From Credit to CRE: Texas Investors Find Opportunities in Evolving Markets and Policy Changes

Markets Group has conducted a comprehensive survey following our 11th Annual Texas Institutional Forum, gathering insights from leading allocators at prominent Public Pension Funds, Endowments, Foundations, and Corporate Pension Funds. The findings reveal how Texas institutional investors are capitalizing on emerging credit and real estate opportunities, stepping in as banks scale back due to tighter regulations. With a focus on direct lending, distressed debt, and specialized strategies, investors are navigating complex markets to secure liquidity and attractive returns amid a questionably volatile economic landscape.

From the Sidelines: Navigating Opportunity and Innovation at our 7th Private Equity San Francisco forum

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.

Key VC opportunities lie within battery technology and information technology space, CIO Chad Jacob says

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. 

Callan: Allocators seek buyout value-focused managers as the U.S. population shifts to the south-east and south-west

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.

From the Sidelines: Inside the Power Plays at PE Europe London 2024

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.

Key Strategies from Allocators in the Great Plains

This white paper offers a glimpse into the strategies employed by institutional investors across the Great Plains, where liquidity has become a cornerstone of their approach. Investors are bracing for Federal Reserve actions while positioning public equities to continue to perform well. The paper also touches on growing trends such as sustainable investing and liability-driven investments (LDI), shaping long-term resilience in the region.