Dallas Police and Fire Pension System related stories
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Side Letter: 'It ends badly'NYC's (now) former CIO issues a scathing response to the ongoing 'democratisation' of private markets. Plus: AI disruption risk is leading to broken auctions and Hong Kong's wealth community is hungry for alts. Here's today's brief, for our valued subscribers only.
Side Letter: 'Naive' alts allocationsGIC and JPMAM propose a radical new approach to alternatives portfolio construction. Plus: Brookfield is back with its next flagship; and an Asian pension giant wants more secondaries exposure. Here's today's brief, for our valued subscribers only.
Side Letter: 'Dumb money'A potential influx of 'dumb money' has ruffled feathers among some existing LPs. Plus: A look at how tariffs disrupted H1 investment values; and a $43 billion pension is doubling down on private equity. Here's today's brief, for our valued subscribers only.
Side Letter: Deal allocation aggroCould LP concerns over evergreen deal allocations be further exacerbated by 401(k) inflows? Plus: Moelis taps Jefferies for another secondaries hire; and consolidation is afoot in Italy. Here's today's brief, for our valued subscribers only.
Side Letter: GPIF's upwards trajectoryThe world's largest public pension has seen its private equity portfolio grow by more than $1 billion. Plus: an influx of new lenders is driving down the cost of NAV loans. Here's today's brief, for our valued subscribers only.
Side Letter: Ardian on geopoliticsArdian says Asian investors are keen to invest more in Europe as a result of the US tariffs. Plus: CalPERS' PE performance, and a €700 million debut fundraise. Here's today's brief, for our valued subscribers only.
Investor Intentions: DPFP reveals 2025 private equity planThe Dallas-based pension fund plans to commit a total of $35 million to private equity.
Side Letter: Private wealth positivityThe outlook for private wealth inflows doesn't appear to have been dented by recent volatility. Here's today's brief, for our valued subscribers only.
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: 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.