In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Amara Haqqani, director, insights and strategy at Milliman, about grassroots conversations about stopping the super guarantee, the industry’s Copernican moment of kicking product to the kerb, and what the real black swan event has been for super during the Coronavirus crisis.
Amara Haqqani: Super in 2020 – Copernicus, Warren Buffet’s swimming naked, and pitchforks in the street
New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries
An underweight position across private markets, predicated on a view that geopolitics and inflation mean interest rates are not coming down any time soon, has positioned the New Jersey Division of Investment with plenty of dry powder and a cash position four times the policy allocation. It is now readying for opportunities in private equity secondaries and with emerging managers. Chief investment officer Shoaib Khan spoke to Top1000funds.com.
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Changing reporting to the long term
The $3.5 billion Carnegie Foundation doesn’t report quarterly numbers and at its board meeting it doesn’t discuss performance at all. Pension funds looking to change behaviours towards a long term investing orientation could take heed from such foundations in how they report to their boards about performance.
Lagarde on the global economy
From productivity growth, the mystification of inflation, levels of debt, and problems of capitalism Christine Lagarde, president of the IMF, shared with delegates at the Milken Global Conference her concerns about the global economy.
Urgency needed in infrastructure
There is an urgent need for infrastructure investment that cannot wait, according to Jim Yong Kim, former president of the World Bank and now partner and vice president of Global Infrastructure Partners.
Milken Conference 2019 Photo Gallery
The Milken Institute Global Conference attracted more than 4,000 leaders from 60 countries to delve into the risks and opportunities in the global economy, addressing issues of gender equality, medical research, cybersecurity, tech regulation, and innovation. Here are some photos from the conference.
CalPERS wants PE ideas for new entity
The CalPERS’ board has approved the first step in the creation of a new private equity model, and now the fund’s CEO, Marcie Frost, is looking for advice on how to structure such an entity.
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