Private Equity Insights

JANUARY 26, 2024

New and returning investors in Fund VI include private and public pensions, family offices, insurance companies and asset managers. UBS Securities and Credit Suisse Securities (USA) acted as joint placement agents for Fund VI. Kirkland & Ellis provided legal counsel. billion) in assets have.

Capital 130

Capital Pension Funds Funds Legal 130

Private Equity Insights

AUGUST 14, 2023

IRA Capital, a private equity firm based in Southern California, has recently announced the launch of the IRA Healthcare Real Estate Fund. The closed-end fund, with a total capitalization of $500m, will focus on acquiring medical properties and senior housing assets across the United States. for its investors.

Capital 130

Capital Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

NOVEMBER 10, 2023

HP IX has over 90 investors, primarily institutional and well diversified across pension funds, sovereign wealth funds, insurance companies, asset managers and family offices. Harvest and its affiliates have over $20 billion of assets under management. Source: PrivateEquityWire Can’t stop reading?

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

JUNE 18, 2024

NorthWall’s systematic sourcing approach, coupled with a focus on creating bespoke funding solutions, enables the firm to structure opportunities that deliver strong downside protection while targeting uncorrelated returns. The Fund received strong support from a large US-based consultant and an Australian superannuation fund.

Capital 130

Capital Pension Funds Consulting Consultants 130

Private Equity Professional

OCTOBER 8, 2024

Fund IV closed with commitments of $825 million from limited partners and the US Small Business Administration and $50 million from the general partner. Fund IV limited partners include university endowments, foundations, pension funds, insurance companies, banks, family offices, and industry executives from the U.S.

Capital 130

Capital Funds Pension Funds Buyout 130

Pension Pulse

DECEMBER 4, 2024

Poirier is the chief executive officer of NeuState Advisory, a firm he founded, and a former executive in the pensions division of asset manager State Street Corp. Again, for me it's straightforward, OMERS is a large global pension fund but it doesn't need two boards. billion ($95.2 billion) as of June.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Pension Funds 59

Pension Pulse

NOVEMBER 13, 2023

James Hirai of Bloomberg reports Dutch pension funds send shockwaves through euro swap market: Dutch pension funds are plowing cash into long-dated swap contracts, according to strategists, upending one of this year’s most popular trades. The funds, by far the region’s largest with more than €1.5 in a client note.

Pension Funds 59

Pension Funds Funds Liabilities Asset Management 59

Private Equity Wire

APRIL 11, 2024

Lone View Capital, an LA-based private equity firm investing in the technology sector, has held final close of its inaugural fund, Lone View Capital Fund I with total committed capital of $850m, bringing the firm’s AUM to approximately $1.1bn. Kirkland & Ellis served as legal counsel for Fund I.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Pension Funds Funds 98

Private Equity Insights

AUGUST 30, 2024

Leading investors in the recap included a Stonepeak managed vehicle anchored by Mercer and Aware Super, and direct investments from the Investment Management Corporation of Ontario (“IMCO”) and APG Asset Management (“APG”). UBS and Baker McKenzie acted respectively as financial and legal advisors to APG.

Legal 130

Legal Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

AUGUST 30, 2024

Leading investors in the recap included a Stonepeak managed vehicle anchored by Mercer and Aware Super, and direct investments from the Investment Management Corporation of Ontario (“IMCO”) and APG Asset Management (“APG”). UBS and Baker McKenzie acted respectively as financial and legal advisors to APG.

Legal 130

Legal Pension Funds Assets Debt 130

Private Equity Insights

AUGUST 7, 2023

Revelstoke Capital Partners, a Denver-based private equity firm with $5.8bn of assets under management, announced today that it has completed the successful fundraising for Revelstoke Capital Partners Fund III, and various affiliated investment vehicles totalling $1.7bn. RCP Fund III substantially surpassed its target of $1bn.

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

Private Equity Wire

OCTOBER 31, 2024

Earlier this year, Verdane successfully closed its mid-market growth buyout fund Edda III at its €1.1bn hard cap, taking firm-wide assets under management to more than €8bn. Other investors in Idun II include global private and public pension funds, leading university endowments, foundations, insurance companies, and family offices.

