August 2017
- Hedge Funds:
- “Hedge funds start to face up to extreme gender imbalance” (FT, 8/15/17)
- “Bill Perkins is the ‘last cowboy’ betting on volatile gas markets” (WSJ, 8/4/17)
- “Hedge fund sues to have Puerto Rico’s bankruptcy case thrown out” (NYT, 8/7/17)
- Private Equity:
- “Private equity poses no risk to financial system” (FT, 8/31/17)
- “Buyout funds have money to burn, and that’s the problem” (WSJ, 8/25/17)
- “Canadian private-equity giant catalyst accused of fraud by whistleblowers” (WSJ, 8/9/17)
- Public Pension Funds:
- “Orange County employee pension fund alleges big banks are costing retirees money” (LAT, 8/17/17)
- [TOP TEN]“It was a great year for America’s pensions, but many are still in crisis” (WSJ, 8/8/17)
- Quants and Wall Street: “Fledgling quant funds seek to disrupt Wall Street” (FT, 8/1/17)
July 2017
- Hedge Funds:
- [TOP TEN]“Loophole closed: hedge-fund managers prepare huge tax checks” (WSJ, 7/20/17)
- “Hedge funds regain lustre as assets hit record high” (FT, 7/20/17)
- “Power struggle at Guggenheim Partners rattles a Wall Street star” (FT, 7/20/17)
- “For hedge funds, size isn’t everything” (WSJ, 7/6/17)
June 2017
- Blackstone: [TOP TEN]“Blackstone’s struggle to win over investors” (FT, 6/18/17)
- Hedge Funds:
- “Daniel Loeb, master of the universe makes a comeback” (FT, 6/30/17)
- [TOP TEN]“Hedge fund investors question ‘2 and 20’ fees” (FT, 6/5/17)
- Private Equity:
- “Loose money raises the risks for private equity” (FT, 6/4/17)
- Public Pension Funds:
- “EU gender gap on pensions twice as big as pay divide” (FT, 6/5/17)
- [TOP TEN]“Gov. Brown wants California to borrow from itself to fund employee pensions. Good idea” (LAT, 6/2/17)
- [TOP TEN]“In Texas, some rare good news about cities with pension woes” (NYT, 6/1/17)
- Quants and Wall Street:
- [TOP TEN]“Flush with cash, top quant funds stumble” (WSJ, 6/15/17)
May 2017
- Corzine Comeback in New Hedge Fund: [TOP TEN]“In tumult of Trump, Jon Corzine seeks a Wall Street comeback” (NYT, 5/18/17)
- Hedge Funds:
- “Arconic settles with Elliott after bruising and public dispute” (NYT, 5/22/17)
- “Anthony Scaramucci, hedge fund showman, finds himself in limbo” (NYT, 5/18/17)
- “Leon Cooperman’s hedge fund settles insider trading case” (NYT, 5/18/17)
- [TOP TEN]“Hedge fund managers don’t always beat the market, but they still make billions” (NYT, 5/16/17)
- [TOP TEN]“Hedge fund manager earnings drop to lowest in a decade” (FT, 5/16/17)
- “Elliott brings a ‘prosecutorial’ approach to activist investing” (FT, 5/16/17)
- [TOP TEN]“How a hedge-fund ace chased Silicon Valley riches–and embarrassed himself” (WSJ, 5/4/17)
- “It took investors just four months to pull nearly $7 billion from hedge fund giant” (WSJ, 5/2/17)
- Hedge Funds & “Quants”: [TOP TEN]“Talent battle: hedge funds vs. Silicon Valley” (WSJ, 5/24/17)
- Pension Funds: “Legal settlements squeeze fees for US employee retirement plans” (FT, 5/21/17)
- Private Equity:
- “Private equity fundraising in Europe hits 8-year high” (FT, 5/14/17)
- “Private equity and Donald Trump’s quest for jobs” (FT, 5/4/17)
- “Chinese mood music towards private equity investors improves” (FT, 5/2/17)
- Public Pension Funds:
- Quants and Wall Street:
- “Wall Street’s endangered species: the college jock” (WSJ, 5/25/17)
- [TOP TEN]“The quants run Wall Street now” (WSJ, 5/21/17)
April 2017
- Hedge Funds:
- [TOP TEN]“The hedge fund manager who’s shorting America’s malls” (WSJ, 4/26/17)
- “Former Harvard money whiz Jack Meyer tries to regain his edge” (WSJ, 4/19/17)
- [TOP TEN]“Hedge fund seeks spinoff of BHP Billiton’s U.S. oil business” (NYT, 4/10/17)
- Insolvent Private Pension Funds: [TOP TEN]“Offloading pension risk demands tighter rules” (FT, 4/10/17)
- Private Equity:
- [TOP TEN]“Silver Lake raises $15 billion fund for new tech deals” (NYT, 4/17/17)
- [TOP TEN]“Private equity bets big on software” (FT, 4/16/17)
- “Instead of taxes, make corporations give the government stock” (LAT, 4/10/17)
- Public Pension Funds and Private Equity: [TOP TEN]“Calpers is sick of paying too much for private equity” (WSJ, 4/16/17)
- Public Pension Reform: [TOP TEN]“The cost of California’s public pensions is rising fast. But efforts to fix the problem by ballot measure have fizzled” (LAT, 4/7/17)
March 2017
- Hedge Funds:
- [TOP TEN]“Bearish hedge funds suffer as equities rally” (FT, 3/30/17)
- [TOP TEN]“Valeant bet was a ‘huge mistake,’ hedge fund chief Ackman says” (NYT, 3/29/17)
- [TOP TEN]“BlackRock bets on robots to improve its stock picking” (WSJ, 3/28/17)
- [TOP TEN]“At BlackRock, machines are rising over managers to pick stocks” (NYT, 3/28/17)
- [TOP TEN]“Eric Mindich’s Eton Park hedge fund to close down” (WSJ, 3/23/17)
- [TOP TEN]“Eton Park to shut down as $3 trillion hedge fund industry faces turmoil” (NYT, 3/23/17)
- [TOP TEN]“Hedge fund titan’s surefire bet turns into a $4 billion loss” (NYT, 3/19/17)
- [TOP TEN]“Ex-employees note a hint of turmoil in Bridgewater’s recipe for success” (NYT, 3/5/17)
- “‘Podfather’ failed to find harmony at Bridgewater” (FT, 3/2/17)
- “Bridgewater’s Ray Dalio stepping down as co-CEO of giant hedge fund” (WSJ, 3/1/17)
- “Bridgewater Associates, world’s biggest hedge fund, shakes up leadership” (NYT, 3/1/17)
- Hedge Funds & “Quants”:
- [TOP TEN]“Hedge funds adopt novel methods to hunt down new tech talent” (FT, 3/8/17)
- [TOP TEN]“Goldman Sachs’ lessons from the ‘quant quake’” (FT, 3/8/17)
- Private Equity:
- “Gains shrivel in popular private-equity play” (WSJ, 3/23/17)
- “The private equity party is overcrowded” (FT, 3/1/17)
- Public Pension Funds:
- [TOP TEN]“New York pension fund dismisses a third brokerage amid bribery scandal” (WSJ, 3/16/17)
- “Inside New York’s pension-fund scandal: what went unchecked” (WSJ, 3/10/17)
- [TOP TEN]“In Puerto Rico, teachers’ pension fund works like a Ponzi scheme” (NYT, 3/8/17)
- Venture Capital:
- [TOP TEN]“The top 20 venture capitalists worldwide” (NYT, 3/27/17)
- “‘Hillbilly Elegy’ author J.D. Vance moves to Ohio to find venture-capital deals” (WSJ, 3/22/17)
February 2017
- Hedge Funds:
- [TOP TEN]“Paul Tudor Jones’ new hedge fund pitch: low, low prices” (WSJ, 2/27/17)
- [TOP TEN]“Investors pulled $5.2bn from hedge funds in January” (FT, 2/26/17)
- [TOP TEN]“Only a market crash can stop Warren Buffett from winning this $1 million bet” (WSJ, 2/23/17)
- [TOP TEN]“Fund’s $600 million lost week captivates traders” (WSJ, 2/16/17)
- “Record $13 billion pulled from biggest public U.S. hedge fund Och-Ziff” (WSJ, 2/15/17)
- “Soros sold Barrick Gold ahead of rally” (WSJ, 2/15/17)
- “SoftBank’s Masayoshi Son surprises with financial Fortress deal” (FT, 2/15/17)
- [TOP TEN]“Trump’s ‘stew of uncertainties’ puts hedge-fund managers on alert” (WSJ, 2/14/17)
- “A victory for Trump is a victory for big-name traders” (NYT, 2/14/17)
- “Carlyle’s loss widens on hedge fund costs” (WSJ, 2/8/17)
- [TOP TEN]“Tiger hedge funds become Wall Street prey” (WSJ, 2/7/17)
- [TOP TEN]“A bright idea for hedge fund managers: do nothing” (WSJ, 2/6/17)
- Hedge Funds & Pension Funds: [TOP TEN]“Buffett asks big money: why pay high fees?” (NYT, 2/27/17)
- Private Equity: [TOP TEN]“SoftBank of Japan will buy U.S. private equity giant Fortress” (NYT, 2/14/17)
- Private Equity versus Venture Capital: [TOP TEN]“A venture capitalist’s misguided critique of a Trump adviser” (NYT, 2/14/17)
- Public Pension Fund Bribery Investigation (NY Common Retirement Fund): [TOP TEN]“New York pension scandal prompts firing of second employee” (WSJ, 2/1/17)
- Public Pension Funding Crisis: [TOP TEN]“Cutting jobs, street repairs, library books to keep up with pension costs” (LAT, 2/6/17)
January 2017
- Hedge Funds:
- “Hedge funds’ bets on rising oil prices hit record high” (FT, 1/23/17)
- “China’s ‘Kamikaze Squad’ hedge fund leader jailed for five years” (FT, 1/23/17)
- “Billionaire George Soros lost nearly $1 billion in weeks after Trump election” (WSJ, 1/13/17)
- “Chris Rokos is said to be seeking to raise more than $2 billion” (NYT, 1/11/17)
- “Hedge fund launches heading for eight-year low” (FT, 1/8/17)
- “It was another great year for investors who avoid hedge funds” (FT, 1/5/17)
- “Clients want hedge funds but not their big bets” (WSJ, 1/4/17)
- Private Pension Funds: “Harvard endowment to lay off half its staff” (WSJ, 1/25/17)
December 2016
- Hedge Funds:
- “After a tough 2016, the hedge-fund managers to watch next year” (WSJ, 12/30/16)
- [TOP TEN]“Hedge fund math: heads we win, tails you lose” (NYT, 12/22/16)
- “The world’s largest hedge fund is building an algorithmic model from its employees’ brains” (WSJ, 12/22/16)
- “Hedge funds fees take a trim” (FT, 12/21/16)
- “Ray Dalio: unleashing ‘animal spirits’ will be key for Trump” (FT, 12/20/16)
- “Hedge funds: survival mode” (FT, 12/14/16)
- “NY’s public pension systems snap up rival’s hedge fund assets” (FT, 12/14/16)
- “Winners emerge in hedge fund industry despite rocky start to year” (FT, 12/7/16)
- Pension Funds: “At New York pension, red flags and failure of oversight” (NYT, 12/23/16)
- Pension Funds and “quid pro quo” corruption: “Former official at New York state pension fund, two brokers charged in bribery scheme” (WSJ, 12/22/16)
- Private Equity:
- “Private equity: lowering the bar” (FT, 12/20/16)
- “How the Twinkie made the superrich even richer” (NYT, 12/10/16)
- “Apollo/Athene: hero from zero” (FT, 12/7/16)
- Private Pension Funds: “UK pension reform: one size fits no one” (FT, 12/21/16)
- Public Pension Funds:
- “New York’s Teamsters may have their pensions cut. What went wrong?” (NYT, 12/30/16)
- “When city retirement pays better than the job” (LAT, 12/30/16)
- “Another government pension scandal” (WSJ, 12/22/16)
- “Calpers cuts investment targets, increasing strain on municipalities” (NYT, 12/21/16)
- “How state and local government budgets will be affected by CalPERS’ trimmed investment expectations” (LAT, 12/21/16)
- Venture Capital: “After belt tightening, venture capitalists see more promise in 2017” (NYT, 12/29/16)
- Venture Capital: “After belt tightening, venture capitalists see more promise in 2017” (NYT, 12/29/16)
November 2016
- Global Pension Funds: [TOP TEN]“Era of low interest rates hammers millions of pensions around world” (WSJ, 11/13/16)
- Hedge Funds:
- “William Ackman’s 2016 fortune: down, but far from out” (NYT, 11/15/16)
- “Traders salivate as volatility returns” (WSJ, 11/14/16)
- “Carlyle hedge fund’s $400 million African-refinery investment disappears” (WSJ, 11/11/16)
- “ETFs attract more than $3.2tn to pass hedge funds” (FT, 11/6/16)
- “Big hit on drug stocks caps $26 billion decline for John Paulson” (WSJ, 11/4/16)
- “Hedge fund wins big from betting on QE bond buying” (FT, 11/2/16)
- “Kentucky plans to pull at least $800 million from hedge funds” (WSJ, 11/2/16)
- Public Pension Funds: “Paying for public retirees has never cost L.A. taxpayers more. And that’s after pension reform” (LAT, 11/18/16)
October 2016
- Hedge Fund Bankruptcy (Platinum Partners): “Platinum Partners’ flagship hedge fund files for bankruptcy” (WSJ, 10/19/16)
- Hedge Funds:
- “Carlyle Group turns focus from hedge funds to lending” (NYT, 10/27/16)
- “Hedge fund outflows reach highest level since crisis in 2009” (NYT, 10/20/16)
- “Renaissance Technologies: hedge fund on a $7 billion winning streak” (WSJ, 10/11/16)
- [TOP TEN]“Hedge funds: Brevan Howard comes up short” (FT, 10/5/16)
- Pension Funds:
- “Savers need to know what pensions really cost” (FT, 10/23/16)
- Private Equity:
- “Private equity funds take a longer view of lower returns” (FT, 10/31/16)
- [TOP TEN]“Wells Fargo isn’t the only firm that needs a lesson” (NYT, 10/7/16)
- Public Pension Funds:
September 2016
- Hedge Funds:
- [TOP TEN]“Hedge funds take another punch to gut” (WSJ, 9/26/16)
- “‘Trust your gut’ might actually be profitable advice on Wall Street, study says” (NYT, 9/19/16)
- “Man v machine: ‘Gut feelings’ key to financial trading success” (FT, 9/19/16)
- [TOP TEN]“US seeks scalps in Och-Ziff bribery investigation” (FT, 9/12/16)
- Private Pension Funds:
- “Harvard endowment loses 2% in fiscal 2016” (WSJ, 9/22/16)
- “Mining taxpayers’ pockets for private-pension relief” (WSJ, 9/8/16)
- Public Pension Funds:
- “US building up to pension crisis” (FT, 9/20/16)
- “The pension gap” (LAT, 9/18/16)
August 2016
- Global Pension Funds: “Pension disappointment: National solutions to a global problem” (FT, 8/30/16)
