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Yale seeks to sell billions in private equity investments as political pressures from Trump mount

Liese Klein, a reporter for CTInsider, interviews MPI CEO Michael Markov and Tim Yates, President and CEO of Commonfund Asset Management, to gain insight into the implications of Yale’s potential sale of “a major chunk of its private equity holdings.” While some may view the move as a routine rebalancing, the article highlights liquidity issues within the endowment portfolio, as revealed by MPI research.

“Political pressure is only part of a “perfect storm” currently impacting major private equity investors like Ivy League universities, said Michael Markov, CEO of quantitative analysis firm Markov Processes International. The company researches financial data on major university endowments to identify trends as part of its analysis of institutional investor strategy. Private equity returns have been down since 2022 as deals have lagged, with profits down to one-third of their former levels in some cases. Trump’s actions are adding to a liquidity squeeze as universities seek to continue operating… They needed a push from the White House to realize that they’re sitting on a time bomb,” Markov said. ” Click here to read full article.

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