The institutional investor perspective on private equity, venture capital and infrastructure funds

In this issue…

Features

b032c342-d643-466a-a48f-d5d56e8b93e9Real estate – the new bond

Real estate is seen as a safe haven. But massive capital inflows are driving pricing to unjustifiable levels in core markets. As leverage creeps back up, is investment in the sector built on solid foundations?

Jag_FTYPE_16MY_AWD_R_Glacier_White_Image_191114_03Going though the gears

Secondaries investors are an innovative bunch, constantly seeking new ways to generate returns. But is the rise of levered transactions sensible or simply a way of paying higher prices?

CheckmateWho would be king?

The first generation of private equity founders have reached retirement age. Will the firms they have built over three decades survive their passing?

DinosaurSurvival of the fittest?

After fundraising fell off a cliff in the aftermath of the financial crisis, the fund-of-funds industry has stabilised. Is a shakeout under way, or can managers adapt and prosper in the new environment?

LP Perspectives

JoTaylor_2200x2896Jo Taylor, Ontario Teachers’ Pension Plan
Teaching LPs a lesson

Canada’s largest single profession pension fund, OTPP, has an enviable track record, averaging a 10.2 per cent return over 25 years. Private equity and direct investments have been key to that performance

Erik Jan Vink_300dpi_100x67mm_D_NR-1048Erik-Jan Vink, PGGM
The poacher turned gamekeeper…

Eric-Jan Vink is head of private equity at PGGM, the €178bn Dutch fund. With a 12 per cent net return he is committed to the asset class, though he believes it would benefit from greater alignment of interest between LPs and GPs

Roger JohansonRoger Johanson, Skandia
Skandia’s driving force

Building in-house expertise has been the key to Skandia’s successful foray into private equity. Roger Johanson explains how the life insurer is turning a great track record into reduced fees

Donald_PierceDonald Pierce, San Bernadino County Employees’ Retirement System
You’d better not just want me for the money

Donald Pierce of SBCERA says many GPs only want him for his cash. But the LP believes that it has much more to offer and that GPs and LPs need to build a committed working relationship

Richard MoonRichard Moon, RPMI Railpen
On track for growth

Unlike most LPs, RPMI Railpen started its private equity foray as a direct investor. Now, three decades and myriad funds later, the LP is getting closer to the action

Industry Profile

Cate Ambrose LAVCA formalCate Ambrose, Latin American Private Equity and Venture Capital Association
The next generation

Despite slowing growth in Latin America, Cate Ambrose of LAVCA says a new generation of private equity fund managers is benefiting from the positive approach of policymakers around the region

Fund News

People News

Sector Perspectives

Regional Perspectives


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