- Hedge Funds:
- “Hedge funds avoided big losses despite ‘Brexit’ shock” (NYT, 8/17/16)
- “Hedge funds: the cost of talent” (FT, 8/17/16)
- “Hedge fund investors push for ‘hard hurdles’” (FT, 8/17/16)
- [TOP TEN]“Withdrawals plague once-mighty hedge-fund firms Brevan Howard and Tudor” (WSJ, 8/16/16)
- Hedge Funds & Algorithms: “Investment: Rise of the DIY algo traders” (FT, 8/16/16)
- Pension Funds: [TOP TEN]“Pensions: low yields, high stress” (FT, 8/22/16)
- Private Equity:
- “Pensions’ shift into private equity ignores risks” (FT, 8/25/16)
- “Apollo to pay $53m for misleading investors” (FT, 8/23/16)
- Private Pension Funds: “In scramble for yield, pension funds will try almost anything” (WSJ, 8/21/16)
- Public Pension Funds:
- [TOP TEN]“Covering up the pension crisis” (WSJ, 8/25/16)
- “Real change needed to sort complex matter of pension deficits” (FT, 8/21/16)
- Public and Private Pension Funds: “For economy, aging population poses double whammy” (WSJ, 8/3/16)
- Venture Capital:
July 2016
- Hedge Fund Fraud Investigation (Platinum Partners): [TOP TEN]“Fraud probe ricochets through Platinum Partners, a hedge fund with ties to Jewish community” (WSJ, 7/25/16)
- Hedge Funds:
- “Hedge fund calls New York Times article a ‘distortion’” (NYT, 7/28/16)
- “Steven A. Cohen’s newest bet: do-it-yourself computer traders” (WSJ, 7/27/16)
- “At world’s largest hedge fund, sex, fear and video surveillance” (NYT, 7/26/16)
- “Leave London after ‘Brexit’? Steve Cohen doubles down” (NYT, 7/21/16)
- “40% returns? How one high-risk hedge fund does it” (WSJ, 7/20/16)
- “Bridgewater, world’s biggest hedge fund, is said to be slowing hiring” (NYT, 7/17/16)
- “Yen and dollar highs offer macro hedge funds some relief” (FT, 7/11/16)
- “Pershing Square lays off eight lower-level employees” (WSJ, 7/1/16)
- Hedge Funds, Private Equity, and Alternative Investment Managers: “Blackstone’s assets under management hit record high of $356bn” (FT, 7/21/16)
- Private Equity:
- “KKR engineers a loan deal, and a dividend” (WSJ, 7/26/16)
- “How private equity found power and profit in state capitols” (NYT, 7/14/16)
- “CalPERS’ private equity fees under the microscope” (LAT, 7/8/16)
- “Private equity: the Twinkie defence” (FT, 7/5/16)
- Private Pension Funds:
- “Franklin Templeton pays to dump pension liabilities” (FT, 7/31/16)
- [TOP TEN]“Drop in rates swells pension burdens in U.S.” (WSJ, 7/18/16)
- “UK company pension deficits rise £89bn in a month” (FT, 7/12/16)
- “How to revive company pension plans” (WSJ, 7/5/16)
- “CFO pay slips 1.5% as pension growth slows” (WSJ, 7/5/16)
- Public Pension Funds:
- [TOP TEN]“Another bad year for CalPERS” (LAT, 7/27/16)
- “Calpers reports lowest investment gain since financial crisis” (WSJ, 7/18/16)
- “How to save public pensions, no federal bailout needed” (WSJ, 7/17/16)
- “Brexit adds to pension funds’ pain” (WSJ, 7/10/16)
- U.K. Pension Funds: “Pensions stretched to breaking point after Brexit vote” (FT, 7/17/16)
June 2016
- Hedge Funds:
- “Hedge funds bought European shares in run-up to Brexit” (WSJ, 6/27/16)
- “Hedge funds bet aggressively against the pound” (FT, 6/27/16)
- “‘Brexit’ surprised hedge fund managers used to picking winners” (NYT, 6/26/16)
- “Hedge funds win big from Brexit bets” (FT, 6/26/16)
- “Some hedge funds clean up after Brexit vote” (WSJ, 6/25/16)
- “Hedge funds seek long term money for distressed debt wagers” (FT, 6/20/16)
- “U.K. hedge funds are loudly divided on ‘Brexit’” (WSJ, 6/19/16)
- “Hedge funds culled as performance sags” (FT, 6/16/16)
- “New hedge fund gets the Michael Milken touch” (WSJ, 6/15/16)
- [TOP TEN]“Hedge fund managers work to stanch loss of investors” (NYT, 6/12/16)
- “Weather-tracker offers ray of sunshine for hedge funds” (FT, 6/12/16)
- “The hedge fund industry needs a makeover” (FT, 6/5/16)
- “Rebound in distressed debt boosts investors” (FT, 6/5/16)
- Pension Underfunding “Time Bomb”: [TOP TEN]“Pensions: the slow burn financial crisis” (FT, 6/20/16)
- Private Equity:
- “Private equity big cheese? Try a mouse in a glue trap” (WSJ, 6/30/16)
- “An iniquitous raid on private equity” (WSJ, 6/28/16)
- [TOP TEN]“How housing’s new players spiraled into banks’ old mistakes” (NYT, 6/26/16)
- “When you dial 911 and Wall Street answers” (NYT, 6/25/16)
- “Bypassing private equity to get a slice of the big deal” (NYT, 6/15/16)
- Public Pension Funds: “Pensions’ fiduciary management plagued by conflicts of interest” (FT, 6/5/16)
May 2016
- Hedge Fund ‘Quants’: “Hedge fund quants earn more than famous stockpickers” (FT, 5/10/16)
- Hedge Funds:
- “Hedge fund took out loan for private jet amid bribery inquiry” (FT, 5/19/16)
- “Hedge funds to investors: give us permanent capital, please” (FT, 5/16/16)
- “Big insurers send a wake-up call to hedge fund investors” (NYT, 5/12/16)
- “Bets on Fannie and Freddie get help from lobbyists” (WSJ, 5/12/16)
- “Hedge fund star: we are ‘under assault’” (WSJ, 5/12/16)
- [TOP TEN]“Hedge funds look for hard hats in a year of collapsing mergers” (NYT, 5/11/16)
- “Clinton son-in-law’s firm is said to close Greece hedge fund” (NYT, 5/10/16)
- “Hedge funds faced choppy waters in 2015, but chiefs cashed in” (NYT, 5/10/16)
- “Wall Street cops to hedge funds: treat investors better” (WSJ, 5/9/16)
- “The downside of hedging currency risk for stock investors” (WSJ, 5/6/16)
- “MetLife takes axe to hedge fund portfolio” (FT, 5/5/16)
- “How MetLife and AIG can make up for hedge-fund losses” (WSJ, 5/5/16)
- “Weaker investment income stings insurers’ results” (WSJ, 5/4/16)
- “Big names in US hedge funds open wallets for campaign donations” (FT, 5/1/16)
- Private Equity:
- “Prickly stock markets unsettle private equity IPOs” (FT, 5/11/16)
- “Private equity investing in Europe rises 14%” (FT, 5/9/16)
- “A MultiPlan bonanza for private equity” (WSJ, 5/8/16)
- “Junk bond king Michael Milken looms large in L.A. finance industry” (LAT, 5/1/16)
- Private Pension Funds: “Treasury Department rejects Teamsters’ central states proposal to cut retiree benefits” (WSJ, 5/6/16)
- Public Pension Funds:
- “Pension funds pile on risk just to get a reasonable return” (WSJ, 5/31/16)
- [TOP TEN]“Uncertainty clouds the outlook for pension funds” (FT, 5/15/16)
- [TOP TEN]“The US public pensions crisis ‘is really hard to fix’” (FT, 5/1/16)
- Public Pension Funds and Negative Interest Rates: “The perils facing Japan’s pension funds” (FT, 5/1/16)
- Venture Capital: “Infighting threatens to fell a venture capital firm” (NYT, 5/4/16)
April 2016
- Hedge Funds:
- [TOP TEN]“Daniel Loeb warns of hedge fund ‘killing field’” (FT, 4/27/16)
- “Hedge fund managers need to know when to admit defeat” (FT, 4/25/16)
- “Hedge funds: in the dark” (FT, 4/21/16)
- [TOP TEN]“Investors pull $15bn from hedge funds” (FT, 4/20/16)
- “Paulson’s funds plunge nearly $2bn after Allergan and Valeant bets” (FT, 4/19/16)
- “U.S. regulators to focus on borrowing at large hedge funds” (WSJ, 4/18/16)
- “Steven Cohen lays groundwork for new fund” (FT, 4/14/16)
- Hedge Funds & Argentina Debt:
- [TOP TEN]“How Argentina settled a billion-dollar debt dispute with hedge funds” (NYT, 4/25/16)
- “The lessons of our bond war” (WSJ, 4/24/16)
- “Argentina pays off ‘holdout’ bondholders, elevating hopes for economy” (LAT, 4/23/16)
- “Oh what a circus, oh what a show, drama not over for Argentina” (FT, 4/15/16)
- “Court opens way for Argentina to end battle with hedge funds” (NYT, 4/13/16)
- Private Equity:
- “KKR swings to first-quarter loss” (WSJ, 4/25/16)
- “Blackstone: taking a flyer” (FT, 4/21/16)
- “Blackstone profits plunge 77% as performance fees dive” (FT, 4/21/16)
- “Blackstone profit sinks in a brutal quarter” (WSJ, 4/21/16)
- “Blackstone’s Senfina hedge fund suffers 15% fall” (FT, 4/20/16)
- “Caesars Entertainment bankruptcy shines light on law firm” (FT, 4/11/16)
- Private Equity Fraud Scheme (Andrew Caspersen): “Victim in Wall St. scheme was a classmate of its accused architect” (NYT, 4/3/16)
- Public Pension Funds and Hedge Funds: [TOP TEN]“NYC public employee pension fund may pull hedge-fund investments” (WSJ, 4/13/16)
- U.S. Mutual Funds: “Wrongfooted US mutuals run into trouble” (FT, 4/4/16)
March 2016
- British Public Pension Funds: “BHS plays dangerous game with PPF pensions gamble” (FT, 3/13/16)
- Global Regulation of Banks: “Proposal aims to curb bank risk models” (WSJ, 3/24/16)
- Hedge Funds:
- “Investors pull cash from hedge funds as returns lag market” (WSJ, 3/30/16)
- “Activist hedge funds found wanting in essential tasks” (FT, 3/29/16)
- [TOP TEN]“ValueAct pays a price for its supporting role at Valeant” (NYT, 3/28/16)
- “Ackman tries to calm investors on Valeant” (WSJ, 3/22/16)
- “Every cycle is defined by a hubris trade” (FT, 3/18/16)
- “How the herd mentality hurts hedge funds” (FT, 3/17/16)
- “Bridgewater, world’s largest hedge fund, grapples with succession” (WSJ, 3/16/16)
- “Bill Ackman sheds assets as Pershing portfolio sinks” (WSJ, 3/16/16)
- “Hedge fund owner’s suit over F.B.I. raid may proceed, judge rules” (NYT, 3/10/16)
- “For hedge funds, start of 2016 offers little relief from 2015” (NYT, 3/10/16)
- “Online lender SoFi launches hedge fund to buy its own loans” (WSJ, 3/8/16)
- “Visium hedge fund being investigated by Justice Department and S.E.C.” (NYT, 3/7/16)
- “Are hedge funds long-term winners or riding their luck?” (FT, 3/7/16)
- “Justice Department, SEC investigating Visium” (WSJ, 3/7/16)
- Hedge Funds & Argentina Debt:
- “Argentina’s senate allows payment to bondholders” (NYT, 3/31/16)
- “Argentina’s deal with the holdouts is a mixed blessing” (FT, 3/31/16)
- “Argentina clears way for repayment of ‘holdout’ creditors” (FT, 3/30/16)
- “Hedge funds dealt setback as U.S. sides with Argentina on defaulted bonds” (NYT, 3/24/16)
- “Argentina: Macri’s change of rhythm” (FT, 3/4/16)
- “Argentina nears $15bn bond issue in return to capital markets” (FT, 3/2/16)
- “The end of the Argentine debt impasse is in sight” (FT, 3/1/16)
- “Debt deal battle begins in Argentina” (FT, 3/1/16)
- “The Argentina comeback” (WSJ, 3/1/16)
- “Small bondholders try to stall Argentine debt deal in court” (WSJ, 3/1/16)
- Hedge Funds, Private Equity, and “Carried Interest Tax”: “New York legislators plan to introduce measure on carried interest tax” (NYT, 3/6/16)
- Hedge Funds & Short Selling: “Herbalife finds errors with active new members metric” (WSJ, 3/3/16)
- Hedge Funds & Stock Buybacks: “Stock buyback plans, seen as shareholder boon, can backfire” (NYT, 3/11/16)
- Private Equity: “Private equity: a misunderstood industry” (FT, 3/21/16)
- Private Equity Fraud Scheme (Andrew Caspersen):
- [TOP TEN]“Louis Bacon’s charity says it was victim of executive accused of fraud” (NYT, 3/29/16)
- “Hedge-fund manager’s charity was victim of alleged Caspersen fraud” (WSJ, 3/29/16)
- Public Pension Funds:
- “Chicago pension nightmare” (WSJ, 3/24/16)
- “UK and US groups weighed down by $520bn in pension deficits” (FT, 3/15/16)
February 2016
- Hedge Funds:
- “Kyle Bass, a sharpshooting short-seller” (FT, 2/19/16)
- “Hedge fund managers spot an opportunity amid market volatility” (NYT, 2/15/16)
- “Hedge funds bet on risks in U.S. blue-chip debt” (WSJ, 2/7/16)
- “Private equity groups under pressure to buy own stock” (FT, 2/7/16)
- “Schism atop Bridgewater, the world’s largest hedge fund” (WSJ, 2/5/16)
- “Tough start for markets catches hedge funds off guard” (WSJ, 2/3/16)
- Hedge Funds & Argentina Debt:
- “Argentina reaches deal with hedge funds over debt” (NYT, 2/29/16)
- “Argentina strikes deal with holdouts” (FT, 2/29/16)
- “Argentina debt deal poised to deliver big payday to holdouts” (WSJ, 2/29/16)
- “Argentina, hedge funds move closer to reaching deal in debt dispute” (WSJ, 2/24/16)
- “Argentina in conditional victory against ‘holdout’ hedge funds” (FT, 2/21/16)
- “Argentina on the cusp of peace with creditors” (FT, 2/16/16)
- “A fight over Argentina’s debt produces no winners” (NYT, 2/16/16)
- “‘Holdout’ slams new Argentine debt offer” (FT, 2/12/16)
- “A reasonable deal to end Argentina’s debt saga” (FT, 2/8/16)
- “Argentina debt deal faces hurdles despite bond offer” (WSJ, 2/7/16)
- “Argentina reaches debt deal with 2 hedge funds” (NYT, 2/5/16)
- “Argentina offers holdout creditors $6.5 billion” (WSJ, 2/5/16)
- Hedge Funds & Pension Funds: [TOP TEN]“Buffett asks big money: why pay high fees?” (NYT, 2/27/17)
- Private Equity:
