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Duane Francis offers professional financial planning services to Canadians, servicing Ottawa, as well as other locations across Canada. We will help you to apply discipline and focus in order to achieve your financial goals.

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  • 1565 Carling Ave. Suite 610
    Ottawa, ON
  • phone: (613) 728-0101
    fax: (613) 728-4075
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Services - Private Investing the News

Private Investing in the News:

 

Private equity rewards investors with time and patience Over the past several quarters, allocation to private equity among Tiger 21 members has risen to 18 per cent of the total portfolio (a little under two years ago it stood at 9 per cent). That’s a fairly sizable allocation, and a pretty dramatic rise of 100 per cent.
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Tiger 21’s Ultrawealthy Investors Beef Up Private Equity Allocation
Tiger 21’s cohort of ultrawealthy investors increased their private equity allocations by three percentage points in the first quarter, up from 19% in the fourth quarter of 2012.
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Investments Office continues to push private equity
Continuing a trend that began more than two decades ago, the Yale Investment Committee approved a slight increase in the endowment’s exposure to private equity for the 2013 fiscal year, according to a December report.
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Piling Into Private Equity
Some ultra-high-net-worth investors are putting more of their assets into private equity, according to a new survey.
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The Ontario Teachers’ Pension Plan delivered a 13% rate of return for the year ended December 31
“Returns earned above our benchmark directly support the goal of pension security and demonstrate the value of our approach to active investing,” chief executive Jim Leech said.
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Wealthy investors go global
What do Canada’s largest pension plans, major U.S. endowments and wealthy families have in common?
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Canada Pension Plan embarks on global deal hunt after $3.1B quarterly gain
The Canada Pension Plan Investment Board, one of the world’s biggest pension funds and global dealmakers, said it was looking for private acquisitions to boost its portfolio.
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Sources:
1. http://www.emdacanada.com/news/95489/

DISCLAIMER:
Private investments are not publicly offered. It is only available under offering memorandum and other exemptions to investors who meet certain eligibility or minimum purchase requirements such as “accredited investors”. Information herein pertaining to the Fund is solely for the purpose of providing information and is not to be construed as a public offering in any jurisdiction of Canada. The offering of Units of a Fund is made pursuant to an Offering Memorandum and the information contained herein is a summary only and is qualified by the more detailed information in the Offering Memorandum. Fund is solely for the purpose of providing information and is not to be construed as a public offering in any jurisdiction of Canada. The offering of Units of the Fund is made pursuant to an Offering Memorandum and the information contained herein is a summary only and is qualified by the more detailed information in the Offering Memorandum.