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Hedge Funds / Public
- Hedge Funds Reap Windfalls From Market Rout (FT)
- Top HF Analysts Face 10% Pay Hit as Industry Struggles (FT)
- HFs' Historic U.S. Rate View Shift Switches to 5-year Bonds (R)
- Hedge Funds’ New Crowded Trade (II)
- Hedge Fund Short Bets Against Oil Hit Year-High (FT)
- Hedge Funds’ New Crowded Trade (II)
- Hedge Funds’ Gender Gap Could Be Hurting Performance (B)
- Keepin' It Bearish: HF Managers See More Room To Fall (VW)
Private Equity / Venture
- The Ebb and Flow of VC Dough (ZD)
- US Family Offices Found to Miss Out on PE Opportunities (O)
- Fees Are a Focus, Even In Good Times (PDI)
- Pension Funds’ Appetite for Private Equity Grows (CIO)
- Partners Group 'more neutral' to PE as Valuation Affect Appeal (PEI)
- SEC Believes Private Equity Firm Owners Defrauded Clients (II)
- Brexit Uncertainty Makes Luxembourg important to PE Firms (PEN)
- Private Equity’s Most Influential Women 2018 (PEN)
Real Assets
- The U.S. Housing Boom Is Coming to an End, Starting in Dallas (WSJ)
- Top 100 Real Estate Investment Managers 2018 (IPE)
- Stock Market Volatility Has Impact on Real Estate Investment (NRSI)
- Super Rich Are Investing In Real Estate, Private Equity (CNBC)
- The Top Seven Traits Of A Successful Real Estate Investor (F)
- Why US Oil Production Won't Peak Anytime Soon (Rigzone)
- Gas Will Overtake Coal as World's 2nd Largest Energy Source (RT)
- Capital Pouring Into Value-Add Multifamily Deals (GS)
Hedge Funds / Public
- Hedge Funds Reap Windfalls From Market Rout (FT)
- Top HF Analysts Face 10% Pay Hit as Industry Struggles (FT)
- HFs' Historic U.S. Rate View Shift Switches to 5-year Bonds (R)
- Hedge Funds’ New Crowded Trade (II)
- Hedge Fund Short Bets Against Oil Hit Year-High (FT)
- Hedge Funds’ New Crowded Trade (II)
- Hedge Funds’ Gender Gap Could Be Hurting Performance (B)
- Keepin' It Bearish: HF Managers See More Room To Fall (VW)
Private Equity / Venture
- The Ebb and Flow of VC Dough (ZD)
- US Family Offices Found to Miss Out on PE Opportunities (O)
- Fees Are a Focus, Even In Good Times (PDI)
- Pension Funds’ Appetite for Private Equity Grows (CIO)
- Partners Group 'more neutral' to PE as Valuation Affect Appeal (PEI)
- SEC Believes Private Equity Firm Owners Defrauded Clients (II)
- Brexit Uncertainty Makes Luxembourg important to PE Firms (PEN)
- Private Equity’s Most Influential Women 2018 (PEN)
Real Assets
- The U.S. Housing Boom Is Coming to an End, Starting in Dallas (WSJ)
- Top 100 Real Estate Investment Managers 2018 (IPE)
- Stock Market Volatility Has Impact on Real Estate Investment (NRSI)
- Super Rich Are Investing In Real Estate, Private Equity (CNBC)
- The Top Seven Traits Of A Successful Real Estate Investor (F)
- Why US Oil Production Won't Peak Anytime Soon (Rigzone)
- Gas Will Overtake Coal as World's 2nd Largest Energy Source (RT)
- Capital Pouring Into Value-Add Multifamily Deals (GS)
Managers(GPs)
- Longstanding Value Manager SPO Shuts Down (BB)
- Ray Dalio: Investors Ill-Prepared to Weather Next Bear Market (CIO)
- Credit Managers Factored Into Asia’s Growth (PDI)
- Och Ziff Shares Stumble Toward NYSE Delist Territory at $1 (BB)
- Third Point 3Q18 Investor Letter: The Good Place (VW)
- Double Line October Commentary (DL)
- But What About October? (AQR)
- AQR’s Cliff Asness Loses His Cool (II)
Allocators(LPs)
- US Pension Funds Looking at High Risk Real Estate (TRD)
- How Foundations Are Stepping Up Impact Investing (Upenn)
- Institutional Investors Fall for AQR's Liquid Alts Gimmick? (SWFI)
- Wealth Concentration Grows Among Largest Asset Managers (CIO)
- CalPERS Can’t Find Enough Private Equity Commitments (CIO)
- CalSTRS to Divest of Private Prison Companies (CIO)
- Pensions Account for 61% of Top 100 Asset Owners (CIO)
- New CalPERS CIO Can’t Start Until January (CIO)
Blockchain
- First Tokenized REIT Offering in History (F)
- Bitcoin Price Crash Looks Like A Currency Under Attack (BB)
- Eying Cryptocurrency's Emerging Role In CRE Investment (NRSI)
- Blockchain Technology Could Help Us Take Back Our Data (NS)
- Blockchain Startup Tracks First Digital Corporate Bond (II)
- Harvard & MIT Have Invested in Cryptocurrency Funds (CCN)
- U.S. Pensions, Endowments Take No Action for AI and Blockchain (II)
- What If the SEC Approves an ETF for Bitcoin? (CDIN)
Greed / Optimism
- 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)
