Alameda County Employees' Retirement Association (ACERA) related stories
All articles and analysis
Side Letter: TDR's ICE connectionIn today's edition US Immigration and Customs Enforcement drama spills over into PE; The evergreen industry continues to bloat; One PE shop finds itself on the right side of AI history.
Side Letter: Introducing Private TakeThe latest issue of Private Equity International magazine is out, including a new feature; a survey of DC pension funds in the UK finds low appetite for enforced local investing; an ex-Investcorp exec's firm says it has raised $3bn for tech and growth deals.
Side Letter: Playing defenceIn today's edition, LPs are seeking reassurances over defence exits; ChatGPT creator OpenAI says GPs are among its busiest users; A European buyout shop hits its hard-cap.
Side Letter: More bang; less buck?Side Letter's 2025 quizmasters revealed; could a volatile start to 2026 hint at another shaky year for private equity activity?; Korea's sovereign wealth fund spies opportunity overseas.
Side Letter: Cash off the tableIn today's edition, GPs are being urged to take cash off the table early; Why Oklahoma is a must-visit for IR professionals; Defaults are on the (marginal) decline.
Side Letter: Sustainability resetWe dig deep into what some are calling “a great re-underwrite”. Plus: Hg's new leadership; and how the US government shutdown might impact the PE's distribution drought. Here's today's brief, for our valued subscribers only.
Side Letter: Lead buyer desireIn a secondaries-flavoured edition of Side Letter, we explore why some buyers are rethinking their desire to be lead buyer. Plus: secondaries volume's 6x growth estimate, and Golub's GP-led strategy. Here's today's brief, for our valued subscribers only.
Side Letter: IPEM talking pointsDispatches from IPEM in Paris last week. Plus: a UK foundation is losing its private markets director; and secondaries continues to gain ground among family offices. Here's today's brief, for our valued subscribers only.
Side Letter: Swords and ploughsharesWhy GPs should stop worrying and learn to love defence. Plus: Future Fund's CIO is heading to the Middle East; and investors are increasingly hungry for small-cap CVs. Here's today's brief, for our valued subscribers only.
Side Letter: Temasek's overhaulTemasek is overhauling its investment structure in response to a changing world. Plus: A Blackstone fundraising update; and hope on the horizon for China's exit market. Here's today's brief, for our valued subscribers only.