This is going to be BIG.

MARCH 14, 2019

If you’re lacking for track record as a firm, here’s three exercises you should walk through to help turn your pitch and due diligence meetings from guesswork into something more substantive. How will you provide it across 30 investments? You take your investment model and run it against the past to see if it would have worked.

Due Diligence 102

Due Diligence Funds Pension Funds Portfolios 102

Private Equity Wire

APRIL 29, 2024

The new capital includes commitments from a UK LGPS investment pool, a Dutch pension fund and another re-up from an existing NextPower III ESG investor. These new investors join existing investors KLP, a German occupational pension fund, and a large Nordic pension fund.

Due Diligence 52

Due Diligence Pension Funds Capital Funds 52

Pension Pulse

SEPTEMBER 12, 2023

Sarah Rundell of Top1000Funds recently interviewed Suyi Kim, Global Head of Private Equity at CPP Investments to go over what drives success at their giant PE portfolio: Suyi Kim, global head of private equity at CPP Investments manages quite possibly the largest private equity allocation in the world.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Top 1000 Funds

JUNE 6, 2023

For pension funds with large in-house teams that are also navigating the risk and opportunity of sustainable investment, a global head of ESG can play a vital role. Jennifer Coulson, the investor's first global head of ESG, explains why.

Pension Funds 87

Pension Funds Due Diligence Investors Funds 87

Private Equity Wire

JULY 4, 2023

NEC holds first close of $1.5bn NextPower V ESG Submitted 04/07/2023 - 10:21am NextEnergy Capital (NEC), a global solar specialist in the renewables sector, has held the first close of its fifth investment vehicle NextPower V ESG (NPV ESG), which is targeting capital commitments of $1.5 billion with a $2 billion hard cap, at $480 million.

Due Diligence 52

Due Diligence Pension Funds Leveraging Assets 52

Pension Pulse

MAY 2, 2024

In 2012 when I came to the fund, we had invested four percent of our portfolio in private equity,” CIO Marcus Frampton said. “We Meanwhile, fellow major pension funds, including CalPERS, continued to bolster the assets they were putting to work in the private markets. percent on investment grade bonds.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

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 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 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. He also spent 25 years in investment banking at Japanese dealer Nomura Securities, German lender Deutsche Bank AG and U.S.-based based Morgan Stanley.

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

Pension Pulse

AUGUST 21, 2024

Shatabdi Mazumdar of Digital Infra Network reports UPP invests in data centre developer Rowan Digital Infrastructure: Quinbrook Infrastructure Partners and University Pension Plan Ontario has announced that UPP has completed a co-investment in a Quinbrook portfolio company, Rowan Digital Infrastructure.

Investing 59

Investing Assets Due Diligence Funds 59

Pension Pulse

SEPTEMBER 18, 2024

Bryan McGovern, associate editor at Benefits Canada and The Canadian Investment Review, reports IMCO betting big on private assets amid demand for sustainability: The Investment Management Corp. of Ontario is looking at private assets as an opportunity to support investment returns across various Ontario-based pension plans. “We

Assets 59

Assets Due Diligence Pension Funds Asset Management 59

Pension Pulse

JANUARY 23, 2024

We will continue to explore further investment opportunities in Maharashtra, Tamil Nadu and Gujarat.” This investment is aligned with our commitment to sustainability and offers market leading environmental initiatives and options in energy efficiency and renewable energy,” she added.

Investing 59

Investing Mergers and Acquisitions Assets Due Diligence 59

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

MAY 8, 2023

Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance." But it seems, that diligence failed to find what was obvious to investigators watching a shift change in a parking lot. No pension fund wants to invest in private companies that abuse immigrant children.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

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

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. There was no m and a departments in any investment bank really until the very late seventies. And I was fortunate to be accepted to both. That’s pretty reason.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

FEBRUARY 28, 2023

They have a very thoughtful approach and a very long-term approach to making investments in the private markets. David is on the global investment committee. I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. in Colorado.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Sara Grillo

FEBRUARY 13, 2023

In this podcast we are going to expose the truth about ESG investing. And also Dr. 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.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

SEPTEMBER 17, 2023

To get started investing, check out our quick-start guide to investing in stocks. 10 stocks we like better than Walmart When our analyst team has an investing tip, it can pay to listen. Only on this week's Rule Breaker Investing. Sunny, it's great to have you join me on Rule Breaker Investing. It's about business.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

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

Pension Pulse

JUNE 12, 2024

"In another challenging economic year, we're thrilled to see positive outcomes from the operational and investment foundations we’ve built over the past three years. In laying the groundwork for our comprehensive pension services offering, and advancing our investment strategy, we’re continuing to create long-term value for our members.

Liabilities 59

Liabilities Assets Leveraging Due Diligence 59

The Big Picture

DECEMBER 20, 2022

His name is Robert Koenigsberger, and he has a fascinating career in emerging market, opportunistic and distressed debt investing. He started at a small boutique before going to Merrill Lynch and Lehman Brothers, and ultimately launching his own shop called Gramercy Funds Management. I’m like 25 years old.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

Pension Pulse

NOVEMBER 10, 2023

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a 10-year annualized net return of 9.6%. For the quarter, the Fund’s net return was 0.1%. The Fund’s quarterly results were driven by positive performance in credit and private equities and gains across U.S.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

APRIL 11, 2023

What led you into that field of study in the world of investing? There are no Renaissance people left on Wall Street, and investing people who can talk about drama and talk about numbers at the same time. That’s a Graham approach investing, buy a bond with price appreciation. You’re known as the dean of valuation.

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. Securities and Exchange Commission. 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

If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $334,473 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,122 !*

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Pension Pulse

MARCH 20, 2025

overseas investments as trade tensions rise: Ontario Teachers' Pension Plan is reassessing its appetite for U.S. investments in the face of tariffs and trade tensions, looking for ways to boost the share of its overseas assets as economic risks rise. The pension funds 2024 returns fell short of its internal benchmark of 12.9

Pension Funds 59

Pension Funds Assets Liabilities Funds 59

Private Equity Wire

MARCH 24, 2025

The Pennsylvania Municipal Retirement System (PMRS) is actively evaluating private credit as part of its US-focused investment strategy while seeking broader asset diversification, according to a report by Bloomberg citing CEO Timothy Reese.

Due Diligence 51

Due Diligence Pension Funds Assets Funds 51

The Big Picture

NOVEMBER 25, 2024

I, if you are at all interested in concepts of things like portable alpha or return stacking, or just want to know how a quant looks at the world of investing and tries to decide where there are opportunities. Quantitative investing was, was that the plan from the beginning? Let’s talk a little bit about your background.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

Pension Pulse

MARCH 12, 2025

David Milstead of the Globe and Mail reports HOOPP, with half of assets in Canada, has no plan to retreat despite trade chaos: The Healthcare of Ontario Pension Plan has invested more than half of its assets in Canadian holdings and that is not about to change despite the threatening economic climate, its leaders say.

Liabilities 59

Liabilities Pension Funds Assets Hedge Funds 59