Pension Pulse

FEBRUARY 12, 2025

Layan Odeh of Bloomberg reports CPPIB plows at least $5 billion into private equity in three months: Canada Pension Plan Investment Board poured at least $5 billion into private equity in the last three months of 2024 as the asset class regained appeal. and committing $700 million to a private equity fund managed by EQT Private Capital Asia.

Mergers and Acquisitions 59

Mergers and Acquisitions Investing Stakes Buyout 59

American Investment Council

OCTOBER 10, 2023

Private credit provides over $500 billion in capital to more than 3,600 businesses across America, supporting an estimated 1.6 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.

Pension Funds 89

Pension Funds Banks Financing Finance 89

Pension Pulse

SEPTEMBER 3, 2024

Over the last decade, the real estate arm of Quebec’s $300 billion pension fund tore through U.S. percent stake in 1411 Broadway, which it acquired in 2012 for more than $360 million. It was acquired in 1990 by Caisse de dépôt et placement du Québec — Canada’s second-largest pension fund. In New York, it paid $2.2

Pension Funds 59

Pension Funds Liabilities Stakes Debt 59

Pension Pulse

NOVEMBER 14, 2023

The bank, which has an initial $3 billion funding, will seek to develop new long‐term care homes, energy infrastructure, affordable housing, municipal and community infrastructure and transportation. There is tons of private capital available in the market that can be channeled into these projects if designed and structured appropriately.”

Banks 59

Banks Pension Funds Investing Financing 59

Pension Pulse

APRIL 24, 2024

ADQ will invest primary capital in Plenary to accelerate its growth in Australia, the Middle East, Asia, Europe. CDPQ executive vice-president and head of infrastructure Emmanuel Jaclot said: “Since we began our partnership with Plenary Group in 2012, the company has experienced significant growth.

Stakes 59

Stakes Pension Funds Bidding Shareholders 59

Pension Pulse

MAY 2, 2024

In 2012 when I came to the fund, we had invested four percent of our portfolio in private equity,” CIO Marcus Frampton said. “We Meanwhile, fellow major pension funds, including CalPERS, continued to bolster the assets they were putting to work in the private markets. The first time they had access to Sequoia’s U.S.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

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.

Pension Funds 59

Pension Funds Stakes Banks Financing 59

Pension Pulse

JANUARY 15, 2025

billion portfolio of European warehouses to AustralianSuper, forming a joint venture with Australias largest pension fund manager to help ramp up its exposure to logistics and industrial properties. James Bradshaw of the Globe and Mail reports Oxford Properties sells 50% stake in $1.2-billion billion ($6.7-billion)

Pension Funds 59

Pension Funds Investing Stakes Assets 59

The Motley Fool

OCTOBER 11, 2024

We believe the model portfolio solution we're building with Partners Group will revolutionize access to private markets for wealth managers and improve portfolio outcomes for millions of households on an even bigger scale than what's been done with evergreen funds. Earnings per share of $11.46 We are not transactional.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

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

Returns 59

Returns Pension Funds Hedge Funds Assets 59

Pension Pulse

JULY 11, 2023

CPPI's investment is mostly in the form of capital that Amsterdam-based Power2X can use to develop new projects in Europe that seek to decarbonise hard-to-abate industrial assets by adopting green hydrogen. billion) in a green hydrogen plant in Portugal. cipartners.dk cipartners.dk Europe is in the midst of a full blown energy transition.

Pension Funds 52

Pension Funds Investing Consulting Consultants 52

Pension Pulse

JULY 11, 2024

For decades the private equity model seemed unassailable, transforming the industry’s image from Barbarians at the Gate to crucial pillar of capitalism. Funds raised money, bought businesses, loaded them with debt, exited at a profit and convinced happy investors to do it all over again — at ever greater scale.

Buyout 59

Buyout Debt Leveraging Collateral 59

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 Formed a US$750 million strategic capital partnership with Redwood Trust, Inc.,

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

MARCH 21, 2024

Rana Ghorayeb has served as President and Chief Executive Officer of Otéra Capital, a CDPQ subsidiary specialized in real estate lending, for nearly five years. Before joining CDPQ in 2012, Rana Ghorayeb already had an impressive track record in real estate in renowned institutions. pension fund.

