Hedge Funds / Public
- Despite Warnings, HFs Investing In China Outperforming (VW)
- HFs Create ‘Abnormal’ Returns In Short And Long Run (VW)
- IPOs – Many Times A Recipe For Disaster (Investing Caffeine)
- Investors Are Jumping Back Into Hedge Funds (Bloomberg)
- HFR: Industry Assets Hit $3.1T As New Capital Inflows Resume (FIN)
- Credit Suisse Releases Survey Of HF Investor Sentiment (FIN)
- Hedge Fund Flows Turn Positive For First Time In Six Quarters (P&I)
- Man Vs. Machine, How Indexing Changed The Market? (Barron's)
Private Equity / Venture
- US PE Stays Unfazed Amid Evolving Landscape
- PE Firms Keep Backing Booming Healthcare Sector (Pitchbook)
- Private Capital Fund Managers Raise Fee Rates In 2017 (VW)
- That's Not PE, That's A Pension Fund (BB Businessweek)
- Private Equity's Merry-Go-Round (BB)
- PE And Passive Investors Are On A Collision Course (BB)
- Private Equity’s Big Bets On Financial Tech (TNYT)
- Private Equity Fundraising Rivaling 2007 Highs (P&I)
Real Assets
- 25% Of Global Comm. RE Transactions Involve Priv. Investors (CNM)
- Private Equity Real Estate Deals Bounce Back In Q2 (CIO)
- Wealthy Investors Are Leaving HF For Real Estate (Bloomberg)
- BlackRock Raises Largest Renewable Fund In U.K. (II)
- Wealthy Investors Are Leaving HFs For Real Estate (Bloomberg)
- Will The Next U.S. Highway Be Bankrolled By The Saudis? (NYT)
- Blackstone Plans $100B U.S. Infrastructure Program (II)
- The Rise Of Infrastructure Mega Funds (II)
Hedge Funds / Public
- Despite Warnings, HFs Investing In China Outperforming (VW)
- HFs Create ‘Abnormal’ Returns In Short And Long Run (VW)
- IPOs – Many Times A Recipe For Disaster (Investing Caffeine)
- Investors Are Jumping Back Into Hedge Funds (Bloomberg)
- HFR: Industry Assets Hit $3.1T As New Capital Inflows Resume (FIN)
- Credit Suisse Releases Survey Of HF Investor Sentiment (FIN)
- Hedge Fund Flows Turn Positive For First Time In Six Quarters (P&I)
- Man Vs. Machine, How Indexing Changed The Market? (Barron's)
Private Equity / Venture
- US PE Stays Unfazed Amid Evolving Landscape
- PE Firms Keep Backing Booming Healthcare Sector (Pitchbook)
- Private Capital Fund Managers Raise Fee Rates In 2017 (VW)
- That's Not PE, That's A Pension Fund (BB Businessweek)
- Private Equity's Merry-Go-Round (BB)
- PE And Passive Investors Are On A Collision Course (BB)
- Private Equity’s Big Bets On Financial Tech (TNYT)
- Private Equity Fundraising Rivaling 2007 Highs (P&I)
Real Assets
- 25% Of Global Comm. RE Transactions Involve Priv. Investors (CNM)
- Private Equity Real Estate Deals Bounce Back In Q2 (CIO)
- Wealthy Investors Are Leaving HF For Real Estate (Bloomberg)
- BlackRock Raises Largest Renewable Fund In U.K. (II)
- Wealthy Investors Are Leaving HFs For Real Estate (Bloomberg)
- Will The Next U.S. Highway Be Bankrolled By The Saudis? (NYT)
- Blackstone Plans $100B U.S. Infrastructure Program (II)
- The Rise Of Infrastructure Mega Funds (II)
Managers(GPs)
- Singer Seeks To Challenge Buffett’s Bid For Energy Company (NYT)
- Gundlach Sees More Pain For Bond Bulls As HFs Make Exit (BB)
- Gundlach Betting Markets Will Go Crazy In Next 5 Months (BI)
- Jeff Gundlach Buys S&P 500 Puts, Eyeing Gold (CNBC)
- Ray Dalio Says 'Keep Dancing' But Party Ending Soon (CNBC)