- “Share prices of big private equity houses point to pain” (FT, 2/26/16)
- “Private equity savours winter of discount debt” (FT, 2/10/16)
- “Firms dig deeper into debt markets” (WSJ, 2/9/16)
- Public Pension Fund Bribery Investigation (NY Common Retirement Fund): [TOP TEN]“New York pension scandal prompts firing of second employee” (WSJ, 2/1/17)
- Public Pension Funding Crisis: [TOP TEN]“Cutting jobs, street repairs, library books to keep up with pension costs” (LAT, 2/6/17)
January 2016
- Hedge Funds:
- [TOP TEN]“Bill Ackman falls out of all-time top hedge fund list” (FT, 1/27/16)
- “Former George Soros executive raises $4.5 bn for new fund” (FT, 1/6/16)
- “Hedge fund stockpicking tests investors” (FT, 1/5/16)
- “Wasted opportunity: hedge funds falter” (WSJ, 1/2/16)
- Hedge Funds & Peru Bonds: “Hedge fund challenges Peru on land bonds” (WSJ, 1/15/16)
- Private Equity:
- “Blackstone thinks it’s time to buy” (WSJ, 1/29/16)
- “Blackstone gains from banks’ financial crisis pain” (WSJ, 1/22/16)
- Public Pension Funds: “Despite cuts, more pension woes” (WSJ, 1/27/16)
December 2015
- Hedge Funds:
- “Trump’s attacks on bankers raise eyebrows on Wall Street” (FT, 12/29/15)
- “Hedge-fund billionaire’s moral index” (NYT, 12/21/15)
- “Hedge funds lick wounds after tough year” (FT, 12/8/15)
- “Hedge funds bet billions on rate rise” (WSJ, 12/8/15)
- “Bluecrest to turn private as fee income dwindles” (FT, 12/2/15)
- “Bluecrest to close hedge fund and refund outside investors” (NYT, 12/2/15)
- Private Equity:
- “The fees are sky-high, yes, but just look at those returns” (NYT, 12/9/15)
- “Private equity firm pursues gender equality as a competitive advantage” (NYT, 12/9/15)
- “Private equity circles as Yahoo eyes sale of internet unit over Alibaba spin-off” (FT, 12/3/15)
- Public Pension Funds:
- “States’ pension woes split Democrats and union allies” (WSJ, 12/30/15)
- “Calstrs under pressure to reveal PE fees” (FT, 12/7/15)
November 2015
- Computer Scientists and Algorithms:“Silicon Valley’s ‘technologists’ overtake traders as the brightest financial stars” (FT, 11/23/15)
- Hedge Funds:
- “BlackRock closes macro hedge fund amid investor outflows” (FT, 11/19/15)
- “Chicago hedge fund to close, hit by slide in energy-firm debt” (WSJ, 11/18/15)
- “Filings detail a rocky 3rd quarter for many hedge funds” (NYT, 11/17/15)
- “Hedge funds forced to dip into new talent pools” (FT, 11/13/15)
- “Ackman vs. Munger, a moral debate” (WSJ, 11/12/15)
- “Hedge funds win Argentina bets” (WSJ, 11/11/15)
- “A hedge fund prodigy takes $300 million hit” (WSJ, 11/9/15)
- “A tough year for hedge funds? Not that real estate has noticed” (NYT, 11/7/15)
- “There are too many hedge fund billionaires” (FT, 11/2/15)
- Private Equity:
- “Private equity looks to tap growth of hedge funds” (FT, 11/30/15)
- “Newcomers join attack of the PE clones” (FT, 11/17/15)
- Public Pension Funds:
- [TOP TEN]“Calpers private-equity fees: $3.4 billion” (WSJ, 11/25/15)
- “Calpers paid $3.4 billion to private equity firms” (NYT, 11/25/15)
- “Pension funds tackle fee mystery” (WSJ, 11/23/15)
- “401(k) plans that wager on danger” (NYT, 11/22/15)
- “Forcing green politics on pension funds” (WSJ, 11/19/15)
- “A sales pitch casts a spell on pensions” (NYT, 11/8/15)
- “Rebooting Pensions” (NYT, 11/5/15)
October 2015
- Computer Scientists and Algorithms:“Silicon Valley’s ‘technologists’ overtake traders as the brightest financial stars” (FT, 11/23/15)
- Hedge Funds:
- “Private equity funds’ $2.55bn deal collapses over strategy differences” (FT, 10/28/15)
- [TOP TEN]“The ‘short’ who sank Valeant stock” (WSJ, 10/23/15)
- “Formerly thriving hedge-fund investor Liongate to shut down” (WSJ, 10/17/15)
- “Brazil bet burned fortress” (WSJ, 10/17/15)
- “Fortress shuts fund amid losses” (WSJ, 10/13/15)
- [TOP TEN]“Hedge funds suffer worst post-crisis loss as market turmoil rocks big names” (FT, 10/7/15)
- “Bad bets take down a pair of hedge funds” (WSJ, 10/6/15)
- “Risky strategy sinks small hedge fund” (NYT, 10/1/15)
- Private Equity:
- “Bond investors on edge over Dell’s deal for EMC” (FT, 10/20/15)
- “Challenging fees tucked in footnotes” (NYT, 10/18/15)
- “Blackstone posts loss as market volatility weighed on investments” (NYT, 10/16/15)
- Public Pension Funds:
- “Pension fund’s real estate upturn“ (LAT, 10/23/15)
- “Pension fund aims to reduce its risk” (LAT, 10/22/15)
- “Connecticut, America’s richest state, has a huge pension problem” (WSJ, 10/5/15)
- Venture Capital Fraud (Ahmed and Oak Investment Partners): “Harvard, Goldman Sachs, venture capital…fugitive” (WSJ, 10/8/15)
September 2015
- Hedge Funds:
- “Saudis pull billions from global asset managers to fund deficit” (FT, 9/28/15)
- “Hedge fund Bridgewater defends its strategies” (WSJ, 9/16/15)
- “A tax movement on the backs of the ‘hedge fund guys’” (NYT, 9/11/15)
- “A hedge fund’s tempur tantrum” (WSJ, 9/16/15)
- “Giant hedge fund’s radical idea: performance guaranteed or your money back” (WSJ, 9/10/15)
- “‘Systemic’ trading comes under fire” (FT, 9/4/15)
- “Hedge funds faced a test in August, and faltered” (NYT, 9/4/15)
- “Inflows but hedge funds’ business model to the test” (FT, 9/3/15)
- “Some hedge funds prosper in market tumult” (NYT, 9/3/15)
- “How to gain from David Einhorn’s pain” (WSJ, 9/2/15)
- Private Equity:
- “Bush tax plan takes a shot at private equity” (NYT, 9/15/15)
- “Private-equity firms plunge back into the oil patch” (WSJ, 9/4/15)
- Public Pension Funds:
- “Rhode Island averts pension crisis and higher tax” (NYT, 9/26/15)
- “Giant US pension fund Calstars to propose shift away from stocks, bonds” (WSJ, 9/3/15)
- Venture Capital: “Venezuelan finds success in Silicon Valley finance” (NYT, 9/11/15)
August 2015
- Hedge Funds:
- “Carlyle finds hedge funds hazardous as its private equity business dominates” (NYT, 8/28/15)
- “Hedge funds stung by stocks’ meltdown” (WSJ, 8/27/15)
- “Hedge funds ready to ride out stock turmoil” (WSJ, 8/25/15)
- “Citadel, a US hedge fund, has account suspended in China” (NYT, 8/4/15)
- “Citadel account suspended in China amid ‘spoofing’ probe” (FT, 8/4/15)
- Private Equity: “The big number” (WSJ, 8/4/15)
- Public Pension Funds:
- “Advisers who don’t try to beat the market” (NYT, 8/22/15)
- “Course of rate rises is the best medicine for pension deficit disorder” (FT, 8/11/15)
- “For pensions, higher fees don’t pay off” (WSJ, 8/4/15)
July 2015
- Hedge Funds:
- “Cargill’s Black River Asset management shutting four hedge funds” (WSJ, 7/31/15)
- “Hedge funds gear up for another big short” (WSJ, 7/22/15)
- “Appetite for hedge funds remains strong” (FT, 7/13/15)
- “IRS cracks down on hedge fund tax strategy” (NYT, 7/9/15)
- “Funds Greenlight, Third Point took a hit during tough June” (WSJ, 7/2/15)
- Hedge Funds and Argentina Bonds:
- “Bitcoin offers Argentina a way out of financial gloom” (FT, 7/20/15)
- “Deutsche bank moves to block subpoena” (FT, 7/8/15)
- Private Equity:
- “Fund boss’s gamble on drug maker pays off big” (WSJ, 7/24/15)
- “IRS targets tax dodge by private equity firms” (NYT, 7/23/15)
- “Private equity attracts huge institutional interest” (FT, 7/13/15)
- “KKR raises $3.1 billion to invest in road, other infrastructure projects” (NYT, 7/9/15)
- Public Pension Funds:
- “Government pension cuts tangled in patchwork of legal rulings” (NYT, 7/24/15)
- “Calpers struggles as its return falls short” (WSJ, 7/14/15)
- “Calpers’ private equity woes mount” (FT, 7/13/15)
- “IMF warns on pension funds’ systemic risk” (FT, 7/13/15)
- “OECD warning on ‘excessive search for yield’” (FT, 7/13/15)
- [TOP TEN]“Bad math, and a coming public pension crisis” (NYT, 7/9/15)
- Venture Capital:
- “Venture capital investment stays strong across US” (LAT, 7/17/15)
- “Venture capital investments hit $19.2 billion in second quarter” (WSJ, 7/16/15)
- “Some venture capital firms set out to case a wider net” (NYT, 7/2/15)
June 2015
- Hedge Funds:
- “Hedge fund plans to start stock division” (WSJ, 6/23/15)
- “Suit lifts lid on secret tradig sauce” (WSJ, 6/23/15)
- “Hedge-fund bet hits pensions” (WSJ, 6/17/15)
- Private Equity:
- “Private equity firms feel the heat from activist hedge funds” (FT, 6/23/15)
- “Giving retirees the short end” (NYT, 6/14/15)
- “SEC issues fresh warning to private equity” (FT, 6/1/15)
- “Endowments desert private equity” (FT, 6/1/15)
- Public Pension Funds:
- “Pension fund is falling short of goals” (LAT, 6/26/15)
- “What you can’t learn from a pension giant” (WSJ, 6/13/15)
- “Rahm Emanuel rolls the dice to pay Chicago’s pension bills” (6/6/15)
- “Calpers slashes at fees going to hedge funds” (NYT, 6/9/15)
- “California Effort Seeks Vote on Pension Costs” (WSJ, 6/5/15)
- “The public pension funding trap” (WSJ, 6/1/15)
- Short Sellers: “The lonliness of the short-seller” (NYT, 6/23/15)
May 2015
- Hedge Funds:
- “Why multi-boutiques are so on trend” (FT, 5/19/15)
- “Volatility is prompting hedge funds to close” (NYT, 5/18/15)
- “Hong Kong hedge fund is bleeding assets” (WSJ, 5/13/15)
- “Market u-turn rams hedge funds” (WSJ, 5/6/15)
- “Top 25 hedge fund managers take pay cut, now average $400 million each” (LAT, 5/6/15)
- “Hedge funds took bad ’14 all the way to the bank” (NYT, 5/5/15)
- “Buffet’s bet against the hedge funds masks their real attraction” (FT, 5/5/15)
- Pension Placement Agents and Private Equity: “After scandals, evaluating pensions funds’ middlemen” (NYT, 5/13/15)
- Private Equity:
- “Blackstone buys stake in hedge-fund firm” (WSJ, 5/15/14)
- “Leveraged buyout model faces disruption” (FT, 5/5/15)
- “Hidden fees take a toll on pensions” (NYT, 5/3/15)
- Public Pension Funds:
- “Public-pension potholes in wine country paradise” (WSJ, 5/31/15)
- “Borrowing to replenish depleted pensions” (NYT, 5/28/15)
- “Pensions and politics fuel crisis in Illinois” (NYT, 5/26/15)
- “Largest pensions split on activism” (WSJ, 5/20/15)
- “Why Chicago’s bonds are junk” (WSJ, 5/14/15)
- “Court rejects cuts to pensions to solve fiscal crisis in Illinois” (NYT, 5/9/15)
- “Illinois pension blowup” (WSJ, 5/8/15)
- “Illinois pensions overhaul blocked” (WSJ, 5/9/15)
April 2015
- Corporate Pension Plans:“Company pension plans pile into bonds” (WSJ, 4/14/15)
- Hedge Funds:
- “The surprising market response to activist hedge funds” (WSJ, 4/23/15)
- “Hedge funds hawk single-bet deals” (WSJ, 4/20/15)
- “Upstarts in hedge funds get cash” (WSJ, 4/17/15)
- “Hedge fund urges revamp of Qualcomm” (LAT, 4/14/15)
- “Wall Street law firms challenge hedge-fund deal tactic” (WSJ, 4/7/15)
- [TOP TEN] “Computers trawl sea of data for stock picks” (WSJ, 4/2/15)
- “Activist investors, sluggish performance” (WSJ, 4/2/15)
- Private Equity:
- “Blackstone reports sharp rise in profit” (NYT, 4/17/15)
- “Private equity: true north” (FT, 4/8/15)
- “Global private equity firms, having lost once in India, are back in force” (NYT, 4/7/15)
- “Private equity funds live longer” (FT, 4/6/15)
- Venture Capital:
- “Venture firm on offense after victory in court” (NYT, 4/24/15)
- “Pao case risks setting back cause of tech sector women” (FT, 4/8/15)
- “Kleiner partner to leave after trial” (WSJ, 4/7/15)
- [TOP TEN]“Ellen Pao says gender issues won’t ‘go away’ after Kleiner trial” (WSJ, 4/6/15)
- “Angel investors lend expertise as well as cash” (NYT, 4/2/15)
- “Female-run venture funds alter the status quo” (NYT, 4/2/15)
- “Investing early on for insights, not profits” (NYT, 4/2/15)
- “Lender strengthens its Silicon Valley Roots” (NYT, 4/2/15)
March 2015
- Corporate Pension Plans:“The Nasdaq’s victory lap” (Barron’s, 3/2/15)
- DOJ Investigation of Billionaire Ackman’s Possible Manipulation of Herbalife Stock Price:
- “Herbalife fracas puts activist risk in the spotlight” (WSJ, 3/17/15)
- [TOP TEN]“Prosecutors interview people tied to Ackman in probe of potential Herbalife manipulation” (WSJ, 3/13/15)
- Hedge Funds:
- “What’s in a name? Funds hedge” (WSJ, 3/27/15)
- [TOP TEN]“Hedge-fund manager’s next frontier: lawsuits” (WSJ, 3/10/15)
- “Investors flee from Meyer’s convexity” (WSJ, 3/5/15)
- Hedge Funds and Argentina Bonds:
- “Citigroup says court will let it pay Argentine bond interest” (NYT, 3/22/15)
- “Citigroup unit bows out of Argentina as a hedge fund battle over bonds rages on” (NYT, 3/18/15)
- Private Equity:
- [TOP TEN]“The glory days of private equity are over” (WSJ, 3/30/15)
- “Buyout firms feel the pinch” (WSJ, 3/26/15)
- “US private equity firms find a chilly reception in Australia” (NYT, 3/24/15)
