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TEACHERS' RETIREMENT SYSTEM of the STATE of ILLINOIS 2815 West Washington Street I P.O
Teachers’ Retirement System of the State of Illinois Compliance Examination For the Year Ended June 30, 2020 Performed as Special Assistant Auditors for the Auditor General, State of Illinois Teachers’ Retirement System of the State of Illinois Compliance Examination For the Year Ended June 30, 2020 Table of Contents Schedule Page(s) System Officials 1 Management Assertion Letter 2 Compliance Report Summary 3 Independent Accountant’s Report on State Compliance, on Internal Control over Compliance, and on Supplementary Information for State Compliance Purposes 4 Independent Auditors’ Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards 8 Schedule of Findings Current Findings – State Compliance 10 Supplementary Information for State Compliance Purposes Fiscal Schedules and Analysis Schedule of Appropriations, Expenditures and Lapsed Balances 1 13 Comparative Schedules of Net Appropriations, Expenditures and Lapsed Balances 2 15 Comparative Schedule of Revenues and Expenses 3 17 Schedule of Administrative Expenses 4 18 Schedule of Changes in Property and Equipment 5 19 Schedule of Investment Portfolio 6 20 Schedule of Investment Manager and Custodian Fees 7 21 Analysis of Operations (Unaudited) Analysis of Operations (Functions and Planning) 30 Progress in Funding the System 34 Analysis of Significant Variations in Revenues and Expenses 36 Analysis of Significant Variations in Administrative Expenses 37 Analysis -
Marqeta | Private Company Profile
Generated by PitchBook Last Updated: 05-Apr-2021 pbId: 54330-13 Marqeta | Private Company Profile Highlights PitchBook Analyst Coverage Employees 562 As of 24-Mar-2021 Last Deal Details Post Valuation $10.00B E $4.30B E IPO 18-Feb-2021 As of 28-May-2020 Total Raised to Date Valuation Step-up $526.95M 2.20x As of 18-Feb-2021 Series E - Series E1 General Information Description Developer of an application programming interface payment platform designed to offer card issuing and payment processing services. The company's platform offers a set of controls and configurations to meet the needs of on-demand service businesses, alternative lenders as well as those looking for payouts for workers, flexible expense management and scalable, secure virtual card transactions, enabling developers and financial institutions to get a simplified way of managing payment programs. Most Recent Financing Status (as of 25-Feb-2021) The company filed to go public on February 18, 2021. The expected offering amount is $10 billion. Previously, the company received an undisclosed amount of financing from MasterCard (NYS:MA) on October 8, 2020. Prior to this, an undisclosed investor sold its stake in the company to Discovery Capital Management for an undisclosed amount on August 26, 2020. Earlier, the company raised $150 million of Series E1 venture funding from Vitruvian Partners and 7 other investors on May 28, 2020, putting the company's pre-money valuation at $4.15 billion. The company will use the funding to accelerate product development and international growth. The company is being actively tracked by PitchBook. -
Private Equity Holdings Disclosure 06-30-2019
The Regents of the University of California Private Equity Investments as of June 30, 2019 (1) Capital Paid-in Capital Current Market Capital Distributed Total Value Total Value Description Vintage Year (2) Net IRR (3) Committed (A) Value (B) (C) (B+C) Multiple (B+C)/A) Brentwood Associates Private Equity II 1979 3,000,000 3,000,000 - 4,253,768 4,253,768 1.42 5.5% Interwest Partners I 1979 3,000,000 3,000,000 - 6,681,033 6,681,033 2.23 18.6% Alta Co Partners 1980 3,000,000 3,000,000 - 6,655,008 6,655,008 2.22 13.6% Golder, Thoma, Cressey & Rauner Fund 1980 5,000,000 5,000,000 - 59,348,988 59,348,988 11.87 30.5% KPCB Private Equity (Legacy Funds) (4) Multiple 142,535,631 143,035,469 3,955,643 1,138,738,611 1,142,694,253 7.99 39.4% WCAS Capital Partners II 1980 4,000,000 4,000,000 - 8,669,738 8,669,738 2.17 14.0% Brentwood Associates Private Equity III 1981 3,000,000 3,000,000 - 2,943,142 2,943,142 0.98 -0.2% Mayfield IV 1981 5,000,000 5,000,000 - 13,157,658 13,157,658 2.63 26.0% Sequoia Private Equity (Legacy Funds) (4) Multiple 293,200,000 352,355,566 167,545,013 1,031,217,733 1,198,762,746 3.40 30.8% Alta II 1982 3,000,000 3,000,000 - 5,299,578 5,299,578 1.77 7.0% Interwest Partners II 1982 4,008,769 4,008,769 - 6,972,484 6,972,484 1.74 8.4% T V I Fund II 1982 4,000,000 4,000,000 - 6,744,334 6,744,334 1.69 9.3% Brentwood Associates Private Equity IV 1983 5,000,000 5,000,000 - 10,863,119 10,863,119 2.17 10.9% WCAS Capital Partners III 1983 5,000,000 5,000,000 - 9,066,954 9,066,954 1.81 8.5% Golder, Thoma, Cressey & Rauner Fund II 1984 -
Connecting Real Estate Investment Vehicles to Global Capital Sources the Global Private Equity Web Meeting
