Private Equity Insights

SEPTEMBER 14, 2023

Verdane’s portfolio companies are further supported by Elevate, Verdane’s in-house team of operational experts, with dedicated expertise in every function needed to support scaling growth companies, including data and technology, finance and go-to-market strategy. Source: Verdane Can’t stop reading?

Funds 130

Funds Pension Funds Legal Finance 130

Pension Pulse

JULY 8, 2024

ESG News reports group of Canadian pension fund giants urge CSSB to reconsider sustainability reporting exemptions: Canadian pension funds challenge CSSB’s proposed exemptions, advocating for global standards. Pension funds warn that exemptions could undermine global alignment and investor confidence.

Pension Funds 59

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Pension Pulse

JUNE 5, 2023

Amir Barnea, associate professor of finance at HEC Montréal, wrote a comment for the Toronto Star asking if Canada is cracking down on taxes, why does our national pension plan pay less than two per cent?: When it comes to performance, Canada’s national pension fund rightfully boasts impressive results. per cent. “My

Pension Funds 52

Pension Funds Legal Investing Taxes 52

Pension Pulse

NOVEMBER 23, 2023

The federal government pledged in its fall economic statement on Tuesday to “work collaboratively” with Canadian pension funds to create an environment that encourages them to put more of the trillions of dollars of assets they collectively manage to work domestically. That has put pension fund managers on guard.

Pension Funds 64

Pension Funds Investing Assets Liabilities 64

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. And we were an incredibly entrepreneurial organisation.”

Pension Funds 64

Pension Funds Hedge Funds Assets Asset Management 64

Pension Pulse

AUGUST 12, 2024

Former Conservative chancellor Jeremy Hunt also wanted to build a Canadian-style pensions model in Britain, but progress had been slow. Reeves has announced a review, overseen by the new pensions minister Emma Reynolds, to look into how to achieve scheme consolidation and put pension funds to use in promoting UK growth.

Pension Funds 59

Pension Funds Assets Funds Asset Management 59

Pension Pulse

MARCH 11, 2024

(KKR) and includes notable members such as a wholly owned subsidiary of the Abu Dhabi Investment Authority (ADIA), the Italian infrastructure fund F2i, and the Ministry of Economy and Finance of the Italian Government. billion, vowing to use any legal means possible to challenge the move.

Stakes 59

Stakes Pension Funds Enterprise Values Investing 59

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

MARCH 25, 2024

The investment in Idealist marks the third by Canada Growth Fund, a $15-billion pool set up by Ottawa to help direct private-sector capital to Canadian technologies that help meet its commitments to reduce emissions. It is managed by PSP Investments, a public-sector pension-fund manager. a unit of Advantage Energy Ltd.

Capital 59

Capital Funds Pension Funds Venture Capital 59

Pension Pulse

JULY 3, 2024

“The investment horizon for these assets is long and the ability to rebalance in the future is hampered,” warns Marlene Puffer, who joined AIMCo as CIO in 2023 from Canada’s railway pension fund CN Investment Division. The size of the asset-based finance market is about $5 trillion to $10 trillion, he said.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

Pension Pulse

SEPTEMBER 13, 2023

A report by the Asia Pacific Foundation of Canada found that between 2003 and 2017, Canadian pension funds invested $25 billion in the region. The Ontario Teachers’ Pension Plan Board has had an on-the-ground presence on the continent for over a decade, and currently has offices in Singapore as well as Hong Kong and Mumbai.

Pension Funds 59

Pension Funds Investment Horizon Assets Asset Management 59

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

Returns 59

Returns Pension Funds Hedge Funds Assets 59

Pension Pulse

JULY 11, 2024

another Canadian pensions giant, told Bloomberg recently. A key challenge for regulators is that much of PE’s borrowing was arranged with loose legal terms at a time when lenders were fighting for deals, making it easier today to use financial wizardry to keep sickly businesses alive.

Buyout 59

Buyout Debt Leveraging Collateral 59

The Motley Fool

JUNE 20, 2024

It's not their shares that are going to get their directors to the board if a court agrees and reopens the nominating process, it'll be a bunch of other institutions, pension funds, big money managers that look at what Starboard is saying and say, you know what? Monarch is the top-rated all-in-one personal finance app.

Shareholders 130

Shareholders Stakes Pension Funds Accounting 130

Pension Pulse

AUGUST 28, 2024

CPP Investments, the public pension plan’s asset manager, has about $36 billion under management in Latin America, or about 5% of its global portfolio, in sectors from electric utilities and sanitation to real estate, telecoms and logistics. emphasized Alexandre Silveira.

Investing 59

Investing Pension Funds Bidding Stakes 59

Pension Pulse

MAY 17, 2023

Right now he sees a fertile environment for lenders such as Oaktree to step in and provide financing where banks are further retrenching following the collapse of Signature Bank and two other US regional lenders. The firm is in the midst of a fundraising push as it looks to raise $10bn to finance large private-equity backed takeovers.

Debt 52

Debt Pension Funds Banks Due Diligence 52

Pension Pulse

JULY 27, 2023

As part of the agreement, FDJ, which is the operator of the French National Lottery, will purchase the shares from Ontario Teachers' Pension Plan, An Post, and An Post Pension Fund. PLI was awarded a 20 year contract to operate the National Lottery by the Irish Government back in 2014.

