The Big Picture

JANUARY 15, 2025

He’s founder and CIO of Capital Allocators, and since 2017, has hosted a podcast by that same name. His latest book is Private Equity Deals: Lessons in investing, dealmaking and operations from private equity professionals is out now. Ted Seides : Hedge funds often are quarterly liquidity, depending on the underlying.

Hedge Funds 59

Hedge Funds Venture Capital Due Diligence Funds 59

Pension Pulse

DECEMBER 6, 2023

However, some schemes said the higher costs of investing in unlisted companies could push up their own fees and deter investors. Nest, the UK government-backed workplace pension fund, said it preferred proven business models to early-stage venture capital. The development since 2018.

Pension Funds 59

Pension Funds Investing Assets Banks 59

Pension Pulse

JULY 24, 2024

Moving into 2023, he set a goal of reducing the pension’s PE allocation to 18 percent within three years, primarily by selling companies and exiting fund stakes via the secondaries market. These professionals had been trained to spot top private companies and PE funds, rather than to sell their investments.

Pension Funds 59

Pension Funds Buyout Stakes Finance 59

Pension Pulse

JULY 2, 2024

Moving into 2023, he set a goal of reducing the pension’s PE allocation to 18 percent within three years, primarily by selling companies and exiting fund stakes via the secondaries market. These professionals had been trained to spot top private companies and PE funds, rather than to sell their investments.

Pension Funds 59

Pension Funds Buyout Stakes Assets 59

Pension Pulse

FEBRUARY 22, 2024

CDPQ's own public equities portfolio saw its performance "driven by growth stocks, as well as by large positions in Quebec companies, which performed well." The private equity portfolio was affected by interest rate hikes as well as by an increase in financing costs, which affected certain private companies.

Returns 59

Returns Pension Funds Assets Debt 59

Pension Pulse

APRIL 9, 2024

Big pension funds invest in big student housing programs because they're recession-proof businesses that add defensive cashflows to their portfolio. That's obviously important, but there's a defensive component to purpose-built student accommodation that pension funds very attractive. What about Canada?

Pension Funds 59

Pension Funds Education Leveraging Assets 59

Pension Pulse

DECEMBER 21, 2023

He shared this with me on this role: The leadership of CDPQ (on sustainability) has been there since 2017. I told him I track pension funds very closely and there's no doubt CDPQ is a global leader in sustainable/ responsible investing. A year later, he also took on responsibility of being CDPQ's Global Head of Sustainability.

Mergers and Acquisitions 59

Mergers and Acquisitions Assets Pension Funds Leveraging 59