Daido Life Insurance related stories
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Side Letter: 'Not zero' targetsIn today's edition: The SEC commissioner makes the case for PE allocations in retail portfolios; Another mega-CV closes; ESG, DEI become less of an operational priority on both sides of the aisle.
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.
Side Letter: Money in or money out?New data suggests NAV loans are rarely used to massage DPI. Plus: a $23 billion pension has tweaked its PE allocation to get ahead of potential liquidity challenges; and a Japanese buyout firm completes an MBO. 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: 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.
Side Letter: Ares' mega-inflows; AlpInvest's above-$10bn target; Bluestone's sporting chanceAres doesn't seem fazed by a challenging private equity fundraising environment. Plus: AlpInvest has set a healthy target for its next secondaries programme; and yet another sports firm has thrown its hat in the ring. Here’s today's brief, for our valued subscribers only.
Side Letter: Carlyle chief resigns; Apollo's next biggest fund; a16z's wealth playCarlyle CEO Kewsong Lee steps down. Plus: Apollo believes private wealth could spawn its largest product within just 12 months; Tech investor a16z is turning wealth manager; and details on Carlyle's decarbonisation-linked financing programme. Here's today's brief, for our valued subscribers only.
Side Letter: Emergency exits; Apollo's $25bn target; POBA's new CIOGPs are seeking greater downside protection amid a more challenging exit environment in China. Plus: Apollo is seeking $25 billion for its latest mega-fund and Korea's POBA has named a new CIO. Here's today's brief, for our valued subscribers only.
Japan Special: Five top PE investors share their thoughtsSome of Japan’s top private equity investors discuss an influx of foreign firms, increasing dry powder and more demanding LPs in this sponsored roundtable discussion.
Japan Special: Insurers search for yieldJapanese insurers are broadening their hunt for yield and pushing into more offshore private equity.