Pension Funds 92

Pension Funds Funds Buyout Legal 92

Pension Pulse

NOVEMBER 28, 2024

Difficult to comment without additional information, judge Nicola Bonucci, associate professor at Paris Cité University and former director of legal affairs at the Organization for Economic Co-operation and Development (OECD). Lastly, I am aware that bribes can happen anywhere, including here in Canada across all asset classes.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds Conglomerates Legal 59

Private Equity Wire

DECEMBER 18, 2023

Fund II attracted support form a diverse group of institutional investors across North America and Europe, including corporate and public pension funds, endowments and foundations, asset managers, funds of funds, and family offices as well as high-net-worth individuals.

High Net Worth Individuals 97

High Net Worth Individuals Capital Pension Funds Funds 97

Private Equity Wire

FEBRUARY 12, 2024

Fund III is 27% larger than its predecessor, Fund II, which closed at £821m, and attracted support from new and existing investors globally including public and private pension funds, endowments and foundations, asset managers and private investors from across North America, the United Kingdom, Continental Europe, Japan and Australia.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Pension Funds Funds 98

Private Equity Insights

NOVEMBER 6, 2023

This represents a 34% increase in size from its predecessor fund, Rubicon Technology Partners III, which closed in 2020. Simpson Thacher & Bartlett LLP served as legal counsel to the Fund and Rubicon. ” Rubicon was advised by PJT Park Hill as placement agent. Source: CISION PR Newswire Can’t stop reading?

Best Practices 130

Best Practices Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

DECEMBER 13, 2023

Fund III will continue Ara’s strategy of investing in the decarbonization of the industrial economy, the greatest source of carbon emissions globally. Ara’s predecessor fund, Ara Fund II, closed in September 2021 at approximately $1.1bn , above its $650 million target.

Funds 130

Funds Bidding Private Equity Firms Private Equity Firms 130

Pension Pulse

MARCH 4, 2025

On Sunday, OTPP issued a press release stating it reached an agreement to sell Amica Senior Lifestyles: Ontario Teachers Pension Plan Board (Ontario Teachers) has reached an agreement to sell Amica Senior Lifestyles (Amica or the Company) and certain of its assets and affiliates to Welltower Inc., Why is OTPP selling assets?

Assets 59

Assets Pension Funds Legal Portfolios 59

Pension Pulse

NOVEMBER 23, 2023

The federal government pledged in its fall economic statement on Tuesday to “work collaboratively” with Canadian pension funds to create an environment that encourages them to put more of the trillions of dollars of assets they collectively manage to work domestically. That has put pension fund managers on guard.

Pension Funds 64

Pension Funds Investing Assets Liabilities 64

Pension Pulse

JUNE 18, 2024

When you see trillions of dollars in assets, when you see a government that is running deficits, when you see economic malaise – and we’ve seen this in other jurisdictions –this is the time when pension assets get raided. It basically created the legal framework for this new organisation.

Pension Funds 64

Pension Funds Hedge Funds Assets Asset Management 64

Pension Pulse

AUGUST 12, 2024

The size of Canadian pension schemes means they can invest far more in productive assets like vital infrastructure than ours do,” the chancellor said on Tuesday. Former Conservative chancellor Jeremy Hunt also wanted to build a Canadian-style pensions model in Britain, but progress had been slow.

Pension Funds 59

Pension Funds Assets Funds Asset Management 59

This is going to be BIG.

MAY 11, 2012

I would say something like, "You should see the number of complicated disclosures I had to had to pay a lawyer tens of thousands of dollars to put into my fund's legal docs," that is, if I could say anything about the fundraising status of any fund that I might have at all. Jersey Shore Ventures anyone?).

Crowdfunding 115

Crowdfunding Startups Funds Venture Capital 115

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. Elizabeth Burton : Hi Barry.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

Pension Pulse

JUNE 5, 2023

: When it comes to performance, Canada’s national pension fund rightfully boasts impressive results. Over the past decade, the Canada Pension Plan Investment Board (CPPIB) achieved an annual rate of return of 10 per cent on our CPP fund, one of the highest rates among global pension funds. per cent. “My

Pension Funds 52

Pension Funds Legal Investing Taxes 52

Pension Pulse

OCTOBER 17, 2024

Over the summer, multiple associations representing OMERS members wrote to the government urging it to review governance at the $133-billion pension fund, which invests on behalf of more than 626,000 Ontario public service workers.

