The pension plan has made new allocations to a real asset and a credit fund
The pension plan will begin its search for a new RA consultant in May
Deputy executive director David
Etheridge will step up as acting executive director
In a detailed letter, Michael Shackelford explains long-term strategic asset allocation
The pension plan has committed almost
$500M to PE and RE buckets
The pension plan expects infra to
provide stronger risk-adjusted returns
The foundation welcomes Rebecca
Carland and Shanna Charles
CIO Angela Miller-May on finding right PC and RE opps
The decision will be made at its June
meeting
Following his own request, Gregor Asshoff will step down in June
Fordham's CIO Geeta Kapadia applies his philosophies and her own investing acumen to tech and emerging investment opportunities.
The Kansas Public Employees Retirement System allocated $440M to its real assets sleeve.
The pension plan has also expanded its target investments to women and minority owned firms
Our biggest ALTSLA yet — more than 1,400 attendees, the 10th anniversary of the series, and a full house of the brightest minds in alternatives.
We honored the firefighters of Los Angeles, filled the room with powerhouse allocators, fund managers, and strategists — and we didn’t stop there. From the sidelines, we captured unscripted moments and real insights with the leaders shaping the future of finance.
Based in Cheyenne, the new CIO is expected to be hired by June
Filmed live at our 10th Annual ALTSLA event, this Women’s History Month video project captures the advice women in finance wish they heard earlier — and the voices of those who inspired them most.
By Courtney McQuade
The plan is focused on middle market companies in North America and Europe
The pension plan has outperformed its benchmark for the calendar year 2024
The pension plan also made new allocations to its private equity portfolio
How CIO Scott Day uses an investment dashboard to help inform him of the plan's investment strategy, providing quantitative analysis of macroeconomic and capital market data.
Government Pension Investment Fund has found Masataka Miyazono’s successor
The system will initiate its recruitment process of finding a successor in the summer
The pension plan is leaning more towards non-core RE funds
As
per a recent news release, the pension plan has eliminated treasury inflation-protected
securities bucket
Moving
away from public equities and real estate, the plan has a new target allocation
for its portfolio
The fund's AUM has almost tripled under CIO Henrik Olejasz Larsen since 2007.
The RFP will be issued in April
The new CIO at Velliv will start from
May 1
The system accesses managers based on how they vote on ESG related matters
The pension plan disclosed allocations of $450m at its recent meeting
Rice alumnus has a strong background in risk adjusted returns, public equity and energy securities.
As we continue to celebrate the rising leaders of institutional investing, we are excited to unveil Part 3 of the Next Elite List—a recognition of the Deputy Chief Investment Officers and Senior Investment Officers shaping the future of asset management. These investment professionals are known for having what it takes to make it into the CIO seat, and have been nominated by Chief Investment Officers from Public Pension Funds, Endowments, Foundations, and Corporate Pension Funds. They are helping to drive key investment decisions, demonstrating their leadership skills in navigating political environments, influencing portfolio strategies, and navigating complex market environments with expertise and foresight.
The pension plan also revealed its pacing for PE
The superfund has hired Mythili Baker as the
head of data and AI
The pension plan also expanded appetite for allocations within healthcare and medicine
The pension plan approved approx. $1bn commitments at the recent meeting
The CIO on Trump’s tenure, AI and opps in private markets
The new acquisition of Innergex marks a keen interest in renewable power
The new deputy comes in as a successor to Justin Maistrow, who is now the CIO
The pension plan has allocated up to $340m, as disclosed at its recent meeting
CIO spoke about a new portfolio to be ready by July 2026.
At the recent meeting, the board received an educational session on PC
After a rocky
2024, the pension plan has begun revamping
The CIO uses the secondary market as a tool for regular health mechanism
Former CIO Scott Richland stepped down in December, and will be celebrated with a Lifetime Achievement Award June 12.
Gains were driven by private equity and credit
The system has initiated adding energy exposure
The CIO sees growing opportunities within emerging markets in the coming years
In
efforts to reduce PE allocations, the system has reduced its pacing for 2025
The deals are focused in Brazil and South Korea
Taylor accessed credit through single investor vehicles
The new CIO will be succeeding John Kerrigan
The pension plan allocated $288m to new commitments
Most of which was allocated to Private Equity
Multiple pensions divested from China last year, but what would change if there were a divestment mandate in place?