Connecting Real Estate Investment Vehicles to Global Capital Sources The Global Private Equity Web Meeting ZOOM & SLACK April 27th, 28th, & 29th, 2020 The Global Private Equity Web Meeting ZOOM & SLACK– April 27th, 28th & 29th, 2020 Dear Colleague, It is with great pleasure that I invite you to The Global Private Equity Web Meeting. The aim of this Web Meeting is to connect and educate private equity funds, family offices, institutional investors, and other private equity investment professionals across the globe. Our online meeting brings together over 500 c-level executives that will join us to virtually network and discuss investment opportunities, allocations, and the current performance of all investment strategies within Private Equity. Panel discussions to be covered include: Institutional Outlook, Special Situations, Distressed, Consumer Goods, Fund of Funds, Leveraged Buyouts, Technology, Healthcare, Infrastructure, Energy, Venture Capital and Family Offices. We look forward to hosting you digitally! Best, Roy Carmo Salsinha President, CEO Carmo Companies New Yorkers Helping New Yorkers • Carmo is donating 25% of Web Meeting sales to Foodbank For New York City • Donations will be submitted and announced on a weekly basis leading to the event date. • Food Bank Calls for Community Support During Coronavirus Public Health Crisis • Amid mounting concerns around the novel coronavirus (COVID-19) public health crisis, Food Bank For New York City is calling on New Yorkers to support those struggling with food insecurity during this critical time. Food Bank anticipates an extreme rise in need for food and resources in the coming weeks, particularly among vulnerable New Yorkers such as seniors with chronic medical conditions, families with children who may lose up to two free school meals each day as NYC’s public schools remain closed for at least the next five weeks, and low-income and hourly workers. -
Private Equity Benchmark Report
Preqin Private Equity Benchmarks: All Private Equity Benchmark Report As of 31st March 2014 alternative assets. intelligent data. Preqin Private Equity Benchmarks: All Private Equity Benchmark Report As of 31st March 2014 Report Produced on 9th October 2014 This publication is not included in the CLA Licence so you must not copy any portion of it without the permission of the publisher. All rights reserved. The entire contents of the report are the Copyright of Preqin Ltd. No part of this publication or any information contained in it may be copied, transmitted by any electronic means, or stored in any electronic or other data storage medium, or printed or published in any document, report or publication, without the express prior written approval of Preqin Ltd. The information presented in the report is for information purposes only and does not constitute and should not be construed as a solicitation or other offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction, or as advice of any nature whatsoever. If the reader seeks advice rather than information then he should seek an independent fi nancial advisor and hereby agrees that he will not hold Preqin Ltd. responsible in law or equity for any decisions of whatever nature the reader makes or refrains from making following its use of the report. While reasonable efforts have been used to obtain information from sources that are believed to be accurate, and to confi rm the accuracy of such information wherever possible, Preqin Ltd. Does not make any representation or warranty that the information or opinions contained in the report are accurate, reliable, up-to-date or complete. -
Technology, Software, and Information & Business Services Industries
1H13 M&A and Investments Review DEAL Technology, Software, and Information NotES & Business Services Industries 1H13 Review of M&A and Investment Activity in the Technology, Overview 1 Software, and Information & Business Services Industries: Segment Analysis 1,283 Transactions Totaling a Reported Marketing Technology 5 Technology & Communications 6 $50.3 Billion Software 7 Information & Business Services 8 Marketing Technology was the Most Active Segment in 1H13 with 421 Transactions Recent Transactions 9 Information & Business Services was the Highest Value Segment About Petsky Prunier 10 with $18.6 Billion in Reported Deal Value During the first half of 2013, Petsky Prunier tracked 1,283 M&A and investment transactions for a total of $50.3 billion across four broad segments: Marketing Technology, Technology & Communications, Software, and Information & Business Services. Marketing Technology was the most active segment in 1H13, accounting for one-third of total volume during the first six months of the year, with 421 transactions announced. Of those, 276 were worth $8.9 billion in aggregate reported value. Information & Business Services was the highest reported value segment in 1H13 with $18.6 billion, including Fidelity National Services’ $3.9 billion acquisition of Lender Processing Services, a provider of integrated technology, data, and services to the mortgage lending industry. Software was also a high-value segment due in large part to the announced $6.9 billion take-private of enterprise software company BMC Software from a -
February 2014 M&A and Investment Summary
