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Hedge Funds / Public
- Investors Pull USD9.45bn From HFs in March (H)
- Low Profile HFs Posting Higher Returns 1 Year Following SOHN (R)
- Why Hedge Funds Love Distressed Debt (I)
- Cohen Heads East to 'Swing Big' With Point72 Ventures (BS)
- 25 Highest-Earning Hedge Fund Managers and Traders (F)
- HF Managers With High Testosterone Underperform (CNBC)
- Would You Invest In This Hedge Fund? (TM)
- Blackstone’s New $4 Billion Fund Gives India Top Billing (LM)
Private Equity / Venture
- Euro Funds Aiming for Risky 12-15% Returns (PDI)
- Fund Finance: The Rise of Hybrid Fund Structures (PEI)
- Bay Area Still Dominates U.S. VC Deals (MN)
- Rich Investors Seek More Exposure to Private Equity (FN)
- Data to Drive More Australian Money to Private Equity (AFR)
- Private Equity Revisits Strategies to Avoid Failed Bids (PEN)
- VC Investment Climbs to Post-Crisis High (II)
- CDPQ to Expand In-House Private Equity Team (CIO)
Real Assets
- HFs Pour into Oil with $80 Target (B)
- More Foreign Capital Flowing to Real Estate Debt Funds (NREI)
- Blackstone Fund Buys Stake in Property Firm Rockpoint (B)
- Are Commercial Real Estate Prices on Shaky Ground? (N)
- More Foreign Capital Flowing to Real Estate Debt Funds (NREI)
- ‘Amazon Effect’ is Hiking Pay (B)
- 10 Must Reads for the Commercial Real Estate in January (NREI)
- European Real Estate Mega Deals in 2017 (IPE)
Hedge Funds / Public
- Investors Pull USD9.45bn From HFs in March (H)
- Low Profile HFs Posting Higher Returns 1 Year Following SOHN (R)
- Why Hedge Funds Love Distressed Debt (I)
- Cohen Heads East to 'Swing Big' With Point72 Ventures (BS)
- 25 Highest-Earning Hedge Fund Managers and Traders (F)
- HF Managers With High Testosterone Underperform (CNBC)
- Would You Invest In This Hedge Fund? (TM)
- Blackstone’s New $4 Billion Fund Gives India Top Billing (LM)
Private Equity / Venture
- Euro Funds Aiming for Risky 12-15% Returns (PDI)
- Fund Finance: The Rise of Hybrid Fund Structures (PEI)
- Bay Area Still Dominates U.S. VC Deals (MN)
- Rich Investors Seek More Exposure to Private Equity (FN)
- Data to Drive More Australian Money to Private Equity (AFR)
- Private Equity Revisits Strategies to Avoid Failed Bids (PEN)
- VC Investment Climbs to Post-Crisis High (II)
- CDPQ to Expand In-House Private Equity Team (CIO)
Real Assets
- HFs Pour into Oil with $80 Target (B)
- More Foreign Capital Flowing to Real Estate Debt Funds (NREI)
- Blackstone Fund Buys Stake in Property Firm Rockpoint (B)
- Are Commercial Real Estate Prices on Shaky Ground? (N)
- More Foreign Capital Flowing to Real Estate Debt Funds (NREI)
- ‘Amazon Effect’ is Hiking Pay (B)
- 10 Must Reads for the Commercial Real Estate in January (NREI)
- European Real Estate Mega Deals in 2017 (IPE)
Managers(GPs)
- Remembering Marty Whitman (B)
- European Firms Dominate Q1 Buyout Fundraising at $53.6bn (PEI)
- Bill Gross' March Investment Outlook (JH)
- Latest Thinking from Howard Marks (OT)
- Klarman Watching for Stumbles Among ‘Unicorns’ (WSJ)
- Interview with UTIMCO CEO/CIO Britt Harris (TI)
- What to Do When Stocks Tank: Dalio, Buffett (I)
- Female Fund Managers Win on Returns as They Fight for Jobs (ST)
Allocators(LPs)
- Replacing HF Allocation with Options (II)
- Pension Funds Urge Companies to Set Emission Targets (IPE)
- PE Fee Model Under Scrutiny Following Nordic PE Entry Snub (FT)
- Wall Street’s $6 Trillion Man Fink Is Finally Worth $1 Billion (BB)
- Gerald Tsai Jr. Will Soon Rule Money Again (II)
- Texas Teachers Is Moving Expansion Plan Forward (CIO)
- Ontario Teachers' CIO Resigns (II)
- GPIF Continues Infrastructure Push (CIO)
Blockchain
- Harvard’s Entrepreneurs to Start Crypto Fund (ET)
- As Bitcoin Plunged, These Crypto HFs Kept Making Money (B)
- Billionaire Investor Tim Draper's '$250,000 By 2022' on Bitcoin (NW)
- ‘Inevitable’ that Pensions and Endowments Make Crypto Play (CNN)
