Subject: Re: uh-oh!
From: "Chuck Harple" <[email-masked]>
To: "Arlene Busch" <[email-masked]>
Cc: "Daniel McHale" <[email-masked]>, "Eric Schwerin" <[email-masked]>, "Mike Mathis" <[email-masked]>, "Hunter Biden" <[email-masked]>, "Joan Peugh" <[email-masked]>, "Lauren Boyle" <[email-masked]>
Date: Tue, 16 Sep 2014 11:51:45 -0400

Dan 

Is there a way to see how the ny teachers are changing their model as well? 

Chuck Harple 
The Mathis Harple Group
923 15th Street, NW
Washington, DC 20005
202-662-9700 office
202-957-0042 cell
[email-masked]

Please pardon any typos. Sent by iPhone. 

> On Sep 16, 2014, at 11:29 AM, Arlene Busch <[email-masked]> wrote:
> 
> That would explain RARE also who has a lot of money from Ontario Teachers.   
> 
> Arlene Busch
> 312-498-9595 (m)
> 202-333-1880 (w)
> 
>> On Sep 16, 2014, at 8:21 AM, Daniel McHale <[email-masked]> wrote:
>> 
>> When pension investors start pulling the plug on "hedged" products usually means we're at a market top and about to sell of hard as they, along with mom and pops, are the ultimate contra indicators.  My bet is that the the new mgt at Calpers wants more control / salaries, and thus are going to follow the Ontario Teachers model.  
>> 
>>> On Tue, Sep 16, 2014 at 10:50 AM, Eric Schwerin <[email-masked]> wrote:
>>> Very interesting - but what is more interesting is that CALPERS is forming a partnership with UBS to invest in infrastructure.  Clearly the trend among these big funds is away from the 2 and 20 model/commingled funds model and to more managed account and/or GP models.  
>>> 
>>> 
>>> Eric D. Schwerin
>>> Rosemont Seneca Partners, LLC
>>> 1010 Wisconsin Ave., NW
>>> Suite 705
>>> Washington, DC 20007
>>> (202) 333-1880
>>> [email-masked]
>>> P Consider the environment before printing this email.
>>> 
>>>> On Sep 16, 2014, at 10:46 AM, Mike Mathis <[email-masked]> wrote:
>>>> 
>>>> Don’t know if you saw this…
>>>> 
>>>> http://dealbook.nytimes.com/2014/09/15/nations-biggest-pension-fund-to-end-hedge-fund-investments/?ref=busines