Orange County Employees Retirement System related stories
All articles and analysis
Side Letter: Tokyo liftWhy Thoma Bravo should feel particularly chuffed about a commitment from the world's largest public pension. Plus: Another Taiwanese insurer offloads private equity exposure. 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.
Side Letter: Consolidating for survivalPrivate wealth and sovereign giants are having an outsized impact on alternatives consolidation. Plus: how firms should navigate 'reverse CFIUS'. Here's today's brief, for our valued subscribers only.
Side Letter: EQT's next CEOEQT is eyeing new strategy launches and distribution channels after naming a successor to Christian Sinding. Plus: Astorg scraps its GP-led entry; and a fundraising record is broken in the Baltics. Here's today's brief, for our valued subscribers only.
Side Letter: Carry tax winnersIt's MLK Day in the US today so we have a slightly truncated Side Letter for readers: the winners from Britain's carry tax increase; a $10bn family office seeks "boring" investments; and Aussie superfund Hostplus has a new deputy CIO. Here's today's brief, for our valued subscribers only.
Side Letter: NY’s ‘multi-billion’ LP-ledA group of New York pension giants are hoping to shift a mammoth private equity portfolio. Plus: why secondaries could be on the up next year; and Investcorp looks to spread the ESOP love. Here’s today’s brief, for our valued subscribers only.
California pension banks on rising dealmaking to lift below-average PE distributionsOrange County Employees Retirement System's private equity portfolio generated 6.5% of distributions over the past year – a figure 'notably lower' than expected.
Side Letter: LP co-invest restrictionsCFOs say GPs should be thinking about their co-investors' needs and restrictions when it comes to post-deal leverage. Plus: EQT's APAC unit is seeking up to $14.5 billion for its next flagship; and Apollo has set up shop in Seoul. Here's today's brief, for our valued subscribers only.
Side Letter: Blackstone's deployment driveBlackstone's deployment drive looks set to continue as interest rates fall. Plus: Harvard's university endowment is still seeing private equity underperform public markets; and a politician calls for the asset class to aid rebuilding efforts after a series of devastating hurricanes. Here's today's brief, for our valued subscribers only.
Side Letter: The importance of GP disciplineThe UK's £76 billion Universities Superannuation Scheme is eyeing smaller opportunities as it prioritises managers that can remain disciplined. Plus: LGT Capital Partners reckons this is the first decade in which private equity won't grow; and Rede looks to the Middle East. Here's today's brief, for our valued subscribers only.