Private Equity
Industry participants reckon continuation fund sizes could hit double digits by the end of the decade. Plus: why GPs should be wary of customs costs under the Trump administration. Here's today's brief, for our valued subscribers only.
4 min read · 27 March 2025
Ontario Teachers’ Pension Plan will conduct an internal and external search for new leadership 'over the coming months'.
2 min read · 25 March 2025
Tariffs are infusing multiple layers of uncertainty into valuations, which could delay deal activity and prolong holding periods. Plus: OTPP will bid Hong Kong adieu; and Oakley Capital hits its hard-cap. Here's today's brief, for our valued subscribers only.
5 min read · 24 March 2025
One of the market's top placement firms reckons a new wave of emerging managers is about to hit the market. Plus: Why OTPP is a fan of continuation funds. Here's today's brief, for our valued subscribers only.
3 min read · 19 March 2025
Aware Super is the latest example, with CIO Damien Webb saying he expects the superannuation fund to allocate further capital to the space in the next three years.
2 min read · 18 March 2025
Manager selection has become a critical point for LPs including Alaska Permanent and CPP Investments as they continue to focus on the asset class's ability to deliver alpha.
3 min read · 17 March 2025
Implementing 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.
6 min read · 17 March 2025
In this 7-minute video from NEXUS 2025, the pension’s head of private equity discusses the impact of its planned total portfolio approach on its holdings and managers.
1 min read · 17 March 2025
PE strategies haven’t deviated significantly as a reaction to geopolitics or market conditions, according to a trio of LPs who spoke at a NEXUS 2025 panel.
3 min read · 14 March 2025
The world has become quite a bit more complicated this week, as our NEXUS conference heard. Plus: Korea's largest public pension is adopting a more flexible approach to alternatives; and the sub line market is making a roaring return. Here's today's brief, for our valued subscribers only.
4 min read · 13 March 2025