The investment portfolio is broadly diversified into seven asset categories. Jonathan holds an Honors Business Administration degree from the Richard Ivey School of Business at Western University. Prior to joining Ontario Teachers', Matt worked in strategy & operations, in the consumer goods, retail, and healthcare practices at A.T. Kearney. Ontario Teachers' owns and manages a diversified portfolio of Canadian and international assets. He joined Ontario Teachers' in 2001 with prior industry experience in both R&D and corporate development. Provider of law practice management software and private cloud solutions. The firm leads buyouts and minority recapitalizations of profitable growth companies. The $253.6 billion California State Teachers’ Retirement System, or Calstrs, ramped up commitments to both co-investing alongside fund general partners and to opportunistic debt funds. Every day, across a range of business sectors and in locations around the world, Ontario Teachers', home to one of the world's largest, most sophisticated pools of private capital, actively seeks opportunities for partnership and to invest in companies that are looking to grow. California State Teachers' Retirement System Private Equity Portfolio Performance As of September 30, 2018. Teachers’, a big Canadian pension fund, said the purchase was led by the long-term equities group of its Teachers’ Private Capital division. This diversification of assets helps us earn the highest possible long-term rate of return within appropriate risk levels. In turn, this enables us to pay guaranteed benefits to members and their beneficiaries at the lowest possible cost to participating employers and the taxpayers that fund them. The Firm has deep roots in the industrial economy and has been active in private equity investing since 1989. TA Associates has invested across a range of industries, including technology, healthcare, consumer products, financial services and business services. Founded in 1978, CD&R has managed the investment of more than $30 billion in approximately 90 businesses, representing a broad range of industries with an aggregate transaction value in excess of $140 billion. Imran Siddiqui joined Ontario Teachers' in 2020 within the Private Capital team and has 15 years of private equity and investment banking experience. Prior to joining Ontario Teachers’, Imran was a Partner at Signal Hill Equity Partners, a North American mid-market private equity fund, where he sourced and executed new investments and served on the boards of several portfolio companies. He currently sits on the boards of Heartland Dental, Baybridge Seniors Housing Inc. and PhyMed Healthcare Group. (Honours) and an MBA from the University of Toronto (Rotman). Being part of a pension fund makes Private Capital different. It has an excellent track record for investment performance, with an average annual return of 9.7% since inception. Here are just some of the reasons management teams and other private equity funds make Private Capital their first call: We are a long-term investor with no fixed timetable for realization. California State Teachers' Retirement System Private Equity Portfolio Performance As of September 30, 2019 CalSTRS Since Capital TRS' Investment Management Division has invested in more than 180 investment funds since the Emerging Manager Program's (EMP) inception in 2005. Tiffany has over 20 years of investment experience creating value in lower middle market companies. It partners with our portfolio companies to generate ideas, validate concepts and build and scale new businesses. Ms. Tiffany Kosch is a Managing Partner at CenterGate Capital a $350 million lower middle market private equity fund. CalSTRS uses the dollar-weighted internal rate of return (IRR) to measure portfolio performance, as recommended by the Association of Investment Management and Research. ... Teachers of Tomorrow is the largest and fastest growing Alternative Certification Program, delivering online and in-person training to individuals pursuing a career in teaching. Littlejohn Fund V, L.P. 2014 75,000,000 58,182,597 1,465,339 8.86 Littlejohn Fund VI, L.P. 2018 125,000,000 0 0 0.00 M/C Venture Partners V, LP 2000 75,000,000 74,597,584 120,070,300 8.24 M2 Private Equity … Consistent with our Responsible Investing approach, we encourage good corporate governance and effective boards with independent directors who bring relevant operating experience to portfolio companies. Nick McGonegal joined Private Capital in 2018. Terry led the Global Venture Capital & Growth Equity portfolio for Private Capital prior to co-founding the Healthcare Private Equity team. Prior to joining Ontario Teachers', Nick worked in investment banking at Rothschild & Co in Toronto. Jonathan holds a Bachelor of Commerce (First Class Honours) degree from Queen's University. Toronto-based Ontario Teachers’ Pension Plan is preparing to sell a large private equity portfolio into the market for second-hand fund stakes, according to people familiar with the matter. York draws on a strong interdisciplinary skillset and multi-strategy approach designed to nimbly identify relative value and inefficiencies in credit, equities, special situations and risk arbitrage in public and private markets in North America, Europe and Asia. Terry Woodward leads the Global Healthcare portfolio and team within Private Capital. Chris Ferrara joined Ontario Teachers' in 2006 after spending more than a decade in banking and M&A/corporate development at a private equity backed global enterprise. The fund’s total private equity portfolio was valued at $4.5 billion as of October 2019, making up 5.6% of the portfolio, just shy of its 6% target. He has worked on dozens of investments in venture capital, growth equity and private equity, including PetVet Care Centers, PhyNet Dermatology, Insight Pharmaceuticals, Heartland Dental Care and Inc Research. ... corporate and government organizations to extend teaching, learning and campus communication online to millions of students, parents and teachers. 