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

The Motley Fool

SEPTEMBER 17, 2023

Within about 90 days, it became apparent to me that we had not done sufficient reversed due diligence on our acquirer. This idea of reversed due diligence is like they're asking a bunch of questions trying to figure out who you are and where you fit with cultures like all those things. We managed to still sign and close.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

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

Pension Pulse

JANUARY 23, 2024

What progress have you made on implementing social impact and inclusion into your due diligence processes? In May 2023 we issued a C$300 million sustainability bond , which will help finance green assets that we own as well as affordable housing projects. We have taken out C$18 billion ($13 billion; €12.3

Investing 59

Investing Mergers and Acquisitions Assets Due Diligence 59

The Big Picture

DECEMBER 5, 2023

Were you always thinking about going into finance? What, what was it that made you say, Hey, this finance thing looks like it’s fun and interesting? But there wasn’t an active m and a business, there wasn’t a leveraged finance business. You get a Stanford MBA. What was the original career plan?

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

JANUARY 24, 2023

When we’re talking about a structure of a financing and their senior mezzanine and junk, essentially, that’s the payout order in the event of a bankruptcy. And one thing I tried to say is that private equity has evolved from a form of finance into a form of business. I’ve been in private equity for 40 years now.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Sara Grillo

FEBRUARY 13, 2023

Ellen Quigley , Special Adviser to the Chief Financial Officer (Responsible Investment), University of Cambridge and Senior Research Associate (Climate Risk & Sustainable Finance), Centre for the Study of Existential Risk, University of Cambridge. Corporate Finance Briefing: S&P 500 Buybacks & Dividends. 9 December, 2022).

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Big Picture

FEBRUARY 28, 2023

That’s kind of unusual these days, you went straight to the Partners Group after you got a Bachelor’s in Finance from Brigham Young University and the Marriott School of Management, and you’ve stayed there your entire career. That seems to be inordinately lengthy compared to the way traditional finance operates.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Pension Pulse

NOVEMBER 10, 2023

Executive announcements Manroop Jhooty was appointed Senior Managing Director & Head of Total Fund Management. Completed a multi-year forward flow agreement with Exeter Finance LLC, a U.S. indirect auto finance company, to acquire up to US$200 million per year in residual certificates of auto loan receivables securitizations.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. So we, we do business with most of the sovereign wealth funds, most of the big US national insurers, global insurers, the largest pension funds. Is there financing 00:47:41 [Speaker Changed] For that?

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: So I did my study on that, and I got fortunate enough to meet a gentleman who had been the Finance Minister of Peru. And again, I’m Political Science and History major prior to graduate school, so that I actually get experienced in finance. RITHOLTZ: Sure. He’d been the head of Wells Fargo International.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

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. Miller said in a statement. The charges filed by the U.S.

Securities and Exchange Commission (SEC) 59

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

The Motley Fool

JANUARY 29, 2025

billion from one of our large pension fund clients. Our new private credit dataset provides terms and conditions transparency on more than 2,800 private credit funds and more than 120,000 private credit holdings to support various due diligence and portfolio management needs. Turning finally to asset managers.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

NOVEMBER 25, 2024

You get a, a BS in computer science from Cornell, a master’s in computational finance from Carnegie Mellon. 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.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

APRIL 11, 2023

And then meld in a little psychology and behavioral finance, and you have what is truly a masterclass by one of the great professors in the world of finance. ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. RITHOLTZ: That’ll help finance the purchase.

Education 119

Education Finance Financing Taxes 119