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Side Letter: Gating-gateIn today's edition, Blue Owl's recent asset sale has thrust semi-liquids into the spotlight; Partners Group tries to assuage investors' AI concerns; Gridiron Capital is back in the market.
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: Most active LPs disclosedOur latest Investor Report lists the industry's most prolific backers of PE funds; Rede Partners' latest temperature check of market sentiment suggests optimism on the horizon; a venture capital continuation vehicle that lacks the 'continuation' element.
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: Illiquidity premium erosionPrivate equity’s liquidity premium appears to be eroding at a faster rate than ever before. Plus: a UK pension giant is pumping more into PE; and a German LP gets a new CIO. 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: 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.
Side Letter: Performance anxietyIf you're reading this from the UK, we hope you enjoyed the long weekend. In today's brief, the Australian government is rethinking an LP performance test that could unlock billions for private markets; and a US foundation is going against the grain. For our valued subscribers only.
Side Letter: KKR's target-date trajectoryKKR has tempered expectations around the speed at which private markets firms will unlock 401(k) capital at scale. Plus: Ares looks set to close its latest buyout fund at just over half the size of its predecessor. Here's today's brief, for our valued subscribers only.