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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Pension Funds Assets Capital Shareholders 130

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 87

Hedge Funds Buyout Private Equity Firms Private Equity Firms 87

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.

Debt 98

Debt Investors Pension Funds Conglomerates 98

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]

Pension Funds 97

Pension Funds Debt Accounting Banks 97

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.

Banks 52

Banks Pension Funds Shareholders Assets 52

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.

Pension Funds 64

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.

Pension Funds 89

Pension Funds Banks Finance Financing 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.”

Banks 59

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.

Assets 246

Assets Private Equity Firms Private Equity Firms Crowdfunding 246

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.

Investing 59

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.

Liabilities 118

Liabilities Assets Banks Hedge Funds 118

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.

Companies 52

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.

Asset Management 58

Asset Management Assets Pension Funds Hedge Funds 58

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%

Collateral 59

Collateral Hedge Funds Investing Assets 59

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.

Capital 130

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.

Venture Capital 121

Venture Capital Capital Startups Funds 121

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.

Pension Funds 59

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.

Hedge Funds 58

Hedge Funds Education Funds Banks 58

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.

Pension Funds 59

Pension Funds Hedge Funds Leveraging Assets 59

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

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

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.

Returns 69

Returns Pension Funds Investing Leveraging 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 58

Debt Leveraging Banks Leveraged Buyouts 58

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.

Hedge Funds 99

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%.

Hedge Funds 59

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%

Pension Funds 130

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

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.

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

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

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.

Hedge Funds 52

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.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

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

NOVEMBER 17, 2023

Below, a sample of the funds I track closely: 1) Alberta Investment Management Corporation (AIMco) 2) Ontario Teachers' Pension Plan 3) Canada Pension Plan Investment Board 4) Caisse de dépôt et placement du Québec 5) OMERS Administration Corp. 24) Norges Bank 25) Nordea Investment Management 26) Korea Investment Corp.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

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.

Pension Funds 59

Pension Funds Investing Banks Debt 59

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.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64