Not so much a Blogging strike as a second guessing….
As my niggling concerns about the true utility of blogging grows, despite almost eight years of dutiful service, I’ve been negligent of late. The pros and cons of the entire exercise are becoming more...
View ArticleCalSTRS exec gives a frank assessment of CPP Private Equity portfolio
Stupid as it has been for me to turn a critical eye onto the CPP Investment Board over the past seven years, there been some third party validation of late of much of the analysis and commentary that...
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Pension Pulse Poppycock
The world is full of bloggers; not the folks who think 140 characters of wit counts as blogging, mind you. I’m referring to the people who genuinely ply the trade, 500 or 1,200 words at a time, with...
View ArticleCPPIB draws more critical attention, but to what end?
I hate to be the one to break it to the very influential pairing of The Fraser Institute and Andrew Coyne, but they are wasting their time on the CPP Investment Board. As someone who has been blogging...
View ArticlePension plan pressure on hedge funds was entirely predictable
News Report: Netherlands’ health and social sector Pension Plan to “eradicate” Hedge Funds from portfolio First it was the California Public Employees’ Retirement System, and the trend has now extended...
View ArticleCPP Investment Board Private Equity IRRs
How long has it been? I can’t begin to count the weeks. And yet you keep asking “where are the blogs”, just the same. So, to satisfy your curiosity and inexplicable continuing interest, I am back. At...
View ArticleHow many of CPP’s Private Equity Funds Are Underperforming Bonds?
As promised (see prior post “CPP Investment Board Private Equity IRRs” May 19-15), I’ve broken out the 54 CPP Investment Board external Private Equity funds I can analyze to give you a sense of just...
View ArticleWhy did CPPIB sell our stakes in buyout firms PAI and Welsh, Carson & Stowe?
News report: HarbourVest to Buy Welsh Carson, PAI Stakes From CPPIB No sooner had we put on our blogging shoes and brought you some exclusive return data from CPP Investment Board (see prior post “CPP...
View ArticleCPP Investment Board lenders learn painful lesson as Rubicon Minerals “melts...
News report: Rubicon Minerals Corp shares plunge as miner slashes its gold resources by 88% One of the rules one must have is to never be critical of another industry player when one of their deals...
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Thank heaven for Michael Nobrega
As I looked around at the hundreds of people enjoying the patio of Toronto’s Richmond-Adelaide Centre last night, I couldn’t help but think of former OMERS CEO Michael Nobrega. The OMERS Ventures and...
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