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Institutional Investor News
Alberta Premier Danielle Smith announced she will not move forward with a referendum on exiting the Canada Pension Plan (CPP), citing a lack of public interest and uncertainty over asset transfer figures from the federal government. A 2023 LifeWorks report estimated Alberta could save $5B in year one of a provincial pension plan, but its assumptions—particularly a $334B asset transfer—were later challenged by Canada’s chief actuary. In other updates, Maryland State Retirement partnered with Barings on a $250M real assets program. Notable allocations and searches came from Florida SBA, Oklahoma Police, Kern County, and Tampa General Employees.
Wealth Channel News
Private wealth investors have become increasingly influential in global commercial real estate, completing over $1.5T in direct transactions in the past decade, according to JLL. Their focus has shifted from office and retail toward industrial, logistics, and living space assets. Still, luxury hotels and high-street retail remain attractive. North America led in investment volume at 42%. In RIA news, AlTi Tiedemann completed its acquisition of Kontora FO. New firm Matters Capital launched in Miami, while Bryan Griffin (now with Raymond James) and Ty Williams (now at Financial Design Group) made notable advisor moves. B. Riley Financial is under FINRA review.
Alts Asset Manager News
Fresh off his Grand Slam win, golfer Rory McIlroy and Symphony Ventures are partnering with TPG to form TPG Sports, backed by Lunate. EQT is reportedly considering a collaboration with Arctos Partners, whose co-founder Ian Charles emphasized sports' resilience to disruption. Several other funds targeting sports emerged, including ventures from Ryan Smith, Standard Chartered, and the Eccles family. In PE, Blue Owl Capital's GP Stakes VI has raised $6.3B en route to a $13B target. Ares, Atlas Merchant Capital, and CAZ Investments reported activity. In private credit, D.E. Shaw, Thrivent, Blackstone, and IFC all launched or closed significant funds.
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