- Dalio: End Of Central Bank Era, Time To Head To Party Exit (BB)
- Kyle Bass Spots ‘Tectonic Shift’ In US Relationship With China (VW)
- How George Soros Finds His Trades (Macro Ops)
Allocators(LPs)
- Latam Retail Market Offers Fresh Opp's For Int'l Asset Mgrs (CW)
- Chilean AFPs Pull $160M From Brazilian Equities In June (CW)
- That's Not PE, That's A Pension Fund (BB Businessweek)
- Harvard Said To Near PE, RE Fund Sale (BB)
- Investors In Macro & Managed Futures Funds - Difficult 2017 (VW)
- The State Of Startup Funding On Each Of The 7 Continents (Yahoo)
- Investors Are Jumping Back Into Hedge Funds (Bloomberg)
- Credit Suisse Releases Survey Of HF Investor Sentiment (FIN)
Calendars
- 2017 Hedge Fund Investor Leadership Summit - New York, NY
- Family Office & Private Wealth Management Forum 2017 - Napa, CA
- Global Ventures Summit 2017 - Los Angeles, CA
- 6th Annual Real Estate CFO & COO Forum - New York, NY
- 9th Annual Investment Conference (MakeaDifference)
- (Value Investor Conference)
- 15th Annual Global ARC - Boston, MA
- ASFA2017 - Sydney, Australia
Greed / Optimism
- Ultra-Wealthy Investors Are Heavy On Alternatives: KKR (ValueWalk)
- Quietest Month Since 2006 Brings Back Volatility Trade (WSJ)
- Investors Up On Europe And Alts, Down On Regulatory Reform (CIO)
- 2017 LatAm Investor Intentions Real Estate Survey (CBRE)
- Endowment, Foundation Investor Confidence Soars (CIO)
- Deal Flow Set To Improve And IPOs To Make A Comeback (VW)
- Dalio on Trump: 'If you haven’t read Ayn Rand lately...' (BI)
- Once Terrified, HF Managers Warm To Trump (Economic Times)
Fear / Pessimism
- Asset Managers, Allocators Optimistic About Growth Prospects (II)
- Howard Marks On Tech, Cryptocurrencies & PE (Bloomberg)
- $13 B HF Is Sounding Alarm On A Big Trend In Investing (BI)
- $30B HF Identified Potential Trigger For The Next Financial Crisis (BI)
- The Future According To Britt Harris (II)
- Bill Gross: Investors Are 'Seriously Threatened' (II)
- Blackstone’s Equity Office Era Nears End With S.F. Sale Plan (NREI)
- Loose Money Raises The Risks For Private Equity (FT)
Occupy: Alts
- 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)
- R.I. withdraws $340 million from HF (RI.gov)
- Investing for the Future: Alternatives (Hedgeweek)
- As Investors Search More Alt's to Boost Returns, PE Tops List (CIO)
- Investors Shifting from HF's to Other Alts (Hedgeweek)
- Save Some Money, Clone A Hedge Fund (Dealbreaker)
Buffett / Berkshire
- Singer Seeks To Challenge Buffett’s Bid For Energy Company (NYT)
- Buffett Wants Big Deal. Lately, He's Settled Small Ones (Bloomberg)
- Warren Buffett's REITs (Forbes)
- Buffett: One Metric Tells Me The Most About The Future (Yahoo)
- Buffett and Paulo Lemann: Business and Leadership (YT)
- How Buffett Made BRK a World-Beater (Investopedia)
- Buffett's investment strategy can help you build wealth (CNBC)
- Berkshire Hathaway Earnings Q1 2017 (CNBC)
China
- Despite Warnings, HFs Investing In China Outperforming (VW)
- Kyle Bass Spots ‘Tectonic Shift’ In US Relationship With China (VW)
- Chinese Pension Inflows Surge (CIO)
- Chinese Investors To Spend $1T On RE In Next Decade-Report (HP)
- 25% Of Global Comm. RE Transactions Involve Priv. Investors (CNM)
- China Sovereign Fund Posts 6.22% Return On Overseas Assets (CGTN)