12.57 percent as of March 31, 2020; Measuring portfolio performance. CalSTRS investment philosophy. Matt McClellan joined Ontario Teachers' Portfolio Management team in 2017. Clayton, Dubilier & Rice is an American private equity company. Capital, where she invested in underperforming lower middle market companies for eight years. He is focused on direct private equity investments in the healthcare sector. He has participated in investments in Heartland Dental, CTVglobemedia, Grupo Corporativo Ono, Avaya Inc., GNC, PhyMed Healthcare Group and Flexera Software. Terry led the Global Venture Capital & Growth Equity portfolio for Private Capital prior to co-founding the Healthcare Private Equity team. » Organizational structure » Diversified portfolio Prior to joining Ontario Teachers', Jonathan worked in investment banking at Goldman Sachs in New York. Our team of over 30 investment professionals partner with best-in-class managers through commingled funds, separate accounts, co-investments and direct investments to enhance TRS’ long-term risk-adjusted returns and provide diversification to the overall Trust. Koru operates as an independent subsidiary of Ontario Teachers’. ... managed investment vehicle or any of their portfolio companies. Bogdan was previously a principal at TorQuest Partners and prior to that, a vice-president at EdgeStone Capital Partners, where he was responsible for sourcing and executing investments, as well as monitoring and providing strategic guidance to portfolio companies. The Fund has received recognition from leading industry publications such as Private Equity Real Estate magazine for ‘Institutional Investor of the Year: North America.’ See recent Awards and Recognition. CalSTRS Since Our strategic relationships with equity fund partners make our reach even broader. It gives us – and our partners – the flexibility to create meaningful value and removes constraints that limit the amount that other private equity players can invest in a single opportunity. Additionally, he holds the ICD.D certification from the Institute of Corporate Directors. California State Teachers' Retirement System Private Equity Portfolio Performance As of March 31, 2019. This list of organizations invested in by Ontario Teachers' Pension Plan provides data on their funding history, investment activities, and acquisition trends. He is focused on value creation plans and in supporting strategic initiatives across the Private Capital portfolio. $5.9 billion in committed capital to 190 Emerging Managers across 316 investments 11.1%, 3-year annualized net returns, exceeding benchmark by 142bp as of 9/30/2019 Jonathan Wong joined Private Capital in 2019. This gives management the chance to achieve their strategic goals without undue pressure for short-term financial results. 767 Fifth Avenue, 17th Floor New York, NY 10153 United States Main. For our partnerships with private equity funds, we believe transparency and alignment of interests for limited and general partners are vital. We sold our remaining shareholding in the business in October 2015 to funds managed by Permira. TA Associates, founded in 1968, is one of the early modern-era private equity firms in the United States. We offer companies flexible, long-term capital and the opportunity to grow over time. Long-Term Patient Capital—buying long-term net cash flows and capital … She was a Managing Director at H.I.G. Terry holds a Ph.D. from McGill University and an MBA from Michigan State University. In short, it makes us a valued long-term partner the world over. Since joining the organization, he has been involved in a number of significant transactions including Ascend Learning, Blue Coat Systems, Canbriam Energy, CareerBuilder, Compass Datacenters, Datapipe, Fleet Complete, Flexera Software, Hawkwood Energy, Insight Pharmaceuticals, Kanetix, Metronode, Riverbed Technology and TierPoint. Description VY Capital Committed Capital Contributed Capital Distributed CalSTRS Since Inception IRR*. It’s the largest alternative asset class in the retirement system’s portfolio, and has a policy range between 2.6% and 8.6%. Backed by a $207.4 billion pension fund, we have the capacity and skills to finance sizeable transactions and frequently offer additional rounds of financing. Summit Partners works with growing organizations and companies in education, helping them position themselves as market leaders. Our international transaction experience dates back to the early 1990s. +1 (212) 300-1311 [email protected] He joined Ontario Teachers' in 2001 with prior industry experience in both R&D and corporate development. American Industrial Partners is an operationally-oriented middle-market private equity firm that makes control investments in industrial businesses serving domestic and global markets. Imran completed his MBA from The Wharton School of the University of Pennsylvania and holds a B.Comm. (Great Distinction) from McGill University where he graduated second in his class. Private Capital - Diversified Industrials and Business Services, Private Capital - Technology, Media & Telecom (TMT), Managing Director & Global Group Sector Head, Private Capital. Ontario Teachers' Pension Plan invests and administers the pensions of active and retired teachers in Ontario. He previously also worked in the investment banking division of Merrill Lynch focusing on a variety of M&A and capital market transactions across the US and Canada. This gives management the chance to achieve their strategic goals without undue pressure for short-term financial results. Our large, flexible pool of capital and broad investment mandate enables us to structure each investment to meet the requirements of the business. Jonathan Claxton joined Private Capital in 2017. It is one of the oldest private equity investment firms in the world. Ontario Teachers' is one of Canada's largest institutional investors, having reported $207.4 billion in net assets on December 31, 2019. 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