Assets 59

Assets Pension Funds Capital Debt 59

The Big Picture

SEPTEMBER 19, 2023

Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. So when, when I think of bucketing, I think of a large institution that says, well we’re going to, we like this space, pick a space, private credit, venture capital, real estate doesn’t matter.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

Pension Pulse

OCTOBER 10, 2024

Ben Brunschwig, principal at Valor, said: “Our disciplined focus on select high growth metropolitan areas in France, coupled with a data driven local market approach and deal sourcing capabilities, is enabling us to continue deploying capital at an attractive entry point. For more information, visit BCI.ca in Economics & Politics.

Leveraging 52

Leveraging Assets Asset Management Pension Funds 52

Pension Pulse

MAY 25, 2023

million between 2012 and 2022, faster than any other Australian city. The firm’s experienced teams enable high net worth individuals and families as well as, medium to large sized companies, pension funds and trustees, asset managers, and their investors to focus on their core activities by choosing ZEDRA as their trusted partner.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Pension Pulse

MAY 24, 2023

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. per cent return.

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

NOVEMBER 8, 2022

Our job was basically to give sort of strategic advice to Lazard clients, which would generate capital-raising mergers and debt financing. RITHOLTZ: And not concerned with preservation of capital, the way an investor might be, is that what’s embedded in that? back in sort of 2012. We were sort of doing our job.

Financing 59

Financing Finance Banks Hedge Funds 59

The Big Picture

AUGUST 15, 2023

 The transcript from this week’s, MiB: Ted Seides, Capital Allocators , is below. Ted Seides has a fascinating career in allocating capital, both on an institutional basis and as an academic, theoretical, philosophical approach. But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

JULY 24, 2023

In 2012 Facebook went public, the IPO flopped. How important is self-awareness and self-enlightenment in managing capital and risk? You know, if you’re a CIO of a pension fund, you’re always thinking about your employees and your portfolio and the plan sponsors. RITHOLTZ: That’s right. RITHOLTZ: Yes.

Banks 52

Banks Hedge Funds Debt Legal 52

Pension Pulse

NOVEMBER 10, 2023

Completed the secondary purchase of a US$100 million commitment to Oak Hill Capital Partners V, which focuses on investing across the industrials, media & communications and business services in the U.S. Committed €500 million to CVC Capital Partners IX, L.P., STAR Capital is a mid-market, U.K.-based billion in 2012.

Investing 59

Investing Buyout Stakes Assets 59

Private Equity Insights

APRIL 1, 2025

Koch holds the largest individual stake at 28.1%, followed by KKR at 23.4%, Shell at 16.13%, IFM at 15.8%, and CDPQ, which entered the business in 2012 through an $850m deal with ConocoPhillips. KKR and IFM acquired their stakes in 2007 and 2010, respectively, while Shell consolidated its holdings in 2019.

Pension Funds 359

Pension Funds Stakes Asset Management Assets 359

Private Equity Wire

APRIL 1, 2025

The deal represents a significant liquidity event for Colonial Pipelines private equity and pension fund shareholders, many of whom have held stakes in the business for over a decade. A formal announcement is expected in the coming weeks, barring any last-minute hurdles, they added.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Pension Funds Stakes 98

The Big Picture

APRIL 11, 2023

DAMODARAN: Capital gains then were taxed with 28 percent. Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. And then in 2012, I think Berkshire Hathaway initiated its buybacks with a cap, which is, you know, that they will do buybacks as long as the price was less than intrinsic value.

Education 119

Education Financing Finance Taxes 119

The Motley Fool

OCTOBER 4, 2024

It would be reassuring to know that big pension funds and other risk-averse institutional buyers were getting into the act. I'm keeping my ear low to the ground for news that big pension funds, endowments, or sovereign wealth funds are making big moves into Bitcoin via the new spot ETFs.

Pension Funds 240

Pension Funds Exchange-Traded Funds Hedge Funds Funds 240

The Big Picture

OCTOBER 31, 2022

And it appears, at least, in the post-World War II period, they come about every 25 years, the Nifty Fifties, which was a period where institutions and pension funds bought just growth stocks. SCHWARTZ: My girls, when they’re in their 30s, they’re going to be getting their capital. We have the same capital as before.

Financing 59

Financing Finance Debt Banks 59