Private Equity Insights

JUNE 8, 2024

Direct Investments Many pension funds and endowments have hit the limit for how much they can allocate to private equity, leaving buyout firms to turn to increasingly sophisticated wealthy families or sovereign funds. The shift is catching the eye of major investment banks.

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Wire

AUGUST 13, 2024

This year alone, Lazard has onboarded nine managing directors, including Adam Cady from Bank of America, to lead large-cap financial sponsor coverage in North America; and Ali Syed from Citigroup, to focus on sovereign wealth and pension funds.

Private Equity Firms 96

Private Equity Firms Private Equity Firms Pension Funds Asset Management 96

Private Equity Insights

SEPTEMBER 21, 2023

Hahn & Company, a private equity fund operator, has attracted about 1 trillion won ($749 bn) in institutional funds for its first domestic funding. These alone have raised funds amounting to about 2 trillion won.

Pension Funds 130

Pension Funds Funds Asset Management Investing 130

Private Equity Insights

DECEMBER 12, 2023

The Asia-managed fund says it has already deployed half the money raised in three platforms.

Funds 130

Funds Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Wire

AUGUST 12, 2024

This year, the firm added nine managing directors, including Adam Cady from Bank of America, to lead large-cap financial sponsor coverage in North America, as well as former Citigroup banker Ali Syed, to focus on sovereign wealth funds and pension funds.

Pension Funds 91

Pension Funds Buyout Asset Management Banks 91

The Motley Fool

SEPTEMBER 13, 2023

This suggests that institutional investors, including investment banks and pension funds, are scrambling to take part in what could be the biggest IPO of the past couple of years.

Initial Public Offering 130

Initial Public Offering Pension Funds Education Investment Banking 130

Private Equity Insights

OCTOBER 19, 2023

It had received commitments from both existing and new investors that include institutional investors, insurance and pension funds, development finance institutions and family offices across the US, Europe and Asia-Pacific, it said. Quadria has a hard cap of $1bn for this vehicle. It has raised about $480-$500m so far.

Capital 130

Capital Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

JUNE 27, 2023

Over the past decade investors increased their allocation to less liquid private market assets, including buyout funds and real estate, in the hunt for higher returns. The trend turbocharged the growth of secondary funds that offer the likes of pension funds the chance to exit such investments early if they need to.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Funds 130

Private Equity Wire

AUGUST 5, 2024

.” With electricity demand rising after two decades of stagnation, driven by the expansion of data centres and the digital infrastructure required for artificial intelligence, investors are increasingly seeking opportunities to acquire and invest in power plants.

Boutique Investment Banks 88

Boutique Investment Banks Capital Pension Funds Law Firms 88

Private Equity Insights

MARCH 17, 2023

Question is: Can it become a one-stop shop for pension funds, endowments, insurers, and sovereign wealth funds eager for exposure to every major alternative-asset class — without diminishing its private credit franchise? The attractions of sticking with private credit are obvious. Whenever he approaches a U.S.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

Private Equity Wire

JUNE 26, 2023

Secondary funds offer pension funds and other investors the chance to secure an early exit from private equity buyout investments, which typically lock up investor cash for more than a decade, and have become increasingly common as institutional investors have upped their PE allocations in recent years.

Buyout 81

Buyout Stakes Funds Pension Funds 81

Private Equity Insights

OCTOBER 23, 2023

OHA sourced this transaction through its strategic direct lending partnership with BMO Capital Markets (“BMO”), which includes over $1bn to invest in jointly originated senior secured private credit assets. OHA is the private markets platform of T.

Finance 130

Finance Financing High Net Worth Individuals Pension Funds 130

Private Equity Insights

SEPTEMBER 12, 2023

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Consulting 130

Consulting Consultants Pension Funds Venture Capital 130

Financial Times M&A

MARCH 31, 2022

Acquisition of Axicom from investment bank Macquarie follows funds buying up infrastructure assets

Pension Funds 40

Pension Funds Funds Investment Banking Investment Banks 40

Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

Pension Pulse

DECEMBER 13, 2023

LPs include Alberta Investment Management Company (AIMCo), Asian Infrastructure Investment Bank (AIIB), and funds and accounts managed by BlackRock. LPs include Asian Infrastructure Investment Bank (AIIB), Alberta Investment Management Company (AIMCo), and funds and accounts managed by BlackRock.

Funds 59

Funds Pension Funds Banks Investment Banks 59

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. So what I mean by that is, first, understand the duration of your funding source. Pension funds have quite long-dated capital. So first, understand the duration of that funding source. That’s what I mean by liabilities.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Tucker Advisors

SEPTEMBER 27, 2021

Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual. After all, no one could have predicted those banks would fail, either.

Companies 52

Companies Liabilities Legal Banks 52

The Motley Fool

APRIL 23, 2024

It ranges from asset owners of various different descriptions who require customized benchmarks for their portfolios, and, in turn, those could be very different, depending on the client type, whether it's an insurance company or a pension fund or an endowment.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

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.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

MAY 23, 2023

GREW: So, I got a call and this one was ultimately from a recruiter who’s working for Lehman Brothers, an investment bank, a bond house. RITHOLTZ: Sure, all the little banking things, yeah. RITHOLTZ: Uh-oh. GREW: I know, this seems to be a process. RITHOLTZ: Right. RITHOLTZ: Another one that’s a few hundred years old as well.