Pension Funds 59

Pension Funds Consulting Consultants Liabilities 59

Pension Pulse

MARCH 11, 2024

(KKR) and includes notable members such as a wholly owned subsidiary of the Abu Dhabi Investment Authority (ADIA), the Italian infrastructure fund F2i, and the Ministry of Economy and Finance of the Italian Government. billion in late 2023. Despite this, CPP added it expects the transaction to conclude in mid-2024.

Stakes 59

Stakes Pension Funds Enterprise Values Investing 59

Pension Pulse

SEPTEMBER 6, 2023

Through our supervision activities, APRA has continued to address these issues with RSE licensees since the conclusion of the review," APRA said in a release that did not name any funds. Private assets are popular in Australia's A$2.4 Regulators are pushing private equity firms to do a better job when it comes to valuing their assets.

Hedge Funds 64

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

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. iShares' fixed-income ETF assets now stand at over $1 trillion, nearly 40% higher than at year-end 2021. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers. Christopher J.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Private Equity Wire

AUGUST 21, 2023

Our view is simple: we don’t want Nest members missing out on an asset class which is so highly sought after.” Other major UK pensions funds including Aviva Plc, Legal & General Group Plc and M&G Plc have also outlined commitments to allocate more investments to unlisted businesses over the next decade.

Pension Funds 52

Pension Funds Bidding Legal Assets 52

Private Equity Wire

JUNE 15, 2023

TA XV received capital commitments from a diverse global network of existing and new investors, including public and private pension funds, sovereign wealth funds, asset managers, endowments, foundations, family offices and insurance companies. Goodwin Procter LLP served as legal counsel for TA XV.

Pension Funds 52

Pension Funds Funds Legal Asset Management 52

The Motley Fool

AUGUST 2, 2024

PGIM, our global asset management business, is well positioned to address the increasing demand for retirement solutions around the world while capitalizing on growing institutional demand for private credit and alternative investments. pension plans, and is the largest pension fund manager in Japan.

Assets 130

Assets Capital Liabilities Collateral 130

The Motley Fool

MARCH 7, 2024

We are very encouraged to see our strategic shift toward an asset-lighter business model reflected in our results with agribusiness expenses decreasing by 5%, agribusiness operating loss improving by 84%, and our adjusted EBITDA improving by 39% in the seasonally soft first quarter of fiscal year 2024 compared to the prior-year period.

Assets 130

Assets Debt Capital Shareholders 130

Pension Pulse

SEPTEMBER 13, 2023

The official opening Tuesday of AIMCo’s new Singapore office marks the first foray into the Asia-Pacific region for what is one of Canada’s largest institutional investors, with $158 billion of assets under management as of 2022. The Canada Pension Plan Investment Board also has offices in Mumbai and Hong Kong.

Pension Funds 59

Pension Funds Investment Horizon Assets Asset Management 59

Pension Pulse

JULY 26, 2023

Legal experts conversely argue that the global companies that form alliances to help them tackle climate change need clear "safe harbour" guidelines from governments to allay fears they could be tripped up by antitrust rules.(4) Critics of climate action in the U.S. are now arguing that industry climate alliances violate U.S.

Asset Management 52

Asset Management Assets Capital Finance 52

Pension Pulse

JANUARY 24, 2024

The corporate services teams support the investment groups' activities in areas including finance, operations, digital technology, human resources, legal affairs, communications and risk management. The move follows a similar initiative by Ontario Teachers' Pension Fund, announced last June.

Pension Funds 59

Pension Funds Best Practices Leveraging Legal 59

Pension Pulse

NOVEMBER 20, 2023

For example, the federal government recently announced it would stop issuing real return bonds – an important liability matching asset for many defined benefit pensions in Canada. Many Canadian pension must now consider non-Canadian alternatives, such as US TIPS. Investors need be prepared for and accept this added risk.

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

Pension Pulse

JULY 11, 2024

We’re seeing a slow-grinding implosion of this titanic asset bubble that started in 2012,” says Dan Zwirn, CEO at Arena Investors. estimates private-market assets were $13.1 another Canadian pensions giant, told Bloomberg recently. McKinsey and Co. trillion at the end of June 2023. Advent and Cinven declined to comment.

Buyout 59

Buyout Debt Leveraging Collateral 59