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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Pension Funds Capital Banks Portfolios 130

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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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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Banks Pension Funds Shareholders Assets 52

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 Funds Debt Accounting Banks 97

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.

Hedge Funds 78

Hedge Funds Buyout Private Equity Firms Private Equity Firms 78

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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Pension Funds Investing Assets Debt 64

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 Funds Banks Financing Finance 89

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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Banks Pension Funds Financial Institutions Investing 59

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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Assets Private Equity Firms Private Equity Firms Banks 246

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 Funds Investing Leveraging Assets 59

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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Investing Pension Funds Capital Portfolios 59

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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Liabilities Assets Banks Hedge Funds 119

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.

Debt 52

Debt Pension Funds Banks Due Diligence 52

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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Companies Liabilities Legal Banks 52

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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Asset Management Assets Pension Funds Hedge Funds 59

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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Collateral Hedge Funds Investing Assets 59

Pension Pulse

JUNE 20, 2023

Prior to joining CPP Investments in 2008, Andrew worked for Fortress Investment Group investing in credit opportunities. Importantly, no other large Canadian pension fund has allocated as much to Credit as CPP Investments (or Private Equity which makes up 33% of of its total assets).

Investing 52

Investing Leveraging Banks Debt 52

The Motley Fool

NOVEMBER 5, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $41,999 !* Overall, our intent is to create and operate an evergreen open-end fund that will manage private capital on behalf of institutional investors, such as pension funds, sovereign wealth funds, endowments, foundations, and large insurance companies.

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Capital Assets Leveraging Funds 130

The Big Picture

SEPTEMBER 19, 2022

I led the Union Square Ventures investment in Etsy, I became a venture partner for that, and then became a GP in the 2008 fund. WENGER: Because I knew both Brad and Fred really well, and so it was kind of a natural thing to do. I did these angel investments. RITHOLTZ: So Etsy, also Tumblr was another one. RITHOLTZ: Okay.

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Venture Capital Capital Funds Startups 122

The Big Picture

DECEMBER 5, 2023

And we did talk to a lot of people, but we were grateful to have a college endowment, a a publicly traded insurance company, a publicly traded company, corporations pension fund, and some wealthy individuals join our first fund, which was a mighty $71.4 And so there were certainly, there weren’t that many.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Pension Pulse

MAY 14, 2024

While investors have typically included other hedge funds, family offices and sovereign wealth funds, the prospect of higher yields is now luring more money that’s been traditionally risk-averse. In Europe, insurers and pension funds are restrained by regulations on how much they can allocate to these higher risk strategies.

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Pension Funds Collateral Funds Hedge Funds 59

The Big Picture

FEBRUARY 13, 2023

RIEDER: — there was — and then, you know, punctuating with obviously 2008. Which is run by many insurance companies, pension funds who use Aladdin, and it’s a commercial enterprise for the firm. Didn’t it start as a bond shop, catering to pension funds and foundations? RIEDER: It is.

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Hedge Funds Education Funds Banks 59

The Big Picture

JULY 24, 2023

MIAN: So when people compare the current sort of bear cycle to 2001 and 2008, the reason I think that’s flawed is because that was in a secular bear market. When you think about the regional banking crisis, you think about 2008. In a secular bear market, the average decline is 43%, and the recovery to the high is 48 months.

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Banks Hedge Funds Debt Legal 52

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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Pension Funds Hedge Funds Leveraging Assets 59

The Big Picture

AUGUST 8, 2023

New York Times ) • Alternatives Have Been ‘Kryptonite’ to Alpha — At Least for Public Pensions : Richard Ennis finds public pension funds in the U.S. percent annually since the global financial crisis in 2008. have generated negative alpha of approximately 1.2 have generated negative alpha of approximately 1.2

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Pension Funds Legal Financing Finance 97

Private Equity Insights

FEBRUARY 2, 2024

US private equity giant KKR and top Canadian pension fund Canada Pension Plan Investment Board ( CPPIB) have launched a $465 million block deal in Indus Towers as both investors eye an exit from the leading telecom tower company, multiple industry sources in the know told Moneycontrol. In 2017, Bharti Airtel sold a 10.3

Pension Funds 130

Pension Funds Stakes Bidding Asset Management 130

Pension Pulse

SEPTEMBER 11, 2023

Willis Towers Watson put out a press release stating the world’s top pension funds see the largest assets fall in 20 years: North America now accounts for nearly half of assets in world’s 300 largest pension funds ARLINGTON, Va., increase in the assets of the largest 300 pension funds in the previous year.

Pension Funds 59

Pension Funds Assets Funds Asset Management 59

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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Returns Pension Funds Leveraging Investing 69

The Big Picture

SEPTEMBER 23, 2024

And by the way, we had success, that fund of, we started with the $110 million. By the time 2008 came around, we had about $5 billion. Investing in secondary debt took off in 2008. So as a firm in 2008, we started to go down a different path. 00:25:59 [Speaker Changed] Really? In, in those years doing what we do.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

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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Hedge Funds Banks Stakes Asset Management 99

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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Hedge Funds Funds Asset Management Pension Funds 59

Private Equity Insights

JANUARY 26, 2024

This gap currently is wider than at any time other than the financial crisis of 2008 and the pandemic of 2020, it notes, and materially wider than the 10-year average of 22%. Read more Canada’s Top Pension Funds Embark on Major Private Credit Expansion with C$1.3 million shares, worth about GBP38.6 pence, up 1.3%

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Pension Funds Banks Assets Funds 130

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.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Buyout Pension Funds 52

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?

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

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.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

Pension Pulse

MAY 19, 2023

pic.twitter.com/J1EHKFFZpu — Mac10 (@SuburbanDrone) May 19, 2023 I mentioned below that Bear Stearns blew up the same weekend in 2008 that SVB did in 2023… The market then rallied after the initial bank panic was squashed. That rally ran strong until it ended on May 19, 2008.

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Hedge Funds Funds Asset Management Assets 52

Pension Pulse

DECEMBER 16, 2024

The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool. The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool.

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Pension Funds Funds Liabilities Assets 59