The U.S. vs The Rest: Litigation Funding’s Local Characteristics

This article is sponsored by Goal Group. Even though the number of class action lawsuits brought to court is growing in mature jurisdictions around the world, the United States is still the largest market for securities and antitrust class action litigation. This is not least due to a number of crucial, and favourable, differences in […]

SWFI First Read, February 17, 2017

HNA Group Buys Small Stake in Deutsche Bank China’s HNA Group, a well-known massive conglomerate, purchase a 3.04% stake in Deutsche Bank. The transaction is estimated at £750 million. HNA Group indicated they could increase buying shares in the German bank. GIC Sold Some Shares in CGN Power Co., Ltd Singapore’s GIC Private Limited lowered […]


KIA Managing Director Proposed to Join Daimler Supervisory Board

The Supervisory Board of Daimler AG plans to nominate Bader Mohammad Al-Sa’ad, Managing Director of the Kuwait Investment Authority (KIA), to its board. Bader Mohammad Al-Sa’ad was ranked #7 on the inaugural Public Investor 100 in 2013. The annual shareholders’ meeting for Daimler will be held on March 29, 2017 in Berlin. Dr. Bernd Bohr […]

SWFI First Read, February 8, 2017

MORE CONSOLIDATION: Unigestion Buys Akina Unigestion is acquiring Zurich-based Akina Ltd which has US$ 2.6 billion in assets under management. The deal gives Unigestion greater exposure to private market assets under management. The combined businesses will trade under the Unigestion name. Temasek Invests in Series G Round in CarTrade [ Content protected for Sovereign Wealth […]

SWFI First Read, January 20, 2017

Trump to Inherit Nearly $20 Trillion in Public Debt U.S. public debt outstanding at the end of Barack Obama’s term has ended at US$ 19,961,467,137,973.64, according to the U.S. Treasury. The amount is just shy of US$ 20 trillion. When Obama won election in 2009, the U.S. public debt outstanding stood at US$ 10,626,877,048,913.08. Dallas […]

SWFI First Read, January 17, 2017

Carlyle Group to Become Largest Shareholder in Global Credit Ratings The Carlyle Group is poised to acquire nearly half of the equity of Johannesburg-based Global Credit Ratings (GCR), making the private equity firm the largest shareholder in the company. GCR is a ratings agency focusing on Africa. The sellers are Deutsche Investitions und Entwicklungsgesellschaft (DEG) […]

U.S. DOJ Slaps Volkswagen over Emissions-Cheating Scandal

German automaker Volkswagen AG is mired one of the costliest corporate scandals in world history. On January 11, 2017, the U.S. Department of Justice (DOJ), along with other U.S. agencies reached an agreement with Volkswagen on a number of charges after a 16-month investigation. The German auto giant was charged in the United States in […]

Another American Wind Investment Stumble for Foreign Asset Owners

Wind renewable investments are creating more headwinds for foreign asset owners. A joint company called Papalote that is owned by PensionDanmark and German energy giant E.ON is going to U.S. court to attempt a recovery of roughly US$ 300 million in losses over a dispute. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers […]

SWFI First Read, January 10, 2017

Marty Chavez Named CFO of Goldman Sachs R. Martin “Marty” Chavez was named Chief Financial Officer at Goldman Sachs. Previously, Chavez was Chief Information Officer at Goldman Sachs. Chavez joined Goldman Sachs in 1993 in the J. Aron Currency and Commodities division. From 1997 to 2000, he was Global Head of Energy Derivatives at Credit […]

Friday SWFI News Roundup, December 30, 2016

BIG DEAL: RBI Approves Fairfax Financial’s Bid to Buy Domestic Indian Bank The Reserve Bank of India (RBI) approved Canadian billionaire Prem Watsa’s Fairfax Financial Holdings Ltd. ‘s bid to acquire a 51% ownership stake in Thrissur, Kerala-based Catholic Syrian Bank Ltd. This is a milestone deal because this is the first time the RBI […]

SWFI First Read, December 24, 2016

The Silverfern Group Invests in Broad River Energy Center Located in South Carolina On December 20, 2016, The Silverfern Group, finalized its acquisition of Broad River Power Holdings, an 878 MW dual-fuel, simple-cycle gas turbine electric power plant strategically located 40 miles from Charlotte, North Carolina, in partnership with Texas-based Arroyo Energy Investment Partners LLC. […]

Foreign Investors Acquire Two Major Frankfurt Properties, including TaunusTurm

A group of institutional investors has acquired a large stake in the iconic TaunusTurm skyscraper in the core of Frankfurt’s banking district from Commerz Real, the fund management unit of Commerzbank AG. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]

SWFI First Read, December 22, 2016

U.S. President-Elect Donald J. Trump Names Carl Icahn as a Special Advisor U.S. President-elect Donald J. Trump named Carl Icahn as a special advisor to the President on issues relating to regulatory reform. “Carl was with me from the beginning and with his being one of the world’s great businessmen, that was something I truly […]

SWFI First Read, December 19, 2016

Former Och-Ziff Executive Gets Fresh Start at AMG Hugh Cutler was named the Global Head of Distribution for Affiliated Managers Group (AMG). He replaces Andrew Dyson who exited AMG to become Chief Executive Officer of Quantitative Management Associates. Cutler will officially join AMG in March 1, 2017 and be based in London. Cutler was a […]

Friday SWFI News Roundup, December 16, 2016

FRR to Exclude Tobacco and Thermal Coal from Bond and Equity Portfolios Paris-based Fonds de Réserve pour les Retraites (FRR) will now have to exclude tobacco companies and companies that derive more than 20% of their revenue from thermal coal extraction from the fund’s equity and bond portfolios. This decision was made by FRR’s supervisory […]

5 Signs Showing Sovereign Funds Gearing for Spending in 2017

1. Sovereign Investors are Falling Short on Infrastructure Targets There is a compelling reason why many sovereign fund executives attend conferences, chat with bankers constantly and spend internal resources on networking. Finding quality infrastructure investments is a tough endeavor. Long-term wealth funds have revamped their allocations over the past few years to target more real […]

SWFI First Read, November 30, 2016

Trump Selects Elaine Chao for Secretary of Transportation U.S. President-Elect Donald J. Trump named Elaine L. Chao to be his choice to be the next U.S. Secretary of Transportation. Chao was the U.S. Secretary of Labor under U.S. President George W. Bush. Chao served as Deputy Transportation Secretary under U.S. President George H. W. Bush. […]

SWFI First Read, November 3, 2016

GIC May Sell Shares in Shakey’s Singapore’s GIC Private Limited may be selling some of its listed shares in Shakey’s Pizza Asia Ventures Inc. GIC may sell the shares depending on the final initial public offering price (IPO). Elliott Management to Acquire Controlling Stake in Aeolus Capital Management Elliott Management Corporation, founded by hedge fund […]

Institute Fund Summit 2016 Europe – Frankfurt Slider13

Hearing a presentation at the new ECB building. < PREVIOUS 14 of 20 NEXT > CONTACT INFORMATION Sponsorship Information Carl Linaburg clinaburg(a) General Information events(a) Membership Information vberretta(a)

PGGM to Partner with American Tower Corporation on Europe

PGGM is highly interested in getting investment exposure into continental Europe’s infrastructure economy. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]