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. Harrington will continue to operate as a standalone company and be led by its current management team.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

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 Buyout Assets Debt 64

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 Financing 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

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. Do shadow banks pose systemic risks to the global financial system?

Banks 59

Banks Pension Funds Financial Institutions Investing 59

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 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 He holds a B.S. He holds a B.S.

Pension Funds 40

Pension Funds Conglomerates Assets Investment Banking 40

Pension Pulse

DECEMBER 13, 2023

LPs include Alberta Investment Management Company (AIMCo), Asian Infrastructure Investment Bank (AIIB), and funds and accounts managed by BlackRock. Cyan aims to own and operate a $1 billion portfolio of vessels by the end of 2025.

Funds 59

Funds Pension Funds Banks Investment Banks 59

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 Collateral 59

The Motley Fool

APRIL 23, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. For example, wealth managers increasingly want to customize their client portfolios using advanced technology platforms.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

Pension Pulse

SEPTEMBER 6, 2024

The market in general is looking for direction, and that’s going to come from the Federal Reserve,” said Charles Ashley, portfolio manager at Catalyst Capital Advisors. However, the unemployment rate edged down to 4.2%, in line with expectations.

Banks 52

Banks Hedge Funds Pension Funds Capital 52

The Big Picture

FEBRUARY 28, 2023

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. Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. LAYTON: Yeah. LAYTON: Yeah. LAYTON: Yup.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 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. What sort of risks does this create for your portfolio companies?

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

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

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. And then we have investment teams in each of these areas.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: It’s the investment banking affiliate.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 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

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: So that’s very interesting because the typical funds is this is our strategy — GREW: Take it or leave it.

Hedge Funds 64

Hedge Funds Financing Finance Funds 64

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

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 Hedge Funds Pension Funds 64

Pension Pulse

JANUARY 22, 2024

Last year, Ontario Municipal Employees Retirement System (OMERS) hired investment banks to find a new owner for Toronto-based LifeLabs , according to four sources familiar with the sales process. Two of the sources said OMERS picked New York-based Evercore Group LLC to run the process and also brought in a Canadian bank.

Stakes 52

Stakes Investing Bidding Assets 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. There literally was just a “Wall Street Journal” article out recently that said 90% of the investment bank economists all went to the same six graduate schools. Tell us a little bit about your research.

Banks 52

Banks Hedge Funds Debt Legal 52

The Big Picture

DECEMBER 20, 2022

And it not only has the advantages of there being inefficiencies, so there’s the potential to generate alpha, but if you do it right, it’s pretty non-correlated with probably the rest of your portfolio. So with no further ado, my interview with Gramercy Funds Management’s Robert Koenigsberger. That’s it.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

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

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

The Motley Fool

MARCH 2, 2025

Right now, institutions are typically only allocating 1% to 2% of their portfolios to Bitcoin. of his hedge fund portfolio in a single spot Bitcoin ETF. Many of these are hedge funds and Wall Street investment banks willing to take on more risk. Wait until that number steadily trends upward over time.

Hedge Funds 290

Hedge Funds Pension Funds Assets Investment Banking 290

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. Our portfolios have concentration limits to mitigate risks.” The company needs as much as US$1.2

Pension Funds 59

Pension Funds Funds Financing Finance 59

The Big Picture

MARCH 12, 2024

So that, that sort of put Amherst on a different pact because prior to that, our core business model was investment banking, brokerage market making, and underwriting. 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.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

APRIL 11, 2023

And if you’re a lazy value investor buying high yields, you’re going to be buying a lot of banks right now. DAMODARAN: A lot of regional banks right now have dividend yields of 6, 7, 8 percent. DAMODARAN: — idea behind all of modern portfolio theory. RITHOLTZ: Right. RITHOLTZ: Right. RITHOLTZ: Right.

Education 119

Education Financing Finance Taxes 119

The Motley Fool

DECEMBER 24, 2024

if you invested $1,000 at the time of our recommendation, youd have $855,971 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The capital allocation flexibility of banks.

Banks 130

Banks Depreciation Pension Funds Asset Management 130

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. 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

Last month, for example, one of our large asset manager clients launched a new ETF linked to an MSCI climate index with a record-breaking ceded investment of $2.4 billion from one of our large pension fund clients. We also completed large index deals with two of the world's top investment banks, which Baer will discuss shortly.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Private Equity Wire

APRIL 11, 2025

The private credit sector, a $1.5tn industry that includes specialised lenders like Apollo Global Management, Ares Management, and KKR, has long been a popular asset class for institutional investors, including pension funds.

Leveraged Buyouts 45

Leveraged Buyouts Hedge Funds Pension Funds Buyout 45

Pension Pulse

MARCH 3, 2025

Amanda White of Top1000funds reports OMERS positions to buy, favouring North America: Only two years into the top investment job at OMERS, Ralph Berg has made his mark, dramatically re-engineering the investment programs, adjusting the geographical focus and getting ready to buy as M&A markets open up. Amanda White reports.

Buyout 52

Buyout Pension Funds Investing Assets 52

The Big Picture

OCTOBER 31, 2022

And it appears, at least, in the post-World War II period, they come about every 25 years, the Nifty Fifties, which was a period where institutions and pension funds bought just growth stocks. You go even further than that and say, “Most portfolios could be fine if they’re equity only.”. RITHOLTZ: Late ‘60s we’re talking.

Financing 59

Financing Finance Debt Banks 59

The Motley Fool

DECEMBER 27, 2024

Risk-averse institutional investors have started buying it as a portfolio diversification tool. Wall Street investment banks and large hedge funds have started buying it as a way to take directional bets on the market. Right now, many investment managers are only allocating 1% of their portfolios to Bitcoin.

Exchange-Traded Funds 246

Exchange-Traded Funds Hedge Funds Pension Funds Shareholders 246