At the recent meeting, the pension plan unveiled its pacing for its private market allocations
The $4.6bn pension plan finds a new investment officer
to fill Paris Ba’s role
The CIO appointment comes as Rachel Reeves’ unveils plans
for UK pensions
The staff will pitch a suggested process for a new hire at the Jan 28 meeting
The industrial sector’s favorable
market dynamics position this joint venture well to deliver strong returns for
the CPP Fund
Responsibilities include developing recommendations for evaluating and monitoring climate change risk across the portfolio
At the recent meeting, the CIO spoke about better
returns, staff accountability and board risk appetite management with this approach.
BlackRock has promoted multiple senior executives
In an exclusive chat, Pedro Guazo
talks about growing the fund while keeping alpha within its public and private
markets
The ND system has committed $185m to two real estate
funds
Multiple super funds have noted positive returns due to investments in local and global stock markets
Alongside plans for core and non-core buckets for 2025, LACERA plans to onboard emerging managers in the space
The CIO of $20.8bn plan continues to worry about debt levels and is focused on any major policy changes that can actually occur before the mid-term elections.
This hire comes in along with other personal changes within the fixed income vertical.
The pension plan will review a RFP for its general consultant search in the upcoming meeting
The portfolio includes leasable area across South California, New Jersey and Pennsylvania.
The $75bn system has declared a deadline of Feb 18 for proposal submissions
From San Francisco to London: The Private Equity and ALTS Discussions That Defined 2024
Markets Group hosted over 100 forums in 2024, and these highlights from our "From the Sidelines" recaps capture the pulse of Private Equity and ALTS. Explore the innovative strategies and industry-shaping conversations that defined the year.
Eric Gerding announced his departure in a recent statement, effective Dec 31
For 2025, the CEO plans to hike allocations in PE, PC and RA.
The new targets are set to be in place from fiscal year ending December 31
The $18.5bn system disclosed two new commitments
before the year ends
The $117bn system disclosed new commitments to real estate alongside new targets for credit strategies for 2025
Absolute return investment products that could potentially be used in a portable alpha strategy
The $18.9bn fund has disclosed goals for real estate, real assets and private markets for 2025
The $22.8bn has revealed its pacing to RA and PE for the next year, amid new commitments
Under the new leadership, the plan is focused on being fully funded
The CIO is expecting the long end of the US treasury curve to be problematic owing to the system’s debt levels that have already surpassed the military and defense budgets.
Sandro Doudin will take over office from July 1
The system disclosed pacing for PE, RE and Infrastructure
Max commitments within private equity as the system has slowing interest in VC opposed to special situations
Jan Murtha announced her resignation at the November 22nd SIC meeting
The government is facing opposition from Public Service Alliance of Canada for the transfer.
The $274.6bn pension plan has made 15 new allocations worth $4.6bn in September to alternative investments
CIO Jon Putnam favors private credit, private equity and real estate allocations
In less than two weeks of sacking the entire board, the government has named Stephen J. Harper as the new chair of the board.
Amid turmoil in the pension plan, Aaron F. Hood has been named as the new executive director, and he starts today
Over the previous five years, as a member of the investment committee, he played an instrumental role in the fund's growth from $4.2bn to $7.1bn.
Colorado CIO is vetting co-investment funds on the “large end of the market” to create beta within PE at lower fees.
ALTSSV 2024 brought over 300 professionals to Silicon Valley for two days of cutting-edge discussions and networking. Held at the iconic Computer History Museum, AI naturally dominated the conversations. The event showcased key trends in AI, private credit, and the future of alternative assets, sparking powerful conversations among top investors and managers. Our exclusive video interviews dive deep into these topics, offering first-hand insights and strategies from the industry’s top thought leaders.
ALTSCHI 2024 brought together over 450 professionals for a day of insightful discussions and networking in the heart of the Midwest. This investor-centric forum focused on delivering actionable content to those who manage, advise, allocate to, or oversee alternative assets. Our exclusive video interviews covered the latest hot topics, and some of the responses might surprise you.
