Hedge Funds / Public
- Lone Pine's Mandel Step Back From Fund Management In 2019 (BB)
- Sam Zell On Global Growth: “Where’s The Demand?” (CFA)
- Hfs Gaining Popularity In Endowment, Foundation Portfolios (CIO)r
- Hedge Funds Used To Love Shorting China. Now, Not So Much (BB)
- Hfs Are Hacking Blockchains To Guide Crypto Investments (BB)
- Private Assets Are The New Hedge Funds (BB)
- Billionaire Hf Gps Worried About North Korea Risk (CNBC)
- Hfs May Lose This Tax Loophole, But They Don't Care (CNBC)
Private Equity / Venture
- IT-Focused Funds Deliver Strong Performance, Industrial Lags
- One-Click To Private Equity Yields Up To 9% (Forbes)
- A New Source Of Private Credit: The Crowd (II)
- Why Alternative Investments Are Bad For Your Portfolio (WSJ)
- Michael Milken Says Private Equity's ‘Golden Age’ Will Continue (BB)
- PE Firms Show Resilience In A Downturn (StanfordNews)
- IPOs Of Private Equity Firms Are Dead. Rest In Pieces. (BB)
- Ft. Worth Energy Pe Firm Reaches $500M For Second Fund (BJ)
Real Assets
- Malls Aren't Dead - And Other Facts REIT Investors Should Know (II)
- Billionaires Form Rental Giant In Shifting Industry (F&E)
- Blackstone's Gray Adjusting To Retail's Challenges (Bisnow)
- Jon Gray Talks “Last-Mile” Logistics And Privatizing Reits (TRD)
- California Leavin’: Calpers Cutting RE Investment By 50% (TRD)
- The 10 Most Active Office Tenants in the U.S.
- Why Yale Owns A Forest (BB)
- Malls Aren't Dead -- And Other Facts REIT Investors Should Know (II)
Hedge Funds / Public
- Lone Pine's Mandel Step Back From Fund Management In 2019 (BB)
- Sam Zell On Global Growth: “Where’s The Demand?” (CFA)
- Hfs Gaining Popularity In Endowment, Foundation Portfolios (CIO)r
- Hedge Funds Used To Love Shorting China. Now, Not So Much (BB)
- Hfs Are Hacking Blockchains To Guide Crypto Investments (BB)
- Private Assets Are The New Hedge Funds (BB)
- Billionaire Hf Gps Worried About North Korea Risk (CNBC)
- Hfs May Lose This Tax Loophole, But They Don't Care (CNBC)
Private Equity / Venture
- IT-Focused Funds Deliver Strong Performance, Industrial Lags
- One-Click To Private Equity Yields Up To 9% (Forbes)
- A New Source Of Private Credit: The Crowd (II)
- Why Alternative Investments Are Bad For Your Portfolio (WSJ)
- Michael Milken Says Private Equity's ‘Golden Age’ Will Continue (BB)
- PE Firms Show Resilience In A Downturn (StanfordNews)
- IPOs Of Private Equity Firms Are Dead. Rest In Pieces. (BB)
- Ft. Worth Energy Pe Firm Reaches $500M For Second Fund (BJ)
Real Assets
- Malls Aren't Dead - And Other Facts REIT Investors Should Know (II)
- Billionaires Form Rental Giant In Shifting Industry (F&E)
- Blackstone's Gray Adjusting To Retail's Challenges (Bisnow)
- Jon Gray Talks “Last-Mile” Logistics And Privatizing Reits (TRD)
- California Leavin’: Calpers Cutting RE Investment By 50% (TRD)
- The 10 Most Active Office Tenants in the U.S.
- Why Yale Owns A Forest (BB)
- Malls Aren't Dead -- And Other Facts REIT Investors Should Know (II)
Managers(GPs)
- Lone Pine's Mandel Step Back From Fund Management In 2019 (BB)
- Buffett Wins Index Fund Bet: Market Beat Hedge (WealthAdvisor)
- Ray Dalio, The Steve Jobs Of Investing (TimFerris)
- Dalio: We Have Two Economies Now (CNBC)
- Robertson: 'We Are Creating A Bubble' In Stocks (CNBC)
- Jamie Dimon Slams Bitcoin As A ‘Fraud’ (BB)
- Sam Zell On Global Growth: “Where’s The Demand?” (CFA)
- Klarman's Baupost Plans To Return Some Investor Money (BB)/a>
Allocators(LPs)
- Tiny Iowa School Leads Endowments With 18.8% Return (BB)
- World’s Biggest SWF Grows To $1 Trillion (CIO)
- US State Pension Liabilities Spike To $1.3 Trillion In FY 2016 (CIO)
- Institutional Investors Increasingly Concerned With High Pricing (CIO)
- Canada's Pension Funds Level Up (II)
- Where The Ultra-Wealthy Are Putting Their Money (CNBC)
- China Pension Fund Outpaces Top 20 Global Funds (DealStreet)
- A A Warning Sign For Britain's £2T Pension Industry (II)
Calendars
- 30th Annual AVCJ PE & Venture Forum - Hong Kong, China
- Intl. Value Investing Conference - Luxembourg City, Luxembourg
- Invest For Kids 9th Annual Conference - Chicago, IL
- C4K Investors Conference - Toronto, Canada
- 2017 Hedge Fund Investor Leadership Summit - New York, NY
- Family Office & Private Wealth Management Forum 2017 - Napa, CA
- 9th Annual Investment Conference (MakeaDifference)
- (Value Investor Conference)
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
- Paul Singer Sees 2008 Style Crisis Brewing In China (VW)
- Paul Singer Says Passive Investing Is ‘Devouring Capitalism’ (BB)
- 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)
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
- Buffett Wins Index Fund Bet: Market Beat Hedge (WealthAdvisor)
- Buffett About To Hit A $100B Milestone He Doesn’t Want (Fortune)
- 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)
China
- Hedge Funds Used To Love Shorting China. Now, Not So Much (BB)
- China Inc. Gets Private Equity Religion (BB)
- China Pension Fund Outpaces Top 20 Global Funds (DealStreet)
- Bridgewater To Launch Big Investment Fund In China (WSJ)
- Paul Singer Sees 2008 Style Crisis Brewing In China (VW)
- Druckenmiller Is Betting Big On The Chinese Consumer (CNBC)
- Stan Druckenmiller’s Winning Streak Riding On China (DealBreaker)
- State Council Moves To Limit Private Equity Fund Risks (Asia Times)
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
- What Fee Compression Canadian Advisors Deliver (WealthAdvisor)
- Fees Exacerbated A Lost Decade For Active Managers (FA)
- Asset Management Fees Grow Despite Passive Headwinds (VW)
- Asset Management Fees Grow Despite Passive Headwinds (VW)
- Defined Contribution Fees Halt Their Decline, For Now (II)
- 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)
Emerging Markets
- EM HFs See Inflows For First Time Since '15 (BB)
- 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 West. Cap. 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)
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)