- “States missed shot to block bad deals” (WSJ, 3/23/15)
- [TOP TEN]“Young financier’s insurance empire collapses” (WSJ, 3/21/15)
- “Equity firms are lending to landlords” (NYT, 3/4/15)
- Public Pension Funds:“Pension funds trail individuals in embracing index funds” (NYT, 3/4/15)
- Venture Capital:
- “Meritocracies care about profits, not gender” (WSJ, 3/31/15)
- “After Kleiner trial, Silicon Valley enters a more cautious era” (NYT, 3/29/15)
- “Ellen Pao trial highlights gender gap in venture capital” (LAT, 3/29/15)
- [TOP TEN]“Ellen Pao disrupts how Silicon Valley does business” (NYT, 3/28/15)
- “Ellen Pao verdict: No gender bias or retaliation by Kleiner Perkins” (LAT, 3/28/15)
- [TOP TEN]“Jury clears Kleiner of gender bias in Silicon Valley case” (NYT, 3/27/15)
- “Pao made a point” (NY Post, 3/27/15)
- “What Silicon Valley learned from the Kleiner Perkins case” (NYT, 3/27/15)
- “Jury rules against Ellen Pao on all but one count in sex-bias case” (WSJ, 3/27/15)
- “Gener bias or greed?” (LAT, 3/26/15)
- “Sex-bias trial takes big toll on Kleiner” (WSJ, 3/25/15)
- [TOP TEN]“At Kleiner trial’s close, a battle of powerhouse lawyers” (NYT, 3/25/15)
- “Mary Meeker: No discrimination at Kleiner Perkins” (LAT, 3/18/15)
- “Firm portrays ex-employees as combative and resentful in sex bias trial” (NYT, 3/12/15)
- “Accuser in Kleiner Perkins case testifies of sex discrimination” (WSJ, 3/10/15)
- “In Silicon Valley, more subtle questions about sex bias” (NYT, 3/7/15)
- [TOP TEN]“Venture capital under spotlight in bias suit” (NYT, 3/6/15)
February 2015
- Hedge Funds:
- [TOP TEN]“Targeted by US prosecutor, hedge fund fights back” (NYT, 2/27/15)
- “As hedge fund returns falter, money continues to flow in” (NYT, 2/27/15)
- “Several ways for wily investors to get a break on hedge fund fees” (FT, 2/24/15)
- “Big outflow at Carlyle unit” (WSJ, 2/23/15)
- “Dollar surge pulls funds out of funk” (WSJ, 2/12/15)
- Hedge Funds and Argentina Bonds: “Plan to sell Argentine debt collapses” (WSJ, 2/27/15)
- Private Equity:
- “Blackstone chief in record payday” (WSJ, 2/28/15)
- “Private equity firms keep skin in game” (WSJ, 2/26/15)
- “KKR swings to a narrow loss” (WSJ, 2/11/15)
- “Private equity firms in a frenzied race to hire young investment bankers” (NYT, 2/11/15)
- “Profit at private equity firm Apollo falls sharply on energy industry turmoil” (NYT, 2/6/15)
- Private Pensions: “Pensions at heart of west’s difficulty with long-term investments” (FT, 2/27/15)
- Public Pension Funds:
- “Big investors need to fight herd instinct and take more risk” (FT, 2/26/15)
- “Cracks starting to appear in public pensions’ armor” (NYT, 2/26/15)
- “Once ‘fixed,’ now pensions haunt Christie” (NYT, 2/25/15)
- “Longer lives hit pension plans hard” (WSJ, 2/24/15)
- “Companies dig deeper to fill pension holes” (FT, 2/9/15)
- Venture Capital:
- “Discrimination case looks at Silicon Valley culture” (FT, 2/28/15)
- “Silicon Valley looks on as sex-bias trial begins” (WSJ, 2/25/15)
- [TOP TEN]“Ellen Pao suit against Kleiner Perkins heads to trial, with big potential implications” (NYT, 2/23/15)
January 2015
- Computer-Driven Hedge Funds: [TOP TEN]“Human investment managers risk obsolescence” (FT, 1/26/15)
- Hedge Funds:
- “On the comeback trail in hedge funds” (WSJ, 1/30/15)
- “Big bets with Pershing push Ackman into hedge funds’ all-time top 20” (FT, 1/26/15)
- “Hedge funds learn secrets not so safe” (WSJ, 1/26/15)
- “New activist hedge fund has CEO backing” (WSJ, 1/20/15)
- “Ackman brings veteran M&A lawyer on board” (WSJ, 1/20/15)
- “Powerful Chinese hedge funds bring chaos theory to world metals markets” (FT, 1/16/15)
- “Pershing distances itself from rivals” (FT, 1/15/15)
- [TOP TEN]“Big-money investors say they will stick with under-fire hedge fund sector” (FT, 1/13/15)
- Hedge Funds and Argentina Bonds:“Argentina shortages underline default woes” (FT, 1/20/15)
- Hedge Funds and Private Equity: [TOP TEN]“Perpetual cash machines” (FT, 1/5/15)
- Hedge Funds and TARP: “Investors win big at TARP auctions” (WSJ, 1/28/15)
- Private Equity: “Private equity salaries soar” (FT, 1/5/15)
- Public Pension Funds:
- “Supreme Court rules against retirees in union health benefits case” (NYT, 1/27/15)
- “Anne Stausboll, Calpers CEO: the $300bn woman” (FT, 1/26/15)
- “The other debt bomb in public-employee benefits” (WSJ, 1/16/15)
- “Former pension official commits suicide” (LAT, 1/15/15)
- “The pension sink is gulping billions in tax raises” (WSJ, 1/13/15)
- Russia Hedge Fund Fraud (Blackfield Capital): “Chaos rules at Russian fund as boss vanishes” (WSJ, 1/5/15)
December 2014
- Hedge Funds:
- “Hedge funds win and lose fortunes” (WSJ, 12/31/14)
- “Hedge funds stumble over M&A in 2014” (WSJ, 12/31/14)
- “New reins on hedge funds” (Barron’s, 12/29/14)
- “An existential crisis for hedge funds is also a crisis for their clones” (FT, 12/23/14)
- “Oil’s drop hits big investors” (WSJ, 12/19/14)
- “Credit Suisse aims to shrink unit serving hedge funds” (FT, 12/08/14)
- Hedge Funds and Argentina Bonds:“Pressure rises for deal with holdouts” (FT, 12/16/14)
- Hedge Funds and Whisteblowing:“Hedge fund kept U.S. inquiry quiet” (NYT, 12/07/14)
- Herbalife and Activist Investors: “Herbalife stock drops 51% in 2014 amid falling profits and probes” (LAT, 12/30/14)
- Private Equity:
- “Fees get leaner on private equity” (WSJ, 12/29/14)
- [TOP TEN]“Entering the secret garden of private equity” (NYT, 12/28/14)
- “Investors hitting ‘hard cap’” (WSJ, 12/30/14)
- Public Pension Funds:
- “A strategy for pensions at risk of extinction” (NYT, 12/05/14)
- [TOP TEN]“Public pensions need gamblers anonymous” (WSJ, 12/03/14)
- Public Pension Funds and Non-Disclosure Agreements:”BlackRock defends non-disclosure deals” (FT, 12/1/14)
November 2014
- Carried Interest Tax Loophole: “Call to Congress: end loophole for tax on elite” (NYT, 11/15/14)
- Hedge Funds:
- “Funds seek to tie up money for longer spells” (WSJ, 11/28/14)
- “Aviva set to close US hedge fund unit” (WSJ, 11/26/14)
- “Hedge fund chief in exile is stepping down” (NYT, 11/26/14)
- “The year in hedge funds: dear loser” (FT, 11/17/14)
- “Stringent rules for hedge funds make financial system fragile” (FT, 11/17/14)
- “Hedge fund will shut after struggles” (WSJ, 11/15/14)
- “Hedge nightmare turns into a dream” (FT,11/6/14)
- Hedge Funds and Short Selling:
- Hedge Funds and Argentine Bonds:“Argentina’s case has no victors, many losers” (NYT, 11/25/14)
- Private Equity:
- “Dell’s life after Wall Street” (NYT, 11/03/14)
- “BlackRock bleeds $18bn from active equity arm” (FT, 11/02/14)
- Public Pension Funds:
- “Strategy spurs rethink on pension’s oversight” (WSJ, 11/25/14)
- “State Street investigation centers on ties to lobbyist” (WSJ, 11/13/14)
- Public Pension Funds and Non-Disclosure Agreements:”Regulator warns on pension non-disclosure agreements” (FT, 11/02/14)
October 2014
- Hedge Funds:
- “Bad bets batter manager’s fortress” (WSJ, 10/30/14)
- “Hedge funds’ assets rise, even as gains fall” (Barrons, 10/24/14)
- “Hedge funds climb market wall of worry” (FT, 10/21/14)
- “Beset hedge funds’ spinoff bets backfire” (WSJ, 10/21/14)
- “Misery widespread at hedge funds” (WSJ, 10/20/14)
- “Stock dive hits hedge funds” (WSJ, 10/15/14)
- “It is false economy to shop in the bargain aisle for hedge funds” (FT, 10/14/14)
- “Private jets expensed using hedge fund fees” (FT, 10/6/14)
- Hedge Funds and Argentine Bonds:“IMF proposes sovereign bond overhaul after Argentina fight” (FT, 10/7/14)
- Hedge Funds and Venture Capital:
- “Hedge funds add to venture bounty” (WSJ, 10/23/14)
- “Humanity’s last great hope: venture capital” (WSJ, 10/21/14)
- Hedge Funds and Public Pension Funds: “US institutions’ devotion to hedge funds wanes” (FT, 10/26/14)
- Private Equity:
- “Debt fuels growth of private equity” (WSJ, 10/29/14)
- “KKR signals buying opportunities amid volatile markets” (WSJ, 10/24/14)
- [TOP TEN]“Behind private equity’s curtain” (NYT, 10/21/14)
- “Private equity giants open cloistered world to small investors” (NYT, 10/20/14)
- “Volatility doesn’t faze Blackstone” (WSJ, 10/17/14)
- “Blackstone pledge over $42bn cashpile” (FT, 10/16/14)
- “Vista Equity Partners emerges from private-equity shadows” (WSJ, 10/15/14)
- “Heightened regulatory scrutiny makes Blackstone halt some transaction fees” (NYT, 10/9/14)
- “Blackstone to axe ‘termination’ fees” (FT, 10/8/14)
- “Blackstone to curb fee practice” (WSJ, 10/8/14)
- Public Pension Funds:
- “Plan for bankrupt Stockson is cleared” (WSJ, 10/31/14)
- “Judge’ ruling preserves city pensions” (LAT, 10/31/14)
- “Can employees’ pension benefits be cut?” (LAT, 10/31/14)
- “Stockton bankruptcy ruling will decide fate of public pensions” (LAT, 10/30/14)
- “Detroit pension adviser faces suits” (NYT, 10/29/14)
- [TOP TEN]“Pensions eye reducing hedge-fund investments” (WSJ, 10/20/14)
- “No smoke, no mirrors: The Dutch pension plan” (NYT, 10/12/14)
- “Calpers reboots real-estate ambitions” (WSJ, 10/8/14)
- “A Calpers comeuppance” (WSJ, 10/7/14)
- “Toxic politics are obstructing the route to US pension reform” (FT, 10/7/14)
- “Ruling isn’t a free pass for cities to cut pensions, experts say” (NYT, 10/3/14)
- “Cities may use bankruptcy to cut worker pensions” (LAT, 10/3/14)
- Public Pension Funds and Non-Disclosure Agreements:”Pension funds forced to sign non-disclosure agreements” (FT, 10/26/14)
September 2014
- Hedge Funds:
- “Hedge funds move from the margins into the mainstream” (FT, 9/29/14)
- [TOP TEN]“Hedge funds lose Calpers, and more” (NYT, 9/27/14)
- “Financial elite’s offspring start their own hedge funds” (WSJ, 9/22/14)
- “Seeking cash for bigger bets, Ackman nears public offering of a fund” (NYT, 9/15/14)
- “Let us help you, hedge funds tell Puerto Rico” (NYT, 9/13/14)
- Hedge Funds and Argentine Bonds:
- “Judge holds Argentina in contempt of court” (NYT, 9/30/14)
- “Global giants head for court in Argentine assets wrangle” (FT, 9/4/14)
- “Sovereign debt plan takes on holdouts” (FT, 9/3/14)
- “Holdouts give vultures a bad name” (FT, 9/3/14)
- Hedge Funds and High Frequency Traders (HFT): “Fast traders blamed as firm closes” (WSJ, 9/5/14)
- Hedge Funds and Public Pension Funds:
- “CalPERS decides hedge funds are a sell” (LA Times, 9/16/14)
- “Hedge funds are still finding love, just not at calpers” (NYT, 9/24/14)
- “Calpers’ exit has sent hedge fund managers a public health warning” (FT, 9/23/14)
- “California calls time” (FT, 9/20/14)
- “Slamming a door on hedge funds” (NYT, 9/20/14)
- “For hedge funds, a troubling return” (WSJ, 9/17/14)
- “Calpers to pull out of hedge funds” (WSJ, 9/16/14)
- “Top US pension fund says it is done investing with hedge funds” (NYT, 9/16/14)
- Private Endowments: “The high bar at Harvard investing, too” (NYT, 9/16/14)
- Public Pension Funds:
- “Pension possibilities” (Barron’s, 9/29/14)
- “Detroit’s bankruptcy deal hinges on 2 banks” (NYT, 9/11/14)
- “Detroit clears crucial hurdle on bankruptcy” (NYT, 9/10/14)
- “State audit targets pension spiking” (LAT, 9/10/14)
- “Detroit makes its case for cost cuts” (WSJ, 9/3/14)
- “Detroit to face creditors at trial” (WSJ, 9/2/14)
- “Staying mum on corporate expats” (NYT, 9/2/14)
August 2014
- Goldman and Hedge Fund Clients: “Goldman has a hedge-fund rethink” (WSJ, 8/5/14)
- Hedge Funds:
- “Citi faces hedge fun sales curbs“(WSJ, 8/22/14)
- “Do hedge funds belong in a 401(k)” (WSJ, 8/17/14)
- “A toppled financier finds a safe harbor in Germany” (NYT, 8/4/14)
- “Hedge Funds braced for meagre returns” (FT, 8/4/14)
- Hedge Funds and Argentine Bonds:Hedge Funds and High Frequency Traders (HFT):
- “BNY Mellon draws fire on Argentina” (WSJ, 8/27/14)
- “Argentina retaliates against BNY over debt payments” (FT, 8/27/14)
- “Funds file UK suit against BNY Mellon on Argentina debt” (WSJ, 8/26/14)
- “Companies fear radical turn in Argentina” (FT, 8/25/14)
- “Judge blocks Argentina’s debt move” (WSJ, 8/22/14)
- “Frustrated judge scolds Argentina but does not hold it in contempt” (NYT, 8/22/14)
- “Argentina seeks to sidestep US court in a bond dispute” (NYT, 8/21/14)
- “Market chilly to Argentine proposal” (WSJ, 8/21/14)
- “Argentine bonds fall as Cristina Fernandez proposed debt swap” (FT, 8/21/14)
- “Argentina moves to pay bondholders locally” (WSJ, 8/20/14)
- “Argentina’s financial misfortunes pile higher” (WSJ, 8/14/14)
