Pension Pulse

JULY 3, 2024

Rather than continuing to plough in capital, the investment team are now thinking more about comparing opportunities across assets and anticipating future trends. Puffer says the pair represents a new level of talent and leadership that is now embedded into investment teams, weighing in on due diligence.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

The Motley Fool

SEPTEMBER 17, 2023

That's the book title of my guest this week for authors in August here to introduce you to my friend Sunny Vanderbeck and a wide-ranging conversation about business, about conscious capitalism, about mergers and acquisitions and bankers in deadlines and you and your family, your employees, all your stakeholders, selling without selling out.

Due Diligence 130

Due Diligence Capital Mergers and Acquisitions Public Companies 130

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans.

Debt 52

Debt Pension Funds Banks Due Diligence 52

Pension Pulse

OCTOBER 23, 2024

Silas Brown and Kat Hidalgo of Bloomberg report Florida pension to offload up to $4 billion of private credit: The Florida State Board of Administration is looking to sell a bundle of private credit stakes worth as much as $4 billion in what would be one of the largest deals of its kind, according to people with knowledge of the matter.

Funds 59

Funds Stakes Due Diligence Assets 59

The Big Picture

DECEMBER 5, 2023

Michael Fisch : 00:07:01 [Speaker Changed] Well, Barry, again, like Wall Street, it was all so much smaller in 1983, by my reckoning, the entire global institutional private equity business was less than a billion dollars of committed capital. Michael Fisch : 00:07:15 [Speaker Changed] The largest fund then was KKR with $175 million.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Pension Pulse

JANUARY 23, 2024

SL : Access to reliable investment-grade data relating to energy use, energy efficiency, carbon emission estimates and the capital cost needed to retrofit properties is a challenge for the whole industry. What progress have you made on implementing social impact and inclusion into your due diligence processes?

Investing 59

Investing Mergers and Acquisitions Assets Due Diligence 59

Pension Pulse

SEPTEMBER 6, 2023

trillion professional pension sector, with some funds holding almost half their assets in private markets. Since 2021, the regulator has pushed the sector to improve how it values assets that range from venture capital to office blocks. He began with this post : So what will be the implications of the private fund rule?

Hedge Funds 64

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

The Big Picture

JANUARY 24, 2023

 The transcript from this week’s, MiB: Steven Klinsky, New Mountain Capital , is below. Eventually, Steve takes his experience and knowledge and stands up his own firm, New Mountain Capital, which is one of the largest private equity shops in the world. RITHOLTZ: So we’re going to talk about New Mountain Capital in a bit.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Pension Pulse

MAY 2, 2024

Last year, APFC’s staff decreased its private asset allocation from 19 percent to 15 percent, hypothesizing that there were better risk-adjusted returns to be had in asset classes like fixed income and hedge funds. If you’re only writing $150 million checks, you can’t really be in middle market buyout funds,” Frampton said.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

Pension Pulse

AUGUST 8, 2023

Mr. Hill will join OMERS in September, the public pension fund announced Wednesday, and report to Ralph Berg, who took over as the chief investment officer in April. The fact that other large Canadian pension funds keep poaching talent away from CPP Investments tells you how much talent there is there. and Hootsuite Inc.

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

Pension Pulse

JUNE 12, 2024

The second was appropriate systems and controls, so that if a university wanted to conduct due diligence on UPP before committing staff pensions to it, “we wanted excellent marks”.

Liabilities 59

Liabilities Assets Leveraging Due Diligence 59

Pension Pulse

SEPTEMBER 12, 2023

At C$146 billion, equivalent to a quarter of the entire C$575 billion pension fund for some 21 million Canadians and forecast to grow bigger every year, Kim leads a program that is also heading into unchartered territory. Most were on the fund's private equity team and were informed early last month, according to two of the people.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

SEPTEMBER 18, 2024

The strategy capitalizes on opportunities that may not easily fit into traditional asset classes, says Stoyanova. To meet this challenge, the IMCO is prioritizing a streamlined due-diligence process to assess the viability of a deal presented by a GP. 31, 2023, totalled $7 billion and $7.8 billion, respectively.

Assets 59

Assets Due Diligence Pension Funds Asset Management 59

Pension Pulse

AUGUST 21, 2024

Jessica Hamlin of PitchBook also reports on how a Canadian pension bets on digital infrastructure’s momentum: A Canadian pension plan’s latest investment capitalizes on digital infrastructure’s momentum. The University Pension Plan Ontario , which manages $11.7 billion of equity capital in 43.3

Investing 59

Investing Assets Due Diligence Funds 59

Pension Pulse

JANUARY 25, 2024

James Bradshaw of the Globe and Mail reports Teachers' invests in portable battery company aiming to replace gas-powered generators: Ontario Teachers’ Pension Plan is leading a US$95-million funding round for Instagrid GmbH, a German maker of portable battery systems designed to replace gas-powered generators.

Investors 59

Investors Funds Startups Assets 59

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. Look, our parents all had pension funds.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

JANUARY 15, 2025

(January, 15, 2025) Hedge funds, venture capital, private equity, and private credit have never been more popular. Investors have lots of questions when allocating to these asset classes: How much capital do you need? He’s founder and CIO of Capital Allocators, and since 2017, has hosted a podcast by that same name.

Hedge Funds 59

Hedge Funds Venture Capital Due Diligence Capital 59

Sara Grillo

FEBRUARY 13, 2023

Secondly, The ”bad companies” who are the offenders already have enough capital. They aren’t issuing shares to fund their operations. According to Dr. Quigley, 90% of capital raising happens through the bond market. The bad companies who are the offenders already have enough capital. It’s just exchange of shares.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Big Picture

MARCH 12, 2024

At that time, this market was about a third of all mortgages were the ones where the credit risk was going into the capital markets. There were financial experiments where the borrower hadn’t been through due diligence. Which I, we spent our whole careers turning a 300,000 mortgage investible in the global capital markets.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. I’m like 25 years old.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

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

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

NOVEMBER 25, 2024

Somehow no one in due diligence ever asked them about any of this. And not being able to tell them or show them makes it harder for them to do due diligence to understand how it may have behaved. And I’ve always sort of had a tilt just personality wise towards capital preservation. No one knew who I was.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

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. The original research actually, the Fama-French paper argued that market capitalization was standing in as a proxy for us, that small companies were riskier than larger companies.

Education 119

Education Finance Financing Taxes 119

Pension Pulse

NOVEMBER 22, 2024

officials allege: Senior executives at Quebec’s provincial pension fund manager tried to win contracts by paying Indian officials hundreds of millions of dollars in bribes and interfered with corruption investigations in the United States, American prosecutors allege. The charges filed by the U.S. “As and international investors.”

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59