In The News

In The News
Elizabeth Warren's Pitch To Upend Private Equity Rattles Industry

Private equity leaders are pushing back sharply against a new plan from Sen. Elizabeth Warren (D-Mass.) to rewrite the basic rules of the road for firms she likened to “vampires,” the Washington Post reports.

07.22.19
In The News
As A Unique $300 Million Partnership Between Connecticut And Hedge Fund Billionaire Ray Dalio Takes Shape, Questions About Transparency Remain

Hedge fund billionaire Raymond Dalio is giving $100 million to the state of Connecticut to create a nonprofit corporation to help disadvantaged young people finish high school and find jobs.

07.22.19
In The News
S&P Finds Most Not-for-Profit Hospitals Manage Pensions Well

However, the ratings agency doesn’t expect funded status improvements to continue, and it notes that many not-for-profit hospitals are focusing on de-risking strategies.

07.18.19
In The News
Navab Capital Partners to Wind Down After Founder’s Sudden Death

Navab Capital Partners will wind down after its founder Alex Navab’s unexpected death earlier this month. Navab, a former KKR & Co. executive, had been targeting $3 billion for the private equity firm’s debut fund.

07.17.19
In The News
Some Good News On Multiemployer Pensions

Michael Scott, Executive Director of the National Coordinating Committee for Multiemployer Pensions (NCCMP), believes that Congress is actually following their tradition of finding bipartisan solutions when it comes to pensions, and is working hard to come up with a legislative solution.

07.17.19
In The News
State Recommends PSPRS Administrator Smout Be Fired For Sexual Harassment

The state human resources office on Monday recommended that the Public Safety Personnel Retirement System fire its embattled administrator after he admitted to investigators that he repeatedly sexually harassed an employee and didn’t properly respond to allegations he spied on staffers he didn’t like.

07.17.19
In The News
Madison Marquette and Roseview Finalize Merger

Madison Marquette, a leading national real estate investment manager, service provider, developer and operator announced today the closing of its merger with The Roseview Group, a boutique institutional real estate investment and advisory company.

07.17.19
In The News
Endowments Flock To Wall Street For A Bigger Piece Of The Action

More endowments are relocating their investment offices to better access talent, managers, Bloomberg reports.

07.17.19
In The News
Charles Schwab In Talks To Buy USAA Wealth-Management, Brokerage Units

Charles Schwab is in talks to buy the brokerage and wealth management operations from USAA for roughly $2 billion in a deal that could be reached this month, the Wall Street Journal reports.

07.16.19
In The News
CalPERS Reports Preliminary 6.7 Percent Investment Return for Fiscal Year 2018‐19

CalPERS today reported a preliminary 6.7 percent net return on investments for the 12‐month period that ended June 30, 2019. CalPERS assets at the end of the fiscal year stood at more than $370 billion.

07.11.19