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Hedge Funds / Public
- Allocators Are Reallocating to Their Familiar Hedge Funds (II)
- Silicon Making Data Science Talent Expensive For Hedge Funds (BI)
- Seward & Kissel: New Hedge Fund Study 2018 (SK)
- Buy-side Pay in London and New York: HF vs. PE (EFC)
- Pension Bridge: New Hawaii CIO Touts Hedge Funds (CIO)
- Long/Short Equity Hedge Funds Outperforming in 2019 (VW)
- Fortress Shuts Down Flagship Macro Hedge Fund (PDI)
- Why the Quants Aren’t Adding Up (BB)
Private Equity / Venture
- 3 Things You Should Know About CalPERS's New PE Head (PEI)
- The Rise Of 'Super Carry' Unsettles PE Investors (FT)
- Tim Draper to Meet With Facebook on Crypto Fund (BB)
- The Private Equity Bubble is Bound to Burst (CNA)
- McKinsey & Co Report: Private Market Stayed Strong in 2018 (MC)
- Buy-side Pay in London and New York: HF vs. PE (EFC)
- Japanese PE has Significantly Increased in Past Few Years (PEI)
- Private Equity in a "Golden Age of Returns" as TVPIs Soar (PEI)
Real Assets
- Private Real Estate Fundraising Hits 7-year High (PERE)
- Robert Shiller Is Downbeat About Housing (CIO)
- China and Australia Stand Out for Real Estate Lending (PERE)
- US Real Estate Debt Market Growing Increasingly Crowded (PERE)
- Starwood's Sternlicht Says Real Estate Health Is Tied to Tech (BB)
- AI-Powered Asset Manager Expanding into Real Estate (II)
- Infrastructure Gets $100 Billion Towards Transportation (FS)
- Affordable Housing Crisis Spreads Throughout The World (WSJ)
Hedge Funds / Public
- Allocators Are Reallocating to Their Familiar Hedge Funds (II)
- Silicon Making Data Science Talent Expensive For Hedge Funds (BI)
- Seward & Kissel: New Hedge Fund Study 2018 (SK)
- Buy-side Pay in London and New York: HF vs. PE (EFC)
- Pension Bridge: New Hawaii CIO Touts Hedge Funds (CIO)
- Long/Short Equity Hedge Funds Outperforming in 2019 (VW)
- Fortress Shuts Down Flagship Macro Hedge Fund (PDI)
- Why the Quants Aren’t Adding Up (BB)
Private Equity / Venture
- 3 Things You Should Know About CalPERS's New PE Head (PEI)
- The Rise Of 'Super Carry' Unsettles PE Investors (FT)
- Tim Draper to Meet With Facebook on Crypto Fund (BB)
- The Private Equity Bubble is Bound to Burst (CNA)
- McKinsey & Co Report: Private Market Stayed Strong in 2018 (MC)
- Buy-side Pay in London and New York: HF vs. PE (EFC)
- Japanese PE has Significantly Increased in Past Few Years (PEI)
- Private Equity in a "Golden Age of Returns" as TVPIs Soar (PEI)
Real Assets
- Private Real Estate Fundraising Hits 7-year High (PERE)
- Robert Shiller Is Downbeat About Housing (CIO)
- China and Australia Stand Out for Real Estate Lending (PERE)
- US Real Estate Debt Market Growing Increasingly Crowded (PERE)
- Starwood's Sternlicht Says Real Estate Health Is Tied to Tech (BB)
- AI-Powered Asset Manager Expanding into Real Estate (II)
- Infrastructure Gets $100 Billion Towards Transportation (FS)
- Affordable Housing Crisis Spreads Throughout The World (WSJ)
Managers(GPs)
- D.E. Shaw Is To Buck Industry Trend With 3-and-30 Fees (BB)
- Billionaire Hedge Fund Manager's Strategy With 21% Return (ETFT)
- Blackstone Looks to Buy More Under-Construction Offices (BSN)
- 25 Richest People in New York (BI)
- INTRODUCING: The 10 People Transforming Investing (BI)
- Asset Management Industry Too Concentrated (F)
