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.

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Best Practices Funds Private Equity Firms Private Equity Firms 130

Private Equity Professional

SEPTEMBER 17, 2024

Additionally, the firm raised $1 billion in commitments for co-investment vehicles dedicated to investing alongside Fund X. Kohlberg’s previous fund, Kohlberg Investors IX LP , closed with $3.4 As with its earlier funds, Lazard served as the placement agent for Fund X, and Ropes & Gray provided legal services.

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Companies Funds Pension Funds Financial Institutions 100

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 Consultants Consulting Liabilities 59

Pension Pulse

JUNE 18, 2024

Wiseman and Ambachtsheer were on a panel alongside inaugural Ontario Teachers’ Pension Plan CEO Claude and CPP Investments current CEO John Graham, speaking about the origins and much-revered tenets of the Canadian system that are admired by pension funds around the world.

Pension Funds 64

Pension Funds Hedge Funds Assets Asset Management 64

Pension Pulse

SEPTEMBER 6, 2023

Carolina Mandl and Chris Prentice of Reuters report US SEC overhauls rules for $20 trillion private fund industry: The U.S. 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.

Hedge Funds 64

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

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

SEPTEMBER 14, 2023

The modest changes at most of the biggest pension funds are a result of compensation philosophies that emphasize long-term performance of the funds, which is typically measured over five-year horizons. Some pension fund CEOs faced small cuts to their paycheques last year. million in 2022. million from $5.6-million

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Returns Pension Funds Hedge Funds Assets 59

Pension Pulse

MAY 25, 2023

is acquiring a minority stake in a corporate consultant and fund administration provider. Zedra, which provides wealth, governance and administrative services for corporations, pensions, trusts and funds, was launched in the Isle of Man in 2016. During the year, it acquired PTL Governance Ltd.,

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. Let me begin by stating the only thing I can't stand more than left-wing drivel is right-wing drivel.

Investing 52

Investing Collateral Pension Funds Asset Management 52

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. A number of significant whole portfolio institutional mandates funded in the quarter, and we continue to be chosen for large global solutions. Last month, we were selected as a fiduciary manager for a $30 billion Dutch pension fund with more than 30,000 members.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

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 you end up going from the fund of funds to pension funds. Absolutely.

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Asset Management Assets Pension Funds Hedge Funds 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. For more information, visit cdpq.com , consult our LinkedIn or Instagram pages, or follow us on X.

Securities and Exchange Commission (SEC) 59

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

Fortune Financial

AUGUST 7, 2023

Alternative investments, such as real estate, private equity, hedge funds, commodities, private credit, structured notes and cryptocurrencies, introduce a new level of diversification that can help protect your portfolio during market fluctuations. Please consult with a qualified professional for this type of advice.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Alternative investments, such as real estate, private equity, hedge funds, commodities, private credit, structured notes and cryptocurrencies, introduce a new level of diversification that can help protect your portfolio during market fluctuations. Please consult with a qualified professional for this type of advice.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

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

Private Equity Professional

JANUARY 29, 2025

The funds target at the launch of fundraising was $700 million. Fund XIIIs limited partners include United States and international endowments, foundations, pension funds, sovereign wealth funds, asset managers, consultants, and family offices. 2025 Private Equity Professional | January 29, 2025

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Pension Funds Funds Consulting Consultants 100

The Big Picture

AUGUST 15, 2023

And then it’s actually hard to make a legal bet. So technically, and that’s probably why it was legal, there’s no gambling involved. Public pension funds that manage hundreds of billion dollars can be manned by professionals that make $80 to $150,000 a year. It’s probably easier now, right?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Sara Grillo

FEBRUARY 13, 2023

I am an irreverent and fun marketing consultant for financial advisors. But for the average person, what’s going to be much more effective is to work on voting and then to pressure pension funds and banks with whom you have a direct relationship, because those are the big blocks of capital that can actually push companies.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

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. Ownership Works has signed up some of the industry’s biggest firms, including TPG, Silver Lake and Warburg Pincus. It pulled in $21.5

Capital 59

Capital Private Equity Firms Private Equity Firms Stakes 59

Private Equity Wire

FEBRUARY 4, 2025

The fund’s investment strategy is to target European mid-market corporate special situations. The fund attracted support from a strong group of institutional investors including private and public pension funds, sovereign wealth funds, financial institutions, consultants and family offices from across the globe.

Pension Funds 59

Pension Funds Funds Financial Institutions Consulting 59

The Motley Fool

JULY 15, 2024

Meade -- General Counsel and Chief Legal Officer Thank you, operator. Last month, Envestnet and BlackRock announced new programs to expand personalized investment strategies on the Envestnet platform across direct indexing, models, and portfolio consulting. We're seeing a lot of pension funds who are saying, "I'm at my liability.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Big Picture

MARCH 12, 2024

I got to spend a lot of time in DC consulting on the response to the financial crisis and trying to sort out sort of what was really going on. We were consulted on the recapitalization of Freddie Mac and Fannie Mae. So we have a lot of the, you know, sovereign wealth fund types that are investing on behalf of taxpayers.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

Pension Pulse

FEBRUARY 25, 2025

Nicolas Van Praet of the Globe and Mail reports pension giant Caisse strikes deal to acquire Innergex Renewable Energy: Canadian pension fund giant Caisse de dpt et placement du Qubec has struck a deal to buy Innergex Renewable Energy Inc. The Caisse will pay $13.75 Many are indexed to inflation, he said.

Pension Funds 59

Pension Funds Shareholders Legal Stakes 59

Private Equity Wire

JANUARY 27, 2025

The fund, which was significantly oversubscribed, reached its hard cap with backing from both existing and new limited partners. Investors include endowments, foundations, pension funds, sovereign wealth funds, asset managers, consultants, and family offices across the US and internationally.

Pension Funds 98

Pension Funds Funds Consulting Consultants 98

Pension Pulse

NOVEMBER 21, 2024

The decision to put a senior government official on the board of the arm’s-length pension fund manager raises questions about AIMCo’s continued independence, and whether the move opens the door to the government to exert greater political influence or to steer the pension fund manager toward government priorities.

Pension Funds 64

Pension Funds Finance Financing Consultants 64