- China's Internet Sector Grows Up (II)
- China,India Deals Lift Asian VC Fintech Financing To Us$2.7B (SCMP)
Opinions / Academia
- Private Equity Doesn't Deserve Its Bad Reputation (Bloomberg)
- Three Views on Alternative Funds (Pershing)
- Who’s Right: Warren Buffett or Larry Fink? (WSJ)
- It’s Time to Rethink Asset Allocation (WSJ)
- Roque, Technical Analyst for Soros: The Big Picture (Ritholtz)
- Experts Oppose Trump on University Endowment Tax (Yale Daily)
- Howard Marks on Trump Election (Oaktree Capital)
- Jim Grant: Trump's Markets Are Set Up For Trump's Success (VW)
Publications & Presentations
- 7 Insights From The J.P. Morgan Guide To The Markets (ValueWalk)
- 2017 Multi-Asset Class Outlook (OppenheimerFunds)
- FIS Report: Changing Chemistry between HFs and Investors
- Hedge Fund Spotlight (Preqin)
- Real Estate Index (CA)
- Ex-U.S. PE & VC Index (CA)
- Buyout & Growth Equity Index (CA)
- U.S. VC Index & Selected Benchmark Statistics (CA)
Emerging Managers / Emerging Companies
- The 2016 HF Rising Stars: Shining Brightly In Tough Times (II)
- $130M Fund Leading The Way In RE Crowdfunding (Forbes)
- Biggest Venture-Backed Companies Worth Nearly $500B (R)
- Investing in EM's: Out of the Rabbit Hole? (Milken Institute)
- Emerging Managers to Get More Under CalPERS Plan (P&I)
- Student Hedge Fund Managers Set High Bar (Inside IN Biz)
- HF Manager Puts Profile on Social Media, Lures $20M (BB)
- Would Seth Klarman Buy His Own Book? (CIO)
Fees and Terms
- Private Capital Fund Managers Raise Fee Rates In 2017 (VW)
- PE Managers Raise Fees In 2017 Amid Booming Demand (CIO)
- Surging PBGC Fees Incentivize Pension De-Risking (CIO)
- Fees On Committed Capital The Norm In Private Equity Funds (P&I)
- Meet The Manager Willing To Give Investors Back Their Money (II)
- Strapped Pension Funds, And The Hefty Fees They Pay (NYT)
- Texas Teachers Bears Down On Fees (Top1000Funds)
- Hedge Fund Launches Rise As Incentive Fees Fall (FinAlternatives)
Emerging Markets
- Emerging Market PE Assets Boom To Cross $500 B Mark (CIO)
- Russia Can ‘Live Forever’ With $40 Oil In Warning To HFs (BB)
- Alternatives: The Frontier Markets To Invest In (Fund Strategy)
- Sover. Funds May Help EMs Break Free Of Western Capital Flows (MW)
- Sovereign Fund to Help EM's Break from Western Capital (MW)
- Why Pension Funds Invest in EM Debt (FT)
- Emerging Market HF Assets Hit Record $200 Billion (Reuters)
- Passive Investing Poses Problems for EM Debt Markets (RG)
Direct / Co-Investment
- Ontario Teachers' Initial Investment Pays Off (P&I)
- PE Investors: Co-Investments Outperform Funds (VW)
- LPs Attracted To Better Returns From Co-Investments (CMN)
- Family Offices Directing Own PE Investments (The Deal)
- CalPERS to Consider Internal Activism (P&I)
- 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 (Reuters)
Potpourri
- Sorry, Harvard and Yale, Trading Whiz Kids Are at Baruch (WSJ)
- Top Fintech Trends for 2017 (Romexsoft)
- Apple May Participate in $100 billion SoftBank Fund (TC)
- Leonardo DiCaprio Joins Data Point Capital as Advisor (BostInno)
- The Evolution of Alt Strategies (HedgeWeek)
- Gates, Bezos, etc. Launching $1B Green Energy Fund (BI)
- Not Even Trump Can Stop Green Energy Economy (GreenBiz)
- The Universities Churning Out The Most Billionaires (Forbes)