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Hedge Funds / Public
- HF Investors Pull Money for First Time Since 2017 (B)
- HF Assets Eclipse Record Level 8th Consecutive Quarter (HW)
- More HFs Using AI, Machine Learning (II)
- European Hedge Funds Post Weakest H1 Since 2000 (VW)
- The Two Delivering Alpha Pitches That Made Stocks Jump (II)
- Ex-Point72 Manager to Launch Macro HF Entheos (R)
- Barclays’ Former Head of US Equities Launches HF (FN)
- FYI: Steve Cohen Is Still Steve Cohen (DB)
Private Equity / Venture
- David M. Rubenstein On PE Investing (VW)
- China PE Fundraising Dips in H1 2018 (PEI)
- OPIC Nears PE Mandate As House Passes Legislation (PEI)
- Toys R Us Workers Press Investors for Hardship Fund (FT)
- PE Firms Get Creative with Fees (II)
- PE Eyes European Insurers Betting on Returns Boost (BB)
- How PE Is Solving Their Growth Problems (WSJ)
- ECI's David Ewing On Fundraising, LPs and Brexit (PEI)
Real Assets
- Uranium Sector Eyed for Revival with Asian Reactor Build (R)
- Gold - A Market in Motion (VW)
- Commodity Investors Show Interest in Cryptocurrencies (Crains)
- Commodity Trading Enters Age of Digitisation (FT)
- Platinum Price Plunges to 14-Year Low (M)
- Big Oil, Utilities Lining Up For Electric Vehicle War (B)
- Blackstone Nears First Close For $5B Infrastructure Fund (B)
- For OPEC, Oil Tariff Spat is Short Term Gain, Long Term Pain (R)
Hedge Funds / Public
- HF Investors Pull Money for First Time Since 2017 (B)
- HF Assets Eclipse Record Level 8th Consecutive Quarter (HW)
- More HFs Using AI, Machine Learning (II)
- European Hedge Funds Post Weakest H1 Since 2000 (VW)
- The Two Delivering Alpha Pitches That Made Stocks Jump (II)
- Ex-Point72 Manager to Launch Macro HF Entheos (R)
- Barclays’ Former Head of US Equities Launches HF (FN)
- FYI: Steve Cohen Is Still Steve Cohen (DB)
Private Equity / Venture
- David M. Rubenstein On PE Investing (VW)
- China PE Fundraising Dips in H1 2018 (PEI)
- OPIC Nears PE Mandate As House Passes Legislation (PEI)
- Toys R Us Workers Press Investors for Hardship Fund (FT)
- PE Firms Get Creative with Fees (II)
- PE Eyes European Insurers Betting on Returns Boost (BB)
- How PE Is Solving Their Growth Problems (WSJ)
- ECI's David Ewing On Fundraising, LPs and Brexit (PEI)
Real Assets
- Uranium Sector Eyed for Revival with Asian Reactor Build (R)
- Gold - A Market in Motion (VW)
- Commodity Investors Show Interest in Cryptocurrencies (Crains)
- Commodity Trading Enters Age of Digitisation (FT)
- Platinum Price Plunges to 14-Year Low (M)
- Big Oil, Utilities Lining Up For Electric Vehicle War (B)
- Blackstone Nears First Close For $5B Infrastructure Fund (B)
- For OPEC, Oil Tariff Spat is Short Term Gain, Long Term Pain (R)
Managers(GPs)
- PE Firms and HFs Prepare To Profit Off Debt-Binge Firms (B)
- Howard Marks: We Are In The 8th Inning (VW)
- Ken Griffin: Bitcoin = Trash (VW)
- Ken Griffin Talks Trade Policy, Apple, Google And Banking (VW)
- Marks Questions the Long Game of US Debt Explosion (II)
- The Two Delivering Alpha Pitches That Made Stocks Jump (II)
- Blackstone Considers C-Corp Status (II)
- Blackstone Storming Through Fundraising "Supercycle" (PEI)
Allocators(LPs)
- RI Treasurer Calls for Church Pension Transparency (CIO)
- CalPERS Moves Closer to Naming New CIO (CIO)
- US Steps Up as European LP's "Strike" Over Brexit (PEI)
- PAAMCO Co-CEOS to Step Down (II)
- CalPERS' PE Returns Fall Short of Benchmark (PEI)
- ECI's David Ewing On Fundraising, LPs and Brexit (PEI)
- Partners Group Goes On Hiring Spree to Meet LP Demand (PEI)
- June: Upward or No Movement in US Corporate Funding (PI)
Blockchain
- Opportunities for Women in Crypto (F)
- Blackrock's Fink Says They're Evaluating Cryptocurrencies (R)
- Bitcoin: A 'Shot of Adrenaline' for Hedge Funds? (N)
- Cohen Invests in Crypto HF (B)
- Despite Caution Over Cryptocurrency, Investors Are Bullish (NYT)
- Andreessen-Horowitz Taps First Female Crypto General Partner (B)
- Hong Kong Venture Launches Blockchain Remittance Service (NYT)
- Ethereum Billionaire Looks to China for Next Big Crypto Winners (B)
Greed / Optimism
- Traders Chase 76% Returns Shorting Europe (B)