February 2014 M&A and Investment Summary Expertise. Commitment. Results. Table of Contents 1 Overview of Monthly M&A and Investment Activity 3 2 Monthly M&A and Investment Activity by Industry Segment 9 3 Additional Monthly M&A and Investment Activity Data 40 4 About Petsky Prunier 55 Securities offered through Petsky Prunier Securities, LLC, member of FINRA. This M&A and Investment Summary has been prepared by and is being distributed in the United States by Petsky Prunier, a broker dealer registered with the U.S. SEC and a member of FINRA. Petsky Prunier is not affiliated with Altium Capital Ltd, but has partnered with Altium to expand its international presence. Altium has not prepared or verified the information in this Summary. Persons in the United States should contact Petsky Prunier for further information or services. This M&A and Investment Summary is not being distributed by Altium Capital Ltd in the United States and Altium Capital Ltd is not offering any services to persons in the United States. 2| M&A and Investment Summary February 2014 M&A and Investment Summary for All Segments Transaction Distribution . A total of 444 deals were announced in February 2014, of which 249 were worth $81.5 billion in aggregate reported value . Marketing Technology was the most active segment with 97 deals announced, respectively . Traditional Media was the highest reported value segment with 16 deals announced, of which eight were reported at $45.4 billion in aggregate value . Strategic buyers announced 209 deals (47 percent of total volume), of which 48 were worth $74.4 billion in aggregate value . -
Capital Opportunities for Small Businesses
CAPITAL OPPORTUNITIES FOR SMALL BUSINESSES Capital Opportunities for Small Businesses A Guide to Financial Resources for Small Business in North Carolina Prepared by the Small Business & Technology Development Center CAPITAL OPPORTUNITIES FOR SMALL BUSINESSES CAPITAL OPPORTUNITIES FOR SMALL BUSINESSES © 2009 by The University of North Carolina’s Small Business and Technology Development Center 5 West Hargett Street, Suite 600, Raleigh, NC 27601 phone: 919.715.7272 e-mail: [email protected] website: www.sbtdc.org All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means – electronic, mechanical, photocopying, recording, or otherwise – without the prior written permission of the publisher. This material is based upon work supported by the US Small Business Administration (SBA). Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author[s] and do not necessarily reflect the views of the SBA. Development of this guide was partially underwritten by the North Carolina Rural Economic Development Center, Inc. The SBTDC would like to thank the following for their valuable contributions to this guide: Linda Esterling Angela Farrior FEEDBACK Eileen Joyce George McAllister If you have any suggestions or Carol McLaurin questions about this guide, please Lisa Ruckdeschel call 919. 715-7272 Horace Stimson Jordan Williams or e-mail [email protected]. CAPITAL OPPORTUNITIES FOR SMALL BUSINESSES CAPITAL OPPORTUNITIES FOR SMALL BUSINESSES TABLE OF CONTENTS Page CHAPTER 1: Introduction Purpose of this Report.…………………………………… …………………………1 CHAPTER 2: Overview of Financing Sources Getting Started…………………………………………………………………………3 Start-Up (or “Seed”) Stage……………………………………………………………3 - Personal Assets………………………………………………………………4 - Family and Friends……...……………………………………………………4 - Home Equity Loans……..……………………………………………………4 Growth Phase………………………………………………………..…………………5 Internal Financing………………………………………………………………...…5 - Cash Management Tools……………………………………………………5 a. -
143158 Brochure 0 71 Pages (258 KB) 10/30/2014
Summary 10/30/2014 10:51:52 AM Differences exist between documents. New Document: Old Document: 143158_brochure_0 143158 71 pages (258 KB) 70 pages (256 KB) 10/30/2014 10:51:44 AM 10/30/2014 10:51:44 AM Used to display results. Get started: first change is on page 1. No pages were deleted How to read this report Highlight indicates a change. Deleted indicates deleted content. indicates pages were changed. indicates pages were moved. file://NoURLProvided[10/30/2014 10:51:52 AM] Apollo Management, L.P. FORM ADV PART 2A Business Address 9 West 57th Street, Suite 4800 New York, New York 10019 USA Contact Information Cindy Z. Michel, Esq. Chief Compliance Officer Phone: (212) 515-3200 Fax: (646) 607-0539 9 West 57th Street, Suite 4800 New York, New York 10019 [email protected] September 15, 2014 This brochure provides information about the qualifications and business practices of Apollo Management, L.P. (“Apollo Management”). If you have any questions about the contents of this brochure (“Brochure”), please contact us at (212) 515-3200. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission (“SEC”) or by any state securities authority. Additional information about Apollo Management also is available on the SEC’s website at www.adviserinfo.sec.gov. Apollo Management is registered as an investment adviser with the SEC pursuant to the Investment Advisers Act of 1940, as amended (the “Advisers Act”). Recipients of this Brochure should be aware that registration with the SEC does not in any way constitute an endorsement by the SEC of an investment adviser’s skill or expertise. -