- Soros Changes Tune on Cryptocurrency (CIO)
- Endowments and Foundations Take Pass on Cryptocurrencies (II)
- The Crypto Hedge-Fund Bubble is Starting to Deflate (B)
- Coinbase Announces Launch of Cryptocurrency Index Fund (R)
Greed / Optimism
- 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)
- Cash-Rich Investors are Hungry for Deals (BB)
Fear / Pessimism
- When Doing Nothing Is the Best Thing To Do (II)
- Institutional Investors Concerned US Could Enter Bear Market (CIO)
- Many Public Pensions Still Underfunded after 2008 Crisis (VW)
- What Warren Buffett Says to do When the Market Tanks (CNBC)
- How Amazon Can Blow Up Asset Management (VW)
- PE Firms Brace for Market Correction (R)
- Paul Tudor Jones Warns of Selloff in Bond Market (MW)
- Summers Warns Next U.S. Recession Could Outlast Previous (B)
Occupy: Alts
- 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)
- 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)
Buffett / Berkshire
- What Gives Warren Buffett His Edge (VW)
- What to Do When Stocks Tank: Dalio, Buffett (I)
- Warren Buffett - Advice for Entrepreneurs (VW)
- What Determines Who is the Next Warren Buffett for You (F)
- What Warren Buffett Says to do When the Market Tanks (CNBC)
- Full Transcript: Warren Buffet on "Squawk Box" Today (CNBC)
- Buffett With Bullish Bond Call (B)
- With $116 Billion Cash, Berkshire Needs 'Huge' Deals (R)
China
- Brookfield's Huge Bet On China's Ascendance (F)
- China Pulls Investment from Blackstone (BI)
- Allianz Plans PE Office in Shanghai (FN)
- China’s Hedge Funds are Shorting Again（II）
- PE in Southeast Asia and China: The Trends to Watch (VW)
- U.S. Puts HNA Deals on Ice Until it Gets Ownership Info (R)
- CIC Overseas Portfolio Performs Better in 2017 (SWFI)
- CIC President - China Wealth Fund Faces "Protectionism" (CNBC)
Opinions / Academia
- 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)
- 'Dumb Money' is About to Become Very Influential (B)
- Here’s the Big Short by the World’s Largest Hedge Fund (MW)
Publications & Presentations
- Fairfax Financial Holdings Letter to Shareholders
- GMO Q4 2017 Letter (GMO)
- DoubleLine Q1 Commentary (DL)
- Latest Thinking from Howard Marks (OT)
- 2018 Book List for Investors (VW)
- Pershing Square London Investor Meeting Presentation (SA)
- David Einhorn - Greenlight Capital Q4 2017 Letter (SA)
- What Do Investors (Allocators) Ask Managers Privately? (SSRN)
Emerging Managers / Emerging Companies
- 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 (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)
Fees and Terms
- 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)
- The Highest Performing Venture Capital Fee Structure (II)
- What Fee Compression Canadian Advisors Deliver (WealthAdvisor)
- Fees Exacerbated a Lost Decade for Active Managers (FA)
- Asset Management Fees Grow Despite Passive Headwinds (VW)
- Defined Contribution Fees Halt Their Decline, for Now (II)
Emerging Markets
- Key to Achieving African Agenda (ACMN)
- Alaska Permanent Bets on Emerging Markets (CIO)
- Asia PE Expecting Larger Pools of Capital and Deals in 2018 (PEI)
- Institutional Investors Absent From EM Infrastructure Projects (II)
- HF Investors Plan to Chase Returns in Emerging Markets (B)
- PE Exits in India Grew Over 60% in 2017 (LM)
- Hedge Fund Investors Chase Returns in Emerging Markets (BB)
- Emerging Asia Reaches Highest Fundraising Level Since 2008 (PEI)
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
- Preqin: 80% of Institutional Investors Bet on Alternatives (CIO)
- How Amazon Can Blow Up Asset Management (VW)
- How Family Offices Preserve Generational Wealth (MW)
- ‘Amazon Effect’ is Hiking Pay (B)
- Pump the Brakes on Buying a Self-Driving Car Any Time Soon (Y)
- Fees Charged by Private Debt Funds at a 10-Year Low (II)
- Strongest Holiday Sales Since Great Recession, Up 5.5% (CNBC)
- 90% of Workers to See More Money in Paycheck Next Month (CBS)