Patrick Schena – Page 2

Financing the Expansion of Global Energy – The Role of SWF Investment as Strategic Private Equity

November 2, 2013September 2, 2017 Anurag Rastogi 0 Comment Co-Investment, Energy, Global Asset Allocation, Global Energy, New Energy Sources, Patient Capital, Patrick Schena, Private Equity, sovereign wealth funds, Sovereign Wealth Funds (SWFs), Strategic Investment, Strategic Private Equity, SWF Investment

by Patrick J. Schena By any measure, the role of the energy sector in any economy has strategic implications for

Research

By the Numbers – The Quest for Performance

October 14, 2013August 24, 2017 Anurag Rastogi 0 Comment Alternative Assets, Asset-Liability Gap, Eliot Kalter, Global Asset Allocation, Institutional Investor, Nidhi Shandilya, Patrick Schena, Portfolio Risk, Post 2008 Financial Crisis, Suzanne Duncan, Tail Events

by Patrick J. Schena, Eliot Kalter, Suzanne L. Duncan, Nidhi V. Shandilya The Fletcher School at Tufts University and State Street’s

Research

Leadership Changes Afoot at China Investment Corporation (CIC)

April 27, 2013August 27, 2017 Anurag Rastogi 0 Comment Chairman, Challenges, China Investment Corporation (CIC), Commentary, Jonathan Brookfield, Leadership Changes, Lou Jiwei, Patrick Schena, Qualification

by Patrick J. Schena, Jonathan Brookfield The executive leadership of the China Investment Corporation (CIC) is in flux. Its inaugural Chairman,

Research

Sovereign Wealth Funds – From Investment Goals to Asset Allocation Models

March 14, 2013August 26, 2017 Anurag Rastogi 0 Comment Alternative Assets, Asset Allocation, Capital Source, Investment Goals, Investment Horizon, Investment Strategy, Liability, Liquidity, Mandate, Patrick Schena, sovereign wealth funds

by Patrick J. Schena Patrick J. Schena’s Presentation to the Boston Securities Analyst Society, 14 March, 2013 Presentation Topics: 1. Sovereign

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Sovereign Investment Vehicles and the Case for Social Returns – Toward a Research Agenda

November 15, 2012August 27, 2017 Anurag Rastogi 0 Comment Asset Class, Hypothesis Testing, Impact Investing, Investment Strategy, Kanishk Bishoi, Mandate, Nicholas Roose, Patrick Schena, Philanthropy, Social Finance, Social Returns, Socially Responsible Investment (SRI), Sovereign Investment Vehicles, sovereign wealth funds, Sustainable Development

by Patrick J. Schena, Nicholas Roose, Kanishk Bishoi While SWFs unequivocally seek financial returns as a result of various mandates, there

Research

On the Need to Rethink the Endowment Model… Again

June 25, 2012August 30, 2017 Anurag Rastogi 0 Comment Asset Allocation, Asset Correlations, Capital Requirements, Compensation Incentives, Eliot Kalter, Endowment Model, Harvard Investment Model, Investment Strategies, Liabilities, Liquidity, Liquidity Puzzle, Norway Pension Funds, Patrick Schena, Pension Funds, Post 2008 Financial Crisis, Risk Structures under Stress, Risk-Return, sovereign wealth funds, Yale Investment Model

by Patrick J. Schena, Eliot Kalter While it is true that Sovereign Wealth Funds (SWFs) have been attracted to university endowments

Research

A Conversation with Mr. Ewart Williams, Governor, Central Bank of Trinidad and Tobago

June 7, 2012August 27, 2017 Anurag Rastogi 0 Comment Central Bank, Eliot Kalter, Ewart Williams, Heritage and Stabilization Fund (HSF), Interview, Patrick Schena, Trinidad and Tobago

by Eliot Kalter, Patrick Schena In June Sovereign Wealth Fund Initiative (SWFI) co-heads Eliot Kalter and Patrick Schena had the occasion

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The China Investment Corporation at 4 Years – An evolving legacy of capitalization and control

March 27, 2012August 30, 2017 Anurag Rastogi 0 Comment Capitalization, China, China Investment Corporation (CIC), Control, Evolution, Foreign Exchange, governance, Ministry of Finance, Patrick Schena, People's Bank of China, State Administration for Foreign Exchange (SAFE)

by Patrick J. Schena This analysis examines the China Investment Corporation (CIC) and the process of responding to changing global circumstances

Research

A Conversation with Ted Truman – Senior Fellow Peterson Institute for International Economics

March 16, 2012August 30, 2017 Anurag Rastogi 0 Comment Eliot Kalter, International Forum of SWF, International Monetary Fund (IMF), Interview, Patrick Schena, sovereign wealth funds, Trends

by Eliot Kalter, Patrick J. Schena Edwin M. (“Ted”) Truman is a noted voice among sovereign wealth fund watchers and scholars.

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Sovereign Wealth Funds, Debt Issuances, and the Development of Capital Markets

November 3, 2011September 3, 2017 Anurag Rastogi 0 Comment Capital Markets, Debt Issuance, Islamic Finance, Khazanah, Liability, Liability Structure, Mandate, Offering Document, Patrick Schena, Purpose, Ravi Shankar Chaturvedi, Sovereign Wealth Funds (SWFs), Sukuk, Temasek

by Patrick J. Schena, Ravi Shankar Chaturvedi Can and do sovereign wealth funds (SWF) promote the development of capital markets? SWFs

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Sovereign Wealth Funds and the Privatization of State Assets – Toward a Life-Cycle Framework

June 7, 2011September 3, 2017 Anurag Rastogi 0 Comment Active Investment Management, Behavior, Categorization, Characterization, Definition, Framework, Jonathan Brookfield, Lifecycle, Liquidity, Long Term Investment, Monetization, National Importance, Patrick Schena, Privatization, Ravi Shankar Chaturvedi, Sovereign Wealth Funds (SWFs), State Assets, State Owned Enterprises (SOE), Structure, Transformational Funds, Wealth Accumulation, Wealth Preservation

by Jonathan Brookfield, Patrick J. Schena, Ravi Shankar Chaturvedi (Article Contribution to Report “Braving the New World: Sovereign Wealth Fund Investment

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