- Schwarzman: Teachers Shouldn't be Taxed (MW)
- Blackstone To Become A C Corp As Assets Top $500 Billion (FA)
Allocators(LPs)
- Concerns Grow With Riskier Allocations, Lower Returns (FR)
- Jon Hirtle - The Pioneer of OCIO (CA)
- A Small Pension Fund Added $1 Billion in Value by Rebalancing (II)
- Harvard's Endowment Fund Invests in Blockstack Tokens (CI)
- Board Wants CalPERS to Start Co-Investing (PH)
- Why Is Harvard's Endowment Jumping Into Crypto? (I)
- Inside Texas’s Exclusive, Bizarre Enclave of Family Offices (II)
- 6 Trends in College and University Endowments (EI)
Blockchain
- Tim Draper to Meet With Facebook on Crypto Fund (BB)
- Harvard's Endowment Fund Invests in Blockstack Tokens (CI)
- Why Is Harvard's Endowment Jumping Into Crypto? (I)
- A Push Towards Alternatives, Crypto Assets (F)
- AI-Powered Asset Manager Expanding into Real Estate (II)
- The Framing Effect And Bitcoin (VW)
- Bitcoin Surges as Cryptocurrency Market Springs to Life (BB)
- Alan Howard's Hedge Fund to Invest Cryptocurrency (FM)
Greed / Optimism
- Staying Away From Stocks Wasn't a Good Idea (BB)
- How Long Will the Stock Rally Keep Going? (CIO)
- Who Smashed the Ramp to American Dream? Wall Street (CIO)
- Some Bulls Say It’s Starting to Feel Like 2016 All Over Again (B)
- Africa Special: The Tailwinds behind Kenya's PE Growth (PEI)
- Foundations Reap Biggest Retuns Since 2013 (II)
- Institutional Investors Have High Hopes for HFs in 2019 (CIO)
- PE Investment Is Proof of Positive Southern Africa (FT)
Fear / Pessimism
- Zell: An Interest Rate Cut Would Eventually Bring ‘Disaster’ (CIO)
- Final Stages of Trade Talks, Fears that China May Renege (CNBC)
- Key Investors Unhappy With SoftBank Tech-Investment Fund (WSJ)
- Vanguard CIO Sounds Alarm on Fixed-Income Portfolios (II)
- 89% of Fund Managers Expect Prolonged Market Downturn (BW)
- Scenarios Institutional Investors Need to Watch for in 2019 (CIO)
- Diminshed Return Potential for PE (PEI)
- Gundlach Likens Rising Debt to Shoppers Maxing Out Credit (BB)
Occupy: Alts
- How Japan Post Insurance Will Deploy Next $7B in Alts (PEI)
- Alts Offset Shaky 2018 for Swedish Fund (CIO)
- Stepping Away From Traditional Alternative Investing (II)
- Inside Japan Post Insurance $10B Alternative Investment Plan (PEI)
- Alternative Investing Trends and Analysis (AIIA)
- Quantifying High Performance Dispersion Risk in Alternatives (AAA)
- Campbell Reboots Long-Running Multistrategy Fund (II)
- 3 Things to Know about Japan Post Bank's $78B Alt Target (PEI)
Buffett / Berkshire
- Warren Buffett:"I'm Having More Fun Than Any Of My Peers" (FT)
- Warren Buffett: The Greatest Factor Investor of All Time? (FR)
- Watch: Warren Buffett's Latest Interview with Becky Quick (YT)
- Warren Buffett: Wrong Headed Hypocrite on Foreign Stocks? (CIO)
- Warren Buffett on Bank's Worth 10 Yrs From Now (YF)
- Buffett Doesn't Know What His Healthcare Initiative Is Doing (DB)
- Warren Buffett's Heatlhcare Initiative (VW)
- Buffett's Strategy About Gold Maybe Wrong (VW)
China
- China’s Pension Shortfall to Reach $540 Billion in 2020 (CIO)
- Fink: BlackRock Plans to Be a Top China Asset Manager (BB)
- China's Slow Growth Affecting Japan's Economy (NYT)
- China Breaks Through On Top 100 VC Rankings (F)
- Can China Finally Make Emerging-Market Bonds Interesting? (F)