- PE Accelerates ‘Buy-and-Build’ Strategy (FT)
- As PEs Mature, the Way They Buy and Sell is Changing (E)
- Traders Chase 76% Returns Shorting Europe (B)
- Euro Funds Aiming for Risky 12-15% Returns (PDI)
Fear / Pessimism
- Stock Markets Face Historic Lack of Dry Powder (II)
- Africa Special: Currency Risk is the Biggest Concern for LPs (PEI)
- High Fees Remain Biggest Barrier to Private Markets (PEI)
- Next Crisis Will Feature Flash Crashes and Social Unrest (CNBC)
- How Escalating US-China Tensions are Reshaping PE (PEI)
- Greenlight Capital's Funds are Down 18.3% This Year (WSJ)
- Quant HFs Lose Their Allure as Performance Sags (FT)
- Insurance Firms Pull Billions from HFs (FN)
Occupy: Alts
- 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)
- J. Tomilson Hill is New CEO of Blackstone Alt. Asset Management (PI)
- Alt. Investment Industry-U.S. Economy Run, Fed Hike in 2018 (O)
- HF Rich List Shows Broken Fee Model (II)
Buffett / Berkshire
- Jamie Dimon and Buffett Have the Last Laugh on Bitcoin (BB)
- Berkshire Hathaway Invests Millions in Fintech (WSJ)
- AI Predicts Berkshire Hathaway Holdings at Risk From HF (FN)
- 10 Reasons Buffett is a Better Investor Than You (USNews)
- Buffett Donates $3.4B of Berkshire Stock to Charities (WSJ)
- Warren Buffett's Advice On How To Raise Well-Adjusted Heirs (WA)
- The Price For Lunch With Warren Buffett: $3,300,100 (R)
- Buffett Buys a Further 75 Million Apple Shares, Sells Out of IBM (B)
China
- Breyer Sees Change in China Venture Capital Returns (CNBC)
- Iron Ore As Demand For Construction Steel Soars In China (F)
- China's Bytedance Becomes World's Largest Internet Startup (F)
- Steve Mnuchin Says China’s Manipulating Its Currency (DB)
- Inventis: In Search of China’s ‘Largest’ PE Firm (PEI)
- China's $1.9T Private Funds Industry Braces for Pain (BB)
- China's New Rules Spark Private Equity Collapse (OZY)
- China PE Fundraising Dips in H1 2018 (PEI)
Opinions / Academia
- Value Investing Is Alive and Well (VW)
- Market Volatility Uncovers Investors' Inner Conflict (VW)
- A Successful Return To Club Deals Means Learning From Past (VW)
- While Growth Is Strong, Recession Possible by 2020 by Dimon (BB)
- Where to Invest Money in 2018 If You Have $1 Million (BB)
- Do Hedge Funds Need a New Measure of Success? (B)
- Culture Can Determine Performance, Hedge-Fund Expert Says (B)
- Will AI Help Human Investors, or Replace Them? (B)
Publications & Presentations
- Third Point 3Q18 Investor Letter: The Good Place (VW)
- Double Line October Commentary (DL)
- Howard Marks: Investing Without People (OTC)
- Hedge Funds' Strategic Conference Approach (SSRN)
- BlackRock Eyes Coders, Not Investors (LinkedIn)
- a16z Monthly Newletter - May 2018 - The Long Game (a16z)
- Blockchain's New Found Applications In The Energy Sector (EC)
- Greenlight Capital Q1 2018
Emerging Managers / Emerging Companies
- 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)
- Opportunities for Women in Crypto (F)
- Cambridge Co SPG Committed to Investing in Female Mangers (F)
Fees and Terms
- 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)
- PE Fee Model Under Scrutiny Following Nordic PE Entry Snub (FT)
- Higher UST Yields Hit Hedge Fund Fees (VW）
Emerging Markets
- Why Emerging Markets Face a Brighter Outlook After Bad 2018 (BB)
- Pendulum to Swing Back in Favor of Emerging Markets (II)
- Why Firms Have Raised Billions to Spend in Emerging Markets (PE)
- Kai-Fu Lee : U.S. Tech Companies Aren’t Ready for Chinese AI (BB)
- U.S. Pensions, Endowments Take No Action for AI and Blockchain (II)
- Public Funds Split on India Allocation (SWFI)
- Emerging Markets Send Pension Assets Surging (II)
- Argentina Hikes Highest Rate Amid Turkey Contagion (BB)
Direct / Co-Investment
- 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)
- LPs Attracted to Better Returns from Co-Investments (CMN)
- Family Offices Directing Own PE Investments (TD)
- CalPERS to Consider Internal Activism (PI)
Potpourri
- Soros Spins Out Private Equity Team, Pledging Up to $2B (BB)
- Secondaries Special: Experiments in Liquidity (PEI)
- Allure of Specialty Finance Strategies Gets Stronger (PDI)
- Blackstone Impressed By KKR's Gain in C-corp Conversion (PEI)
- Biggest Banks Pass Fed's Stress Test (NYT)
- Wall Street Uses Superforecasting to Predict Market Behavior (WSJ)
- Under-Funded Colorado Retirement System Gets New Money (CIO)
- SocGen To Pay $1.3B Over FCPA, Libor-Rigging Charges (Law360)