Leo Kolivakis's blog
Public Pension Problem Shrinking?
Submitted by Leo Kolivakis on 06/08/2011 23:19 -0500Surge in stock markets helped US public pension plans recover but will it last?
Guest Comment: Can India Be Unshackled?
Submitted by Leo Kolivakis on 06/07/2011 22:39 -0500India's stock market about to tank?
Rearranging the Deck Chairs on the Titanic?
Submitted by Leo Kolivakis on 06/06/2011 22:41 -0500Too little, too late?
Is the US Jobs Crisis Here to Stay?
Submitted by Leo Kolivakis on 06/05/2011 10:29 -0500What is the real crisis behind the US jobs crisis?
Should Pensions Be In The Seeding Game?
Submitted by Leo Kolivakis on 06/03/2011 10:43 -0500Some thoughts on pensions seeding funds after my day trip to Toronto...
Reducing the Risk?
Submitted by Leo Kolivakis on 06/01/2011 23:20 -0500Is it time to do away with 2&20?
Réal Desrochers to Head CalPERS Private Equity
Submitted by Leo Kolivakis on 05/31/2011 21:49 -0500CalPERS just hired a seasoned veteran to oversee their private equity program...
Crushing Harvard's Mighty Endowment Fund?
Submitted by Leo Kolivakis on 05/31/2011 00:15 -0500Move over Jack Meyer and David Swensen, there's a new woman on the mighty US endowment block...
All Roads Lead to Athens?
Submitted by Leo Kolivakis on 05/29/2011 17:37 -0500Prime Minister Stephen Harper brought a message from Canadian politics to his Greek counterpart Saturday. But is it the right message?
Pensions Leap Back to Hedge Funds?
Submitted by Leo Kolivakis on 05/27/2011 18:21 -0500You won't believe how many billions public pensions are pouring into hedge funds. Is this positive or sowing the seeds of the next crisis?
Boom For Canadian Private Equity?
Submitted by Leo Kolivakis on 05/27/2011 06:40 -0500Canadian private equity is booming, helped in large part by large Canadian public pension funds, and increasingly attracting global tech leaders. Is this the beginning of a renaissance period for Canada's PE market, or a sign that an overheated and over-leveraged economy is peaking?
Chanos vs. China?
Submitted by Leo Kolivakis on 05/25/2011 23:46 -0500Jim Chanos is short China and solars. I say it's time to short Chanos...
More Spying on Elite Funds - Part 2
Submitted by Leo Kolivakis on 05/25/2011 04:24 -0500More spying on elite funds like Paulson & Co., Soros Fund Management, SAC Capital Advisors, Citadel Advisors, Renaissance Technologies and Baupost Group...
Spying on Elite Funds - Part 1
Submitted by Leo Kolivakis on 05/24/2011 00:42 -0500In the investment industry, information asymmetry explains why elite funds are able to consistently outperform over the long-term. If you're curious about what elite funds are actually buying and selling, not what they're saying, this is a must read comment...
Is Private Equity Riskier than Public Equity?
Submitted by Leo Kolivakis on 05/20/2011 21:33 -0500Is private equity less risky than public equity or is this just an illusion? What about outright manipulation in public markets? It's no wonder pension funds are fed up and shifting more assets into private markets...
