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Hedge Funds / Public
- The Price That Makes Hedge Funds a Steal (II)
- The Best-Paid Hedge Fund Managers Made $7.7 Billion in 2018 (BB)
- Paul Tudor Jones Hits Palm Beach With Mick Mulvaney (BB)
- After Hedge Funds’ Mediocre Year, Investors Still Want More (II)
- McKinsey Sells Advice, Hedge Fund Have Stake in Outcome (NYT)
- Albourne Takes Aim at Hedge Fund Fees (BB)
- The Real Reason Why Some HF Managers Give to Charity (II)
- The Research Hedge Funds Actually Want (II)
Private Equity / Venture
- The Future Leaders of Private Equity - Nominate Them Now (PEI)
- The Carried Interest Model Won't be Improved (PEI)
- VC Managers Invest Billions in Tech - But Don't Use It (II)
- Research Shows Private Credit Funds Stabilize Markets (II)
- The Obstacle Between Credit Funds and a Giant Pool of Money (II)
- Why Transparency Literally Pays Off (II)
- 89% of Fund Managers Expect Prolonged Market Downturn (BW)
- PE Funds Continue to Raise from Public LPs Despite High Fees (CIO)
Real Assets
- Difference Between Opportunity Zones and 1031 Exchanges (WF)
- Office Rents Set to Rise in Key Cities Across Europe (PW)
- Blackstone's Infrastructure Fund Makes $3.3B Acquisition (IPE)
- Hedge Funds Accelerate Oil Buying (R)
- PE Firms Eye Bonanza in India's Residential Real Estate Space (R)
- Growth in Life Sciences Innovation Demands Real Estate (F)
- The Best Strategies to Invest in Opportunity Zones (F)
- KKR Forms Natural Gas Company in Canada (FP)
Hedge Funds / Public
- The Price That Makes Hedge Funds a Steal (II)
- The Best-Paid Hedge Fund Managers Made $7.7 Billion in 2018 (BB)
- Paul Tudor Jones Hits Palm Beach With Mick Mulvaney (BB)
- After Hedge Funds’ Mediocre Year, Investors Still Want More (II)
- McKinsey Sells Advice, Hedge Fund Have Stake in Outcome (NYT)
- Albourne Takes Aim at Hedge Fund Fees (BB)
- The Real Reason Why Some HF Managers Give to Charity (II)
- The Research Hedge Funds Actually Want (II)
Private Equity / Venture
- The Future Leaders of Private Equity - Nominate Them Now (PEI)
- The Carried Interest Model Won't be Improved (PEI)
- VC Managers Invest Billions in Tech - But Don't Use It (II)
- Research Shows Private Credit Funds Stabilize Markets (II)
- The Obstacle Between Credit Funds and a Giant Pool of Money (II)
- Why Transparency Literally Pays Off (II)
- 89% of Fund Managers Expect Prolonged Market Downturn (BW)
- PE Funds Continue to Raise from Public LPs Despite High Fees (CIO)
Real Assets
- Difference Between Opportunity Zones and 1031 Exchanges (WF)
- Office Rents Set to Rise in Key Cities Across Europe (PW)
- Blackstone's Infrastructure Fund Makes $3.3B Acquisition (IPE)
- Hedge Funds Accelerate Oil Buying (R)
- PE Firms Eye Bonanza in India's Residential Real Estate Space (R)
- Growth in Life Sciences Innovation Demands Real Estate (F)
- The Best Strategies to Invest in Opportunity Zones (F)
- KKR Forms Natural Gas Company in Canada (FP)
Managers(GPs)
- Rahul Moodgal - Master Fund Raiser (CAP)
- Seth Klarman Hires Investment Chief to Manage Assets (WSJ)
- Paul Tudor Jones Hits Palm Beach With Mick Mulvaney (BB)
- First-Time Private Debt Managers Struggle to Raise Money (II)
- Key Investors Unhappy With SoftBank Tech-Investment Fund (WSJ)
- Saudi Investors Uneasy How Son is Running $100B Vision Fund (RD)
- Asset Management Giants Don’t Walk the Walk On Long-Term (II)
- Rob Arnott: Avoid These Blunders in Factor Investing (II)
Allocators(LPs)
- Rob Wallace Discusses Impact of Endowment on Stanford (S)
- Measuring Ivy 2018: Good Returns, But Efficiency An Issue? (MPI)
