The Chief Investment Officer of Michigan (MERS) discusses investing around the Trump vs. Harris election, favorite niche investments, what happens if the dollar gets cheaper, and investments that are working in the new economic era.
Last week, our Private Equity San Francisco 2024 forum brought together over 400 private equity leaders from across the U.S. to explore the latest opportunities and challenges defining the future of private markets. From in-depth discussions on liquidity and secondaries to cutting-edge insights on AI’s role in transforming investment strategies, this was far from your typical PE gathering. It felt more like a deep dive into the strategies and innovations that will shape the industry for years to come.
The
CIO follows a disciplined rebalancing mechanism which is “a little bit contrarian.”
Vince Smith, chief investment officer of the New Mexico State Investment Council, is in a very unusual situation. His inflows are actually exceeding his outflows by billions. The question is, what will he do with the extra money?
Vince Smith will be speaking at the Markets Group 9th Annual Southwest Institutional Forum in Santa Fe Oct. 29-30.
Our reporter Muskan Arora sat down with the
CIO Chad Jacobs to dive deeper into the private equity and venture capital
opportunities identified by the system. Over the years, he has had continued
focus in Asian private markets and considers partnering with GPs speaking the
native language of the region as essential.
As retiring baby boomers create more demand, Callan’s David Smith dives
deep into healthcare, one of the darlings of PE allocations in the current
environment. He opens up about sub-sectors and sub-strategies which work well
for the allocators and discusses how technology has driven healthcare
to its full potential. Catch him talk about manager selection, PE investments
and more.
John Pearce, a quant and equity portfolio manager at
The Illinois Municipal Retirement Fund, sat down with editor Christine
Giordano and enjoyed a philosophical and pragmatic discussion on how AI might
impact the future of investments, and what to consider.
Texas Tech CIO Tim Barret discusses the scariest and best investments of his career, and what he’s strategizing about now. Barrett is one of the few CIOs who has headed a corporate fund, a public fund as well as an endowment. Markets Group will celebrate his Hall of Fame induction on October 9 in Austin. Allocators welcome to applaud him in.
Last week, our Private Equity Europe London 2024 forum gathered over 300 private equity powerhouses from across the European region to dive deep into the opportunities—and obstacles—shaping the future of private equity. From heated discussions on navigating fundraising in choppy waters to tech-driven innovation reshaping the industry, this wasn’t your average PE event. It was more like a masterclass in the art of the deal.
NEST has long been known for its growth and approach to investing especially private markets. In this conversation, she dives deeper into vetting managers, keeping a watchful eye on the economy and using defensive strategies to make the best of her resources.