Pantheon related stories
All articles and analysis
DC pensions: Can private equity remain ‘private’?The private equity industry is at a crossroads as it hopes to maintain a level of secrecy while gaining exposure to millions of retail investors.
Side Letter: KKR's covid crisis spending spree, PGIM-iCapital tie up, July's largest fundsLessons from the GFC? As we have noted before, many PE firms wished they had invested more in midst of the last downturn. KKR certainly seems to have taken that to heart, inking 17 investments between March and July. Here's today's brief, for our valued subscribers only.
Private equity and DC pensions: PE must prove it’s worth the feeThere are several common arguments made against the incorporation of private equity into 401(k) plans. What are they and how are proponents rebuffing them?
Side Letter: PEP primed for deals, SoftBank's improved vision, CalPERS inquiryAustralia – like other markets around the world – is readying for a round of post-covid deal-making. Pacific Equity Partners is ready to the tune of A$2.5 billion. Plus: the CalPERS drama continues, SoftBank's revived Vision Fund and how to deal with an LP default. Here's today's brief, for our valued subscribers only.
Side Letter: AMG's Pantheon pleasure, Eurazeo results, US buyout multiples upEarnings season rumbles on and the news is actually pretty sunny. Here's today's brief, for our valued subscribers only.
AMG’s investment pipeline to include more growth capitalDialogues with potential new investments are expanding beyond just succession and liquidity-driven transactions and into growth capital, chief executive Jay Horgen said on the firm's latest earnings call.
Side Letter: A new model for LPAs, Chinese i-bank enters PE, the future of DC moneyILPA just inched the industry further along the road to transparency on Ts and Cs. Plus: How an investment bank hopes to deal with China's exit problem, and what the near term future looks like for firms who covet defined contribution capital. Here's today's brief, for our valued subscribers only.
What will the US's DC market look like in the near term?Recent guidance from the US Department of Labor opens up private equity investment to 401(k) plan sponsors, but it's unlikely the market will see a flood of such capital any time soon.
Side Letter: Partners Group downgrade, EQT's second bite, CD&R's summer readGlobal lockdowns are prolonging some firms' fundraising efforts; rollover co-investments amid covid-19; inside a defined contribution PE product. Here's today's brief, for our valued subscribers only.