Leo Kolivakis's blog
CPPIB Gains 12% in FY 2011
Submitted by Leo Kolivakis on 05/19/2011 20:16 -0500The Canada Pension Plan (CPP) Fund ended its fiscal year on March 31, 2011 with net assets of $148.2 billion, a gain of 12% in FY 2011. The Fund's private markets led the charge as they more than tripled their investment in Skype and made other successful strategic investments...
Investors Turning to Active Commodities Strategies?
Submitted by Leo Kolivakis on 05/18/2011 21:54 -0500Forget the hype abut passive commodities indexes. In this space, you want to focus on active management...
How to Deal With Excessive Risk Concentration?
Submitted by Leo Kolivakis on 05/17/2011 21:06 -0500How important is it for big funds to properly aggregate risk across all investment portfolios? How do you deal with excessive risk concentration in your personal portfolio?
Just Another Manic Monday?
Submitted by Leo Kolivakis on 05/16/2011 20:39 -0500It was another manic Monday with lots to cover, setting the record straight on Bill Gross, China, and the commodity selloff...
Keep On Dancing Till The World Ends?
Submitted by Leo Kolivakis on 05/15/2011 21:20 -0500At one point, the music will stop, but for now, I agree with Britney Spears, you got to keep on dancing till the world ends. And despite what those bears on Zero Hedge think, the world isn't ending anytime soon...
Lunch With A Bear
Submitted by Leo Kolivakis on 05/14/2011 18:57 -0500Earlier this week, I had lunch with a friend of mine who is still bearish...
Have Pensions Lost The Battle With Ratings Firms?
Submitted by Leo Kolivakis on 05/13/2011 15:40 -0500It's disgusting. Ratings firms got off scot-free but are pensions desperately trying to deflect attention from their own fiduciary responsibility?
A Top Priority for NDP Opposition?
Submitted by Leo Kolivakis on 05/11/2011 21:49 -0500NDP leader Jack Layton signalled Wednesday that pension reform will be his party's main thrust as the official Opposition, saying Prime Minster Stephen Harper is "practically alone in ignoring the looming retirement security crisis."
Taxing Pensions to Create Jobs?
Submitted by Leo Kolivakis on 05/10/2011 21:03 -0500Ireland’s government will impose a temporary levy on domestic private pension savings to fund a jobs plan aimed at cutting unemployment and aiding the economic recovery...
Pension Gap Creating Tension?
Submitted by Leo Kolivakis on 05/09/2011 22:45 -0500Is the pension gap about to explode?
Secrets of Elite Funds - Brief Intro
Submitted by Leo Kolivakis on 05/08/2011 20:54 -0500A brief intro into what top funds are doing...
The Value of Losing Money?
Submitted by Leo Kolivakis on 05/07/2011 19:40 -0500Is there value in hitting a brick wall? What about in losing money?
$30 Billion Pension Surplus Fight Continues?
Submitted by Leo Kolivakis on 05/06/2011 21:52 -0500The Supreme Court of Canada decided Thursday that the plaintiffs had legal grounds to appeal a 2007 decision that said 700,000 public servants, military and RCMP personnel were not entitled to any of the $30-billion surplus in their pension plans.
What Do You Value Most in Life?
Submitted by Leo Kolivakis on 05/05/2011 23:55 -0500Over lunch and wine with a former boss and still friend of mine, we got talking on all sorts of topics, including corporate governance and what we value most in life...
Quebec Absolute Return Fund?
Submitted by Leo Kolivakis on 05/04/2011 21:38 -0500Quebec's hedge funds are about to get a boost from some big players...


