Contra Costa County Employees' Retirement Association related stories
All articles and analysis
Side Letter: Is Partners Group a contrarian?Partners Group's decision to launch a Hong Kong office signals its conviction in a market that has given some investors pause. Plus: why the SEC drama isn't over yet; and more climate capital enters the fray. Here's today's brief, for our valued subscribers only.
Side Letter: Carry tax increase?UK voters could find out more details about proposals to tax carried interest at the higher rate this week. Plus: Summit Partners' $9bn target; and promising signs for wealth and HNWI capital. Here's today's brief, for our valued subscribers only.
Side Letter: HKVCA takeawaysDispatches from the Hong Kong Venture Capital & Private Equity Association's Greater China Private Equity Summit this morning. Plus: Thailand's pension giant is pushing further into PE. Here's today's brief, for our valued subscribers only.
Side Letter: PE's allocation outlookLPs want to allocate more money into private markets, GPs may have to wait to access this capital. Plus: a $26 billion public pension has more than doubled its alts allocation; and Investcorp has partnered with China's sovereign wealth fund. Here's today's brief, for our valued subscribers only.
Side Letter: PE's 'new normal' for exitsFar from being a quick fix for cash-starved LPs, GP-led processes could soon develop into a much more viable exit route in their own right. Plus: how to raise capital from Indian family offices. Here's today's brief, for our valued subscribers only.
Side Letter: Bonus bluesPrivate equity bonuses took a hit last year. Plus: what Schroders Capital is seeking in the mid-market; and what you need to know about ESG regulation. Here's today's brief, for our valued subscribers only.
Side Letter: Kaiser Permanente's PE rebalancingKaiser Permanente is (once again) the latest LP giant to shop a hefty private equity portfolio. Plus: Hong Kong investment firm Sun Hung Kai & Co says its China portfolio was impacted by "weak sentiment" and impact firms can't agree on a definition. Here's today's brief, for our valued subscribers only.
Side Letter: Cathay Life's $1.2bn saleA Taiwan life insurer is selling a $1.2 billion portfolio ahead of regulatory changes. Plus: what the SEC's new ESG rule could mean for private markets; and Inflexion raises a hefty minority fund. Here's today's brief, for our valued subscribers only.
Side Letter: An unhealthy relationship?Private equity's activity in the healthcare space is coming under scrutiny amid claims that buyouts can do more harm than good. Plus: how to reform Australia's private equity market; and why insurers are looking at Indonesia. Here's today's brief, for our valued subscribers only.
Side Letter: Continuation fund performanceContinuation funds can deliver a higher MOIC and stronger risk-adjusted returns than buyout funds, according to research by Morgan Stanley. Plus: UK mid-market firm Epiris has held the final close on its third flagship; and wealth management fundraising remains an area of focus for Ares. Here's today's brief, for our valued subscribers only.