- “Hedge Funds bet on Argentine recovery by piling into stocks” (FT, 8/1/14)
- Hedge Funds and Public Pension Funds:Pension Smoothing:
- “Welcome to the world of “pension smoothing”” (WSJ, 8/12/14)
- “Too much risk for most investors” (FT, 8/4/14)
- Private Equity:
- “Blackstone readies hedge fund” (WSJ, 8/29/14)
- “London rally spreads to lower-price homes” (FT, 8/14/14)
- “Private equity- second-hand business” (FT, 8/13/14)
- “Blackstone invests to edge out Wall Street” (FT, 8/11/14)
- “Buyout groups influence grows as fees to US banks break records” (FT, 8/11/14)
- “Firms settle lawsuit alleging collusion” (WSJ, 8/8/14)
- “3 private equity firms agree to settle suit in California” (NYT, 8/8/14)
- “Deal collusion lawsuit settled” (FT, 8/8/14)
- “After slip-up, buyout firm TPG plots its comeback” (WSJ, 8/6/14)
- Public Pension Funds:
- “Calpers’s play for pay” (WSJ, 8/26/14)
- [TOP TEN]“Facing a pension shortfall, San Diego dials up the risk” (WSJ, 8/14/14)
- “US finds bond fraud in Kansas” (NYT, 8/12/14)
- “Calpers rethinks its risky assets” (WSJ, 8/11/14)
- “New York City Pension System strained by costs and politics” (NYT, 8/4/14)
- “A Puerto Rican Solution for Illinois” (WSJ, 8/4/14)
July 2014
- Global Macro” Hedge Funds: “Wall Street’s master fishermen are betting on a storm” (FT, 7/26/14)
- Hedge Funds:
- “Money manager foiled by bad bets” (WSJ, 7/22/14)
- “Argentina debt battle revives plan on ‘holdouts’” (FT, 7/17/14)
- “Macro funds battle to recoup big bets” (FT, 7/12/14)
- “One-time star sees exodus” (WSJ, 7/12/14)
- “Hedge fund growth fuels need for lawyers” (LA Daily Journal, 7/9/14)
- “Blackstone Group’s adventure capital plan” (WSJ, 7/1/14)
- Hedge Funds and Tax Evasion Schemes:
- “Senator says loans skirted restrictions” (WSJ, 7/23/14)
- “Inquiry faults hedge fund tax strategy” (NYT, 7/22/14)
- Hedge Funds and Argentine Bonds:
- “Exploring what’s behind the battle over Argentina’s debt” (NYT, 7/31/14)
- “In hedge fund, Argentina finds a relentless foe” (NYT, 7/31/14)
- “Argentina teeters on default as talks collapse” (WSJ, 7/31/14)
- “As talks falter, bond default by Argentina appears likely” (NYT, 7/30/14)
- “Banks ready plan to aid Argentina” (WSJ, 7/30/14)
- “Offer puts Argentine ‘holdout’ deal on table” (FT, 7/29/14)
- “Worries weigh on Argentine bonds” (WSJ, 7/29/14)
- “Argentina braced for sovereign debt default ” (FT, 7/28/14)
- “Argentina dances with default” (WSJ, 7/28/14)
- “Wall Street takes a shine to Argentine bonds” (WSJ, 7/25/14)
- “The muddled case of Argentine bonds” (NYT, 7/25/14)
- “Judge order Argentina and Funds to negotiate” (NYT, 7/23/14)
- “Bond default showdown turns into a game of chicken” (FT, 7/21/14)
- “Vulture funds are showing their true colors” (FT, 7/10/14)
- “We holdouts are open to compromise but Argentina has to talk” (FT, 7/8/14)
- “Argentine talks lift small holdouts” (WSJ, 7/7/14)
- “Lessons from Argentina’s bond battle” (NYT, 7/5/14)
- “Ruling puts the squeeze on Argentina” (WSJ, 6/27/14)
- “Argentine Debt team to talk to mediator” (WSJ, 7/1/14)
- “Argentina: will it or won’t it default?” (FT, 7/11/14)
- “Argentina hits out at court block on debt repayments” (FT, 7/1/14)
- Hedge Funds and Public Pension Funds: “Pensions pull back from hedge funds” (WSJ, 7/24/14)
- Herbalife / Hedge Fund (Ackman):
- “Herbalife stock plunges after earnings miss estimates” (LAT, 7/29/14)
- “Herbalife feud gets personal” (WSJ, 7/28/14)
- “Herbalife shares soar 25% as Ackman attack fizzles” (FT, 7/23/14)
- “The ‘Death Blow’ to Herbalife promised by William Ackman falls short of its billings” (NYT, 7/23/14)
- “Herbalife shares rise as Ackman’s attack fizzles” (LAT, 7/23/14)
- “Herbalife rallies as Ackman hits away” (WSJ, 7/23/14)
- “Herbalife shares drop on allegations” (LAT, 7/22/14)
- Power of Activist Hedge Fund Investors: “Hedge fund declares win over iron-ore producer” (WSJ, 7/30/14)
- Private Equity Purchase of Failed Banks (IndyMac):
- [TOP TEN] “2 Banks forged in US Crisis are set to merge, to Big payoff” (NYT, 7/23/14)
- [TOP TEN] “Bet on failed bank creates windfall” (WSJ, 7/23/14)
- “CIT to buy local lender” (LAT, 7/23/14)
- Private Equity:
- “Carlyle nearly doubles second quarter profit” (FT, 7/31/14)
- “Carlyle, selling assets into an eager market, doubles its profit” (NYT, 7/31/14)
- “Buyout shops look to rivals” (WSJ, 7/31/14)
- [TOP TEN]“Private equity’s free pass” (NYT, 7/27/14)
- “Deals propel KKR’s profits” (WSJ, 7/25/14)
- “Asset sales bolster earnings at KKR” (NYT, 7/25/14)
- “Your rights, burried in paperwork” (NYT, 7/20/14)
- “Blackstone sees its profits swell” (WSJ, 7/18/14)
- “Blackstone profit soars on performance fees” (NYT, 7/18/14)
- “For buyout firms, rise by markets has a cost” (WSJ, 7/17/14)
- [TOP TEN]“A fee too far” (FT, 7/14/14)
- “Silver Lake is latest to settle” (WSJ, 7/12/14)
- “Morgan Stanley fund draws crowd” (WSJ, 7/8/14)
- Private Pensions and “Pension Smoothing”: “‘Pension smoothing’: a gimmick both parties love” (NYT, 7/31/14)
- Public Pension Funds:
- “Retirees back Detroit Plan, Insurers object” (WSJ, 7/23/14)
- “Painful progress in Detroit” (NYT, 7/23/14)
- “Your underfunded pensions at work” (NYT, 7/13/14)
- “Judge doesn’t rule on Stockton pensions” (WSJ, 7/9/14)
- “Big-name investors clash over pensions” (WSJ, 7/8/14)
- “Washington’s next big bailout” (WSJ, 7/7/14)
- “Ex-CalPERS chief to plead guilty” (LAT, 7/1/14)
- “Agency cautions on pooled pensions” (WSJ, 7/1/14)
June 2014
- “Dark Pools” Regulation: “Dark Pools shed light on their operations” (WSJ, 6/3/14)
- Hedge Funds:
- “SAC veteran plans hedge-fund firm” (WSJ, 6/30/14)
- “Debt order rocks Argentina” (WSJ, 6/17/14)
- “Big investors lose even as markets rise” (WSJ, 6/13/14)
- “Goldman investing stars fall back to earth” (FT, 6/9/14)
- “Hedge-fund world’s one-man wealth machine” (WSJ, 6/3/14)
- Hedge Funds and Argentine Bonds:
- “New era in Argentina debt dispute” (WSJ, 6/30/14)
- “Argentina inches toward default” (WSJ, 6/28/14)
- “Argentina set for talks” (WSJ, 6/26/14)
- “Contracts are upheld, World survives” (WSJ, 6/26/14)
- “Argentina says default inevitable” (LAT, 6/21/14)
- “Kirchner boosts bonds in Argentina” (WSJ, 6/21/14)
- “Ominous ruling for nations in debt” (NYT, 6/20/14)
- “Argentina’s creditors ready to talk” (WSJ, 6/20/14)
- “Argentina now offers hedge funds olive branch” (NYT, 6/19/14)
- “Argentina plays game of chicken over fresh default” (FT, 6/19/14)
- “Funds won’t cry for debtor Argentina” (WSJ, 6/19/14)
- “Ending Argentina’s lengthy bond battle” (FT, 6/18/14)
- “Debt ruling leaves Argentina in a quandary” (FT, 6/18/14)
- “Argentina default fear after US bond case” (FT, 6/17/14)
- “Argentina’s debt appeal is rejected by justices” (NYT, 6/17/14)
- Private Equity:
- “Blackstone readies big-bet hedge fund” (WSJ, 6/30/14)
- “Private Equity groups lose their allure for investors” (FT, 6/24/14)
- “Private equity steps up pace of ‘pass the parcel‘” (FT, 6/18/14)
- “Goldman and Bain pay $121m to settle buyout conspiracy case” (FT, 6/13/14)
- “Goldman, Bain to settle buyout suit” (WSJ, 6/12/14)
- “Goldman and Bain settle suit in collusion” (NYT, 6/12/14)
- Public Pension Funds:
- “Government pension funds increasingly embrace risk” (NYT, 6/26/14)
- “Pension funds miss stock rally” (WSJ, 6/24/14)
- “States, cities pushed on pension costs” (WSJ, 6/17/14)
- “Japan’s pension is set to splash cash” (WSJ, 6/11/14)
- “Lawmaker: pension advisers need a closer look” (WSJ, 6/9/14)
- “Michigan state senate passes plan to ease cuts Detroit faces” (NYT, 6/4/14)
May 2014
- Activist Hedge Funds: “The misdirected war on Corporate Short – Termism” (WSJ, 5/20/14)
- Hedge Funds:
- “Ackman said to plan public hedge fund in London” (NYT, 5/29/14)
- “Hedge funds don’t live up to their billing” (WSJ, 5/27/14)
- “What to Expect – and what not to – from a hedge fund” (WSJ, 5/24/14)
- “A tech star is leaving Goldman Sachs to join a hedge fund” (NYT, 5/14/14)
- “Goldman Sachs tech banker to depart for a hedge fund” (WSJ, 5/14/14)
- “Fannie case prepares spark anger” (FT, 5/14/14)
- “Hedge funds are testing the quality of US democracy” (FT, 5/12/14)
- “Now that’s rich” (NYT, 5/9/14)
- “Hedge funds extend slide” (WSJ, 5/8/14)
- [TOP TEN] “Hedge Fund Moguls’ pay has the 1% looking up” (NYT, 5/6/14)
- “Greenlight asked SEC for delay on disclosures of Micron stake” (NYT, 5/5/14)
- Hedge Funds and Shadow Banking: “Marshall Wace to IPO peer-to-peer lending fund” (WSJ, 5/17/14)
- Hedge Funds and Troubled Mortgages: “Funds for troubled mortgages are on the rise” (NYT, 5/1/14)
- Private Equity:
- “In slightly less wealthy circles, too, interest rises in private equity” (NYT, 5/31/14)
- [TOP TEN]“The deal’s done. But not the fees” (NYT, 5/25/14)
- “KKR Error raises question: What cash should go to investors?” (WSJ, 5/22/14)
- “Taking a ride on private equity” (WSJ, 5/17/14)
- “All in the family” (Barons, 5/19/14) [Profile of KKR founders]
- “2 Apollo global partners are said to be leaving” (NYT, 5/7/14)
- “Ares management set to go public, joining rivals” (NYT, 5/2/14)
- “KKR aims at smaller investors for capital” (NYT, 5/2/14)
- “Profit at Carlyle falls 18% as real estate investments underperform” (NYT, 5/1/14)
- Public Pension Funds:
- “$200 million could curb pension cuts in Detroit” (NYT, 5/23/14)
- “Detroit pension proposal gets an angry reception” (NYT, 5/22/14)
- “Paying for teachers’ pensions” (LAT, 5/16/14)
- “Detroit Bankruptcy deadline may be missed, imperiling state funds” (NYT, 5/16/14)
- [TOP TEN] “More Detroits are on the way” (WSJ,5/16/14)
- “Pensions at issue in city bankruptcy” (LA Daily Journal, 5/13/14)
- “CalPERS’ Detroit concern is misplaced” (LA Daily Journal, 5/12/14)
- “Detroit pension ballot poses tough choices” (NYT, 5/12/14)
- “Pension funds wrestle with what to do with cash from private equity” (WSJ, 5/12/14)
- “Rahm Emanuel faces new test with Chicago pension crisis” (WSJ, 5/12/14)
- “What’s next for Detroit as creditors gear up for bankruptcy plan vote?” (LAT, 5/10/14)
- “Fund sends BofA a message” (WSJ, 5/6/14)
- ‘Shadow Banking’ systemic risk?: “Mutual funds not guilty of posing a systemic risk” (FT, 5/22/14)
April 2014
- Hedge Funds:
- “Hedge funds drive to another record” (WSJ, 4/22/14)
- “Investors should be wary of creeping hedgefundification” (FT, 4/21/14)
- “Hedge funds suffer worst start to year since crisis began” (FT, 4/17/14)
- “Hedge funds don’t bud this spring” (WSJ, 4/18/14)
- “Stormy month at hedge funds” (WSJ, 4/4/14)
- Private Equity:
- “Biggest leveraged buyout goes bust” (WSJ, 4/30/14)
- “Busted by the boom time” (NYT, 4/30/14)
- “KKR enjoys profit and sale” (WSJ, 4/25/14)
- “Buyout firms to let more invest” (WSJ, 4/25/14)
- “Bargain Bin is now big deal” (WSJ, 4/24/14)
- “Blackstone profit jumps, more deals expected” (WSJ, 4/18/14)
- Public Pension Funds:
- “Double standards in bankruptcies” (NYT, 4/26/14)
- “Rhode Island’s pension lesson” (WSJ, 4/22/14)
- “Bankrupt city fighting to open a crack in California’s pension agency” (NYT, 4/21/14)
- “Pensioners in Detroit rejoice, the deal is far from done” (NYT, 4/17/14)
- “Treasury turns its gauge to the municipal bond market” (WSJ, 4/17/14)
- “Pension deals reached in Detroit bankruptcy” (NYT, 4/16/14)
- “Detroit retirees agree to some cuts” (WSJ, 4/16/14)
- “Caught in pension crossfire” (WSJ, 4/15/14)
- “Thought secure, pooled pensions teeter and fall” (NYT, 4/13/14)
March 2014
- Hedge Funds:“Hedge fund spars with a nameless blogger” (NYT, 3/18/14)
- Hedge Funds and Private Litigation Funding: “Hedge fund’s $100 million bet: Iran will pay for terror attack” (WSJ, 3/24/14)
- Private Equity:
- “Private equity bonanza fails to materialize” (FT, 3/31/14)
- “For Carlyle, recruiting an outsider is not unusual” (NYT, 3/26/14)
- “Heir apparent is leaving JP Morgan Chase” (NYT, 3/26/14)
- “JP Morgan loses a Dimon protégé” (WSJ, 3/26/14)
- “JP Morgan executive Mike Cavanagh quits for Carlyle” (FT, 3/26/14)
- “Lessons learned in pay to perform” (WSJ, 3/18/14)
- [TOP TEN]“Apollo’s charge to the top” (FT, 3/11/14)
- [TOP TEN]“Return of the buyout kings” (FT, 3/8/14)
- [TOP TEN]“Blowout haul for buyout tycoons” (WSJ, 3/4/14)
- “Market and rates helped private equity chiefs thrive last year” (NYT, 3/4/14)
- “Blackstone CEO pay doubles” (WSJ, 3/3/14)
- Public Pensions (Detroit):
- “Bond insurer files suit against Detroit in setback for bankruptcy plan” (NYT, 3/18/14)
