Intelligence – Sovereign Guild
The Mandate
Sovereign wealth fund news and institutional capital intelligence for the world's top allocators.
Friday, June 19, 2026
52 Links Published<br>4 Categories
Pinned & Breaking
1600 Investment RFPs and counting, Octum breaks new ground<br>octum.ai
capital raising
Samsung Electronic Invests $175 Million in Series E in Element Biosciences.<br>www.elementbiosciences.com
COMPRESSION MAGNETS. FUSION ENERGY STARTUP HELION ENERGY RAISES $465 MILLION FOR SERIES G. Sam Altman Smiles.<br>www.helionenergy.com
Governor Abbott Announces Texas Semiconductor Innovation Fund Grant To Soulbrain<br>gov.texas.gov
GPT WARS - OpenAI Files for IPO, just behind Anthropic<br>www.cnn.com
MUSK DREAMS: SpaceX is Targeting a $75 billion raise<br>www.marketwatch.com
Global Events
BofA Private Bank Wealth Survey: U.S. HNW Gen Z and Millennials - 47% of young investors use AI to research companies or markets. 92% say longevity is an important factor in financial planning<br>www.prnewswire.com
Layoffs Plague Rivian. Rivian Has Never Turned An Annual Profit. Backed by Amazon and Volkswagen<br>www.cnbc.com
Video HOWARD MARKS: Is Today's Exuberance Irrational?<br>www.youtube.com
Video "He explains why NVIDIA's AI factories are the dynamos of this era: machines that take in electrons and send out tokens of intelligence, just as Siemens' dynamo once turned motion into electricity. "<br>www.youtube.com
Another Crypto Winter, 3.0? From 120K to 61K BTC price.<br>www.marketbeat.com
FINALLY, JPMORGAN CHASE TO START DEPLOYING LONGER-TERM AI AGENTS<br>www.cnbc.com
Apple Shareholders Don't Look too Excited for Siri AI<br>lite.cnn.com
Breaking PENTAGON REVEALS CHINESE MILITARY FIRMS HIDING IN PLAIN SIGHT ACROSS AMERICA<br>media.defense.gov
LA Socialist Takes Lead over Reality Star Pratt<br>www.nbcnews.com
Driverless Trucks are Delivering DORITOS<br>www.wsj.com
White House Considers Buying Chagos Islands<br>www.telegraph.co.uk
FTX Founder Sam Bankman-Fried Requests a Pardon from Trump<br>beincrypto.com
AMERICANS MOST FINANCIALLY STRESSED SINCE 2022, NYFED WARNS<br>www.cnbc.com
FCA takes legal action against Woodford 4.0<br>citywire.com
Given its exposure to the energy shock, Europe’s STOXX 600 has struggled since the Iran conflict began… although energy stocks are the clear exception, with tech also outperforming<br>www.visualcapitalist.com
Industry and Deals
Chinese AI DeepSeek raises $7.4 BILLION at a valuation just north of $50 Billion. National AI Industry Investment Fund invested directly.<br>www.theinformation.com
Blackstone Creates a New Credit Platform to Bolster U.S. ASSET-BASED LENDING - dubbed SablePointe Credit Strategies<br>www.blackstone.com
SpaceX Moves on AI Space, Inks Deal to Buy AI coding startup Cursor for $60 billion in an all stock transaction.<br>www.cnbc.com
Venture capitalists, college endowments and employees<br>www.wsj.com
Brookfield Completes Move to Full Ownership of Oaktree Capital<br>www.barrons.com
ANOTHER "FINANCING" COMMITMENT FOR GLOBAL AI DEPLOYMENT, Apollo and Blackstone $AVGO<br>www.blackstone.com
IREI Founder Dohrmann Shares His Story<br>irei.com
Wealthy US Endowments Smile on SpaceX, A Bit of Relief.<br>www.wsj.com
BLACKSTONE AND J.P. MORGAN BET $281 MILLION ON URBAN PARKING LOTS<br>www.businesswire.com
Aggregation continues, gobble, gobble.<br>www.businesswire.com
844 unicorns (51.2%) have not raised a round in over two years and do not appear in any metric describing the recent recovery.<br>pitchbook.brightspotcdn.com
Startups on Carta combined to raise nearly $120 billion in new funding in 2025, up nearly 17% from 2024.<br>carta.com
SWFs, Family Offices, and Allocators
BELOW 6%!!! PSP Investments Credit annual return at 3.1% and Private Equity at 5.3%, PSP even has their own internal credit team (NYC).<br>www.prnewswire.com
PSP Investments Bombs in Annual Real Estate Returns at NEGATIVE 7.3 % While Stocks Outperform (GO FIGURE). Canadian pension plans have trouble in generating returns in their property portfoliols.<br>www.investpsp.com
US DFC Goes Through Fund Manager I Squared Capital for Southeast Asia Infrastructure Investments<br>isquaredcapital.com
AMERICAN CAPITAL HEARTS CRITICAL MINERALS - U.S. DFC Forms Venture with Uzbek SWF to Lure Investment and OTHER SWFS<br>www.dfc.gov
Uzbekistan, in particular, is the world’s 5th largest uranium producer and 8th largest gold producer; it also has the 9th largest copper reserves in the world.<br>hagueresearch.org
CalPERS Pension Giant Embraces TPA, Expect More Private Market Investing. TPA = Total Portfolio Approach. CalPERS PE portfolio is now $119B.<br>www.pionline.com
Funded status of the 100 largest U.S. corporate defined benefit pension funds to 109.6% - Milliman’s Pension Funding Index.<br>www.ai-cio.com
The Wrapper Illusion: Do Entity Structures Neutralize Tax Anti-Abuse Rules?<br>www.aqr.com
AUSTRALIA FUTURE FUND: In the last 10 years, 60% of our net alpha has come from private markets.<br>www.top1000funds.com
Section 892 could deeply impact future SWF investment, impacting...