The 2008 Preqin Private Equity Performance Monitor - Sample Pages
Sample Pages The 2008 Preqin Private Equity Performance Monitor - Sample Pages © 2008 Private Equity Intelligence Ltd 1 Sample Pages A Guide to the Performance of Private Equity Fund Managers © 2008 Private Equity Intelligence Ltd 2 Sample Pages Contents 1. Executive Summary 7 Fund of Funds 41 - DPI, RVPI and TVPI 2. Methodology 13 - Median Net IRR and Quartile Ranking - Fund Selection Performance 3. Overall Performance of Private Equity 19 - Relationship between Successor and Predecessor Fund - Fund Universe Mezzanine 45 - DPI, RVPI and TVPI - DPI, RVPI and TVPI - Median IRRs, Money Weighted IRRs and Pooled IRRs - Median Net IRR and Quartile Ranking - Performance by Geographic Region - Quartile Ranking by Fund Number - Relationship between Predecessor and Successor Fund Quartile Real Estate 49 - Experience Effect - DPI, RVPI and TVPI - Median Net IRR and Quartile Ranking 4. Performance by Fund Type 29 - Relationship between Successor and Predecessor Fund Buyout 31 Secondaries 53 - DPI, RVPI and TVPI - DPI, RVPI and TVPI - Median Net IRR and Quartile Ranking - Median IRR - Median, Weighted and Pooled IRRs Venture 55 - North American vs. European Buyout Funds - DPI, RVPI and TVPI - Large and Mega Buyout Funds - Median Net IRR and Quartile Ranking - Buyout Cash Flow Analysis - Median, Weighted and Pooled IRRs - Buyout Net Cash Flow by Vintage Year - Performance of Early Stage Funds - Performance at Different Points in Time - Performance of Industry Focused Funds - Relationship between Successor and Predecessor Fund Quartile - Venture Cash Flow Analysis Distressed Debt & Special Situations 39 - Venture Cash Flow by Vintage - DPI, RVPI and TVPI - Performance at Different Points in Time - Median IRR - Relationship between Successor and Predecessor Fund Quartile © 2008 Private Equity Intelligence Ltd 3 Sample Pages 5. -
Financial Technology Sector Summary
Financial Technology Sector Summary February 11, 2016 Financial Technology Sector Summary Financial Technology Sector Summary Table of Contents I. GCA Savvian Overview II. Market Summary III. Payments / Banking IV. Securities / Capital Markets / Data & Analytics V. Healthcare / Insurance 2 Financial Technology Sector Summary I. GCA Savvian Overview 3 Financial Technology Sector Summary GCA Savvian Overview Independent Investment Bank Focused on Growth Sectors of the Global Economy » Leading provider of mergers and acquisitions, 7+ AREAS OF INDUSTRY EXPERTISE private capital agency and capital markets advisory services, and private funds services Financial Technology Business & Tech Enabled Services » Headquarters in San Francisco and offices in Media & Digital Media Industrial Technology New York, London, Tokyo, Osaka, Singapore, Telecommunications Healthcare Mumbai, and Shanghai » Majority of U.S. senior bankers previously with Goldman Sachs, Morgan Stanley, Robertson Stephens, and JPMorgan 100+ CROSS - BORDER TRANSACTIONS » Senior level attention and focus, extensive transaction experience and deep domain insight 20+ REPRESENTATIVE COUNTRIES » Focused on providing strategic advice for our clients’ long-term success 580+ CLOSED TRANSACTIONS » 225+ investment banking professionals $145BN+ OF TRANSACTION VALUE 4 Financial Technology Sector Summary GCA Savvian Overview Financial Technology Landscape » GCA Savvian divides Financial Technology Financial Technology into three broad categories − Payments & Banking − Securities & Capital Markets -
Teachers' Retirement System of the State of Illinois (TRS Or the System) in 1939
Teachers’ Retirement System of the State of Illinois REQUEST FOR PROPOSALS FOR INVESTMENT CONSULTING SERVICES Issued February 8, 2018 Responses due March 9, 2018 by 2:00 pm CST Table of Contents I. Introduction ................................................................................................................................3 II. Summary Description of TRS ..................................................................................................3 III. Services Required ....................................................................................................................4 IV. Proposal Content .....................................................................................................................6 V. Submission of Proposals ...........................................................................................................8 VI. Evaluation Process...................................................................................................................9 VII. Anticipated Timeline .............................................................................................................9 VIII. General Conditions ............................................................................................................10 Appendix A: Vendor Type Verification Form ..........................................................................13 Appendix B: Statement of Minimum Qualifications ................................................................14 Appendix C: Reference Authorization