San Joaquin County Employees' Retirement Association related stories
All articles and analysis
Side Letter: Hellman & Friedman's timing; KTP's 34% return; Shell turns sellerHellman & Friedman is wary of LPs being overallocated as it gears up to raise another mega-fund. Plus: Korea Teachers' Pension is reaping the benefits of its hefty alternatives portfolio and Shell is looking to shed some weight. Here's today's brief, for our valued subscribers only.
Side Letter: CalPERS shops $6bn; CIC's data quibble; Bregal's mentor moveCalifornia Public Employees’ Retirement System could complete a historic LP stake sale. Plus: China Investment Corporation wants greater uniformity around ESG reporting and Bregal's private equity mentor is set to retire. Here's today's brief, for our valued subscribers only.
Side Letter: What's on LPs' minds; PE's UK performance edge; No bears in AlaskaPrivate Equity International's LP Perspectives 2022 Study shows that investor appetite for the asset class remains sky-high, despite rising concerns over valuations. Plus: What the EU's latest reforms could mean for private equity; and the UK's private markets are beating their public peers. Here's today's brief, for our valued subscribers only.
Side Letter: Impact special report; Texas Municipal's PE love affair; Citi's fund finance hirePrivate Equity International's latest Impact Investing special report has landed at a time when global leaders are in crisis talks over the planet's future. Plus: A pioneer of sustainable fund finance has jumped ship and why TMRS is going big in PE. Here's today's brief, for our valued subscribers only.
Side Letter: EQT's Japan Post hire; CD&R's £7bn trolley dash; Charme's first closeEQT has tapped a former Japan Post and TPG executive to lead its efforts in Tokyo. Plus: Italy's Charme has held a first close on its latest fund and CD&R has emerged victorious in the latest scramble for a UK supermarket chain. Here's today's brief, for our valued subscribers only.
Side Letter: Petershill's $5bn IPO; Baring Asia's performance; GoldPoint's key-person clauseKey takeaways from Goldman's $5bn Petershill Partners IPO. Plus: What Partners Group's performance fees tell us about 2021 deal activity and PEI charts the performance of one of Asia's largest private equity players. Here's today's brief, for our valued subscribers only.
Side Letter: CPP's direct boss loss; RIP Russian PE; Carried interest under fireCPP Investments will have a new head of its directs business. Plus: Calvey's guilty verdict could sound a death knell for Russia's PE market and why the latest efforts to close a perceived CI tax loophole in the US are different from previous attempts. Here's today's brief, for our valued subscribers only.
Side Letter: GPIF's $6bn appetite; Apollo's Motive-ation; CDPQ's PE prioritiesA closer look at GPIF's burgeoning appetite for PE. Plus: why symbiosis could be the future of GP stakes and CDPQ's new PE chief outlines his priorities for the asset class. Here's today's brief, for our valued subscribers only.
Side Letter: Europe's newest alts giant; PEI 300; JPMAM taps CPP vetToday's the day! This year's PEI 300 ranking is live. Plus: Europe's newest alts giant and a CPP Investments veteran has moved to JPMorgan Asset Management. Here's today's brief, for our valued subscribers only.
Side Letter: Arctos's JPMorgan hire; KKR's Asia raise; BC's secondarySports investing was once written off as a fad; now one of the strategy's up-and-coming firms has tapped an experienced LP to join its ranks. Here's today's brief, for our valued subscribers only.