Private Equity Insights

FEBRUARY 9, 2024

The firm’s current portfolio includes Fedrigoni, a global producer of self-adhesive labels and fibre-based packaging products, and Cigierre, a developer and operator of casual dining outlets. Rothschild and UniCredit acted as financial advisors and Latham & Watkins acted as legal advisor for the transaction. has raised A$2.6

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Stakes 130

Private Equity Insights

AUGUST 14, 2023

The firm has successfully executed numerous investments, selling portfolios to large institutions and public REITs. Examples include a 19-property portfolio sold to Welltower REIT for around $300m in January 2020 and a 29-property portfolio sold to Nuveen Real Estate for approximately $620m in August 2021.

Capital 130

Capital Private Equity Firms Private Equity Firms Pension Funds 130

Pension Pulse

DECEMBER 4, 2024

He was the long-time chair of the Toronto Port Authority and, earlier in his career, advised a committee of Canada’s Senate on issues that included the creation of major public-sector pension funds such as the Public Sector Pension Investment Board. Cravath, Swaine & Moore LLP acted as legal counsel for OMERS Private Equity.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Pension Funds 59

Pension Pulse

NOVEMBER 13, 2023

James Hirai of Bloomberg reports Dutch pension funds send shockwaves through euro swap market: Dutch pension funds are plowing cash into long-dated swap contracts, according to strategists, upending one of this year’s most popular trades. The funds, by far the region’s largest with more than €1.5 in a client note.

Pension Funds 59

Pension Funds Funds Liabilities Asset Management 59

Private Equity Wire

SEPTEMBER 17, 2024

Over 125 investors participated as limited partners in Fund X, including public pension funds, financial institutions, endowments, consultants, corporate pensions, sovereign wealth funds, family offices and funds-of-funds, with commitments coming from investors in the United States, Canada, Latin America, Europe, the Middle East and Asia.

Companies 98

Companies Private Equity Firms Private Equity Firms Pension Funds 98

Private Equity Professional

OCTOBER 8, 2024

Fund IV closed with commitments of $825 million from limited partners and the US Small Business Administration and $50 million from the general partner. Fund IV limited partners include university endowments, foundations, pension funds, insurance companies, banks, family offices, and industry executives from the U.S.

Capital 130

Capital Funds Pension Funds Buyout 130

Private Equity Wire

OCTOBER 31, 2024

The third fund family, Freya, has a more than 20-year track record and is currently investing out of its Freya XI fund with a highly differentiated, versatile mandate of investing in both direct portfolios and single companies.

Pension Funds 92

Pension Funds Funds Buyout Legal 92

Private Equity Professional

OCTOBER 8, 2024

Commitments for Shore’s three new funds came from the firm’s existing investors and select new limited partners, which include university endowments, financial institutions, pension funds, insurance companies, funds of funds, and family offices. © 2024 Private Equity Professional | October 9, 2024

Capital 130

Capital Pension Funds Consultants Consulting 130

Pension Pulse

NOVEMBER 28, 2024

Difficult to comment without additional information, judge Nicola Bonucci, associate professor at Paris Cité University and former director of legal affairs at the Organization for Economic Co-operation and Development (OECD). We are talking here about three isolated cases, which concern individuals dismissed more than a year ago."

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds Conglomerates Legal 59

Private Equity Wire

JULY 9, 2024

The fund attracted strong support from existing OIC investors who accounted for over 80% of the capital raised, while also adding new investors from Europe and North America. LPs include insurance companies, pension funds, foundations and family offices. Latham & Watkins LLP served as legal counsel to OIC and the Fund.

Pension Funds 92

Pension Funds Funds Legal Capital 92

Private Equity Insights

AUGUST 30, 2024

We are thrilled to be entering into this partnership, on behalf of our pension fund client ABP and Asset Owner Partners, and we are eager to work closely with the euNetworks team as they continue to develop and further their strategic vision.” UBS and Baker McKenzie acted respectively as financial and legal advisors to APG.

Legal 130

Legal Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

AUGUST 30, 2024

We are thrilled to be entering into this partnership, on behalf of our pension fund client ABP and Asset Owner Partners, and we are eager to work closely with the euNetworks team as they continue to develop and further their strategic vision.” UBS and Baker McKenzie acted respectively as financial and legal advisors to APG.

Legal 130

Legal Pension Funds Assets Debt 130

Private Equity Insights

AUGUST 7, 2023

. “We have never been more excited about the current market opportunity in the healthcare services sector, and we look forward to investing our new capital into compelling risk-reward investments while supporting our portfolio companies in their next stages of growth.” Houlihan Lokey Capital, Inc.

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

Private Equity Insights

DECEMBER 13, 2023

Fund III will continue Ara’s strategy of investing in the decarbonization of the industrial economy, the greatest source of carbon emissions globally. . We look forward to collaborating with our world-class portfolio company management teams to generate strong returns for our investors in the coming years.” ” Mr. .”

