Sentences with phrase «private equity portfolios»

Through various means, efforts are increasingly being made to be more inclusive of diverse managers in private equity portfolios.

BlackRock and Neuberger Berman Group are among firms that California Public Employees» Retirement System, the largest U.S. pension fund, might look to partner with as it seeks help to manage its $ 40 billion private equity portfolio, people familiar with the matter said last month.

The retirement system, which oversees more than $ 350 billion, sent requests for information in December to a group of asset managers seeking a «strategic partnership» for its private equity portfolio, according to a document released by Calpers.

Previously, he worked at Kendall Investments, a Cambridge, Massachusetts - based private equity fund - of - funds, where he evaluated, analyzed and monitored private equity portfolio investments.

With a powerful and experienced in - house accounting and finance team, Fairview is able to provide institutional investors with a range of innovative private equity portfolio management solutions.

«I got them all wrong» exclaimed one private equity portfolio manager.

KKR also shares the insights that we have gained over time from managing our global Health Care Private Equity portfolio.

My other business ventures include a leading Australian - based retail apparel company, and an extensive private equity portfolio ranging from crypto - finance to legal cannabis production.

Looking further out, we think appreciation in the company's private equity portfolio is apt to persist, along with periodic profit withdrawals that ought to underpin earnings.

The SEC charged that the investment adviser and its principals failed to disclose conflicts of interest to clients and made statements to investors that omitted material information regarding consulting payments to an affiliate and incentive payments to certain adviser employees from a private equity portfolio company.

Alongside managing a successful private equity portfolio, Gower heads phil & teds - an international, multi-brand company that's proud to be one of the world's leading inventors, designers and marketers of juvenile products.

«While we are concerned about long - term return in private equity, we have reason to be encouraged by the relative returns of our private equity portfolio in recent years,» a spokesman for the comptroller's office said.

Another variation on a theme is to use Bar Bells in a Private Equity portfolio.

Setting aside the fact that performance is a lagging indicator, not a leading one, how do we institutional private equity portfolio managers show our face in our Monday meetings when the hedge fund cats speak in tongues, regularly dropping Greek, Sanskrit, and Cuneiform in their discourses on performance?

The private equity portfolio is quite mature and 50 % of fair value is publicly traded and other 28 % has filed S - 1 registration statements with the SEC making it likely that those companies will go public soon as well.

Longer - term, the legacy private equity portfolio remains unsold, AUM is unchanged for over 3 years now, and after 5 years at the helm CEO Zak Hydari is still nowhere close to delivering a sustainable return on equity.

But in frontier markets, investors have little clue how the major asset classes might perform in relative terms, so VOF's more diversified equity, real estate & unlisted / private equity portfolio is attractive & it's actually delivered a superior long - term performance.

White & Case's Private Equity Portfolio Team was «commended» for its Client Service Financial Times Innovative Lawyers Report 2014 and 2015

The firm, led by Chief Executive Officer Steve Schwarzman, said its private equity portfolio appreciated 2.5 percent in the quarter, compared with 3.5 percent in the same period last year.

The firm, led by Chief Executive Officer Steve Schwarzman, said its private equity portfolio appreciated 1.7 percent in the first quarter, compared with 6.4 percent a year ago.

Blackstone's private equity portfolio gained by 3.3 percent.

Sales to strategic buyers continue to be the biggest channel for buyout - backed exits, and corporate acquirers purchased 715 private equity portfolio companies in 2014.

Not exact matches

So that means investors who use a target - date fund as the basis of their 401 (k) portfolio could end up with 5 percent or 10 percent of their 401 (k) holdings in private equity.

• ICP Construction, a portfolio company of Audax Private Equity, acquired Pli - Dek Systems, a Murrieta, Calif. - based maker of speciality coatings for the building industry.

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

Nine West Holdings - which owns a number of brands, including Nine West, Anne Klein, Gloria Vanderbilt, and Bandolino - is one of the retailers in the portfolio of private equity firm Sycamore Partners.

«If you were a hedge fund or private equity fund and you said, «Well, all I want my AI to do is maximize the value of my portfolio,»» Musk said in the documentary, «then the AI could decide, the best way to do that is to short consumer stocks, go long defense stocks, and start a war.»

As a result, more entrepreneurs and businesses have access to outside capital than ever before and for the first time, investors can efficiently build diversified portfolios of private equity and debt investments.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

The food industry is not a small one, and many private equity firms and other capital providers have a great deal of capital invested in portfolio companies in this industry.

Private - equity acquisitions of retailers have become increasingly rare, as the investment firms worry about increasing headwinds facing the industry and their portfolio companies struggle with the debt burden left behind from leveraged buyouts.

Singapore is firming as a significant source of capital for Perth - based property players, as developers and private equity fund managers from the South - East Asian country increasingly look for Western Australian assets to add to their investment portfolios.

«The best way to think about them is as a private - equity shop operating in the software industry,» says Jeff Mo, a portfolio manager with Calgary's Mawer Investment Management, which has a 12 % stake in the company.

Is private equity right for your retirement portfolio?

According to a study by Cambridge Associates, impact investment funds launched between 1998 and 2004 — meaning those that have had a chance to sell their portfolios — have outperformed comparable private - equity funds.

There, he translated Yale chief investment officer David Swensen's book, Pioneering Portfolio Management, which Zhang credits for cementing his interest in private equity investment management, particularly for emerging markets.

The debt that private - equity funds use can make the overall value of a portfolio fall dramatically when asset prices quiver.

Small wonder that big money managers allocate large parts of their portfolios to private equity.

«The services provided by private - equity fund sponsors to their affiliated funds and portfolio companies are investment - advisory services.

Its other backers include the mutual fund giant Fidelity and the big private equity investor TPG, as well as prominent venture capital firm Andreessen Horowitz, which has invested more money in Zenefits than in any other startup in its portfolio.

We are experts in building portfolios featuring new firms, small funds, diverse managers and niche strategies across the private equity spectrum.

Industry players said the two firms together will boost KKR's portfolio and create a stronger brand, making it easier for the private equity giant to then offload them at a higher value.

Yale's domestic and international stock exposure outperforms the Absolute Return portfolio most years, but doesn't diversify or hedge a portfolio generating most of its returns from private equity

I've also had the pleasure of working on a board of one of our portfolio companies with a private equity investor who is making a few minority investments.

Fairview is the pioneer in developing next generation private equity manager portfolios for institutional investors.

Mr. Marino joined the Firm in 2003 and is responsible for the day - to - day operations, compliance and financial reporting of the private equity funds as well as participating in the review, operational due diligence and closing of portfolio investments.

For a certain minority of investors, there are different types of exotic asset classes that can fit into an asset allocation portfolio model, including things like private equity and managed futures.

Optimized portfolios featuring best in class, forward - thinking venture capital and private equity investments

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

Coupled with a lack of distributions from their existing private equity and real assets portfolios, many of these investors were left with disproportionately outsized remaining commitments to, and invested capital in, a number of investment funds, which significantly limited their ability to make new commitments to third - party managed investment funds such as those advised by us.