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CalPERS
As part of the system’s policy established in 2022, the pension has been building exposure to areas of private equity it may have skipped in the past such as smaller funds and growth-focused GPs.
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Some LPs have explored ways to share in the future profits of an asset sold out of a CV shortly after the secondaries process closes.
Netherlands
The pension giant is understood to be looking to offload LP stakes valued between $2bn and just over $3bn.
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A quick exit out of a continuation fund can also raise questions about whether a GP knew about a potential exit even while pursuing the continuation fund, or if the offer came out of the blue.
Fund of funds sales represented the majority of LP transactions by asset managers last year, according to a recent full-year 2023 volume report.
Raymond James, Evercore, Jefferies and Campbell Lutyens are in the wings for the pension fund’s secondaries sales route.
In this sixth episode of the Decade of Secondaries Investing podcast miniseries, we sit down with HarbourVest Partners' Jeffrey Keay and PJT Park Hill's Adrian Millan to discuss the phenomenon of repeat sellers in the secondaries market.
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More LPs are considering secondaries sales as pricing has strengthened since last year, with high-quality buyout funds capturing pricing at the 90% or higher net asset value range.
The system has not yet finalised a contract with a secondaries adviser.
A panel of LPs at PEI's NEXUS 2024 summit discussed trends and themes in private equity, including the use of secondaries to rebalance portfolios.
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