Pension Pulse

FEBRUARY 4, 2025

As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress. We are active in the major financial markets, private equity, infrastructure, real estate and private debt. Alright, my quick thoughts on this deal.

Investing 59

Investing Pension Funds Debt Stakes 59

Private Equity Wire

OCTOBER 19, 2023

The fund will continue Kreos’ investment strategy of providing loans to high-growth companies across EMEA, with a particular focus on the Technology and Healthcare sectors.

Capital 75

Capital Pension Funds Consultants Consulting 75

Pension Pulse

FEBRUARY 14, 2024

As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress. We are active in the major financial markets, private equity, infrastructure, real estate and private debt. Learn more about Levio at levioconsulting.com.

Stakes 59

Stakes Consultants Consulting Pension Funds 59

Pension Pulse

JULY 24, 2024

The success of this monetization plan should be part of the Harvard Business Review case study so other large pension funds and sovereign wealth funds can mimic it. billion debt financing facility to support the growth of AI hyperscaler CoreWeave. and business consulting company CGI Inc. I can't say I'm surprised.

Pension Funds 59

Pension Funds Buyout Stakes Financing 59

Pension Pulse

FEBRUARY 22, 2024

Regarding the pension fund's bond assets, CDPQ said the fixed income market was characterized by higher yields and the narrowing of corporate credit spreads. In equity markets, Canada’s second-largest pension fund benefited from its high exposure to the technology sector with a 17.7 and down 0.2% in Canada," CDPQ added.

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Returns Pension Funds Assets Debt 59

Pension Pulse

DECEMBER 12, 2023

“This sale further demonstrates our commitment to strengthen our investment grade balance sheet and aggressively reduce our debt leverage ratio,” Tony Staffieri, Rogers’ chief executive, said in a statement. We’re tracking six months ahead on our deleveraging priorities and we’re committed to reducing our debt leverage ratio even further.”

Stakes 59

Stakes Leveraging Bidding Debt 59

Pension Pulse

APRIL 10, 2024

As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress. We are active in the major financial markets, private equity, infrastructure, real estate and private debt.

Pension Funds 59

Pension Funds Investing Best Practices Assets 59

Pension Pulse

OCTOBER 20, 2023

The statement, sent exclusively to the National Post , marks the first time Poilievre has explicitly addressed the issue of Alberta’s proposal to withdraw from the Canada Pension Plan (CPP) and set up its own pension fund. Neither the size of the fund nor OMERS’s contribution were disclosed. Read full press release here.

Investing 59

Investing Consultants Consulting Debt 59

Pension Pulse

SEPTEMBER 6, 2023

Advocacy groups have accused the private fund industry of unfair, conflicted and opaque practices that hurt everyday Americans who invest in such funds through their pensions. It's not as if some state pension fund benefits from opacity," SEC Chair Gary Gensler told reporters after the panel's vote.

Hedge Funds 64

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

Pension Pulse

JULY 31, 2024

31, 2023, spread across major financial markets, private equity, infrastructure, real estate and private debt. As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress.

Capital 59

Capital Hedge Funds Asset Management Pension Funds 59

Pension Pulse

JULY 2, 2024

In 2023, his team generated C$9 billion in liquidity, including roughly C$6 billion from selling direct investments and receiving dividend recapitalisations, and around C$3 billion from selling PE fund stakes in the secondaries market. Private equity is the asset class that takes the most risk at a pension fund.

Pension Funds 59

Pension Funds Buyout Stakes Assets 59

Pension Pulse

SEPTEMBER 25, 2024

As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress. We are active in the major financial markets, private equity, infrastructure, real estate and private debt.

Stakes 59

Stakes Asset Management Assets Consultants 59

Pension Pulse

MAY 11, 2023

Paulina Pielichata of Pensions & Investments reports CDPQ works to pump $11.2 billion into European private markets: Canadian pension fund Caisse de depot et placement du Quebec has recently moved into its new London headquarters as it is working to deploy C$15 billion ($11.2 billion) in private markets across Europe.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Buyout Pension Funds 52

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 and funds affiliated with Rialto Capital and acquired a 20% equity stake for US$1.2

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

AUGUST 17, 2023

per cent, with the help of recovering bond markets as interest rates rose and additional contributions from corporate credit and emerging country sovereign debt. In the short term, the portfolio was constrained by higher financing costs, which influenced the performance of certain private companies,” the pension fund said.

Pension Funds 52

Pension Funds Assets Debt Financing 52

Pension Pulse

NOVEMBER 22, 2023

Speaking of heightened transparency, it would be nice if Canada's large pensions funds provided a lot more details on the carbon emissions in their own portfolios. You can say the same for infrastructure and then drill down in private equity, private debt, and public markets. How do they assess risks?

Investing 59

Investing Pension Funds Asset Management Assets 59

The Motley Fool

OCTOBER 11, 2024

The long-term connectors and our relationships span many years as holders of company debt and equity. A number of significant whole portfolio institutional mandates funded in the quarter, and we continue to be chosen for large global solutions. The consultants that we've been working with are excited. We are not transactional.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Pension Pulse

JANUARY 24, 2024

The move follows a similar initiative by Ontario Teachers' Pension Fund, announced last June. As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress.

Pension Funds 59

Pension Funds Best Practices Leveraging Legal 59

Pension Pulse

SEPTEMBER 17, 2024

utility firm AES Corp said on Tuesday it would sell a 30% indirect equity interest in its Ohio subsidiary to Canada's second-largest pension fund CDPQ for $546 million, which will be used to support infrastructure investments. We are active in the major financial markets, private equity, infrastructure, real estate and private debt.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Stakes Investing Pension Funds 59

Pension Pulse

AUGUST 15, 2023

The growth came as the fund earned a 12-month total-fund net return of 4.8 The pension fund, which invests to pay for the retirement for 336,000 working members and pensioners, noted that as of Jan. 1 the plan was fully funded with a $17.5-billion billion funding surplus. per cent and 8.6 billion).

