Contra Costa County Employees' Retirement Association related stories
All articles and analysis
Side Letter: Tariff specialSide Letter asks the industry: how are you navigating Trump's tariff turmoil? Plus: could distress be set to soar? Here's today's brief, for our valued subscribers only.
Side Letter: Tariff, or not tariff?Tariffs are infusing multiple layers of uncertainty into valuations, which could delay deal activity and prolong holding periods. Plus: OTPP will bid Hong Kong adieu; and Oakley Capital hits its hard-cap. Here's today's brief, for our valued subscribers only.
Side Letter: CalPERS' PE plansImplementing a total portfolio approach will allow the US's largest public pension to put dollars to work where they're best used, says its head of PE. Plus: OMERS' new PE head has both IR and dealmaking skills and Oregon weighs up climate risk. Here's today's brief, for our valued subscribers only.
Side Letter: Knocking on retail's doorWhy managers must temper their expectations around accessing true retail capital under the Trump administration. Plus: How to get a GP-led over the line. Here's today's brief, for our valued subscribers only.
Side Letter: How risky is NAV financing?A new white paper looks to dispel fears that NAV loans represent an excessive level of leverage for buyout funds. Plus: an Italian PE firm breaks records; and a California pension is hungry for buyouts. Here's today's brief, for our valued subscribers only
Side Letter: Trump's carry crusadePresident Donald Trump is revisiting the idea of closing private equity's carried interest 'loophole'. Plus: APAC investors are most bullish on private equity returns; and Chicago Teachers is seeking to shed PE exposure. Here's today's brief, for our valued subscribers only.
Side Letter: Carry tax winnersIt's MLK Day in the US today so we have a slightly truncated Side Letter for readers: the winners from Britain's carry tax increase; a $10bn family office seeks "boring" investments; and Aussie superfund Hostplus has a new deputy CIO. Here's today's brief, for our valued subscribers only.
Side Letter: Mercury in retrogradeGlobal placement firm Mercury Capital Advisors appears to be the latest victim of a fundraising slowdown. Plus: Partners Group has a new co-head of private equity partnership investments. Here's today's brief, for our valued subscribers only.
Side Letter: NY’s ‘multi-billion’ LP-ledA group of New York pension giants are hoping to shift a mammoth private equity portfolio. Plus: why secondaries could be on the up next year; and Investcorp looks to spread the ESOP love. Here’s today’s brief, for our valued subscribers only.
Side Letter: LP co-invest restrictionsCFOs say GPs should be thinking about their co-investors' needs and restrictions when it comes to post-deal leverage. Plus: EQT's APAC unit is seeking up to $14.5 billion for its next flagship; and Apollo has set up shop in Seoul. Here's today's brief, for our valued subscribers only.