Funds 130

Funds Bidding Private Equity Firms Private Equity Firms 130

Private Equity Insights

NOVEMBER 6, 2023

This represents a 34% increase in size from its predecessor fund, Rubicon Technology Partners III, which closed in 2020. Simpson Thacher & Bartlett LLP served as legal counsel to the Fund and Rubicon. ” Rubicon was advised by PJT Park Hill as placement agent.

Best Practices 130

Best Practices Funds Private Equity Firms Private Equity Firms 130

Private Equity Professional

SEPTEMBER 17, 2024

Additionally, the firm raised $1 billion in commitments for co-investment vehicles dedicated to investing alongside Fund X. We are excited to construct a Fund X portfolio that builds upon our legacy of successful business transformation and value creation.” Kohlberg’s previous fund, Kohlberg Investors IX LP , closed with $3.4

Companies 100

Companies Funds Pension Funds Financial Institutions 100

Private Equity Insights

OCTOBER 10, 2023

The firm remains committed to constructing a differentiated and diversified portfolio characterized by high-conviction theses and strong operating performance. “We are well positioned to take advantage of the current market environment and will continue to build a globally diverse, sustainable portfolio for our investors.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

Private Equity Insights

SEPTEMBER 14, 2023

This fundraise allows Verdane to continue addressing the growth funding gap in Europe. Verdane’s largest portfolio companies alone have already created well over 13,300 jobs during their holding period, highlighting the importance of private capital to Europe’s economy. Source: Verdane Can’t stop reading?

Funds 130

Funds Pension Funds Legal Finance 130

Pension Pulse

MARCH 4, 2025

Reuters also reports Welltower to buy Amica portfolio from Ontario Teachers Pension Plan for $4.6-billion: billion: Real estate income trust Welltower WELL-N is set to expand its operations in Canada by acquiring luxury senior homes operator Amica Senior Lifestyles portfolio from the Ontario Teachers Pension Plan for $4.6-billion,

Assets 59

Assets Pension Funds Legal Portfolios 59

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

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 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

Private Equity Wire

JUNE 15, 2023

Since the firm’s inception in 1968, TA has invested in more than 560 companies across its target industries, with over 120 companies in the portfolio today. Goodwin Procter LLP served as legal counsel for TA XV. Sign up to our free newsletter Author Profile Related Topics Allocator Funds Intelligence Like this article?

Pension Funds 52

Pension Funds Funds Legal Asset Management 52

Pension Pulse

MARCH 11, 2024

stake in Italy's largest telecom network, aiming for digital growth: Canada Pension Plan Investment Board (CPP Investments) is set to expand its portfolio in Italy's digital infrastructure, having agreed to secure a 17.5 billion, vowing to use any legal means possible to challenge the move. percent stake in NetCo for up to $2.9

Stakes 59

Stakes Pension Funds Enterprise Values Investing 59

Pension Pulse

SEPTEMBER 6, 2023

In July, the regulator published new guidelines for the sector, which among other things, called for portfolio valuations each quarter. Carolina Mandl and Chris Prentice of Reuters report US SEC overhauls rules for $20 trillion private fund industry: The U.S. The rules also require funds to perform annual audits.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Motley Fool

AUGUST 2, 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. pension plans, and is the largest pension fund manager in Japan. Consider when Nvidia made this list on April 15, 2005.

Assets 130

Assets Liabilities Capital Collateral 130

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

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. 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. Kapito, and General Counsel Christopher J. Christopher J.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Pension Pulse

DECEMBER 18, 2023

About Canada Pension Plan Investment Board Canada Pension Plan Investment Board (CPP Investments™) is a professional investment management organization that manages the Fund in the best interest of the more than 21 million contributors and beneficiaries of the Canada Pension Plan. billion in the venture which holds a $16.8

Stakes 59

Stakes Portfolios Investing Banks 59

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

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? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

JUNE 3, 2024

The nation’s market regulator, the Securities and Exchange Commission (SEC), last month stayed the implementation of its climate-related disclosures by public companies in the face of multiple legal challenges from attorneys general of several Republican-led states. How can pension funds take part in the new nuclear revolution?

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds Investing 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. I'm very proud of the colossal work accomplished with my teams and our portfolio is well positioned for the future.

Pension Funds 59

Pension Funds Best Practices Leveraging Legal 59

Pension Pulse

NOVEMBER 20, 2023

IMCO's President and CEO Bert Clark posted a comment on LinkedIn on their focused approach to investing outside Canada: At IMCO, we believe that investing outside Canada can bring very important benefits to client portfolios. Geographic diversification will continue to play an important role in the portfolios of many Canadian investors.

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

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

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. billion) in Latin America, about 5% of its global portfolio. What does this mean?

Investing 59

Investing Pension Funds Bidding Stakes 59

Sara Grillo

FEBRUARY 13, 2023

Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). So when you talk about those companies, that kind of play also typically fits in a portfolio where you might have like a couple of cheap index funds or your 401k account.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72