PEI Staff

Side Letter: Brookfield's long-hold prep; EQT's €2.7bn; LPs foray into fund finance

Brookfield is gearing up for its long-awaited long-hold strategy. Plus: EQT is setting records with its impact fund; and LPs are piling into fund finance. Here’s today's brief, for our valued subscribers only.

Side Letter: Thoma Bravo's timing; PE's job creation credentials; Korea's VC support

Thoma Bravo's apparent eagerness to hit the fundraising trail could prove advantageous at a time when the process is slower-going. Plus: Invest Europe shines a light on PE's job creation credentials; and Korea's government wants to back domestic VCs. Here’s today's brief, for our valued subscribers only.

Side Letter: Steffen Meister's PE white paper; Morgon's start-up musings; CapVest's IR boss

Partners Group's Steffen Meister explains why private markets have become the new traditional asset class. Plus: A fundraising rainmaker has resurfaced at CapVest and ex-Eurazeo chief Virginie Morgon calls for calm amid start-up funding fears. Here’s today's brief, for our valued subscribers only.

Spot the difference: How GP stakes firms differentiate their capital

So you’re thinking of selling an equity interest to a GP stakes firm? Here’s why you might want to take capital from one firm over another.

Side Letter: Future Fund's Carlyle hire; China's buyout boom; BlackRock's LP survey

Australia's sovereign wealth fund has tapped a former Carlyle boss to lead its private equity programme. Plus: Why buyouts could boom in China; and results from BlackRock's inaugural private markets survey. Here’s today's brief, for our valued subscribers only.

Side Letter: Ailman's PE conviction; USS's RI boss loss; KIAL's FoF pause

CalSTRS CIO Christopher Ailman remains bullish on private equity despite its flaws. Plus: An Indian GP has paused efforts to raise a fund of funds; and UK pension giant USS is saying goodbye to a pioneer of responsible investing. Here’s today's brief, for our valued subscribers only.

Side Letter: CIC's action plan; Mitsubishi's new vehicle; Alaska's in-state freeze

China's $1.35 trillion sovereign wealth fund is taking action to reduce carbon emissions, first at home and later in its giant investment portfolio. Plus: Japan has a new buyout fund and Alaska Permanent Fund is cutting back on in-state investing. Here’s today's brief, for our valued subscribers only.

Side Letter: Petershill highlights; Eurazeo's Rhône split; Hillhouse poaches Permira vet

GP stakes giant Petershill Partners has released its latest annual results. Plus: Eurazeo and Rhône Group are parting ways following the former's CEO change; and a Permira veteran has joined Asia's Hillhouse. Here’s today's brief, for our valued subscribers only.

Side Letter: ESG's cost elephant; Apex's MJ acquisition; debt's continuation capital

Cost attribution for ESG data collection is creating friction in some quarters. Plus: Apex Group has agreed to acquire parts of MJ Hudson; and debt is helping fill a shortfall in the continuation fund space. Here’s today's brief, for our valued subscribers only.

Side Letter: NYC's divestment drive; ex-Mercury exec joins DC; Bain's healthcare report

Welcome back! We trust you enjoyed a restful break. In today's brief, two New York pensions have taken significant action in decarbonising their portfolios. Plus: Bain & Co's annual check-up for private equity healthcare investing. For our valued subscribers only.