Gregory Roth

Pension System: Florida State Board of Administration Assets Managed Overall: $158 billion (Feb. 29, 2012) Assets Managed (Main Pension): $126 billion (Feb. 29, 2012) Private Equity Allocation (Main Pension): $5.9 billion (4.7%) Private Equity Target (Main Pension): 5% Executive Director & Chief Investment Officer: Ash Williams The Florida State Board of Administration made its first […]

Pension: Ohio School Employees Retirement System Assets Managed: $10.2 Billion (Jan. 31, 2012) Private Equity Assets: $869 Million (Jan. 31, 2012) Private Equity Allocation: 8.5% (Jan. 31, 2012) Private Equity Target Allocation: 10% (Announced) Director of Investments: Farouki Majeed In a move that demonstrates that not every public pension investment manager decamps for the lucre […]

Asia investments figured prominently among the private equity commitments made by the $152 billion California State Teachers’ Retirement System during the fourth quarter of 2011, according to a recently released investment report.

Georgia, one of the last holdouts among states prohibiting public pensions from investing in alternatives, has relented. Nathan Deal, the state’s governor, signed a law allowing all but one of the state’s public pensions to invest as much as 5 percent of their assets in alternatives, including private equity. That one holdout, however, happens to […]

Firm: Mount Kellett Capital Management Fund: Mount Kellett Capital Partners II LP Amount Raised: $4 Billion Co-Founders: Mark McGoldrick and Jason Maynard Placement Agents: Several regionally, including Goldman Sachs Legal Counsel: Schulte Roth & Zabel “Goldfinger” is back. Mount Kellett Capital Management, the firm launched by Mark McGoldrick, just closed its second fund, Mount Kellett […]

Firm: Roark Capital Group Fund: Roark Capital Partners III LP Fund Target: $1.25 billion Amount Raised: $462 million Placement Agent: Lazard Freres & Co. Roark Capital Group, an Atlanta-based buyout firm that specializes in franchise businesses such as restaurants, has raised $462 million for its latest mid-market vehicle, Roark Capital Partners III LP, according to […]

Pension: Colorado Public Employees’ Retirement Association Assets Managed: $39 billion (Dec. 31, 2010) Private Equity & Venture Allocation: 8.8 percent (Dec. 31, 2010) Private Equity & Venture Assets: $3.4 billion (Dec. 31, 2010) Target Private Equity & Venture Allocation: 7% Chief Investment Officer: Jennifer Paquette Meredith Williams, the executive director of Colorado’s $39 billion pension […]

Pension System: Texas Teachers’ Retirement System Funds Managed: $110 Billion Private Equity Investments: $11.1 Billion (Aug. 31, 2011) Private Equity Allocation: 10.4% (Aug. 31, 2011) Private Equity Allocation Target: 12% Chief Investment Officer: Britt Harris Steve LeBlanc, the innovative head of private investments at the $110 billion Texas Teachers’ Retirement System, the nation’s sixth largest […]