Pension Pulse

MAY 15, 2024

Scott Chan, deputy CIO of the California State Teachers’ Retirement System, will take over on July 1 as CIO of the world’s largest educators’ pension fund. He also held positions including partner and portfolio manager at the hedge funds SF Global, Magnum Opus and TLB Capital. Chan was a member of the CIO Power 100 list in 2013.

Pension Funds 59

Pension Funds Education Hedge Funds Assets 59

The Big Picture

MAY 9, 2023

SALISBURY: So that actually helped in a way that everybody was dealing with the same broad-based crisis as opposed to when it’s just you or just your firm or just your fund, where in some ways it can feel more stressful. SALISBURY: So I led the European Special Situations Group from 2008 to 2013. It tends to be quite sticky.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

NOVEMBER 8, 2022

I mean, I didn’t want to blow my own trumpet up too much because most of the positions were in place, the quality funds, which more defensive and less leveraged, and low allocation to — a relatively low allocation to equities, and then the hedge funds sort of long/short positions that benefited in the financial crisis.

Financing 59

Financing Finance Banks Hedge Funds 59

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. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage.

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

AUGUST 22, 2023

Paula Sambo of Bloomberg reports Canada Pension Plan Investment Board joins startup at $100 million Reforestation Fund: Canada’s largest pension fund has joined a project to produce carbon credits by planting more than 100 native tree species on degraded land in Brazil’s Amazon region.

Startups 52

Startups Funds Investing Pension Funds 52

Pension Pulse

NOVEMBER 19, 2024

We look forward to leveraging his expertise to further FCLTGlobal’s mission.” I also said part of being a pension fund where you need long-term thinking is you also need people with a lot of experience who have been around a while and can make long-term decisions. Wiseman ) and McKinsey & Company.

Pension Funds 59

Pension Funds Liabilities Assets Financing 59

Pension Pulse

MARCH 3, 2025

Ralph Berg, chief investment officer at OMERS for nearly two years, brings a fresh perspective to pension fund management with a history and work pedigree different to what you might expect from a Canadian fund investment boss. billion) funds approach to investing. Amanda White reports. billion ($97.2

Buyout 52

Buyout Pension Funds Investing Assets 52

The Big Picture

NOVEMBER 25, 2024

Corey Hoffstein : So throughout 2013, I was doing a lot of this research. And so in 2013, I’m staring down my largest client, all of a sudden it becomes obvious. 00:09:05 [Speaker Changed] How, how did the fund actually perform when it was live 00:09:09 [Speaker Changed] Quite well, right? This is implicitly leverage.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Motley Fool

MARCH 3, 2025

Then it's sillier when you realize that they leverage the entire company to Bitcoin appreciating in price for ever Amen. But we're going to leverage the company to it. In his 2013 annual letter, Buffett wrote, one bequest provides that cash will be delivered to a trustee for my wife's benefit. I suggest vanguards.

Investors 130

Investors Enterprise Values Shareholders Debt 130

The Big Picture

JULY 22, 2024

So I left Morgan Stanley in 2013. So I took some time off, I looked at different options starting up my own fund, creating a new multi-asset business at a PE firm. So yeah, it’s a broad swath of clients that we cover from pension funds, sovereign wealth funds, retail, you name it.

Banks 59

Banks Leveraging Taxes Portfolios 59

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. They got a lot of leverage. We have had these growth spurts of overvaluation through history. RITHOLTZ: Late ‘60s we’re talking.

Finance 59

Finance Financing Debt Banks 59

Pension Pulse

MARCH 18, 2025

Matt Toledo of Chief Investment Officer reports OMERS Ralph Berg shines a spotlight on infrastructure: At the Ontario Municipal Employees Retirement System, infrastructure plays a significant role in the funds portfolio: The asset class has risen to be the funds largest, making up 23% of all assets.

Pension Funds 59

Pension Funds Assets Stakes Capital 59