James Sterling Gunn, managing investment director at CalPERS, is set to retire after leading the $547.2B pension fund’s Trust Level Portfolio Management program. CIO Stephen Gilmore announced the news, noting Gunn will remain with the plan for the time being. @muskana_22 has

Today, we commemorate June 19, 1865, when the last enslaved African Americans in Galveston, Texas, learned of their freedom—two and a half years after the Emancipation Proclamation was signed. Juneteenth is a powerful reminder of the ongoing struggle for justice, equality, and

Private equity firms are sitting on roughly $1 trillion in unsold assets, according to PwC, as high U.S. interest rates, volatile trade policies, and geopolitical uncertainty continue to depress valuations and delay exits. Under normal market conditions, this capital would have

“Just understand the structure — and what’s actually in the product.” From the sidelines at Private Wealth Northern California, Steve Biggs, Head of Alternatives at The Mather Group, joined us moments before stepping on stage to discuss the value of alternatives in RIA

From macro shifts to geopolitical shocks, global risk is now part of every portfolio conversation. This One-on-One Conversation with Bondurant French offers investor-driven insights into how top firms are stress-testing strategies, managing volatility, and building resilience

“My parents are finally proud of me—and not asking me to go back to doing taxes.” From the sidelines at Private Wealth Northern California, California State Treasurer Fiona Ma joined us after her keynote to reflect on her unexpected path from real estate tax accountant to one of

“We don’t always agree—and that’s the value.” From the sidelines at Private Wealth Northern California, Darcy Smoot and Dale Schroeder unpacked diverging views on international vs. U.S. equity markets, the shifting opportunity set, and why contrasting perspectives lead to better

"Healthy debates keep you sharp—and that’s exactly what we had on today’s equity panel.” From the sidelines at Canada Investors Retreat, Daymon Loeb, Co-Founder of Ravenstone Capital, shared takeaways from his session alongside panelists from State Street and AIMCo. The

Find out what institutional and private wealth clients are really looking for from Huub ten Holter of @Mercer—and how your strategies can meet the moment. Explore trends in inflation hedging, manager selection, and risk resilience at the 7th Annual Private Wealth Benelux Forum,

The $19.5B Ohio Police and Fire Pension Fund has set a pacing plan of up to $290M for its private credit investments in FY26, targeting five to six commitments of up to $50M each, with potential co-investments making up 10% of the sleeve. Muskan Arora has more:

The C$473B Caisse de dépôt et placement du Québec has rebranded as La Caisse, with the name change extending to its real estate arm and a gradual phase-out of the Ivanhoé Cambridge brand, according to a press release. Read more: hubs.li/Q03sZbGq0 #MarketsGroupNews

“Every advisor sees the market through a different lens—and that’s what makes these panels so valuable.” From the sidelines at Private Wealth Northern California, Beth Cutler, Founder & President of Merritt Point Wealth Advisors, shared her perspective from the Market Outlooks

Delve into how originators and lenders are adapting offerings to match buy-side priorities, from preferred instruments to asset class focus—while anticipating how debt strategies will shift in the next 12–24 months with Caroline Rauhala at the 9th Annual Real Estate Canada Forum,

As volatility and complexity reshape the investing landscape, Trish Halper of Northern Trust and other top private wealth CIOs will reveal how they're evolving multi-asset strategies to balance risk and return. Discover how leading allocators are integrating alternatives to build

The Los Angeles Lakers have made headlines during the NBA Finals by announcing the sale of a majority stake to Mark Walter, owner of MLB’s Dodgers and CEO of Guggenheim Partners. The Buss family, which has owned the Lakers for 46 years, is stepping back in a move aimed at

Meet with the institutional investment community from across Massachusetts, Maine, New Hampshire, Rhode Island and Vermont where speakers will cover various burning topics in the industry. Stay ahead at the 12th Annual New England Institutional Forum, taking place on October 28 &

BMO and Burgundy Asset Management Ltd. today announced the signing of a definitive agreement for BMO to acquire Burgundy Asset Management Ltd. Burgundy is a leading independent wealth manager, providing discretionary investment management for private clients, foundations,

Today, we recognize and celebrate the rich cultures, histories, and contributions of the First Nations, Inuit, and Métis peoples of Canada. This day is a meaningful reminder of the resilience and enduring spirit of Indigenous communities. #MarketsGroup #IndigenousPeoplesDay

Join fellow asset owners at the 12th Annual Southeast Institutional Forum, taking place on September 9, at St. Regis Atlanta—the premier gathering for institutional investors across the region. Built through hundreds of one-on-one conversations with the allocator community, this

Singapore, get ready to hear the latest updates in private equity industry across the region at the private Equity Asia Forum. If you're posting from the event, be sure to use the official hashtag: #MarketsGroupPE and we will reshare your post. See you there!