Private Equity
Maurice Gordon, senior investment principal at Guardian Life Insurance, talks in this video about the company’s $1 billion in commitments to a diverse private equity portfolio, some 60 percent of which is dedicated to buyouts, mostly smaller funds.
1 min read · 27 March 2013
Bo Ramsey, a senior investment analyst at the Indiana Public Retirement System, discusses the agency’s approach to develop a well rounded private equity portfolio. The agency, with $25 billion of assets under management, has a 10 percent allocation to the asset class.
1 min read · 21 March 2013
Philip Godfrey, a partner at San Francisco-based fund of funds manager Bay Hills Capital, talks in this video about his firm’s exclusive focus on small to mid-market buyout funds with less than $1 billion under management. The firm, he says favors focused portfolios, primarily in North America, of firms investing in companies with less than $250 million in enterprise value
1 min read · 14 March 2013
Karen Rode, a partner at Hewitt EnnisKnupp, talks in this video about her firm, a private equity team and investment consultant within the larger consulting firm AON plc, an insurer and risk management expert. Within the private equity group, the firm has been investing $1 billion a year on average for the past five years, either making commitments or advising clients, to strategies including infrastructure, standard buyouts, venture, mezzanine and debt strategies.
1 min read · 08 March 2013
Bill Leavitt, the president and chief investment officer of Leavitt Capital Management, talks in this video about the Northbrook, Ill.-based advisory firm’s opportunistic approach to investing strategies. In buyout funds, the firm favors highly specialized niches such as energy, Latin American agriculture, logistics and water-related investments.
1 min read · 28 February 2013
Randal W. Ralph, a managing director at Milwaukee-based Northwestern Mutual Capital, talks in this video about how the $31 billion firm makes its allocations in equities. Although more than three quarters of its assets are investment grade fixed income, the firm does allocate nearly 10 percent of its portfolio to limited partnerships.
1 min read · 13 February 2013
Damon Krytzer, trustee of the San Jose Police and Fire Retirement Fund, talks in this video about his fund’s investment strategy, which features a 10 percent allocation to private equity and a 10 percent allocation to real assets.
1 min read · 07 February 2013
Seiichi Saito, a director at Alternative Investment Capital Ltd, a Tokyo-based gatekeeper and fund of funds manager, discusses his firm’s strategy for investing in private equity, which has a 70 percent allocation to North America.
1 min read · 01 February 2013
Joshua Sobeck, a partner at 747 Capital, talks in this video about the firm’s strategy of investing at the very small end of the private equity market—buyout shops raising funds of less than $350 million and typically $150 million through fund of funds investments and managed accounts.
1 min read · 25 January 2013
The managing partner of Crescent Capital Group and owner of the Milwaukee Brewers talks mezzanine loans, distressed debt and special situations.
1 min read · 26 July 2012