ALTSNY 2024 welcomed over 700 attendees from top private wealth firms, pensions, endowments, foundations, and asset management firms across the tri-state area. This investor-focused forum offered a day of insightful discussions, high-level networking, and exclusive video interviews with industry leaders on the most pressing topics in alternative investments. Watch the exclusive interviews below to gain firsthand insights into the latest trends and strategies.
The 9th annual ALTSLA event has concluded, leaving us enriched with valuable insights and meaningful connections. From March 18th to 20th, industry luminaries and forward-thinkers convened in Los Angeles to explore the forefront of alternative investments.
Over three action-packed days, industry titans, CIOs, and investment experts gathered in Los Angeles to explore the latest trends and insights shaping the alternative investment landscape. Relive the excitement through our photo galleries and download your favorites.
Drawing from the feedback of prominent institutional
investors in Ohio, Markets Group has analyzed the diverse approaches that
contributed to their success in navigating the turbulent financial landscape of
2023.
Morningstar, Inc. (NASDAQ: MORN) and iCapital have formed a strategic alliance to introduce alternative investments and analytics to users of Advisor WorkstationSM, marking the first time such access is provided.
CFC has announced that Dan Trueman will join the business as Chief Underwriting Officer (CUO).
Blackstone has announced the appointment of Ken Caplan and Lionel Assant to the newly established positions of Global Co-Chief Investment Officers.
The board of RIT Capital Partners plc (RIT) has announced the appointment of Maggie Fanari as the Chief Executive Officer of its investment manager, J Rothschild Capital Management Limited (JRCM).
Bassam Abdulaziz Noor has been appointed as the Chief Executive Officer of SICO Capital in Saudi Arabia.
Pintec Technology Holdings Limited has named Mr. Xin Yang as its Chief Financial Officer, effective from December 29, 2023.
Guggenheim Investments has appointed Steve Brown as Chief Investment Officer, Fixed Income for Guggenheim Partners Investment Management (GPIM).
David Tovey, formerly a fund manager at BlackRock until 2021, is involved in a team preparing to launch a hedge fund in London and Zurich in the first quarter of 2024.
KPMG International has named David Rowlands as Global Head of AI.
Rémi Lambert has been appointed as Chief Investment Officer for Architas at AXA Investment Managers, effective immediately.
PIMCO has appointed Sung-Hee Suh as Global General Counsel.
Olivier Houix has been named the Chief Executive Officer of Ostrum Asset Management, succeeding Philippe Setbon, who has been appointed Chief Executive Officer of Natixis Investment Managers.
Natixis Investment Managers (Natixis IM) has announced the appointment of Laura Kaliszewski as the Global Head of Client Sustainable Investing.
Forest Investment Associates (FIA), a global SEC-registered investment adviser specializing in sustainable forest investments, has announced the promotion of Mike Cerchiaro to the position of President and CEO, effective January 1, 2024.
PIMCO has appointed Mohit Mittal as Chief Investment Officer – Core Strategies. In this capacity, he will supervise fixed-income portfolios within PIMCO's core suite of strategies, encompassing Low and Moderate Duration, Total Return, and Long Duration.
Options Technology has announced the promotion of Laura McCann to the position of Chief Financial Officer (CFO).
Renaissance Technologies has selected David Lippe, a longtime employee, to serve as co-chief executive officer of the $40 billion hedge fund firm.
Crown Castle has announced that Jay Brown will retire as the President, Chief Executive Officer, and Director of the Company, effective January 16, 2024.
The fund will invest in “generational companies born in Australia and Aotearoa New Zealand”.
U-M reports a gain of 2.2%, making it the third Big 10
school to post a positive number for fiscal year.
The plant is expected to produce 9 million gallons of
aviation fuel and 1 million gallons of renewable diesel annually.
$17.8 billion system is building up its risk
diversifiers portfolio.
CIO
Farouki Majeed sees benefits in switching away from hedge funds to private credit
and infrastructure.
Bulk of capital deployed into two private equity funds
and a real estate fund.
Christopher Schelling starts 512 Alternatives after
recent stints with Venturi Private Wealth and Windmuehle Companies.
