North Dakota Retirement and Investment Office related stories
All articles and analysis
Side Letter: Value creation consolidationEQT's chief executive reckons the industry's heightened focus on value creation might catalyse consolidation. Plus: why discounts in Chinese secondaries might not be all they appear; and meet one of the private markets' most bullish foundations. Here's today's brief, for our valued subscribers only.
Side Letter: Tips for secondaries successThinking of launching a secondaries process in 2024? Here's what the chair of HarbourVest’s secondaries investment committee says you need to know. Plus: a checklist for a successful co-investment programme, courtesy of Meketa; and what private markets sustainability leaders are prioritising in the year ahead. Here's today's brief, for our valued subscribers only.
Side Letter: 3.5x reasons to continueUK financial sector investor AnaCap has benefited from a continuation fund in more ways than one. Plus: European family offices are hungry for private equity; and LACERA reckons the climate crisis could impact its portfolio returns. Here's today's brief, for our valued subscribers only.
Side Letter: PE-ople movesResearch seen by Side Letter shows private equity are firms ramping up their hiring processes. Plus: PJT Park Hill has tapped Jefferies for a senior secondaries hire; and Chinese private equity is facing yet more pushback from the US. Here's today's brief, for our valued subscribers only.
Side Letter: PE fundraising's billionsFundraising has had its third-best year January through end-Sept. Plus: Highlights from Boston Consulting Group's sustainability report and Blackstone delays its life science fund launch. Here's today's brief, for our valued subscribers only.
Side Letter: PE's top growth funds; APAC's deal drop; ESG's cost controversyA new ranking charts private equity's greatest growth capital firms. Plus: APAC dealmaking is on the decline; and cost controversies continue to plague ESG data collection. 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.
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: CD&R's $23bn; Waterland's deluge; Pantheon promotionsClayton, Dubilier & Rice's latest flagship has a $23 billion hard-cap, pension documents show. Plus: Waterland proves it's still one of the most in-demand GPs; and Pantheon welcomes four partners. Here’s today's brief, for our valued subscribers only.