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

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. The fact that other large Canadian pension funds keep poaching talent away from CPP Investments tells you how much talent there is there.

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

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.

Due Diligence 112

Due Diligence Funds Pension Funds Portfolios 112

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

The Motley Fool

SEPTEMBER 17, 2023

Within about 90 days, it became apparent to me that we had not done sufficient reversed due diligence on our acquirer. This idea of reversed due diligence is like they're asking a bunch of questions trying to figure out who you are and where you fit with cultures like all those things. We managed to still sign and close.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

Pension Pulse

JANUARY 23, 2024

What progress have you made on implementing social impact and inclusion into your due diligence processes? just saying, that is the group that is systematically discriminated against the most and none of the pension funds I cover do anything to target hiring them).

Investing 59

Investing Mergers and Acquisitions Assets Due Diligence 59

Pension Pulse

MAY 2, 2024

Last year, APFC’s staff decreased its private asset allocation from 19 percent to 15 percent, hypothesizing that there were better risk-adjusted returns to be had in asset classes like fixed income and hedge funds. This strategy has also given Frampton’s team the flexibility to get into some incredibly competitive investment funds.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

The Big Picture

DECEMBER 5, 2023

And we did talk to a lot of people, but we were grateful to have a college endowment, a a publicly traded insurance company, a publicly traded company, corporations pension fund, and some wealthy individuals join our first fund, which was a mighty $71.4 And so there were certainly, there weren’t that many.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. PwC reported that there is a significant shift among sovereign and public pension funds towards alternative investments.

Hedge Funds 52

Hedge Funds Portfolios Due Diligence Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. PwC reported that there is a significant shift among sovereign and public pension funds towards alternative investments.

Hedge Funds 52

Hedge Funds Portfolios Due Diligence Leveraged Buyouts 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.

Funds 59

Funds Investors Startups Assets 59

The Big Picture

JANUARY 24, 2023

And the investment bankers at that time were just — every time we went to a meeting on due diligence, is this a good company or not, all they wanted to do was talk about the fee splits. KLINSKY: In the private equity fund and strategic equity fund, it’s the big pension funds in the U.S.

Leveraged Buyouts 103

Leveraged Buyouts Private Equity Firms Private Equity Firms Mergers and Acquisitions 103

Sara Grillo

FEBRUARY 13, 2023

So the greenwashing underneath the fund is a whole nother layer that most regular people cannot go that deep into due diligence and figure this out. 0:44:46.8 : Or it’s like Florida and Louisiana divesting their pension funds from anything BlackRock-related. Pension funds, endowments, etc.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

Pension Pulse

NOVEMBER 10, 2023

Vestcor’s investment and risk management teams consider responsible investment issues when conducting their initial investment due diligence and through their ongoing monitoring activities. 7) Gordon Pape wrote and op-ed for the Globe and Mail stating the Canada Pension Plan changes will raise contributions at a very wrong time.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

FEBRUARY 28, 2023

When I came up in the industry, when a company would come up for sale, we would have four or five months to research that business, and to do due diligence, and to meet the management team, to build our models. Look, our parents all had pension funds. It’s been primarily pension, historically. LAYTON: Yeah.

Assets 57

Assets Private Equity Firms Private Equity Firms Due Diligence 57

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. 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. The LTV was very high. The underlying risk of the home market was very high.

Hedge Funds 57

Hedge Funds Banks Assets Funds 57

The Big Picture

DECEMBER 20, 2022

My boss, this gentleman I mentioned had been the Finance Minister of Peru was like, I need you to go down to Peru and take a look at the bank, do due diligence, right, 25 years old. And those people are really important for sourcing deals, doing due diligence on deals, doing due diligence on people.

Hedge Funds 61

Hedge Funds Debt Banks Assets 61

The Big Picture

APRIL 11, 2023

DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence. RITHOLTZ: You have to bring something to the table, you have to bring some new insight in order to take some alpha away.

Education 115

Education Financing Finance Taxes 115