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Steve Gelsi

New Heritage Capital, founded by Mark Jrolf after he worked at Heritage Partners Inc, has raised $120 million for New Heritage Capital Fund LP to invest and partner with founder- and family-owned businesses, according to Form D filings and the firm’s web site.
Howard Newman of Pine Brook Partners LLC sees plenty of investment opportunities in domestic oil production despite a healthy flow of capital into the sector from private equity firms, as the New York-based financial services and energy specialist embarks on a fundraising effort for its second fund.
1) What made you interested in joining the 300 Club, a group of leading investment professionals chaired by Saker Nusseibeh, head of investment for Hermes Fund Managers. Do you share the overall belief of the group that the pace of global financial crises will continue to quicken?  I am excited about the opportunity to work with […]
The State of Wisconsin Investment Board plans to recruit a professional to add to its five-person private equity team to pursue an in-house co-investment program of up to $100 million a year for the $90 billion state retirement system.
While private equity investments by the Oregon Investment Council now comprise about 22 percent of its $62.4 billion retirement fund, its official ceiling for its buyout holdings remained at only 16 percent—up until now. Moving to match its long-term allocation target to its existing position in private equity funds, the Oregon council OK’d plans to hike its long-term allocation to 20 percent.
Previous target of 16 percent had been surpassed PE portfolio valued at $13.6 billion as of May 31 No secondary sale discussed While private equity investments by the Oregon Investment Council now comprise about 22 percent of its $62.4 billion retirement fund, its official ceiling for its buyout holdings remained at only 16 percent—up until […]
With the Los Angeles City Employees Retirement System chalking up its largest cash distributions since it started investing in private equity funds in 1995, the pension fund plans to increase its commitment pace to buyout firms in 2013.
The Carlyle Group and Dutch private equity fund-of-funds manager AlpInvest Partners now handle $305 million for buyout investments in the Hoosier state after the duo won management duties from Credit Suisse for a 2006 vintage Indiana Public Retirement System fund, combined with a new fund for the same limited partner.
Two high-profile private equity executives warned of an industry shake-out from dwindling capital, tough competition and ailing pension funds after some relatively lucrative years in the buyout business, according to their presentations at the Buyouts Chicago conference in June.
A Chicago-based entrepreneur, with ties both to President Barack Obama and a member of the billionaire Pritzker family, is launching The Vistria Group with a fundraising target of $500 million, according to a person familiar with the firm.
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