- “How to fix Detroit” (Barons, 3/17/14)
- Public Pension Funds:
- “Pensions join in fee pushback” (WSJ, 3/27/14)
- “California’s pension mugging” (WSJ, 3/24/14)
- “Public pension red alert” (WSJ, 3/8/14)
February 2014
- Hedge Funds:
- “Hefty startups crowd hedge-fund launchpad” (WSJ, 2/21/14)
- “Fund chief is Harvard’s No. 1 donor” (WSJ, 2/20/14)
- “Hedge fund investors look for more liquid alternatives” (FT, 2/20/14)
- “Hedge fund suit seeks identity of anonymous blogger” (NYT, 2/19/14)
- “Volatility in market, and losses, closes a fund at Brevan Howard” (NYT, 2/12/14)
- “Brevan Howard to shut down $2 bn emerging market find” (FT, 2/12/14)
- “Hedge fund chief makes a lonely bet against Portugal’s debt” (NYT, 2/4/14)
- “Hedge fund Exis Capital said to shut down” (WSJ, 2/4/14)
- “Unlikely allies seek to check power of activist hedge funds” (NYT, 2/3/14)
- Private Equity:
- “Lending where banks can’t, Blackstone thrives in Ireland” (NYT, 2/19/14)
- “Rush to get to the front of IPO queue” (FT, 2/19/14)
- “New rules put buyout firms out on own” (WSJ, 2/10/14)
- “Equities surge helps KKR to record payout” (FT, 2/7/14)
- “Private-Equity firms tap fresh vein of cash” (WSJ, 2/7/14)
- “Buyout firms’ fees get closer look” (WSJ, 2/3/14)
- Private Equity IPOs: “The Short View: Bubbly-looking floats raise questions” (FT, 2/20/14)
- Public Pensions (Detroit):
- “Detroit outlines map to solvency stressing repair” (NYT, 2/22/14)
- “Bondholders take the strain in Detroit’s $18 billion restructure” (FT, 2/23/14)
- “Detroit unveils its debt plan” (WSJ, 2/23/14)
- “Detroit turns bankruptcy into challenge of banks” (NYT, 2/4/14)
- “Detroit sues to cancel some costly contracts” (2/1/14)
- Public Pension Funds:
- “Public pension tabs multiply as states defer costs and hard choices” (NYT, 2/25/14)
- “Panel seeks greater disclosures on pension health” (NYT, 2/24/14)
- “No easy fix for teacher pension shortfall” (LAT, 2/21/14)
- “Pension overhaul is softened” (WSJ, 2/15/14)
- “Pension costs fall, freeing up more cash” (WSJ, 2/11/14)
- [TOP TEN] “Ideas to make retirement possible” (NYT, 2/7/14)
January 2014
- Hedge Funds:
- [TOP TEN]“Hedge funds sniff for even bigger payouts from banks” (NYT, 1/29/14)
- “Hedge funds: search for performance benchmark” (FT, 1/29/14)
- “US fund’s deal to offload Italian bank risk offers way to more loans” (FT, 1/22/14)
- “Stock-picking hedge funds win in 2013” (WSJ, 1/13/14)
- “Guru funds, mimicking the smart money” (NYT, 1/12/14)
- “Astonishing profits are a rarity for hedge funds” (FT, 1/10/14)
- “Hedge fund frontier likes new regulation landscape” (FT, 1/6/14)
- Private Equity:
- “Private equity lessons from the pig factory” (FT, 1/22/14)
- “Banks sit out riskier deals” (WSJ, 1/22/14)
- Private Pension Funds (Market-to-Market Accounting): “Pendulum swings for retirement charges” (WSJ, 1/9/14)
- Public Pension Funds:
- “Detroit’s debt plan favors pension funds” (WSJ, 1/31/14)
- “Discounting the problem” (FT, 1/27/14)
- “Investors, look beyond Davos to indebted Detroit” (FT, 1/24/14)
- “Detroit’s bankruptcy retreat” (WSJ, 1/23/14)
- “Judge disallows plan by Detroit to pay off banks” (NYT, 1/17/14)
- “Judge rejects Detroit deal to lower some of its debt” (WSJ, 1/17/14)
- “Stung by scandal, giant pension fund tries to make it right” (NYT, 1/14/14)
- “CalPERS investments gain 16.2% in 2013” (LAT, 1/14/14)
- “Grand theft disability” (WSJ, 1/10/14)
- “Power curbed, Detroit Mayor faces big job” (NYT, 1/1/14)
- UK Pension Funds: “Pension funds beat actuarial targets” (FT, 1/6/14)
December 2013
- Hedge Funds:
- “Winners of 2013: Boring Investors” (WSJ, 12/31/13)
- “US hedge funds set to expand in Europe” (FT, 12/23/13)
- “Michael Platt’s BlueCrest Capital poised for rough close to 2013” (WSJ, 12/19/13)
- “Hedge fund fees cut to lure large inventors” (FT, 12/13/13)
- “Hedge funds could still spoil Buffet’s bet” (WSJ, 12/9/13)
- “Lampert sees investors check out” (WSJ, 12/6/13)
- “Investors, Dismayed by losses at Sears, pull money from hedge fund” (NYT, 12/6/13)
- “A second act in hedge funds for a top Wall Street banker” (NYT, 12/3/13)
- “Central banks cast as scapegoats” (FT, 12/2/13)
- Private Pensions: “Stocks take pensions along for ride” (WSJ, 12/12/13)
- Private Equity:
- “Private equity enjoys a record year” (WSJ, 12/31/13)
- “Private equity lines up listings after valuation boom in 2013” (FT, 12/28/13)
- “Private equity firms brace for ‘mafia’ style scrutiny” (FT, 12/2/13)
- Public Pension Funds:
- “Police salaries and pensions push California city to brink” (NYT, 12/28/13)
- “‘Safe Harbor’ in bankruptcy is upended in Detroit case” (NYT, 12/24/13)
- “The hidden danger in public pension funds” (WSJ, 12/16/13)
- “Playing pension games” (NYT, 12/8/13)
- “Chicago pursues deal to change pension funding” (NYT, 12/5/13)
- “Detroit’s painful pension lesson” (WSJ, 12/5/13)
- “Illinois legislature approves retiree benefit cuts in troubled pension system” (NYT, 12/4/13)
- “Detroit ruling lifts a shield on pensions” (NYT, 12/4/13)
- “Illinois passes pension overhaul” (WSJ, 12/4/13)
- “Detroit moves forward in largest-ever municipal bankruptcy” (WSJ, 12/4/13)
- “Detroit ruled eligible for bankruptcy” (LAT, 12/4/13)
- “US Judge opens way for Detroit talks” (FT,12/4/13)
- “US pensions cannot wait for superfix” (FT, 12/2/13)
- “US pensions need to get creative” (FT, 12/2/13)
November 2013
- Hedge Funds:
- “Investors need to starve the hedge fund beast” (FT, 11/12/13)
- “Quant funds suffer dismal ‘QE’ losing streek” (FT, 11/7/13)
- Hedge Funds and SAC Plea: “After SAC plea, fellow funds may pay” (NYT, 11/6/13)
- Hedge Funds and Short Selling (Herbalife):“Ackman vows to take bet against Herbalife ‘to the end of the earth’” (NYT, 11/23/13)
- Private Equity:
- “Private equity ‘dry powder’ raises overcapacity concern” (FT, 11/27/13)
- “Private equity urged to change its focus” (FT, 11/22/13)
- “Private equity funds fail to make the grade for Yale” (FT, 11/4/13)
- Public Pension Funds:
- “A liberal mugged by pension reality” (WSJ, 11/30/13)
- “New details on Illinois pension plan” (WSJ, 11/30/13)
- “Some big public pension funds are behaving like activist investors” (NYT, 11/29/13)
- “Illinois pension fix faces political test” (WSJ, 11/29/13)
- “The long, sorry tale of pension promises” (WSJ, 11/16/13)
- “New York is investigating advisers to pension funds” (NYT, 11/5/13)
October 2013
- Collapse of Brazil Billionaire’s Empire (Batista):
- “Bankruptcy filing is a stunning fall for a Brazilian tycoon” (NYT, 10/31/13)
- “Billionaire’s empire soared, then melted in bankruptcy” (WSJ, 10/31/13)
- Hedge Funds:
- “Loeb’s third point moves to shrink its size” (WSJ, 10/23/13)
- “Economic theory, via YouTube and Cartoon” (NYT, 10/22/13)
- “Quiet Caxton chief refuses to shout about $1 billion gain” (FT, 10/21/13)
- “Hedge fund DE Shaw shuts doors to new clients amid falling returns” (FT, 10/8/13)
- “Hedge fund stockpickers enjoy bull run returns” (FT, 10/1/13)
- Hedge Funds and Short Selling (Herbalife): “Investor cuts risk of short on Herbalife” (WSJ, 10/3/13)
- Pension Fund Consultants: “Doubts raised on advice pensions get” (NYT, 10/1/13)
- Private Equity:
- “A chance to end a billion-dollar tax break for private equity” (NYT, 10/23/13)
- “Buyout firms are chasing sky-high sums for next moves” (NYT, 10/15/13)
- Private Equity (Dell):“Sale of Dell closes, moving company into private ownership” (NYT, 10/30/13)
- Public Pension Funds:
- “Pension pinch busts budgets” (WSJ, 10/30/13)
- “In testimony, Michigan governor says bankruptcy was right call for Detroit” (NYT, 10/29/13)
- “Governor testifies on Detroit bankruptcy” (WSJ, 10/29/13)
- “US cities grapple with finances” (WSJ, 10/28/13)
- “Judge hears arguments on legality of Detroit bankruptcy filing” (NYT, 10/22/13)
- “How you can pay millions and lag behind the market” (NYT, 10/20/13)
- “Billions in Debt, Detroit faces millions in bills for bankruptcy” (NYT, 10/8/13)
September 2013
- Hedge Funds:
- “Open-government laws fuel hedge-fund profits” (WSJ, 9/23/13)
- “UK commodities hedge fund Clive Capital closing” (WSJ, 9/21/13)
- “Manager scores Macro touchdowns” (WSJ, 9/20/13)
- “Hedge funds turn to psychology software to revolutionize trading” (FT, 9/16/13)
- “Derivatives trading safer and more efficient, says Citadel” (FT, 9/11/13)
- “Hedge funds cut back on fees” (WSJ, 9/9/13)
- “Citigroup dialing back its ‘alternative’ holdings” (WSJ, 9/3/13)
- Hedge Funds vs the Fed: “The Federal Reserve: ‘The greatest hedge fund in history’” (WSJ, 9/23/13)
- Hedge Funds and Short Selling (Herbalife):
- “Herbalife shares hit 1-year high on buyback rumor” (LAT, 9/18/13)
- “Latin advocacy group asks FTC to investigate Herbalife” (LAT, 9/12/13)
- Leveraged Buyouts (Dole): “Dole food’s buyout in 2013 looks a lot like one in 2003” (NYT, 9/18/13)
- Private Equity:“Long shot realogy pays off at Apollo” (WSJ, 9/9/13)
- Private Equity (Dell):
- “Dell financing: lucky turn” (FT, 9/25/13)
- “Dell goes back to the future as $24.8bn buyout is sealed” (FT, 9/13/13)
- “Dell shareholders approve buyout” (WSJ, 9/13/13)
- “For Michael Dell, saving his deal is just the first step” (WSJ, 9/12/13)
- “Dell: $24.8 billion buyout approved in preliminary tally” (LAT, 9/12/13)
- “Dell lurches to an inevitable finish” (WSJ, 9/11/13)
- “Icahn ends takeover battle for Dell, compares board to dictatorship” (LAT, 9/10/13)
- “Icahn abandons Dell chase after rule change improves rival’s hand” (FT, 9/10/13)
- “Icahn throws in towel on Dell” (WSJ, 9/10/13)
- Public Pension Funds:
- “A proposal to freeze pensions in Detroit” (NYT, 9/27/13)
- “Detroit’s pension funds faulted in investigative report” (WSJ, 9/27/13)
- “Scandalous pensioners” (NYT, 9/23/13)
- “Our city did pension reform and lived to tell the tale” (WSJ, 9/21/13)
- “Flying solo” (FT, 9/10/13)
August 2013
- Hedge Funds:
- “Hedge funds should invest in smoother handovers” (FT, 8/30/13)
- “Hedge funders are all a little nuts” (WSJ, 8/28/13)
- “Hedge funds win ruling in Argentina bond case” (NYT, 8/24/13)
- “Court rules in debt default” (LAT, 8/24/13)
- “Paulson halves exposure to gold after suffering losses due to metal” (WSJ, 8/15/13)
- “Hedge fund wins with MBIA bet” (WSJ, 8/9/13)
- “The myth of hedge funds as ‘myopic activists’” (WSJ, 8/7/13)
- “Hedge funds close the gate before investors can bolt” (FT, 8/5/13)
- “Hedge funds reap US bull run rewards” (FT, 8/3/13)
- Hedge Funds and Short Selling: “Rising markets batter short sellers” (WSJ, 8/21/13)
- Hedge Funds and Short Selling (Herbalife):
- “Hedge funds tap scholar for clues about Herbalife” (WSJ, 8/31/13)
- “Billionaires take sides over Herbalife” (WSJ, 8/8/13)
- “Soros buys big stake in Herbalife” (LAT, 8/1/13)
- Hedge Fund Trader to Avoid Dodd-Frank Regulation: “Hedge funds copy Soros’s regulatory sidestep” (FT, 8/5/13)
- Private Equity:
- “Private equity firms may need to ratchet up ‘passiveness'” (LA Daily Journal, 8/20/13)
- “Last of the risk-takers?” (FT, 8/19/13)
- “Private equity– exit strategy” (FT, 8/16/13)
- “Hilton signs up banks for IPO” (WSJ, 8/8/13)
- “Blackstone is expected to sell Hilton in IPO” (NYT, 8/8/13)
- “Private-equity payout debt surges” (WSJ, 8/6/13)
- Private Equity (Dell):
- “How judge’s ruling ends legal threat to Dell buyout” (NYT, 8/20/13)
- “A Dellish experience for H-P” (WSJ, 8/17/13)
- “Icahn loses ground vs. Dell” (WSJ, 8/17/13)
- “In a setback for Icahn, judge removes hurdles to a Dell takeover bid” (NYT, 8/17/13)
- “Dell’s profit declines 72% on sluggish sales of PCs” (NYT, 8/16/13)
- “Dell’s net falls 72% with vote looming on buyout” (WSJ, 8/16/13)
- “Friendly deals are getting testier” (WSJ, 8/8/13)
- “In American Greetings deal, echoes of larger Dell buyout” (NYT, 8/7/13)
- “Dell shares rise on compromise deal” (FT, 8/6/13)
- “Dell reaches new deal with founder” (WSJ, 8/3/13)
- “Last-ditch compromise revives Dell buyout prospects” (FT, 8/3/13)
- “Michael Dell increases bid again; board delays meeting until September 12” (LAT, 8/3/13)
- “Icahn sues over Dell voting” (WSJ, 8/2/13)
- “Dell takeover bid in peril as a voting rule remains” (NYT, 8/1/13)
- “Dell committee rejects change in buyout-voting rule” (WSJ, 8/1/13)
- Public Pensions and Bankruptcy (San Bernardino): “Ruling clears a path for California city’s bankruptcy” (WSJ, 8/29/13)
- Public Pension Funds:
- “Public funds take control of assets, dodging Wall St.” (NYT, 8/19/13)
