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    Most Read Recently
    • Blackstone’s James: HFs May Lose 25% Of Assets (BB)
    • AQR: Hedging on Hedge Funds (AQR)
    • Sequoia Opens Funds to New Investors (BB)
    • Goldman: Big Insurers Shouldn't Ditch HF (Barron's)
    • Druckenmiller: Evolution and Future of HFs (Youtube)
    Most Read All Time
    • Howard Marks: Oaktree Memo to Clients (OAK)
    • GMO Quarterly Letter 4Q 2014 (GMO)
    • Barron's Top 100 Hedge Funds of 2015 (Barron's)
    • Baupost Details Risk Management (Value Walk)
    • Buffett's Suggestion: Don't Invest in Hedge Funds (P&I)
    Recommended
    • The Incredible Shrinking Hedge Fund (BB)
    • Study: Small Funds Outperform Large Funds (SSRN)
    • Yale Endowment Searching for New Managers (BB)
    • What Do Investors (Allocators) Ask Managers Privately? (SSRN)
    • When Will Yale Buy Bitcoin? (II)
    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)

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