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52

Pension Pulse

NOVEMBER 17, 2023

pic.twitter.com/uz8a7jyThK — Francois Trahan (@FrancoisTrahan) November 16, 2023 America is now paying more in gross interest on its record $33 trillion debt than on national defense — here's who holds the IOUs? link] — Kabir (@AKabir57) November 17, 2023 "We are at a point at which we are borrowing money to pay debt service.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

JULY 5, 2023

One of the key opportunities for investments is in credit, and private debt and loans in particular, as yield from that lending are typically tied to interest rates and have risen accordingly. I assure you, we are not done yet.

Pension Funds 59

Pension Funds Assets Stakes Banks 59

Pension Pulse

MARCH 21, 2024

pension fund. As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress. We are active in the major financial markets, private equity, infrastructure, real estate and private debt.

Assets 59

Assets Pension Funds Capital Debt 59

Pension Pulse

DECEMBER 11, 2024

million) to Canadian investment fund Caisse de Depot et Placement du Quebec (CDPQ), the telecom company said on Thursday. As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress.

Stakes 59

Stakes Assets Shareholders Pension Funds 59

The Big Picture

SEPTEMBER 19, 2023

Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. After three years I decided I don’t love payments enough to continue to do consulting and m and a and payments. So does that go in real estate or does that go in debt? She can go anywhere, do anything.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

The Big Picture

DECEMBER 5, 2023

And I got to see firsthand what Bain was doing in strategic consulting and understand their view of business separate from the numbers. We, we tended at the beginning to capitalize our companies with less debt than other investors. Then I think you’re gonna find this to be a fascinating conversation. million at the final closing.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Pension Pulse

MAY 15, 2023

He also held roles as the head of private equity at the Pivotal Group, as a portfolio manager in CalPERS’ private equity program from 2013 to 2016 and was a former consultant at McKinsey & Co. “We Not this year, though, with credit-card debt still near a record $1 trillion: New York Fed data. YoY as of 1Q23.

Pension Funds 52

Pension Funds Assets Consultants Consulting 52

Pension Pulse

MARCH 14, 2024

ABOUT OPTRUST With net assets of $25 billion, OPTrust invests and manages one of Canada's largest pension funds and administers the OPSEU Pension Plan (including OPTrust Select), a defined benefit plan with over 111,000 members. I then shifted my attention to private debt and asked James if they have a sleeve there.

Returns 59

Returns Liabilities Assets Debt 59

Pension Pulse

AUGUST 14, 2024

As a global investment group managing funds for public pension and insurance plans, CDPQ works alongside its partners to build enterprises that drive performance and progress. We are active in the major financial markets, private equity, infrastructure, real estate and private debt. It's basically the denominator effect.

Hedge Funds 59

Hedge Funds Assets Pension Funds Portfolios 59

Pension Pulse

MAY 6, 2024

million in its first year of operation from its founding partners and Mr. Stavros himself, and launched with substantial in-kind help from blue-chip consultants like McKinsey and EY. Often, private equity executives profit from client fees and debt-funded dividends even when the underlying assets founder. It pulled in $21.5

Capital 59

Capital Private Equity Firms Private Equity Firms Stakes 59

The Big Picture

FEBRUARY 28, 2023

You know, when the firm launched its debt business, I was the analyst putting together some of the credit analysis on the first couple of loans that we had written at that time. We had a group that was doing small growth capital investments in Germany and Switzerland at that time, a fund doing secondaries.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Sara Grillo

FEBRUARY 13, 2023

I am an irreverent and fun marketing consultant for financial advisors. I think it has to be in debt or, or private markets because that it has to be a primary market transaction. It has already affected cost of capital on the debt side. Pension funds, endowments, etc. So please subscribe! 0:06:45.6 : Yeah.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

Pension Pulse

JULY 13, 2023

Amy Bainbridge of Bloomberg reports that Australian pension funds with $500 billion go bargain hunting: Australia’s pensions giants, flush with cash thanks to surging inflows, are looking to private markets for discount deals as global asset prices come under pressure.

Pension Funds 52

Pension Funds Funds Assets Consultants 52

Pension Pulse

MAY 21, 2024

Thames Water has been struggling under the weight of more than £18-billion ($31-billion) of debt that has become more expensive with high interest rates. OMERS is one of Canada’s largest pension fund managers, overseeing $129-billion of assets with investments in Canada, the United States, Europe and Asia.

Stakes 59

Stakes Pension Funds Debt Assets 59

Pension Pulse

OCTOBER 27, 2023

Smith’s government has been consulting for more than a month with Albertans on the merits and drawbacks of leaving the CPP and creating an Alberta pension plan. It has said Alberta is being shortchanged billions of dollars by contributing far more to the pension plan than it gets back and would fare better if it went its own way.

Investing 59

Investing Financing Finance Pension Funds 59

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. And as Ben Bernanke introduced this financial dope, and I went off to work for hedge funds, or whatever he does, that is. RITHOLTZ: He’s a consultant. CHANCELLOR: He’s consultant.

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Financing Finance Banks Hedge Funds 59

The Big Picture

FEBRUARY 13, 2023

Which is run by many insurance companies, pension funds who use Aladdin, and it’s a commercial enterprise for the firm. I mean, 100 percent, and you know, when clients invest with you, or rating agencies or consultants evaluate your business, it’s all about what is your process? RIEDER: A 100 percent. RIEDER: It is.

Hedge Funds 59

Hedge Funds Education Funds Banks 59