- “Chicago sees pension crisis drawing near” (NYT, 8/6/13)
- “A plan to avert the pension crisis” (NYT, 8/5/13)
- Public Pension Funds and Municipal Bankruptcies (Detroit):
- “Pension funds dispute math in Detroit bankruptcy” (WSJ, 8/20/13)
- “No banker left behind” (NYT, 8/16/13)
- “Muni-bond buyers seeking safety” (WSJ, 8/11/13)
- “The blue state reckoning” (WSJ, 8/12/13)
- “Motown’s pension showdown” (WSJ, 8/6/13)
- “Public pensions after Detroit” (NYT, 8/4/13)
July 2013
- Hedge Funds:
- “Hedge funds gripped by crisis of performance” (FT, 7/29/13)
- “As banks retreat, hedge funds smell profit” (WSJ, 7/23/13)
- “Investors sow seeds for hedge funds” (WSJ, 7/19/13)
- “Dubin gives up CEO role at Highbridge Capital” (WSJ, 7/12/13)
- “Investor escapes trouble – at a cost” (WSJ, 7/5/13)
- Hedge Funds and Short Selling (Herbalife):
- “Ackman’s Pershing Square to announce largest-ever investment” (WSJ, 7/31/13)
- “Herbalife will stop calling customers ‘distributors’” (LAT, 7/31/13)
- “Losing money on Herbalife, Ackman is defiant” (NYT, 7/31/13)
- “Bill Ackman makes losing bet that Herbalife stock would fall” (LAT, 7/27/13)
- Hedge Funds and Pension Funds: “The rush to hedge” (WSJ, 7/26/13)
- Hostile Takeovers: “With fewer barbarians at the gate, companies face new pressure” (NYT, 7/31/13)
- Pension Funds and Risky Investments: “The investor’s dilemma” (FT, 7/11/13)
- Private Equity:“KKR suffers 75% plunge in quarterly profits” (FT, 7/27/13)
- Private Equity (Dell):
- “Dell chief says he’ll stay on if buyout offer is defeated” (WSJ, 7/29/13)
- “Voting rule change is viewed as crucial to Dell founder’s takeover bid” (NYT, 7/29/13)
- “Let Dell’s shareholders decide” (WSJ, 7/26/13)
- “Dell and Silver Lake seek bid rule change” (FT, 7/25/13)
- “Dell sweetens bid to $24.6 billion, board delays vote to August 2” (LAT, 7/25/13)
- “Dell buyout group calls for change in voting rules” (WSJ, 7/25/13)
- “Dell founder raises takeover bid, with conditions” (NYT, 7/25/13)
- “Ahead of Dell vote, buyout group presses” (WSJ, 7/23/13)
- “Dell’s buyout fate still hinges mostly on Icahn” (NYT, 7/23/13)
- “Dell deal dilemma” (LA Daily Journal, 7/23/13)
- “Dell founder handed last chance to rescue buyout” (FT, 7/20/13)
- “Dell delays vote after investors shun deal” (FT, 7/19/13)
- “Wild card won’t win Dell battle” (WSJ, 7/19/13)
- “High-stakes battle for Dell reaches the final test” (FT, 7/19/13)
- “Dell races to sway investors, save deal” (WSJ, 7/19/13)
- “Dell buyout pushed to brink” (WSJ, 7/18/13)
- “Support weakens for Dell founders offer” (NYT, 7/18/13)
- “Vote on Dell deal likely to be close” (WSJ, 7/16/13)
- “Private-equity buyouts shortchange shareholders” (WSJ, 7/16/13)
- “The curtain comes down on Dell’s buyout opera” (WSJ, 7/13/13)
- “Icahn in fresh attack on Dell buyout plan” (FT, 7/13/13)
- “Building a better Dell may take more R&D, less PCs” (WSJ, 7/12/13)
- “Icahn maneuvers for Dell appraisal” (WSJ, 7/11/13)
- “Dell buyout wins support from three proxy firms” (WSJ, 7/9/13)
- “Big seal of approval for Dell founder’s buyout bid” (NYT, 7/9/13)
- “Investors’ body throws its weight behind Michael Dell buyout offer” (FT, 7/9/13)
- “Dell: Second thoughts” (FT, 7/6/13)
- “Dell stock off on deal veto worries” (WSJ, 7/6/13)
- “Founder and Silver Lake decline to raise their $24 billion offer for Dell” (NYT, 7/6/13)
- “Real returns: are private-equity gains built to last?” (WSJ, 7/6/13)
- “Dell founder is said to be encouraged to raise bid” (NYT, 7/3/13)
- “Pressure builds on Michael Dell for buyout plan” (WSJ, 7/3/13)
- “Dell’s cash overseas is needed at home” (WSJ, 7/1/13)
- Public Pension Funds:
- “CalPERS earns 12.5% on investments over the past year” (LAT, 7/16/13)
- “No Pension Fix, No pay for Illinois lawmakers” (WSJ, 7/11/13)
- “Pension funds slash their deficits” (FT, 7/8/13)
- Public Pension Funds and Municipal Bankruptcies (Detroit):
- “Fight on Detroit retiree funds looms” (WSJ, 7/29/13)
- “Saving Detroit from itself” (WSJ, 7/27/13)
- “Bankrupt Detroit takes a hard line with its creditors” (FT, 7/27/13)
- “Detroit aftershocks will be staggering” (FT, 7/24/13)
- “Bankrupt Detroit’s pension fears grow” (FT, 7/23/13)
- “Pensions at stake in Chapter 9” (LA Daily Journal, 7/23/13)
- “Detroit’s bankruptcy sparks pension brawl” (WSJ, 7/20/13)
- “Detroit gap reveals industry dispute on pension math” (NYT, 7/20/13)
- “Bankruptcy fuels wider battle over public pensions” (LAT, 7/20/13)
- “Billions in debt, Detroit tumbles into insolvency” (NYT, 7/19/13)
- “Record bankruptcy for Detroit” (WSJ, 7/19/13)
- “Bankruptcy sets up creditor battle” (WSJ, 7/19/13)
- “Down and out in Detroit” (WSJ, 7/19/13)
- Ron Perelman, Leveraged Buyouts and Litigation: “Lunch with the FT: Ron Perelman” (FT, 7/20/13)
- Short Sellers and China Banks: “Short sellers keep pressure on China banks” (WSJ, 7/20/13)
June 2013
- Hedge Funds:
- “Hedge funds have greater access” (FT, 6/3/13)
- “Money funds face pivotal few days” (FT, 6/3/13)
- “US hedge funds to flee Europe” (FT, 6/3/13)
- Hedge Funds and FBI Nominations (Comey): “FBI pick could offer look into world of Ray Dalio” (NYT, 6/5/13)
- Pay-to-Play Pension Scandal (Riverstone Holdings): “Private equity firm tied to New York pension scandal raises $7.7 billion from investors” (NYT, 6/20/13)
- Private Equity:“Can you trust private-equity returns?” (WSJ, 6/8/13)
- Private Equity (Dell):
- “Dell showdown looms after Icahn offer attacked” (FT, 6/25/13)
- “A safety value for Dell investors“(NYT, 6/23/13)
- “Michael Dell presses buyout case” (WSJ, 6/22/13)
- “Dell: Taking the good with the bad” (FT, 6/6/13)
- “Dell’s independent directors step up backing for founder’s $24.4 bn offer” (FT, 6/6/13)
- “Dell’s mathematical argument against plan from Icahn and Southeastern” (NYT, 6/6/13)
- Public Pension Funds:
- “Behind Illinois’s pension saga” (WSJ, 6/18/13)
- “Pension deal again proves elusive in Illinois” (WSJ, 6/3/13)
- Quant Hedge Funds:
- “Hedge funds take beating in ‘quant’ arms struggle” (FT, 6/12/13)
- “Global bond sell-off hits big quant hedge funds” (FT, 6/6/13)
- Shareholder Activism: “The empowered shareholder” (WSJ, 6/24/13)
- Short Sellers (Muddy Waters/Block): [TOP TEN]“Short seller seeks valley ‘pretenders‘” (WSJ, 6/3/13)
- UK Hedge Fund Regulation: “UK’s financial conduct authority extends scrutiny of hedge funds” (FT, 6/20/13)
May 2013
- Hedge Funds:
- “Why fund managers may be right on the Fed” (WSJ, 5/16/13)
- “Tips from Wall Street hedge fund gurus fail to reward the faithful” (FT, 5/8/13)
- “Top hedge funds seek ‘mother of recovery trades’ in Greek banks” (FT, 5/13/13)
- “In search of the big idea” (FT, 5/11/13)
- “Hedge fund bears battle over next big crisis pitch” (FT, 5/10/13)
- Hedge Funds (Cantab Capital Partners): “Forging its own path, British hedge fund finds success” (NYT, 5/14/13)
- Hedge Funds (Herbalife): “Herbalife raises estimates of legal costs amid pyramid allegations” (LAT, 5/4/13)
- Hedge Funds and Fannie Mae/Freddie Mac: “Funds bet on Freddie, Fannie rise” (WSJ, 5/15/13)
- Hedge Funds and Japanese Investments (Sony):
- “Hedge fund urges IPO of Sony’s entertainment unit” (LAT, 5/15/13)
- “American Investor targets Sony for a breakup” (NYT, 5/14/13)
- Hedge Fund Manager Einhorn and Allied Capital: “US Attorney in phone leaks has seen both sides” (NYT, 5/21/13)
- Hedge Funds and Shareholder Activism (Loeb and Sony):
- “Sony, ‘activism’ and Abenomics” (WSJ, 5/29/13)
- “Sony is pressed to spin off electronics to build profits” (NYT, 5/28/13)
- “Sony board to discuss third point plan” (WSJ, 5/23/13)
- “Sony board in talks over Loeb’s sell-off proposal” (FT, 5/23/13)
- “Sony’s unwanted genre: suspense” (NYT, 5/19/13)
- “Sony investor irks pictures division” (WSJ, 5/17/13)
- “Loeb’s flattering letter gives Hirai chance to save Sony” (FT, 5/16/13)
- “Sony meets with an outspoken activist investor, but courtesy reigns” (NYT, 5/15/13)
- “Uninvited guest gives Japan a jolt” (NYT, 5/15/13)
- “Activist makes his point to Sony” (FT, 5/15/13)
- “Loeb takes $1bn stake in Sony” (FT, 5/15/13)
- “Loeb’s plan for Sony is a big test for ‘Abenomics’” (WSJ, 5/15/13)
- “Foreign shareholder activists typically fail to make it big in Japan” (WSJ, 5/15/13)
- Pension Advance Companies: “Preying on pensioners” (NYT, 5/2/13)
- Private Equity:
- “Private equity squirrels away even more special payouts” (FT, 5/31/13)
- “Private-equity firms build instead of buy” (WSJ, 5/15/13)
- Private Equity (Burkle, Yucaipa): “A hotel company is hobbled by a deal struck in tough times” (NYT, 5/29/13)
- Private Equity (Dell):
- “‘Dell buyout battle approaches heated phase” (WSJ, 5/29/13)
- “Dell presses Icahn for details of bid proposal” (FT, 5/21/13)
- “Dell demands more details from Icahn and Southeastern” (NYT, 5/14/13)
- “Dell committee asks Icahn to clarify takeover offer” (FT, 5/14/13)
- “Dell’s profit will miss estimates” (WSJ, 5/15/13)
- “Dell seeks details on Icahn’s New Bid” (WSJ, 5/14/13)
- “Why Michael Dell Still Wins” (WSJ, 5/11/13)
- “Dell and Icahn” (FT, 5/11/13)
- “Icahn joining challenge to Dell” (LAT, 5/11/13)
- “Icahn’s plan just doesn’t Dell-iver” (WSJ, 5/11/13)
- “Icahn’s Alternative Offer: Oust Michael Dell” (WSJ, 5/11/13)
- Revolving Door (KKR, Petraeus) and Private Equity: “Petraeus back in spotlight, via Wall St.” (NYT, 5/31/13)
April 2013
- Hedge Funds:
- “Dog days for hedge funds forced to trim their fees” (FT, 4/29/13)
- “Yen bets don’t add up for a Fund Giant” (WSJ, 4/26/13)
- “Pay stretching to 10 figures” (NYT, 4/15/13)
- “Top managers take home $8bn less” (FT, 4/15/13)
- “Hedge Fund star gets a hip check” (WSJ, 4/8/13)
- Hedge Fund Marketing: “Who sold you that bad hedge fund? Ask for a refund” (WSJ, 4/28/13)
- Hedge Fund Short Selling:
- “Herbalife posts record results” (LAT, 4/30/13)
- “Herbalife investors meet – briefly” (LAT, 4/26/13)
- “Herbalife to reassure investors” (LAT, 4/25/13)
- “Olam drops lawsuit against Carson Block” (FT, 4/6/13)
- Private Equity:
- “If investors say ‘enough’ the board may listen” (NYT, 4/7/13)
- “CEOs sitting it out” (WSJ, 4/2/13)
- Private Equity (Dell):
- “Hurdles remain for Dell deal even after Blackstone gives up” (FT, 4/21/13)
- “PC slide doomed Blackstone-Dell tie” (WSJ, 4/21/13)
- “Blackstone is said to drop out of the bidding for Dell” (NYT, 4/19/13)
- “Blackstone abandons its pursuit of Dell” (WSJ, 4/19/13)
- “The virtual reality of Blackstone’s Dell bid” (WSJ, 4/11/13)
- “Dell and Icahn agree to shares cap peace deal” (FT, 4/17/13)
- “Big Dell shareholder prefers 2 rival bids” (NYT, 4/10/13)
- “Investor says Dell buyout offer is ‘unfair‘” (FT, 4/10/13)
- “Buyout conundrum fro Dell founder” (FT, 4/8/13)
- “Dell buyout is a fee-for-all” (WSJ, 4/5/13)
- “A $25 million question over a bid for Dell” (NYT, 4/2/13)
- Public Pension Funds:
- “Loans borrowed against pensions squeeze retirees” (NYT, 4/28/13)
- “In Congress, a bill seeks to tie municipal borrowing power to public pension disclosure” (NYT, 4/19/13)
- “Randi Weingarten’s Pension Veto” (WSJ, 4/19/13)
- “Chicago mayor’s pension conundrum” (WSJ, 4/8/13)
- “Pushing for a peek at pensions’ secrets” (WSJ, 4/3/13)
- “Bondholders, Beware” (WSJ, 4/2/13)
- “Bankruptcy jeopardizes California City’s Pensions” (WSJ, 4/2/13)
March 2013
- CalPERS:“Calpers turns back to commodities” (FT, 3/20/13)
- Dell $24.4 Billion Buyout: “Dell battles to protect deal” (WSJ, 3/7/13)
- Hedge Funds:
- “Managers see return of big hedge fund profits” (FT, 3/22/13)
- “Paulson eyes Puerto Rico tax haven move” (FT, 3/12/13)
- Hedge Fund Short Selling:
- “In Herbalife ‘short war,’ hedge funds miss the target” (NYT, 3/6/13)
- “Einhorn drops lawsuit against Apple” (FT, 3/3/13)
- “Herbalife to appoint two Icahn designess” (WSJ, 3/1/13)
- “China eases course for short sellers” (FT, 3/1/13)
- “Icahn secures Herbalife board seats in battle with Ackman” (FT, 3/1/13)
- Private Equity:
- “Silver Lake’s win-win approach to Dell” (WSJ, 3/28/13)
- “For CEOs, buyout game can be second act” (WSJ, 3/28/13)
- “Blackstone could ask Dell founder to remain as CEO” (WSJ, 3/28/13)
- “Fund firm at center of big game hunt” (WSJ, 3/26/13)
- “‘Stub’ Buyouts have precedent, and detractors” (WSJ, 3/25/13)
- “Pressured, investment firm is said to skip fees” (NYT, 3/22/13)
- “Dell/Blackstone” (FT, 3/22/13)
- “Blackstone takes deliberations over Dell offer down to the wire” (FT, 3/22/13)