Study by KKR finds CIOs
are looking to increase exposure to illiquid investments but want ones
providing more upfront yields.
But
SWIB’s private markets CIO said division will continue to work with consultants.
The Asian Development Bank estimates that US$3.1
trillion of investment is required for climate-adjusted infrastructure in
Southeast Asia alone by 2030.
New York-based EIP has $2.5 billion in assets under
management.
This is BlackRock Real Assets’ first investment in New
Zealand and its first residential solar investment in the Asia Pacific.
Matthew
H. Stone, who oversaw public markets and absolute return, is stepping down
after 23 years.
System
is currently limited to 20% of its allocation in private equity, credit, hedge
funds and infrastructure.
Edgar
Smith’s future plans are not known.
Battery storage is expected to play a critical role in
getting Australia’s power generation mix to 82% renewables by 2030.
Respondents
see VC as most overvalued and are more wary of emerging markets.
SBA
currently restricted from making new PE, VC, credit, hedge fund and
infrastructure commitments.
This is the latest in a string of healthcare
investments by Ontario Teachers’.
Nordic sovereign, city pensions among seven investors
in HitecVision’s energy fund.
Pension
plan is in midst of implementing recent asset allocation changes.
Jonathan
Popielarski leaving role as director of private assets; Justin Maistrow becomes
deputy CIO.
Esdec generates annual sales of close to 506 million.
Kim Kolt is co-founder and General Partner at Bay Bridge Ventures, the first purpose-built, institutional ESG and Sustainability focused venture capital firm. Bay Bridge is committed to inclusivity - starting from leadership and continuing through the underlying investments - in addition to responsible stewardship - active, high-engagement investing through multiple stages of development.
Despite its modest origin, CAIA has expanded into a globally recognized designation, and alternatives are hardly alternative.
System
looks to double investing in sector in ’22, driven in part by success in
backing natural gas entities.
Capital Four US CEO and Portfolio Manager Jim Wiant discusses opportunities across credit markets and credit strategies given recent changes in market conditions.
Digital innovation, cryptocurrency valuations and the future of the digital asset ecosystem are all hot-button issues as digital asset managers navigate a market full of innovations – and pitfalls.
Minerals needed in the clean energy transition include
lithium, cobalt, copper, and nickel.
It has backed diversified macro trend-following
managers that target macro trends in energy and agricultural commodities, bond
futures, currencies and other assets.
Berkshire Hathaway’s CalEnergy Resources has also
agreed to codevelop additional renewable energy facilities in the country.
‘Ambitious’ plan involved changing private
equity, private credit, real assets and fixed income mix.
Interim
CIO says pension plan will seek to have Florida legislature lift cap.
Earlier this year, the Public Investment Corporation
signed a new unlisted assets mandate with its biggest client.
The price of bitcoin has fallen by around two-thirds
since November 12.
The strategy launches with US$1.25B in assets, with a
$500M anchor commitment from Hostplus.
System also commits over $5 billion of capital to
managers.
He spent 14 years at the endowment after leading
private markets at Teacher Retirement System of Texas.
Market could be worth $1T by 2050, according to some
projections.
Survey
finds majority expect allocations to increase by between 5% and 10%.
Dustin Johnson, the former world No. 1, and South
Africa's Louis Oosthuizen are among those who have quit the PGA tour in favor
of the fund’s breakaway series.
With an initial war chest of $3.6B, Temasek’s new
GenZero subsidiary aims to accelerate decarbonization.
Canadian pension fund invests in ports, industrial
real estate in UAE.
Star of the South is Cbus’ first direct investment in
offshore wind in Australia.
The fund has already made sizable investments in telecommunications,
renewable energy and other sectors.
Alts manager Blackstone appoints Mark Glengarry as Head of
Asia-Pacific Origination at its credit unit, BXC.
AUM grew 12% in 2021, the sovereign wealth fund says.
CEO Marc Rowan
explained the new business model during Milken Institute Global Conference.
Battery Ventures, New Mountain, Threshold and ArchiMed are among those backed.
VC and real estate targeted for hikes.
PERF has allocated 27% of its fund to private equity and 25.2% to public equities.
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