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- Sixth Street partners with Northwestern for $13B in ABS
- Capital Group and KKR enter into strategic partnership for alternatives, private credit, and beyond
- Aflac gets into private credit with 40% stake in Tree Line Capital
- Brookfield acquires majority stake in asset-based private credit firm Castlelake – another david and goliath partnership.
- BNY partners with CIFC on private credit
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Category Archives: SWFs
China Investment Corporation – It pays to invest overseas… and in equities
The picture is simple. Sovereign funds, in Asia-Pacific and the world at large, act as a leading indicators for the investment management industry. They have long-term capital to play with and are willing to take calculated risks in alignment (hopefully) … Continue reading
Posted in alternatives, asia, black swans, Brand, Brazil, cash flows, China, distribution, E&A, Enskat Associates, information delivery, institutional investor, institutions, Latin America, multi-convergence, pension funds, SWFs, Warren Enskat
Tagged annual report, asset allocation, asset classes, china investment corp, cic, consulting, enskat associates, external, institutional investor, investment management, warren enskat
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Monaco Fund Forum 2013: Lights, Camera, Action…
Where to begin… the Monaco Fund Forum International 2013, the largest asset management conference in the world, was another milestone. Featuring Sir Bob Geldof along with hundreds of CEOs worldwide, conference director Jenny Adams went out on a limb and … Continue reading
Posted in alternatives, apps, asia, beauty, black swans, Brand, cash flows, consulting, distribution, E&A, Enskat Associates, information delivery, institutional investor, investment banking, lifestyle, management, multi-convergence, SWFs, UCITS, Warren Enskat
Tagged asset management, brand, dance, enskat associates, FFI13, fund forum, institutional investors, monaco, mutual funds, nyu, strategic insight, warren enskat, WEG
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Multi-Convergence: BlackRock buys private equity real estate specialist MGPA – Asia focus
The era of multi-convergence. We have seen KKR/Schwab, GCS/ICBC/Dexia, Franklin Templeton/K2, Principal/Liongate, and many more examples of traditional and alternative convergence. This week BlackRock bought private equity real estate firm MGPA to boost its Asia and Europe presence, doubling its … Continue reading
Posted in alternatives, asia, black swans, Brand, cash flows, Chile, consulting, E&A, EFAMA, Enskat Associates, information delivery, institutional investor, management, multi-convergence, pension funds, private equity, SWFs, wealth management
Tagged alternatives, asia, asia-pac, blackrock, E&A, enskat associates, investment management, larry fink, m&A, mark mccombe, mgpa, private equity, real estate, warren enskat
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SWFs, Family Offices and Pension Funds in the Middle East in Transition: Invesco study
The decisions of the most sophisticated pools of assets globally are studied closely for guidance on how the overall industry will evolve. The history of SWFs started with KIA in the 1950s and Middle East SWFs in the last sixty … Continue reading
Posted in alternatives, black swans, Brand, consulting, E&A, Enskat Associates, information delivery, institutional investor, LatAm, Middle East, money, multi-convergence, pension funds, private banking, private equity, SWFs, wealth management
Tagged asset allocation, asset international, enskat associates, family offices, hnw, imeam, institutional investors, invesco, KIA, Middle East, Qatar, sovereigns, SWFs, uhnw, warren
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Principal is buying majority stake in hedge fund manager. Alternatives, LatAm and more in E=MC2
E=MC2 The era of multi-convergence for investment management. A very important convergence trend for traditional asset managers has been to build up expertise in alternatives, to present holistic investment solutions and asset allocation views to institutional clients around the world. … Continue reading
Posted in alternatives, black swans, Brand, Chile, consulting, distribution, E&A, EFAMA, Enskat, enskat associates, institutional investor, institutions, Latin America, management, multi-convergence, pension funds, professional fund buyers, SWFs
Tagged asset management, CEO, cuprum, E&A, enskat, hedge funds, Liongate, McCaughan, multi-convergence, principal, retirement
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Multiconvergence: Orix buys Robeco for distribution and global brand
I am finishing a week of CEO discussions in Europe and, before flying back to NY, Orix just announced the acquisition of 90.01% of Robeco equity from Rabobank for about two billion Euros (240 billion yen) to expand the global … Continue reading
Posted in alternatives, asia, Brand, cash flows, distribution, E&A, enskat associates, institutional investor, institutions, management, Middle East, multi-convergence, pension funds, private banking, professional fund buyers, SWFs, UCITS, wealth management
Tagged asset management, brand, distribution, enskat, expansion, global, japan, m&A, Orix, Robeco
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China & the world: new leadership, partnerships, investments, SWFs
I am writing this post on board Cathay Pacific 830 from HK to NY en route to Sao Paulo, following two weeks of off the record discussions with CEOs, institutions, and government officials in Asia. (Quick side note, Marester, the … Continue reading
Posted in alternatives, asia, books, cash flows, China, E&A, enskat associates, institutional investor, Latin America, multi-convergence, professional fund buyers, SWFs, wealth management
Tagged asia, asset management, Beijing, CBRC, China, Csrc, enskat associates, ETF, hong kong, huatai, icbc, institutional investing, John Kerry, PBC, pine bridge, PRC, strategic insight
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Earnings season: Carlyle Group acquires asset manager, raises 3.4b in fresh capital
As mentioned in my recent postings on institutional investors, SWFs have increased their interest and stakes in private equity firms in the crisis. CIC took a 10% stake in Blackstone, ADIA acquired 7.5% in the Carlyle Group. Among the highlights … Continue reading
Posted in alternatives, beauty, black swans, cash flows, China, Enskat Associates, information delivery, Latin America, management, Middle East, multi-convergence, private banking, professional fund buyers, SWFs, UCITS, Uncategorized, wealth management
Tagged asset management, blackstone, Carlyle, Carlyle engine, Conway, E&A, earnings, enskat associates, kings, kkr, PE, performance fees, private equity, quarterly, Rubinstein, vermillion
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Multi-Convergence: Credit Suisse and Qatar SWF create asset mgmt JV
My recent post about CIC showcased how more SWFs – and institutional asset holders overall – are investing directly in specific businesses or partner up with them to launch products. And, as shown below, they do like financial services firms. … Continue reading
Posted in alternatives, apps, beauty, black swans, Brand, cash flows, China, EFAMA, Enskat Associates, information delivery, institutions, Latin America, Middle East, multi-convergence, private banking, professional fund buyers, SWFs, wealth management
Tagged asset holders, asset management, aventicum, convergence, credit suisse, E&A, EFG Hermes, enskat associates, JV, Middle East CIC, Qatar, qia, swf
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Institutional investors: SWFs in the spotlight – CIC… LatAm, Africa and Alternatives
China at the 18th Party Congress starting this week is electing a new leader – a busy year of change for China and the world. On the investment side, CIC with now some $485 billion in AUM similarly is undergoing … Continue reading
Posted in alternatives, beauty, black swans, Brand, Brazil, cash flows, Chile, China, Enskat Associates, information delivery, LatAm, Latin America, management, multi-convergence, private banking, regulation, SWFs, UCITS, wealth management
Tagged Africa, andre esteves, asia, asset holders, asset international, asset management, btg, CBRC, China, cic, Csrc, E&A, enskat associates, institutional investors, latin america, morgan stanley, sao paulo, shanduka, swf
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