- Euro Funds Aiming for Risky 12-15% Returns (PDI)
- How Hedge Funds Are Winning Back Investors (B)
- Global LPs Concerned About Regulation in 2018 (PEI)
- How Private Equity is Shifting From Cost Cutting to Growth (F)
- Some U.S. Macro Hedge Funds Thrive With Volatility (R)
- Hedge Fund Exposure to Health-Care Stock is at a 5-Year High (M)
- Why HF's Don't Suck Despite Trailing the Market (F)
Fear / Pessimism
- Bridgewater: Cash Viable Alternative to US Stocks and Bonds (R)
- HF Focused on Emerging Markets Continue Losing (HW)
- Just a Quarter of Asset Managers Growing Profitably (II)
- The Ever-Growing Confidentiality Issues of Hedge Funds (II)
- China’s Unicorns Are Stampeding Into an IPO Quagmire (B)
- Investors Seek Cover as Trade Battles Rattle World Markets (R)
- Lloyd Blankfein Interviews Paul Tudor Jones (VW)
- Distressed Debt Funds Tap Into Fears Over Credit Cycle (FT)
Occupy: Alts
- 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)
- Private Equity Examines its Distressed Navel (BB)
- Asia’s Richest Families are Abandoning ‘Complacent’ HF's (BB)
- Investing for the Future: Alternatives (HW)
- As Investors Search More Alt's to Boost Returns, PE Tops List (CIO)
Buffett / Berkshire
- 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)
- Berkshire 2018 AGM: Buffett's Advice on Investing (VW)
- What Gives Warren Buffett His Edge (VW)
- What to Do When Stocks Tank: Dalio, Buffett (I)
- Warren Buffett - Advice for Entrepreneurs (VW)
China
- China PE Fundraising Dips in H1 2018 (PEI)
- Jonathan Gray On China: There Are Big Issues At Stake (CNBC)
- Allianz Real Estate Putting More In China (BT)
- China’s Unicorns Are Stampeding Into an IPO Quagmire (B)
- CIC Posts 17.59% 2017 Return on Overseas Porfolio (SWFI)
- China to Unleash $108B in Reserve Cut for Banks (B)
- Hong Kong Venture Launches Blockchain Remittance Service (NYT)
- Time To Start Worrying About China's Debt Default Avalanche (ZH)
Opinions / Academia
- Bring Harvard and Yale Investing to the People (B)
- The New Threat Facing Developed Markets Investments (II)
- The Fed’s Capital Mistake (WSJ)
- HF Managers With High Testosterone Underperform (CNBC)
- When Doing Nothing Is the Best Thing To Do (II)
- Why Gabelli Isn’t Sweating the Passive Trend (II)
- Investors Piled Into PE Last Year — and They May Regret It (II)
- How Amazon Can Blow Up Asset Management (VW)
Publications & Presentations
- 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
- Third Point First Quarter Investor Letter (TP)
- DoubleLine April 2018 Commentary (DL)
Emerging Managers / Emerging Companies
- Andreessen Horowitz Scraps Rule for Partnership (RC)
- Opportunities for Women in Crypto (F)
- Cambridge Co SPG Committed to Investing in Female Mangers (F)
- The Top Priorities of Emerging Managers (II)
- Builders VC Fund Marches Toward $200MM Target (PEH)
- Female Fund Managers Win on Returns as They Fight for Jobs (ST)
- The 2016 HF Rising Stars: Shining Brightly in Tough Times (II)
- $130M Fund Leading the Way in RE Crowdfunding (F)
Fees and Terms
- 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）
- Fees Charged by Private Debt Funds at a 10-Year Low (II)
Emerging Markets
- As Trade Wars Heat Up, So Do Emerging Markets (II)
- Private Debt Investors Turn to Asia (II)
- South African HF Industry Sees First AUM Decline Since 2011 (O)
- Jay Newman Eyes Comeback with Venezuela Focus (FT)
- China's Major Tech Firms Will Dominate Emerging Markets (F)
- Brazil Stocks Down on Global Trade Concerns (R)
- Key to Achieving African Agenda (ACMN)
- Alaska Permanent Bets on Emerging Markets (CIO)
Direct / Co-Investment
- 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)
- Public Pension Funds' Shareholder-Proposal Activism (PM)
- ADIA Seen as a Threat to Asset Management (CIO)
- Abu Dhabi's ADIA Manages More of Its Billions In-House (R)
Potpourri
- 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)
- Bloomberg Billionaires Index (BB)
- Recession Possibility In 2019 Even If Unemployment Is So Low (F)
- Ray Dalio: Quit These Bad Habits to Succeed (CNBC)
- How KKR's Roberts Seeks to Combat Joblessness (R)