Contra Costa County Employees' Retirement Association related stories
All articles and analysis
Side Letter: Co-investment cost protectionAn explosion of GP-led secondaries is prompting LPs to ensure their no-fee co-investments won't become more expensive down the line. Plus: Why minority recapitalisations are in vogue; and how AI can improve GP operations. Here's today's brief, for our valued subscribers only.
Side Letter: QIC's European expansion; PE's healthcare revivalAustralian LP giant QIC just got more firepower in Europe with a mandate from Denmark's PenSam. Plus: private equity's healthcare appetite is making a strong recovery; and findings from iCapital's adviser survey. Here's today's brief, for our valued subscribers only.
Side Letter: LPs resist China rebrands; Apollo's Fund X shortfallSome GPs are attempting to navigate China's PE slowdown by targeting new geographies – and LPs aren't entirely convinced. Plus: Apollo has fallen short of its fund target; and PE's DE&I push is facing headwinds. Here's today's brief, for our valued subscribers only.
Side Letter: 100 women-led funds; Guy Hands heads off; Iberian PE inflowsOur colleagues at Venture Capital Journal have compiled an essential guide to women-led funds. Plus: domestic LPs are pouring into Spanish private equity; and Hamilton Lane has shaken up its leadership. Here's today's brief, for our valued subscribers only.
Side Letter: Hard-cap hassle; GPIF's PE commitments; Astorg's continuation implicationsLPs are urging GPs to be more conservative with their fund targets. Plus: Japan's GPIF is making direct private equity commitments for the first time and Astorg gets in on secondaries. Here’s today's brief, for our valued subscribers only.
Side Letter: PE in a warzone; CalPERS' co-invest update; Tenzing's ascentUkraine-focused Horizon Capital joined us for a moving PEI Presents discussion. Plus: the US's largest pension on co-investing and the tech investor Tenzing is approaching the summit of its third fund. Here’s today's brief, for our valued subscribers only.
Side Letter: CalPERS customises capital; LPs' liquidity platform; Blackstone's MD lossCalPERS is increasingly keen on customisation within private equity. Plus: A new platform aims to tackle a comparatively underserved segment of the LP interest market; and a Blackstone MD has left the firm. Here’s today's brief, for our valued subscribers only.
Side Letter: PE's LP-GP disconnect; Gombault's generational opportunity; SEC's insider trading examsLPs and GPs don't have a full grasp of what makes the other party tick. Plus: why secondaries is facing a once-in-a-lifetime buying opportunity and European deal statistics for the first quarter. Here’s today's brief, for our valued subscribers only.
Side Letter: Thoma Bravo's timing; PE's job creation credentials; Korea's VC supportThoma 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: SVB's APAC custody quandary; PE's wire transfer cyber-threatAsia-Pacific GPs had to consider PE's custody rule when acting to protect LP capital following Silicon Valley Bank's collapse. Plus: why the SVB issue could leave firms more susceptible to cyberattacks. Here’s today's brief, for our valued subscribers only.