Please review the entire terms and conditions below
CIBC Alternatives Investments are generally available only to Canadian resident investors that qualify under either the "accredited investor" exemption or "minimum purchase amount" exemption (for Canadian resident investors other than in Alberta) under National Instrument 45-106 Prospectus and Registration Exemptions ("NI 45-106").
Please refer to NI 45-106 for more information regarding the availability of these exemptions.
If you qualify for one of these exemptions, then please accept the disclaimer below to learn more about CIBC Alternative Investments.
Disclaimer
The material available on this website is published for informational purposes only. It does not constitute a solicitation of an offer to buy or an offer to sell securities, nor should the information be relied upon as investment advice. Past performance is no guarantee of future results. Unless specifically stated otherwise, all pricing information is indicative only. Any investment and economic outlook information contained in material on this website has been compiled by CIBC Global Asset Management (CIBC GAM) from various sources. Information obtained from third parties is believed to be reliable, but no representation or warranty, express or implied, is made by CIBC GAM, its affiliates or any other person as to its accuracy, completeness or correctness. CIBC GAM and its affiliates assume no responsibility for any errors or omissions.
Investments in alternative funds can be speculative and may involve a significant risk of loss of all or a substantial amount of your investment. Alternative funds may: (i) engage in leverage and other speculative investment practices that may increase the risk of investment loss; (ii) can be highly illiquid; (iii) are not required to provide periodic pricing or valuation information to investors; and (iv) are not subject to the same regulatory requirements as prospectus-offered mutual funds. In assessing the suitability of an investment, investors should carefully consider their personal circumstances including time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations.
Recipients and prospective investors should consult with their own independent professional legal, tax, investment and financial advisors before purchasing units of alternative funds in order to determine the appropriateness of the investment in relation to their financial and investment objectives and reach their own conclusions regarding risks, legal, credit, tax and accounting aspects of any transactions.
The offering of units of CIBC Alternative Investments are made pursuant to their respective offering documents, and only to those investors in jurisdictions of Canada who meet certain eligibility requirements. Please read the offering documents carefully before investing. Prospective investors should consider the risks described in the offering documents of the CIBC Alternative Investment before purchasing any units. Any or all of these risks, or other as yet unidentified risks, may have a material adverse effect on the CIBC Alternative Investment’s business and/or the return to investors.
CIBC KKR Global Private Equity Strategy
Access global private equity opportunities with one of the world’s leading private equity firms.
Our strategic partnerships allow us to leverage our scale and the expertise of leading global alternative asset managers to offer a breadth of investment capabilities and solutions to investors.
In this video, David Wong, Chief Investment Officer, Managing Director and Head of Total Investment Solutions, CIBC Asset Management and Alisa Wood, Co-Chief Executive Officer, KKR Private Equity Conglomerate (K-PEC) discuss the strategic partnership between CIBC Asset Management and KKR.
Investing in private equity
For decades, the world’s largest and most sophisticated professional investors have made private equity a cornerstone of their portfolios. Now, private equity is becoming more accessible to a wider group of investors.
Publicly traded stocks represent only a small fraction of the world’s companiesi.
Private equity has historically experienced strong relative performance when public equities falter and resilience during economic downturnsii.
Private equity sector exposures offer meaningful diversification from public equityiii.
A successful private equity investment should make a business more valuable, and fund investors should profit from that added value.
For decades, the world’s largest and most sophisticated professional investors have made private equity a cornerstone of their portfolios. Now, private equity is becoming more accessible to a wider group of investors.
Private equity has emerged as a powerful and dynamic investment strategy, offering unique advantages to investors seeking growth and diversification beyond traditional asset classes.
Why private equity?
Larger opportunity set
The world of private equity is considerably larger than public equity markets, affording investors the opportunity to participate in the growth of firms that are wholly competitive and differentiated from those that are publicly tradedi.
Lower correlation and diversification
Private equity sector exposures can offer meaningful diversification from public equity, as they are less correlated to traditional asset classesii.
Return advantage and lower volatility
Private equity has historically experienced strong relative performance when public equities falter and resilience during economic downturnsiii.
Strategy details
The CIBC KKR Global Private Equity Strategy is available to Canadian accredited investors only.
The strategy provides access to KKR Private Equity Conglomerate (K‐PEC or the Master Vehicle), an innovative fully drawn evergreen strategy that provides direct access to KKR’s private equity platform. To find out if this strategy is a right fit for your investment portfolio, speak to your licensed financial professional.
The CIBC KKR Global Private Equity Strategy provides Canadian accredited investors with access to invest in KKR Private Equity Conglomerate (K‐PEC or The Operating Company), an innovative fully drawn evergreen strategy that provides direct access to KKR’s private equity platform.
About KKR
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutionsiv.
KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors vehicles that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.
KKR aims to generate attractive returns by following a patient and disciplined approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors vehicles that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.
Resources and insights
Article: An introduction to private equity investments
Private firms present a fertile ground for investors seeking diversification and potentially higher returns.
La Stratégie mondiale de capital-investissement KKR CIBC est offerte uniquement aux investisseurs canadiens qualifiés. Pour savoir si cette Stratégie convient à votre portefeuille de placements, adressez-vous à un professionnel en services financiers autorisé.
i U.S. Bureau of Labor Statistics, World Bank, KKR. As of October 28, 2022.
ii Diversification does not guarantee returns or capital preservation.
iii Cambridge Associates LLC Benchmark Statistics. December 31, 2023 data. Data reflects actual pooled horizon return, net of fees, expenses and carried interest. For funds formed between 1986-2023. Dotted line indicates long-term horizons.
ivNumber 2 ranked private equity firm by Private Equity International (PEI) 300, (June 2023).
This material is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to.
The fund is a prospectus exempt fund and is not subject to the same regulatory requirements as publicly offered investment funds offered by way of prospectus. This material does not form part of an offering document and does not constitute an offer to sell, or a solicitation of an offer to purchase, any securities of the fund. Any such offer or solicitation may only be made through, and in accordance with, the terms of the subscription agreement and confidential offering memorandum of the fund (collectively, the “Offering Document”), and the constating documents of the fund.
Any information or discussion about the current characteristics of this fund or how the portfolio manager is managing the fund is not a discussion about material investment objectives or strategies, but solely a discussion of the current characteristics or manner of fulfilling the investment objectives and strategies, and is subject to change without notice.
Past performance may not be repeated and is not indicative of future results.
The material and/or its contents may not be reproduced without the express written consent of CIBC Asset Management Inc..