- “SEC digging into fund fees” (WSJ, 3/20/13)
- “Private equity squeezes out cash long after its exit” (NYT, 3/14/13)
- “Private Equity firms fail in effort to dismiss antitrust case” (NYT, 3/14/13)
- “Pension funds bypass middlemen” (FT, 3/14/13)
- “Payouts’ green light for Blackstone” (WSJ, 3/13/13)
- “The hidden tax behind Wall Street reform” (WSJ, 3/12/13)
- “Failed bank deal provides warning” (WSJ, 3/12/13)
- “Kings of the private equity jungle” (FT, 3/1/13)
- Private Equity (Dell):
- “Shareholder opposed to Dell buyout made first move to take group private” (FT, 3/30/13)
- “Dell’s pessimistic sales pitch to shareholders” (WSJ, 3/30/13)
- “Dell the unlikely target for financiers” (FT, 3/27/13)
- “Dell founder ready to explore deal options with Blackstone and Icahn” (FT, 3/26/13)
- “From Dell insider to suitor” (WSJ, 3/26/13)
- “Blackstone ups heat on Dell” (WSJ, 3/26/13)
- “In the battle for Dell, a stub in the dark” (WSJ, 3/26/13)
- “Fund firm at center of big game hunt” (WSJ, 3/26/13)
- “Michael Dell’s bid may be backfiring” (LAT, 3/26/13)
- “Two rival bids complicate Dell deal” (NYT, 3/25/13)
- “For Dell, it certainly is nice to be wanted” (WSJ, 3/25/13)
- “Blackstone and Icahn join battle for Dell” (FT, 3/25/13)
- “Interest in Dell leaves founder vulnerable” (WSJ, 3/25/13)
- “Dell walks fine line in pitch for buyout” (WSJ, 3/21/13)
- “Many hurdles remain in attaining higher offer for Dell” (NYT, 3/19/13)
- “Dell pact lets Icahn look into its books” (WSJ, 3/12/13)
- “Dell agrees to show financials to Icahn” (NYT, 3/12/13)
- “Clash of two capitalisms amid Dell struggle” (FT, 3/9/13)
- Public Pension Funds:
- “Pension funds wary as bankrupt city goes to trial” (NYT, 3/25/13)
- “Jury indicts former Calpers leaders” (LAT, 3/19/13)
- “Calpers ex-CEO faces U.S. charges” (WSJ, 3/19/13)
- “Ex-chief of Calpers is charged with fraud” (NYT, 3/19/13)
- “SEC v. Illinois” (WSJ, 3/13/13)
- “SEC says Illinois hid pension troubles” (WSJ, 3/12/13)
- “Illinois is accused of securities fraud by SEC” (LAT, 3/12/13)
- “Illinois is accused of fraud by SEC” (NYT, 3/12/13)
February 2013
- CalPERS:“State lawsuit adds boost to other claims to credit rating agency” (LA Daily Journal, 2/6/13)
- Corporate Pension Funds:“Low rates force company;s to pour money into pensions” (WSJ, 2/4/13)
- Hedge Funds:“JP Morgan’s Gulati to launch own fund” (FT, 2/15/13)
- Hedge Fund Litigation Against Argentina:
- “Argentina’s bond case is being closely watched for ramifications” (NYT, 2/28/13)
- “Banks fear court ruling in Argentina bond debt” (NYT, 2/26/13)
- Hedge Fund Short Selling:
- “A healthy dose of controversy” (LAT, 2/25/13)
- “Firm reveals Icahn talks” (LAT, 2/21/13)
- “Let Herbalife customers decide” (WSJ, 2/20/13)
- “Herbalife posts profit rise, raises outlook amid battle” (WSJ, 2/20/13)
- “Herbalife fourth quarter sales, profit beat Wall St. forecasts” (LAT, 2/20/13)
- “Latinos crucial to Herbalife’s financial health” (LAT, 2/16/13)
- “Icahn steps up Herbalife fight with Ackman” (FT, 2/16/13)
- “Carl Icahn buys nearly 13% stake in Herbalife as battle heats up” (LAT, 2/15/13)
- “Icahn reveals his stake in Herbalife” (NYT, 2/15/13)
- “Icahn discloses stake of 12.98% in Herbalife” (WSJ, 2/15/13)
- “Soros aide wins kudos for Japan bets” (WSJ, 2/15/13)
- “US funds score big by betting against yen” (WSJ, 2/14/13)
- “Hedge funds reap billions on yen bets” (FT, 2/14/13)
- “Unusual moves in confronting Apple’s mountain of cash” (NYT, 2/13/12)
- “Short sellers hunt profits in Honk Kong” (FT, 2/12/13)
- “Einhorn shows attacking instinct on Apple” (FT, 2/11/13)
- “Ackman steps up Herbalife attack” (LAT, 2/8/13)
- “Squaring off” (NYT, 2/8/13)
- “Herbalife under pressure after report of probe” (FT, 2/5/13)
- “Herbalife trading leaves investors queasy” (LAT, 2/5/13)
- Private Equity:
- “Bullish Behavior” (NYT, 2/27/13)
- “Private equity fears bubble” (FT, 2/27/13)
- “Latest worry for bond holders: LBOs” (WSJ,2/4/13)
- Public Pension Funds:
- “Strategies differ as costs balloon” (WSJ, 2/26/13)
- “Why the pension gap is soaring” (WSJ, 2/26/13)
- “California’s sad pension saga” (LAT, 2/24/13)
- “Lawsuits take issue with pension reform” (LA Daily Journal 2/13/13)
- “CalSTRS posts double-digit returns” (LAT, 2/9/13)
- “Revoking the federal free pass on pensions” (WSJ, 2/7/13)
- “US pension funds sue BlackRock” (FT, 2/4/13)
- “Shadow banks fill infrastructure debt void” (FT, 2/1/13)
January 2013
- CalPERS: “CalPERS nears record $250 billion in assets” (LAT, 1/22/13)
- Hedge Funds:
- “Hedge fund slashes fees in challenge to industry rivals” (FT, 1/23/13)
- “Hedge funds’ Manhattan migration” (WSJ, 1/15/13)
- “Asking hedge funds to turn themselves in” (NYT, 1/7/12)
- “Hedge funds again prove a laggard” (WSJ, 1/2/13)
- Hedge Fund Litigation Against Argentina:
- Hedge Fund Secrecy: “Cayman poised to shed veil of secrecy” (FT, 1/18/13)
- Hedge Fund Short Selling:
- “Herbalife shares rise as investors square off on TV” (LAT, 1/26/13)
- “Live: billionaire’s bickering” (WSJ, 1/26/13)
- “Hedge fund dog fight live mesmerizes Wall Street” (NYT, 1/26/13)
- “Einhorn: Bet against Herbalife profitable” (WSJ, 1/24/13)
- “In bet against Green Mountain, Einhorn suffer a loss” (NYT, 1/24/12)
- “Herbalife raises earnings forecast, sets stock buyback” (LAT, 1/19/13)
- “Herbalife defends its business model” (FT, 1/18/13)
- “Icahn joins battle over Herbalife” (WSJ, 1/17/13)
- “Shareholder activism on the rise” (LA Daily Journal, 1/11/13)
- “Herbalife” (Lex Column) (FT, 1/11/13)
- “Herbalife hits back at Pershing ‘myths’” (FT, 1/11/13)
- “Herbalife defends marketing techniques in response to attacks by hedge fund manager” (NYT, 1/11/13)
- “Herbalife fires back at hedge fund giant” (LAT, 1/11/13)
- “Hedge fund acquires 8.2% Herbalife stake” (LAT, 1/10/13)
- “Showdown over Herbalife spotlights new Wall Street” (WSJ, 1/10/13)
- “Fund rivals spice up Herbalife tussle” (FT, 1/10/13)
- “Just business: Two rivals, clash, billion in play” (NYT, 1/10/13)
- “Amid the latest cretinism, Herbalifers stay resolute” (WSJ, 1/7/13)
- “A short seller takes on a vitamin vendor” (WSJ, 1/4/13)
- “Celebrity short-sellers and the Herbalife Flap” (NYT, 1/2/13)
- Private Equity:
- “Its tax edge on thin ice, private equity is regrouping” (NYT, 1/22/13)
- Public Pension Funds:
- “Pensions bet big with private equity” (WSJ, 1/25/13)
- “Pentagon’s finances in perils by pensions” (FT, 1/24/13)
- “Pension funding gap widens for big cities” (WSJ, 1/16/13)
- “New York’s Pension Muscle” (NYT, 1/12/13)
- “Lawmakers fail to fix Illinois pension gap” (WSJ, 1/9/13)
- “State comptroller sues Qualcomm for data about its political contributions” (NYT, 1/4/13)
- “Suit calls for Qualcom to reveal political giving” (WSJ, 1/4/13)
- “Illinois governor seeks fast vote of state’s long troubled pension plan” (NYT, 1/2/13)
December 2012
- Corporate Pension Funds:“In 2013, an Antidote for poison pensions questioned” (WSJ, 12/24/12)
- Hedge Funds:“Hedge Fund stride the stage of world affairs” (NYT, 12/12/12)
- Hedge Fund Litigation Against Argentina: “Hedge Fund is in the middle of Argentina’s long battle with its creditors” (NYT, 12/18/12)
- Hedge Fund Short Selling:“Chief insights Herbalife is no pyramid scheme” (LAT, 12/22/12)
- Private Equity:
- “Swashbucklers transform, and now much tamer” (NYT, 12/12/12)
- “Calpers crusader takes aim at fees” (WSJ, 12/4/12)
- Public Pension Funds:
- “New player joins the pension fray” (WSJ, 12/12/12)
- “States faulted over teacher pension shortfall” (WSJ, 12/13/12)
- Quantitative Black Box Hedge Funds:
- “Momentum trading apart of a wider structural flaw” (FT, 12/21/12)
- “Quant fund launches at record high” (FT, 12/3/12)
November 2012
- Bayou/Samuel Israel III: “Wall Street’s strangest story yet“(FT, 11/1/12) (Book review of “Octopus:The Secret Market and the World’s Wildest Con”)
- Hedge Funds: “Small hedge funds hit by closures” (FT, 11/5/12)
- Hedge Fund Fugitive Banker: “After five years of hiding a banker reappears” (NYT, 11/17/12)
- Hedge fund litigation against Argentina:
- “In court battle a game of international brinkmanship with Argentina” (NYT, 11/28/12)
- “Argentina angered at Hedge Fund court win” (FT, 11/23/12)
- “Judge orders Argentina to pay hold out investors” (NYT, 11/23/12)
- Private Equity:
- “Twinkies: A Defense” (WSJ, 11/21/12)
- “Tough times? You wouldn’t know at Party for private equity titan” (NYT, 11/20/12)
- “Private Equity and Hostess stumbling together” (NYT, 11/20/12)
- “Equity firms try to repair image” (WSJ, 11/2/12)
- Private Equity (BlackRock): “Ahead of the street” (FT, 11/29/12)
October 2012
- Hedge Fund:
- “Withdrawals mount” (NYT, 10/19/12)
- “‘Wizard of Oz’, coffee, retires of Moore Capital” (FT, 10/18/12)
- Pension Funds: “City challenges norm of paying into CalPers” (WSJ, 10/22/12)
- Private Equity:
- “Mitt’s off private equity” (FT, 10/22/12)
- “Blackstone surpasses $200 billion in assets” (WSJ, 10/19/12)
- “Emails hint at collusion among the largest equity firms” (NYT, 10/11/12)
- “Private equity fund managers fear tax hit” (FT, 10/1/12)
- Private Equity (BlackRock):
- “Fink chats with Geithner sign of influence” (FT, 10/12/12)
- “Geithner seeks help on bad days at BlackRock” (FT, 10/12/12)
September 2012
- Hedge Fund:
- “Hedge funds complex schemes may cost it millions” (NYT, 9/26/12)
- “Pruning regulation without cultivating better rules‘ (NYT, 9/6/12)
- “With lax regulation, a risky industry flourishes offshore” (NYT, 9/5/12)
- Pension Funds:
- “LA’s Pension Peril” (LAT, 9/24/12)
- “Pension Crisis Looms Despite Cuts” (WSJ, 9/22/12)
- “Big firms a drag on pension funds” (WSJ, 9/7/12)
- “Pension funds hit by Facebook” (LAT, 9/1/12)
- Private Equity:
- “Examining the ubiquity of private equity” (NYT, 9/18/12)
- “Tax tactic that is open to question” (NYT, 9/14/12)
- “Informer sparked New York probe” (WSJ, 9/13/12)
- “Equity firms like Bain are depicted as colluding” (NYT, 9/12/12)
- “More tax tricks, private equity style” (NYT, 9/6/12)
- “Private-equity shenanigans” (LAT, 9/6/12)
- Tax Strategy: “Inquiry on tax strategy ads to scrutiny of finance firms” (NYT, 9/2/12)
August 2012
- Hedge Fund:
- “Hedge’s on the Edge” (FT, 8/31/12)
- “Is it time to buy a hedge fund” (WSJ, 8/27/12)
- Pension Funds: “Pension funds need to rethink their targets” (FT, 8/6/12)
- Private Equity: “Split in private equity funding” (WSJ, 8/22/12)
July 2012
- CalPERS Performance:
- “CalPERS returns are paltry” (LAT, 7/17/12)
- “CalPERS misses big on investment target” (WSJ, 7/17/12)
- Corporate Pension Plans: “US reforms to place pension on companies” (FT, 7/5/12)
- Hedge Fund Board of Directors: “In Caymans, it’s simple to fill a hedge fund board” (NBC, 7/2/12)
- Hedge Fund Bankruptcy (Fletcher Asset Management):
- “On unhappy returns and no refunds” (WSJ, 7/6/12)
- “Hedge fund files for bankruptcy” (WSJ, 7/5/12)
- Hedge Fund: “Paulson ex-lieutenant caught in fund’s slide” (WSJ, 7/11/12)
- Pension Funds:
- “Private pension plans, even big companies, may be underfunded” (NYT, 7/21/12)
- “Pension accounting for dummies” (WSJ, 7/10/12)
- Private Equity: “Private equity assets hit $3 trillion” (FT, 7/31/12)
- Reports on Underfunded Corporate and Public Pension Funds:
- “Pension funds seriously underfunded, study finds” (LAT, 7/18/12)
- Gloomy forecast for states even if economy rebounds” (NYT, 7/18/12)
June 2012
- Hedge Fund:
- “Hedge fund manager agrees to a Madoff settlement” (NYT, 6/25/12)
- “Hedges’ sssets $5 Trillion” (WSJ, 6/12/12)
- Pension Funds:
- “Taming pension headaches” (WSJ, 6/19/12)
- “New pension rules seek disclosure” (NYT, 6/25/12)
- “Bullish pension rethinks” (WSJ, 6/28/12)
- “States face pressure on pension shortfalls” (WSJ, 6/23/12)
- “Pension costs pushed centre stage across US” (FT, 6/4/12)
- “Fast times in pensionland: Why are states gorging on expensive investments” (NYT, 6/10/12)
- European Pension Funds:
- “Europe’s pension crisis yet to come of age” (WSJ, 6/7/12)
- “Shareholder unrest grows in England, now hits WPP” (WSJ, 6/14/12)
- UK executive Compensation:
- “UK unveils plan on executive pay” (WSJ, 6/21/12)
- “WPP chief’s pay package is rejected by shareholders” (NYT, 6/14/12)
May 2012
- Hedge Fund: “Vampire capitalism? Please” (WSJ, 5/18/12)
- Pension Funds: “US public pension funds take on more risks” (FT, 5/29/12)
April 2012
- Pension Funds: “US unions pensions hole now $369 Bn (FT, 4/9/12)