Private Equity Insights

MARCH 17, 2023

Question is: Can it become a one-stop shop for pension funds, endowments, insurers, and sovereign wealth funds eager for exposure to every major alternative-asset class — without diminishing its private credit franchise? The attractions of sticking with private credit are obvious. Charles Scharf, the CEO of Wells Fargo & Co.,

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Private Equity Professional

AUGUST 21, 2024

In addition, the firm held a final close for its Secondary Overflow Fund V LP with an additional $3.4 Limited partners in the new funds span the globe and consist of corporations, pension funds, endowments, foundations, sovereign wealth funds, and private wealth investors. billion of capital.

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Top 1000 Funds

AUGUST 14, 2024

USS says losses in Thames Water have led to deep reflection on how it will invest in regulated assets in the future, flagging the need for consistent regulation to support pension fund investment. As the fund celebrates its 50th year it records a surplus for the first time since 2008.

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The Motley Fool

NOVEMBER 18, 2024

pension funds, sovereign wealth funds, endowments, foundations, and large insurance companies) and high-net-worth or retail investors owning commercial real estate outside of publicly traded investment vehicles. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,611 !*

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The Motley Fool

OCTOBER 17, 2024

This will likely be the realm of large institutional investors, like pension funds. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,239 !* Annaly Capital is the kind of company that an asset allocator might like if they're including mortgages in their portfolio mix.

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The Motley Fool

OCTOBER 16, 2024

Asset allocation is normally the purview of large institutional investors (like pension funds). Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,756 !* But if you are interested in having mortgage exposure within an asset allocation framework, you likely would reinvest dividends.

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Private Equity Wire

OCTOBER 23, 2024

The BoE has been running a system-wide exploratory scenario, testing how banks and non-banks — such as investment funds, insurers, and hedge funds — cope with market shocks. Results from this stress-testing exercise are expected by year-end.

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Private Equity Wire

JANUARY 31, 2024

Shin said: “Investors should be careful that private debt has rapidly expanded at low rates since 2008 and has not experienced severe stress yet. KED’s survey, which was carried out with 15 institutional investors last December, also revealed that real estate was the least favoured, although global property stood out as undervalued.

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Integrity Financial Planning

DECEMBER 13, 2022

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008. [1] 1] In efforts to curb raging inflation, the US Federal Reserve has raised interest rates six times in 2022, reaching a target of 3.75% in November. [2]

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Pension Pulse

NOVEMBER 24, 2023

Earlier today, I spoke with Peter Letko and Daniel Brosseau of LetkoBrosseau Global Investment Management to set the record straight on where they stand on Canadian pension funds investing more in Canada. It may seem appealing to encourage pension funds to invest more of our combined funds of over $2-trillion in Canada.

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American Investment Council

JANUARY 16, 2025

The 2025 Public Pension Study revealed that private equity investments achieved a median annualized return of 15.2% over a 10-year period, underscoring its continued appeal for pension funds seeking higher long-term returns. This trend highlights the ongoing appeal of US equities in pension fund portfolios.

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Pension Pulse

JANUARY 11, 2024

After a 38-year career working in the public pension fund arena, Ailman, 65, told P&I that he is ready to begin winding down his career. A veteran of market cycles Ailman is one of the longest-tenured CIOs in the world, taking over the post in October 2000 when the fund was valued at $109.6 It's time to slow down.

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American Investment Council

OCTOBER 10, 2023

Following the 2008 financial crisis, many small businesses found it harder to gain access to the capital they need to grow and succeed,” said AIC President & CEO Drew Maloney. Approximately 70% of U.S. Over half of investors plan to increase their private credit target allocation over the next three years.

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Pension Pulse

MAY 23, 2024

But what’s even more relevant, he says, is that with $88 billion now invested in a province with a GDP of nearly $500 billion, “the Caisse is the pension fund that is the most invested, in the world, in its local economy.” More than ever, Canada’s largest pension funds are being pressed to play the same role in the rest of the country.

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Pension Pulse

JULY 10, 2024

Compared with the Savings & Loans crisis and 2008, we’re still in the first or second innings” when it comes to troubled assets, said Rebel Cole, a finance professor at Florida Atlantic University who also advises Oaktree Capital Management. Bloomberg reports Hong Kong's commercial property deals have fallen to the lowest since 2008.

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Pension Pulse

JANUARY 31, 2024

AIMCo CEO Evan Siddall wrote an op-ed for the Globe and Mail stating ‘shadow banks’ aren’t a problem for the financial system – they are the solution: During the Great Financial Crisis of 2008-09, society paid a heavy price for having allowed financial institutions to become “too big to fail.”

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Pension Pulse

SEPTEMBER 6, 2023

Advocacy groups have accused the private fund industry of unfair, conflicted and opaque practices that hurt everyday Americans who invest in such funds through their pensions. It's not as if some state pension fund benefits from opacity," SEC Chair Gary Gensler told reporters after the panel's vote.

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The Motley Fool

JANUARY 2, 2024

This is not a 2008 style crisis where what we saw then was the collapse of the housing market and all these loans that went bad caused just tremendous ripple effects across the economy and financial markets. They're mark to market their prices every single day.

