This content is from: Portfolio Why a Government Investigation of Opportunity Zone Funds Won’t Faze Investors The Treasury Department has reportedly opened an investigation into opportunity zones. A former policy wonk says investors aren’t worried. By Alicia McElhaney January 16, 2020
This content is from: Corner Office Here’s How the Treasury Dept. and IRS Plan to Tax Endowments The two federal agencies have released a set of proposed regulations for the endowment excise tax. By Alicia McElhaney July 02, 2019
This content is from: Portfolio Private Equity Managers Are ‘Running a Grift,’ Pennsylvania Treasury Says State Treasurer Joe Torsella has “enormous concerns about private equity,” a spokesman said. By Christine Idzelis August 26, 2019
This content is from: Corner Office They Wrote the CARES Act. Now They’re Asking for Guidance on It. Members of Congress, along with private equity and venture capital trade organizations, want clarity on which companies are eligible for loans under the law. By Alicia McElhaney April 02, 2020
This content is from: Corner Office Oregon Names New Chief Investment Officer Rex Kim will take over from CIO John Skjervem, who is leaving for an investment consulting gig. By Alicia McElhaney March 24, 2020
This content is from: Portfolio Are the Covid Crash Deals Over? Sun Life’s asset manager jumped on distressed opportunities in the first few months of the downturn. Now, markets “feel expensive to us.” By Julie Segal July 27, 2020