Orange County Employees Retirement System related stories
All articles and analysis
Side Letter: PEI Awards 2020; moral secondaries sales; PE to les massesSecured a 7x exit despite the pandemic? Raised a fund in record time amid global travel restrictions? Tell us who to shortlist in our latest annual awards, which launched Friday. Here's today's brief, for our valued subscribers only.
Side Letter: CPPIB in venture, Summit's big move, Visma's epic PE journeySummit seeks to do something big in fund restructuring; more barriers to US-China capital flows; Vista's Smith under investigation; and inside CPPIB's venture programme. Here's today's brief, for our valued subscribers only.
Side Letter: Brookfield, Silver Lake and the 'flight to quality'Two big signs, courtesy of Silver Lake and Brookfield, of investors' flight to quality in times of crisis. Plus: more worrying signs about defaults courtesy of Moody's. Here's today's brief, for our valued subscribers only.
Side Letter: Blackstone valuations, CPPIB's sustainability shift, deceptive dataCPPIB, the biggest private equity investor in the world according to our Global Investor 100, is going further on ESG. It won't be the only institution doing so, says a bfinance survey. Plus more on a topic as old as PE itself: problems with performance calculation.
Side Letter: Bears in a China shop, Phalippou's exit, Howard Marks on riskLudovic Phalippou has ploughed a pretty lonely furrow in the world of PE-related academia. Do you love him or loathe him? Here's today's brief, for our valued subscribers only.
Side Letter: Archer's on ice, TH Lee, Carlyle hire, LP commsAnother of Australia's PE brands faces an uncertain future. Plus: LPs are feeling sanguine about GP transparency. Here's today's brief, for our valued subscribers only.
Side Letter: Ares performance, KKR in India, PE's WFH revolutionSome data on working from home for PE professionals. Plus: Ares' performance visualised, record breaking in India and more. Here’s today's brief, for our valued subscribers only.
Side Letter: Remote fund commitments, Dunkin' Dyal, SoftBank bruisedSo much for the "new normal" of remote working; LPs seem unlikely to make commitments to any new manager without sitting down and breathing the same air. Here's today's brief for our valued subscribers only.
Side Letter: Rescue loan breakthrough, BlackRock and Goldman updates, Permira re-orgThe debate around PE portfolio companies' access to rescue funding continues, with UK financial sponsors making some headway. Here’s today's brief, for our valued subscribers only.