when its infrastructure arm acquired MDS Diagnostic Services for $1.33-billion billion in 2007 from Toronto-based firm MDS Inc.

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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. Neither the size of the fund nor OMERS’s contribution were disclosed. Read full press release here.

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Investing Consulting Consultants Debt 59

The Big Picture

APRIL 4, 2023

So the theory was that’s great that you’re providing a loan, but if you can co-invest with them and get the upside of partnering with some of the most successful private equity funds in the United States, you know, a great way to enhance your returns. So a very different dynamic than we saw back in 2007, 2008, 2009.

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The Big Picture

MARCH 12, 2024

So we, we do business with most of the sovereign wealth funds, most of the big US national insurers, global insurers, the largest pension funds. So we we’re partners with the state of Texas, the actual state of Texas, not one of the pension funds, but the state itself. So it’s very long dated capital.

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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.

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The Big Picture

JUNE 20, 2023

It’s now become giant, dominated by four firms, and no longer generating outsized returns. 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.

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Private Equity Firms Private Equity Firms Financing Finance 59

The Big Picture

APRIL 11, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, returning after a too long of a wait, Professor Aswath Damodaran. DAMODARAN: Forty years ago, 95 percent of cash returned by companies took the form of dividends. In 1981, when I started, dividends were the way to go for returned cash.

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