Pension Pulse

JULY 4, 2023

Ministers and regulators are said to be concerned that Britain ’s biggest water supplier, which has 15 million customers in the capital and along the Thames Valley , may be unable to service its huge debt pile. Bankers at Rothschild were hired in March to examine financing options for the firm, which has £14bn of debt and 7,000 employees.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

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

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 first half of 2023, higher financing costs hurt the Caisse’s private-equity portfolio, which posted a return of 1.4 The Caisse’s fixed-income portfolio posted a 3.9

Pension Funds 52

Pension Funds Assets Debt Finance 52

Pension Pulse

MAY 7, 2024

utility Allete said on Monday that it had agreed a deal with investment firms Global Infrastructure Partners and CPP Investments to be taken private at a US$6.2-billion billion valuation, inclusive of debt. billion including the assumption of debt. billion, including ALLETE’s net debt. billion deal: U.S. Advisors J.P.

Mergers and Acquisitions 64

Mergers and Acquisitions Investing Capital Assets 64

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. My take: This is a great deal for BCI and Searchlight, a private equity firm BCI seeded.

Investing 59

Investing Consultants Consulting Debt 59

Pension Pulse

AUGUST 30, 2023

The Healthcare of Ontario Pension Plan (HOOPP) is just one of the numerous pension fund and major ILS investors we track in our directories here. First, read my comment covering HOOPP's 2022 results where the plan remains fully funded despite losing 8.6% last year.

Collateral 59

Collateral Hedge Funds Investing Assets 59

The Big Picture

DECEMBER 5, 2023

There aren’t a lot of companies, and there aren’t a lot of people that have the historical perspective on the rise of private equity like Michael Fish does. We, we tended at the beginning to capitalize our companies with less debt than other investors. million at the final closing. Really, really intriguing.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

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

The Motley Fool

OCTOBER 31, 2023

With the completed acquisition of Burgiss, MSCI can now provide additional clarity and transparency highly needed by investors across private and public assets in their portfolios. Our product lines are increasingly interconnected, which means our work in private assets reinforces our work in climate and vice versa. We are delevering.

Assets 100

Assets Hedge Funds Capital Leveraging 100

The Big Picture

MARCH 5, 2024

00:05:21 [Speaker Changed] No income taxes for the company and, and 00:05:23 [Speaker Changed] Then Koch Industries, I I, I don’t think a lot of people realize one of the largest private companies in the United States and maybe even the largest, they’re, they’re giant energy powerhouse. Oh, really?

Capital 59

Capital Hedge Funds Banks Assets 59

The Big Picture

JUNE 13, 2023

” We learned leverage finance, we learned real estate debt, we knew high yield, we knew opportunistic investment and we’re like, it’s never too late, it’s never too early and we decided to go with a huge $4 million AUM that we had gathered from friends and family. You were effectively into the real stuff.

Banks 59

Banks Asset Management Assets Capital 59

Sara Grillo

FEBRUARY 13, 2023

ESG also aims to promote supposedly the goal of ESG is to promote the growth of companies that are supportive of beneficial practices, which is debatable and we’re going to get to that. Maybe I’m confusing the fact that impact has to be private. Does it have to be in the private markets? Impact investing. So I agree.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

Pension Pulse

JULY 24, 2023

CPP Investments invests in private equity in two ways. The first is via direct investments, where it holds ownership stakes that vary from passive, minority positions, up to 100% control of private companies. The second is through private equity funds run by private equity firms, such as KKR and Blackstone.

Pension Funds 88

Pension Funds Private Equity Firms Private Equity Firms Investing 88

The Big Picture

APRIL 4, 2023

So we created basically a mid-market lending platform that ultimately spun out some of the most talented and capable folks, you know, within the private debt world today. But we not only did the financing for deals, we actually invested alongside those private equity firms — RITHOLTZ: Oh, really? KENCEL: That’s right.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Banks Finance 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

The Motley Fool

OCTOBER 29, 2024

Our private capital fund indices cover more than 13,000 funds that represent more than $11 trillion in AUM and we believe they can help us become a standard setter in private assets. MSCI already supplies carbon emission data on more than 60,000 private companies and more than 7,500 private equity and private debt funds.

Asset Management 130

Asset Management Assets Hedge Funds Pension Funds 130

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 transaction continues a wider trend of renewable energy companies being taken private.

Pension Funds 59

Pension Funds Shareholders Legal Stakes 59

The Big Picture

JUNE 20, 2023

That was sort of unfathomable at the time, that someone could buy a giant, publicly traded company strictly with low-cost debt. Well, first of all, the big fee that really ends up, and this is not a fee to the private equity firm, but the big problem with many of these deals is the debt interest costs, okay?

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

Pension Pulse

FEBRUARY 11, 2025

I do think theres a path, he said, adding he believes pension involvement in Canadian airports could start almost immediately with investments in adjacent assets such as parking garages and freight services as well as new developments like sustainable aviation fuel facilities that arent core to the business of an airport.

Pension Funds 59

Pension Funds Hedge Funds Stakes Assets 59