Pension Funds 52

Pension Funds Bidding Stakes Best Practices 52

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. Record government deficits and tighter bank lending means people, companies, and countries will increasingly turn to markets to finance their retirements, their business, and their economies. Kapito, and General Counsel Christopher J. Christopher J.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Big Picture

MAY 9, 2023

I didn’t really know much about the world of finance. So how do you then go from tax and audit practice to finance and investing? Quote, “The world of finance isn’t as complicated as newcomers expect. In order to compete and win in so many things today in finance, you have to be super specialized.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

Pension Pulse

JULY 4, 2023

Government concern about the pressure on Thames Water’s finances has been growing for several months. The company is still in talks with its shareholders about raising as much as £1 billion in fresh funds following a £500 million injection agreed last year. What happened to Bentley?

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

The Big Picture

SEPTEMBER 19, 2023

Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. So how does that relate to finance? And so they were both in finance and I decided that must be the absolute last thing I ever wanted it to do. So you end up going from the fund of funds to pension funds.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

The Motley Fool

NOVEMBER 5, 2024

of our outstanding debt at the end of the quarter was variable rate in nature, illustrating the financing flexibility we have heading into the end of the year. With that said, we strive to demonstrate a proactive forward-looking mindset as we plan, position, and evolve our financing strategy for future growth.

Capital 130

Capital Assets Leveraging Funds 130

Pension Pulse

JULY 26, 2023

As intermediaries making decisions on which entities obtain finance and which do not, investors play a unique role in shaping the economy. 1) Such awareness is growing in finance and more institutions are stating an intent to conduct business responsibly. This is particularly true of the investment sector.

Asset Management 52

Asset Management Assets Capital Finance 52

The Motley Fool

AUGUST 3, 2023

Joining me on today's call are Brian Armstrong, co-founder and CEO; Emilie Choi, president and COO; Alesia Haas, CFO; and Paul Grewal, chief legal officer. Coinbase Wallet provides a way for retail customers to access this functionality while storing their own funds via self-custody. Paul Grewal -- Chief Legal Officer Thanks, Anil.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Assets Legal Shareholders 100

Pension Pulse

JUNE 7, 2023

billion in dispositions and financing proceeds. billion in financing. Mélanie Bernier, Senior Vice President, Chief Legal Officer, added Human Resources to her responsibilities and was appointed Senior Vice President, Chief Legal and People Officer. The evolution of the portfolio was driven by acquisitions of $4.2

Investing 59

Investing Assets Banks Legal 59

Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. PwC reported that there is a significant shift among sovereign and public pension funds towards alternative investments. between 2015 and the end of 2021.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. PwC reported that there is a significant shift among sovereign and public pension funds towards alternative investments. between 2015 and the end of 2021.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

DECEMBER 18, 2023

(“BREIT”), Canada Pension Plan Investment Board (“CPP Investments”) through its subsidiary CPPIB Credit Investments III Inc., The FDIC is maintaining an 80% ownership stake in the venture and provided financing equal to 50% of the venture’s value. billion in the venture which holds a $16.8 BREIT), a U.S.

Stakes 59

Stakes Portfolios Investing Banks 59

Pension Pulse

MAY 24, 2023

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. per cent return.

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

JUNE 20, 2023

He started his career with KPMG on the Financial Institutions industry team, followed by eight years in the Corporate Finance group advising mid-market companies on M&A and financings. Prior to joining CPP Investments in 2008, Andrew worked for Fortress Investment Group investing in credit opportunities. Committed INR 18.5

Investing 52

Investing Leveraging Banks Debt 52

The Big Picture

MAY 23, 2023

That’s not the thought process of someone who wants to go into finance. RITHOLTZ: When did it enter your mind that, hey, this finance stuff looks kind of interesting? Yes, I did some legal stuff and rank stuff but I, you know, I went in on the weekends when we did the stock certificate count. RITHOLTZ: You went to law school.

Hedge Funds 65

Hedge Funds Finance Financing Funds 65

The Big Picture

FEBRUARY 13, 2023

You graduate Emory University with a degree in finance. No, I’m — RITHOLTZ: You beat me by an hour, RIEDER: You know, I think, I would say to young people who come into the business, you know, why are you coming into finance? Didn’t it start as a bond shop, catering to pension funds and foundations?

Hedge Funds 59

Hedge Funds Education Funds Banks 59

The Big Picture

SEPTEMBER 23, 2024

So, is it, is it safe to say finance was always in the career plans? 00:02:24 [Speaker Changed] Finance and business was always in the career plans. Just the learning what it takes to actually raise money, what it, what it, what it means to actually build a really strong infrastructure of finance, operations, legal team.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

JULY 24, 2023

I think the second is the household finances, which is also related to why we’ve somehow skirted a recession so far and the consumer remains– RITHOLTZ: Consumer spending’s at all-time highs. Legal immigration has been trending lower since the Gulf War in 2003. MIAN: I think I mentioned the demographic impulse.

Banks 52

Banks Hedge Funds Debt Legal 52

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

The Big Picture

JANUARY 24, 2023

So I did my thesis on how leveraged buyouts work from the legal and the business side. 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. So I thought, well, what an interesting idea. It was just huge for the time.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105