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Pension Pulse

NOVEMBER 20, 2023

From 1994 to 2008, global trade grew faster than global GDP. There's been a lot of discussion lately on why Maple 8 pension funds do not invest more in Canada, specifically in Canadian equities. Most of Canada's large pension funds including CPP Investments are rethinking their investments in China.

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Pension Pulse

DECEMBER 11, 2023

Reading the interview with Scott Chan above, you'd think CalSTRS was a Canadian pension fund, part of the Maple 8. It makes no sense to be a forced seller when markets get hit hard when you're a long-term pension fund so by adopting this, they can mitigate risk like risk of selling at the wrong time.

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Pension Pulse

SEPTEMBER 19, 2024

In 2008, during the GFC, he joined CPP Investments working in the Total Portfolio Management group (now Total Fund Management) before moving into Private Investments. While working at Xerox as a scientist, he completed his MBA at the Rotman School of Management at the University of Toronto in 2007.

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Pension Pulse

AUGUST 8, 2023

Mr. Hill will join OMERS in September, the public pension fund announced Wednesday, and report to Ralph Berg, who took over as the chief investment officer in April. The fact that other large Canadian pension funds keep poaching talent away from CPP Investments tells you how much talent there is there.

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Pension Pulse

JULY 31, 2024

But when all is said and done that's $8 billion going to Quebec investment managers instead of going to the best private equity or global investment managers including elite global hedge funds. More than anything, it's a relationship business and to be truthful, it's a very hard game to consistently produce decent returns.

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Pension Pulse

SEPTEMBER 20, 2023

Office space is the main sector that will report losses in the commercial real estate market, while industrial and multi-family will remain strong, said Bass, who’s known for his successful bet against subprime mortgages before the 2008 financial crisis. Canada's pension funds saw the writing on the wall before the pandemic hit.

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Pension Pulse

SEPTEMBER 14, 2023

The modest changes at most of the biggest pension funds are a result of compensation philosophies that emphasize long-term performance of the funds, which is typically measured over five-year horizons. Some pension fund CEOs faced small cuts to their paycheques last year. million in 2022. million from $5.6-million

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Pension Pulse

SEPTEMBER 27, 2024

Chinese stocks are on track for the best week since 2008 on stimulus expectations. By 2039, they would have to clock 20 years of contributions to access their pensions. "It's late in the year, but a new package of this size that was implemented soon should be enough to deliver growth in line with the 'around 5%' target," he said.

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Pension Pulse

MAY 11, 2023

Paulina Pielichata of Pensions & Investments reports CDPQ works to pump $11.2 billion into European private markets: Canadian pension fund Caisse de depot et placement du Quebec has recently moved into its new London headquarters as it is working to deploy C$15 billion ($11.2 billion) in private markets across Europe.

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The Big Picture

MAY 9, 2023

And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. Pension funds have quite long-dated capital.

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Pension Pulse

MAY 17, 2023

Private credit has ballooned since the 2008 financial crisis prompted regulatory reform that pushed banks away from speculative lending and new lenders stepped in to fill the void, including many backed by private equity titans such as Blackstone, Apollo and KKR. and they ignore me or can't/ won't answer me.

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Pension Pulse

MAY 17, 2024

Among individual hedge funds, Warren Buffett’s Berkshire Hathaway Inc. Shares of Chubb rose as much as 11% in premarket trading on Thursday, putting the stock on track for its biggest rise since November 2008. revealed a stake in insurer Chubb Ltd. Meanwhile, Nvidia shares edged higher, rising 0.5%.

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The Big Picture

SEPTEMBER 19, 2023

Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. So you end up going from the fund of funds to pension funds. I had a a two brief jobs between the, the fund of funds in Maryland and business school in between there. Absolutely.

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Tucker Advisors

SEPTEMBER 27, 2021

Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual. It’s the same basic income stream that pensioners receive from corporations who moved pension funds into indexed annuities.

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Pension Pulse

JULY 4, 2023

A similar process was used when the energy supplier Bulb collapsed in 2021 and would amount to a temporary renationalisation that would be the biggest since Royal Bank of Scotland and Lloyds Banking Group were rescued at the height of the global financial crisis in 2008. billion in Canadian funds. What happened to Bentley?

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Pension Pulse

SEPTEMBER 26, 2024

I got here and in those days, there was a HOOPP pension fund and HOOPP Investment Management Limited which ran the assets and they both had a CEO. We did very well coming out of the global financial crisis (2008) and we maintained a well funded position all the way along.

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Pension Pulse

AUGUST 30, 2023

The Healthcare of Ontario Pension Plan (HOOPP) is just one of the numerous pension fund and major ILS investors we track in our directories here. First, read my comment covering HOOPP's 2022 results where the plan remains fully funded despite losing 8.6%

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Pension Pulse

FEBRUARY 16, 2024

A hedge fund run by Michael Burry — who famously shorted subprime mortgages during the 2008 financial crisis and became a central figure in Michael Lewis’s 2010 book "The Big Short" — added 35,000 shares of Alphabet and 30,000 shares of Amazon. That fund, Scion Capital, also boosted bets on Chinese e-commerce giants Alibaba and JD.com.

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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. To his point, real yields are surging toward 2.5%, the highest since 2008.

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