- Harvard Reports a Significant Surplus (H)
- Uni of Michigan Boosts Investment in Crypto Fund (BB)
- Family Offices Can Outperform With More Private Investment (II)
- Responsible Investment Special 2019 (PEI)
- New CT Treasurer Has Backup Plan for Teacher Pension Bonds (CIO)
- The Dirty Secret Behind Canada's Pensions (PP)
Blockchain
- Uni of Michigan Boosts Investment in Crypto Fund (BB)
- Cryptoassets: Venture into the Unknown (CA)
- Jamie Dimon's Cryptocurrency Reversal (II)
- How Blockchain is Changing Food Supply Chains (F)
- Wall Street Could Change the Game for Bitcoin Again (F)
- Blockchain’s Feast: How the Tech is Changing the Way We Eat (F)
- First Tokenized REIT Offering in History (F)
- Bitcoin Price Crash Looks Like A Currency Under Attack (BB)
Greed / Optimism
- 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)
- 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)
Fear / Pessimism
- 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)
- Once More, Without Feeling (AQR)
- Stock Markets Face Historic Lack of Dry Powder (II)
Occupy: Alts
- 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)
- J. Tomilson Hill is New CEO of Blackstone Alt. Asset Management (PI)
Buffett / Berkshire
- Stocks That Warren Buffett Just Bought or Sold (K)
- Buffett’s China Ride Is Losing Power With Investors (BB)
- 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 (USN)
- Buffett Donates $3.4B of Berkshire Stock to Charities (WSJ)
- Warren Buffett's Advice On How To Raise Well-Adjusted Heirs (WA)
China
- What to Watch at China’s Biggest Meeting of the Year (BB)
- Buffett’s China Ride Is Losing Power With Investors (BB)
- China Developers Snap up Distressed Real Estate Debt (FT)
- How Bad Is the China Slowdown? (WSJ)
- Chinese VC Investments Tops US For The First Time (CIO)
- For EM, China’s Shift to Consumer Goods Is a Blow (BB)
- US-China Tradewar May Force Tech Firms to Choose Sides (NAR)
- Tencent and Alibaba Hit the Brakes After Dealmaking Binge (FT)
Opinions / Academia
- Harvard Study Questions Benefits of Fund Manager Diversity (FT)
- Factor Momentum Is Real, Researchers Argue (II)
- Market Rhythms Change, Hedge Funds Lose Beat (BB)
- BlackRock Wasn’t Fooled by Jerome Powell’s Flub (BB)
- 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)
Publications & Presentations
- Charlie Munger: 2019 Daily Journal Annual Meeting (VW)
- Sequoia Fund Q4 2018 (SF)
- Measuring Ivy 2018: Good Returns, But Efficiency An Issue? (MPI)
- Harvard Reports a Significant Surplus (H)
- Political Reality Meets Economic Reality (OTC)
- Expected Returns for Private Equity (AQR)
- 2019 Global Investment Outlook (T)
- 20 for Twenty (AQR)
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
- 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)
- PE Fee Model Under Scrutiny Following Nordic PE Entry Snub (FT)
Emerging Markets
- 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)
- 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)
Direct / Co-Investment
- 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)
- LPs Attracted to Better Returns from Co-Investments (CMN)
- Family Offices Directing Own PE Investments (TD)
Potpourri
- These Are the Wealthiest Towns in the U.S. (BB)
- Smart Beta ETFs Get Even More Popular (CIO)
- Calvery's Arrest has Kicked Russian PE When it's Down (PEI)
- The Public Versus Private Markets Battle? (PENP)
- US State Department Travel Warning to China (TSG)
- The Lives We Lost in 2018 (BB)
- Investment Outlook 2019 (PI)
- UBS’s Big Data Lab Is No Longer Just for its Analysts (II)