Dry Powder: The Private Equity Podcast
A Savvier Approach to Sovereign Wealth Funds
Jun 18, 2024
Karen Khalaf, a leading expert in sovereign wealth funds, discusses the evolving strategies of SWFs, emphasizing the balance between financial returns and national interests. Topics include fund archetypes, asset allocation in the GCC, dual mandate funds, and strategic partnerships with GPs.
16:30
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Quick takeaways
- Sovereign wealth funds have diverse objectives beyond financial returns, including national visions and industry transitions.
- Strategic partnerships between GPs and sovereign wealth funds focus on capability building and aligning with national agendas.
Deep dives
The Growth and Evolution of Sovereign Wealth Funds
Sovereign wealth funds have seen significant growth and evolution in recent years, with many funds such as ARIA and Mobadala scaling up and diversifying their investments. New funds like ADQ have rapidly expanded, amassing significant assets. These funds play a vital role in balancing national interests while seeking financial returns, and they differ from traditional LPs in terms of liquidity demands and investment focus.
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