April, 2017 – InvestorLiterature.com Review

Written by Bruce Grantier. Posted in InvestorLit Updates

"Private Equity Update"

Following our two past Investor Literature "Private Equity" Reviews produced back in 2011(5) and 2014(2) we offer another one with some updates. Similar to those two which we sent earlier, this update includes three key issues: 1/ Comments on private equity over the past 10 or so years. 2/ A brief but significant point on how US private equity investments which are limited partnerships have US tax implications which have a significant impact on their private equity returns. 3/ Finally, as per past Reviews, a summary of Ontario Teachers' Pension Plan readings on the subject of private equity. I would like to thank a friend - Tom Kennedy– whom I know well. He has done a great job as a private equity manager for the Queen's Endowment, as I knew him during my six years on that Committee. Membership Required.