- US - China Trade War Timeline (BB)
- China's Pension Shortfall to Reach $540 Billion in 2020 (CIO)
- China's Subsidies Pullback Tests from Industrial Sector (BB)
Opinions / Academia
- Grantham: Investors Should Allocate to Climate Change (II)
- Rotner: People Are the Key to Investment Success (TI)
- The Private Equity Bubble is Bound to Burst (CNA)
- US Gov Faces Growth of Budget Deficit and National Debt (WSJ)
- Staying Away From Stocks Wasn't a Good Idea (BB)
- Private Equity-Backed IPOs Get a Bad Name Again (BB)
- Fink: Asset Management Has 99 Problems. BlackRock Isn’t One (II)
- Family Offices Should Intensify Thier Hedging Strategies (FC)
Publications & Presentations
- JPMorgan Chase 2018 Annual Report (J.P.Morgan)
- Major Asset Classes: April 2019 Performance Review (SA)
- Cerulli Research: OCIO at An Inflection Point (BlackRock)
- Seward & Kissel: New Hedge Fund Study 2018 (SK)
- INTRODUCING: The 10 People Transforming Investing (BI)
- The Lead-Lag Report: Nearing Changes Everywhere (PP)
- McKinsey & Co Report: Private Market Stayed Strong in 2018 (MC)
- Evestment: Hedge Fund Asset Flows Report Feb 2019 (EM)
Emerging Managers / Emerging Companies
- Emerging Managers Benefiting From Changing Landscape (TF)
- NYC Retirement Expands Emerging Managers Program (PI)
- A Difficult Pitch, but Europe Needs US Investors (PDI)
- Hedge Funds Lose Appetite for FANGs (B)
- SEC Wants to Open Public to Private Deals (WSJ)
- At Hedge Funds, Where Are the Women? (WSJ)
- SoftBank Is Starting to Look Like a PE Firm (BB)
- Andreessen Horowitz Scraps Rule for Partnership (RC)
Fees and Terms
- Does it Pay to Pay Performance Fees? (TF)
- Management Fees Remain a Sticking Point (PEI)
- The Persistence of High-Fee Index Funds (WM)
- Quant Funds Lose Their Shine as Strategies Falter (FT)
- SEC Looks to Rewrite Rules for Brokers (WSJ)
- Carry and Hurdles in Three Charts (PEI)
- The Hedge Fund Fee Conundrum (II)
- More HFs to Renegotiate Fees with UTIMCO (PI)
Emerging Markets
- Now Is the Best Time to Invest in Emerging Markets (PEI)
- Southeast Asia Bucks Trend of Sinking Global FDI (NK)
- Emerging Markets Not Worth the Risk (CNBC)
- Emerging Market: Asian Economic Powerhouse India (FC)
- For EM, China’s Shift to Consumer Goods Is a Blow (BB)
- Top 10 Largest Economies By 2050 (VS)
- Sell U.S. Tech Stocks, Buy Emerging Markets, Says Rob Arnott (B)
- Where to Find Buying Opportunities in Emerging Markets (B)
Direct / Co-Investment
- Board Wants CalPERS to Start Co-Investing (PH)
- PE Clients Turn to Co-investments to Reduce Costs (PEN)
- Co-investment Growth Leads to Uncertainty Over Terms (PEI)
- CalSTRS: ‘Co-investments should be increased’ (PEI)
- Infrastructure Funds Are Hauling in Record Amounts of Cash (B)
- Morgan Stanley Raises $516M fo HF Co-Investments (BB)
- Ontario Teachers' Initial Investment Pays Off (PI)
- PE Investors: Co-Investments Outperform Funds (VW)
Potpourri
- How Big Data Can Inform Investment Decisions (Wharton)
- Why You Should Never Lunch Alone (JF)
- Why Are Stories so Important to Investors (BI)
- Tiger Woods Made Our Golf Model Look Silly (E)
- Our Masters Forecast is Lukewarm on Tiger Woods (E)
- Former SEC Lawyer, "Greatest Retirement Crisis" in History (MW)
- One of Wall Street’s Most Popular Trading Strategies Is Failing (BB)
- Report Finds Majority of Divestments Lose Value (CIO)