APFC congratulations our CIO Marcus Frampton on being recognized as one of Trusted Insight’s 2019 Distinguished Chief Investment Officers.  This distinction highlights innovative leaders within the industry who generously share of their knowledge and time to encourage collaboration and leadership among the investor community. As such, this honor captures Marcus’ team spirit and willingness to share his wisdom, as well as this recognition with his colleagues.

Upon hearing of this distinction, Marcus commented that “APFC’s entire investment team has worked incredibly hard to achieve the outstanding performance the Fund has enjoyed for the past several years.  Accordingly, it is very gratifying to see the APFC recognized by Trusted Insight for its position as a leader at the forefront of innovation in our industry and an enthusiastic collaborator with our peer organizations. This outcome and the excellent investment results that have come along with it have been delivered by our talented team of analysts, portfolio managers and investment directors across asset classes.”

Trusted Insight is the world’s biggest network of institutional investors that strives to create a community that promotes educational efforts within the institutional investment industry, while providing investment decision-makers access to a global professional network and alternative investment opportunities.

The full profile can be seen here: https://www.thetrustedinsight.com/investment-news/2019-distinguished-chief-investment-officers-20190716384/

The Alaska Permanent Fund Corporation congratulates Tom O’Day, Portfolio Manager – Fixed Income, on being selected by Chief Investment Officer Magazine for their NextGen award. This recognition is particularly meaningful in that the CIO NextGen achievers are anonymously nominated by their peers for their ascendance as innovative investment professionals.

“Tom has proven to be a great asset to the Fixed Income team and I am happy to see him get the recognition he deserves” noted Jim Parise, APFC’s Investment Director – Fixed Income.

Tom has been with APFC since 2017 and is a respected member of the Fixed Income Team, which is the foundation of APFC’s internal management component with a portfolio valued at $15.7 billion. In just over 2 years, Tom has solidified his position as a go-to for analytical questions among the investment team and was integral in the development of the $1 billion Alaska Direct Alternative Credit Program, a hybrid credit effort with coverage of liquid high yield and illiquid co-investments that brings together APFC’s fixed income and private market teams.

The full profile is available online at CIO Magazine:  https://www.ai-cio.com/lists/2019-nextgen/?pid=43008.

The Total Fund Value as of April 30, 2019, is $65.3 billion (unaudited).

The value of the Principal totals $46.3 billion, it includes $40.5 billion in constitutionally protected deposits and $5.8 billion in unrealized gains attributed to Principal.

For the same time period, the value of the ERA totals $19.0 billion, it includes $16.6 billion of accumulated realized earnings of which $3.9 billion is recognized as being committed (FY20 POMV, Inflation Proofing to Principal, Capital Income Fund), with $2.4 billion in unrealized gains attributed to the ERA.

The Total Fund Value as of March 31, 2019, is $64.5 billion (unaudited). The value of the Principal totals $46.1 billion, it includes $40.5 billion in constitutionally protected deposits and $5.6 billion in unrealized gains.  For the same time period, the value of the ERA totals $18.4 billion, it includes $16.1 billion of accumulated net income of which $3.9 billion is shown as committed (FY20 POMV, Inflation Proofing to Principal, Capital Income Fund), and $2.3 billion in unrealized gains.

2019MAR31 APFC Monthly Financial Statement

APFC congratulates Jared Brimberry, Senior Portfolio Manager, on being selected as one of Private Debt Investor’s (PDI) Rising Stars 2019.  This is PDI’s Inaugural List of up-and-coming private credit investors under 40 years of age and was developed based on nominations from the market, as well as the publication’s editorial team.

Marcus Frampton, APFC’s CIO, notes “I am not surprised to see the attention and recognition Jared is receiving in the industry; I believe that our private credit co-investment efforts are yielding strong benefits for APFC’s stakeholders and I’m very pleased with Jared’s work on that and on the overall private credit portfolio.”

Jared has been with APFC since 2016 and has helped develop the APFC’s Private Credit program from its roots as a fund-of-fund driven approach to today’s approach of investing directly as a limited partner in funds and acting as an active co-investor with our partners.  He is an integral part of the APFC team and took a lead role in developing the $1 billion Alaska Direct Alternative Credit Program, a hybrid credit effort that brings together APFC’s fixed income and private market teams with coverage of liquid high yield and illiquid co-investments.

Article available through registering with PDI’s online publication: https://www.privatedebtinvestor.com/private-debts-rising-stars/

The Alaska Permanent Fund Corporation (APFC) is pleased to announce that our team has been recognized for the second year in a row as the North American Private Equity Institutional Limited Partner (LP) Investor of the Year for 2018 by Private Equity International magazine. APFC’s Private Equity and Special Opportunities portfolio holds assets valued at over $8.4 billion, and generated an exceptional return of 32.70% in FY18, and 23.84% annualized over 5 years for the same time period.

Steve Moseley, Head of Alternative Investments for the Alaska Permanent Fund Corporation, notes that: “Private equity and venture capital are long-term investment strategies that align well with the Permanent Fund’s multi-generational mission.”

APFC is proud of the work that our team is doing, and it is wonderful to see our efforts in developing the private markets’ portfolio continue to be recognized in the industry.

PEI 2018 Awards_LP_Alaska