Hedge Funds 64

Hedge Funds Finance Financing Funds 64

The Big Picture

SEPTEMBER 10, 2024

Mike Wilson has been with Morgan Stanley since 1989, rising up through the ranks of institutional sales, trading, investing, banking to eventually becoming Chief Investment Officer and Chief US Equity Strategist. So I was really investment banking. What was that experience like? What was your trading career like?

Companies 64

Companies Investing Pension Funds Assets 64

The Big Picture

JULY 24, 2023

And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller. RITHOLTZ: It’s funny that you say the phrase view the world differently.

Banks 52

Banks Hedge Funds Debt Legal 52

The Big Picture

JUNE 13, 2023

So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs. I joined, effectively, Deutsche Bank. We decided to try to have a go on our own. We were 28, 30 respectively.

Banks 59

Banks Asset Management Assets Capital 59

Private Equity Insights

JANUARY 26, 2024

Apollo is one of a number investors, both wealthy individuals and professional money managers, that have reached out in recent weeks to BDT & MSD Partners, the investment bank advising the Redstones, according to people familiar with the discussions. Trillion in Assets Six of Canada's biggest pension funds managing C$1.3

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Pension Funds 130

Pension Pulse

NOVEMBER 25, 2024

In addition to BMW and Volkswagen AG , Northvolt’s top investors included Goldman Sachs’s asset management arm, Denmark’s biggest pension fund ATP, Baillie Gifford & Co. funds and a number of Swedish entities. What a mess, Northvolt's collapse has hit many investors, including Canadian pension funds.

Pension Funds 59

Pension Funds Funds Finance Financing 59

Private Equity Wire

AUGUST 14, 2024

Prior to joining QIC, Sulaiman served as Investment Manager at UK mid-market private equity firm Graphite Capital and as Investment Executive at investment firm CDC Group (now British International Investment). She began her career in investment banking at the Royal Bank of Canada in London.

Buyout 93

Buyout Private Equity Firms Private Equity Firms Private Equity Managers 93

Pension Pulse

SEPTEMBER 19, 2023

James Bradshaw of the Globe and Mail reports Ontario Teachers’ Pension Plan chief investment officer to depart at the end of December: Ontario Teachers’ Pension Plan chief investment officer Ziad Hindo is leaving the pension fund manager at the end of the year after five years in the role.

Pension Funds 59

Pension Funds Investing Assets Funds 59

Pension Pulse

JULY 4, 2023

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. Its largest shareholder is Canadian pension fund Ontario Municipal Employees Retirement System (Omers), which holds a nearly 32 per cent stake. billion in Canadian funds.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

Pension Pulse

JULY 10, 2023

Crane was most recently a senior managing director, responsible for overseeing and managing infrastructure and natural resources investments for the pension fund in the Asia-Pacific region. According to the pension fund, it currently has more than 85 employees in the region. He holds a B.S. He holds a B.S.

Pension Funds 40

Pension Funds Conglomerates Assets Investment Banks 40

The Big Picture

SEPTEMBER 23, 2024

That whole distressed debt department at city 00:06:31 [Speaker Changed] Banks are wanting to sell? I work for a really senior guy in the investment bank. It was very much a brokerage house with a growing, expanding investment bank. It wasn’t really a proprietary investing trading culture.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

JANUARY 24, 2023

It was between corporate law and investment banking. RITHOLTZ: So even back then, when it was the size that you could take a Christmas picture with everybody in one room at Goldman, they’re still doing investment banking. It’s the sovereign funds around the world, in Europe and Asia. KLINSKY: Yeah.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Pension Pulse

AUGUST 15, 2024

The pension fund had solid returns from its portfolio of public stocks, which gained 10.4 But stocks make up only 19 per cent of the pension fund’s assets after it shifted billions of dollars from equities into government bonds and credit investments, seeking to take advantage of high interest rates.

Pension Funds 59

Pension Funds Assets Liabilities Portfolios 59

Pension Pulse

JULY 16, 2024

A higher cost of debt and slower economic growth have created a tough investing environment, pushing down the value of some private assets that pension funds own. Private credit has been one of the best-performing asset classes for some large pension funds in recent years, often earning double-digit percentage gains.

Pension Funds 64

Pension Funds Assets Buyout Debt 64

Pension Pulse

JULY 11, 2024

A broader worry is that while buyers’ hunger may be back for higher-quality companies, as shown by the uptick in investment-banking activity on Wall Street, the books of PE firms are stuffed with less attractive businesses snapped up at inflated prices. Some investors don’t want firms using such tools to flatter returns.

Buyout 59

Buyout Debt Leveraging Pension Funds 59

Pension Pulse

MAY 23, 2024

It’s late April, and Emond is appearing at a hearing at Quebec’s National Assembly, where parliamentarians are zeroing in on a perceived dilution of the share of assets the Caisse de dépôt et placement du Québec has invested at home, from 26.1% CPP Investments, meanwhile—Canada’s largest pension investor, with the Caisse at No.

Pension Funds 59

Pension Funds Stakes Banks Finance 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

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52