Alternatives

Follow the Money – Episode 21

Rachel Pether is back. We reconnect on Global Connections (Follow the Money) talking about the dual lawsuits going on with Twitter and Facebook. Rachel reports on infrastructure and the mega Port Melbourne transaction. We talk about the new alternative investment disclosure law signed by California Governor Jerry Brown and how it will impact the private […]


Mubadala Contemplates Strategies on Private Equity Portfolio

As the inner workings of the merger between Mubadala Development Co. and International Petroleum Investment Co. (IPIC) grow closer, Mubadala is seeking to restructure some of its fund interest and portfolio company holdings. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


Angola’s Sovereign Wealth Fund Backs Farmland Investing

The Fundo Soberano de Angola (FSDEA), Angola’s sovereign wealth fund, released data on its investments in the agricultural sector, as well as other holdings. Furthermore, Angola’s Ministry of Finance had authorized FSDEA to adopt International Financial Reporting Standards (IFRS) for financial statements by 2017. Farmland [ Content protected for Sovereign Wealth Fund Institute Standard subscribers […]


texas

CONCERNED: Highland Capital Management Accused of Self-Dealing

Dallas-based Highland Capital Management, one of the biggest collaterized debt obligation (CDO) managers in the world, is wrapped in legal problems as a former portfolio manager claims the firm was self-dealing. Credit managers have been popular strategies for many pensions and sovereign wealth funds in a low-yield environment. [ Content protected for Sovereign Wealth Fund […]


SS&C Buys Global Fund Services Business of Wells Fargo

Financial services provider SS&C Technologies Holdings, Inc. is acquiring Wells Fargo Global Fund Services, a business of Wells Fargo. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


Follow the Money – Episode 20

In this podcast, I give a short discussion on conferences and sovereign funds. I chat about hedge funds and comment on UC California’s endowment. I touch upon people hires in the industry and noteworthy deals in the world of public investor capital. Download the Episode CONTENTS 0:40 Conferences and Sovereign Funds 3:40 Merger Arbitrage Strategies […]


BlackRock NY

NZ Super Bullish on Merger Arbitrage Strategies

The New Zealand Superannuation Fund (NZSF), unlike a number of large U.S. pensions, has not given up on hedge funds. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


Jenkins Exits for Credit Role, CPPIB Forms Real Assets Group

It’s that time of year. The Canada Pension Plan Investment Board (CPPIB) has reorganized and formed a new unit called real assets which will be composed of real estate, infrastructure and agricultural investments. Graeme Eadie is leading the new unit who was CPPIB’s global head of real estate investments. Private Investments Honcho Leaves for The […]


Wealth Fund Capital Invests in Wearable Nicotine Device

According to the Centers for Disease Control and Prevention, cigarette smoking kills more than 480,000 Americans per annum. A slew of investors are betting on a company that can successfully develop high-quality smoking-cessation wearable devices. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


RDIF and Inventis Investment Holdings Form Joint Investment Platform

The Russian Direct Investment Fund (RDIF) formed a partnership agreement with Inventis Investment Holdings (China) Limited, a large Chinese private equity firm, to create a joint investment platform in Russia. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


Wealth Fund Had Invested in Series B for Emerging Pharma Company

Sovereign wealth funds continue to play a key part in the aggregate investor composition in emerging pharmaceutical companies in the United States, especially in the areas of cancer therapies and combating neurodegenerative diseases. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


Follow the Money – Episode 18

In this brief episode, I focus on real estate, private equity and financial technology such as the Ripple protocol. I bring up some major news notes regarding Informatica’s planned IPO, German banks and shipping loans and wealth funds desiring to be more opportunistic. I also touch upon the latest private equity report on sovereign wealth […]


Canadian Pensions Compete with Private Equity on Indian Analytics

Brand-name private equity funds and other public asset owners, such as sovereign funds and pensions have rolled their sleeves up, eyeing potential technology deals in India within sub-industries such as enterprise software, e-commerce, outsourcing and big data. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


BRIEFING: Sovereign Funds Hold Steady on Private Equity Allocation

Sovereign wealth funds are major allocators to private equity in all forms, whether in private equity funds, co-investing or direct investing. As of June 2016, total sovereign wealth fund assets amounted to US$ 7.37 trillion. Sovereign Wealth Fund Private Equity Allocators – 2016 Sovereign Wealth Fund Private Equity Allocators – 2015 Traditionally, public pensions have […]


Gulf Sovereign Fund Invests in Water Treatment Company

The water treatment industry is at the intersection of infrastructure and water, two popular themes for long-term public assets owners. Quality water purification is a necessity in the Middle East for growing urban populations. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


Malaysian Sovereign Wealth Backs Bay Area Pharma Company

Increasingly, Asian wealth funds continue to make larger inroads into the U.S. pharmaceutical industry by backing emerging companies. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


australia infrastructure

Future Fund Led Venture Round in Hadoop Big Data Company

Australia’s Future Fund, getting its gigantic hands into Hadoop-based open source big-data technology, led a US$ 50 million investment round into San Jose-based MapR Technologies. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


SWFI – Movers and Shakers – August 8, 2016

HEDGE FUNDS: Agecroft Partners Names Doug Rothschild President Doug Rothschild is being named President of Agecroft Partners, a hedge fund consulting and third party marketing firm. He will report to Don Steinbrugge, founder and CEO of the firm. He served six years on the executive committee of one of the largest hedge funds in the […]


Abu Dhabi Wealth Funds Prosper with Insurance Bet

The Abu Dhabi Investment Authority (ADIA) and Abu Dhabi Investment Council (ADIC) have witnessed a rise in their investment in an insurance entity. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


Avoiding the Pitfalls: Invest in Skills for Deal Evaluation

This article is sponsored by The Wharton School. Venture and private equity investment are important components of the portfolios of sovereign wealth funds (SWFs). However, access to these asset classes has come with hefty management fees. For SWFs, there are several advantages to direct investment in venture and private equity deals. Direct investment allows more […]