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Thursday, June 4, 2020
ERS Risks $75M of Your Retirement Fund on Hawaii High Tech Startups
By News Release @ 10:45 PM :: 4192 Views :: Hawaii State Government, Labor, Tax Credits

EMPLOYEES’ RETIREMENT SYSTEM OF THE STATE OF HAWAII (ERS) COMMITS ADDITIONAL $25 MILLION TO HAWAII TARGETED INVESTMENT PROGRAM (HITIP)

News Release from ERS, May 20, 2020

To promote economic growth in Hawaii when urgently needed, the Employees’ Retirement System approved an additional $25 million commitment for a total commitment of $75 million to its third Hawaii Targeted Investment Program (“HiTIP”) fund.

The fund invests in venture and growth capital with a mandate to look specifically for investments in Hawaii through alternative asset specialist Stafford Capital Partners (“Stafford”).

During its May 12 board meeting, the ERS Board of Trustees voted to increase investments in Hawaii-based industries and startups through its unique targeted program. HiTIP is a component of the broader ERS private equity program, which was created by the ERS to invest in Hawaii while maintaining its fiduciary responsibilities. The ERS’s primary responsibility is to provide secure retirement, disability, and death benefits for state and county employees and beneficiaries. It believes that investing selectively in Hawaii’s economy magnifies its value.

“We would like to thank the ERS Trustees and staff for their continued trust in the HiTIP program,” said Andrew Betz, investment manager for Stafford. “There are currently several exciting investment opportunities in Hawaii, and ERS’s recent decision provides HiTIP with the ability to further support the Hawaii community as it deals with the impacts of the COVID-19 pandemic.”

The purpose of the HiTIP is to produce competitive private equity returns for ERS through investments in emerging growth businesses that sell their goods or services into markets for which national or international competition exists, with specific emphasis on Hawaii. Launched in 2007, HiTIP was created by the State Legislature based on the Hawaii Innovation Initiative to diversify and transform the state’s economy. HiTIP invests in local venture capital firms as well as venture capital firms that have or look to have some part of their portfolio companies based in Hawaii.

To date, the program has made commitments to 21 underlying investment funds, which have, in turn, reviewed over 650 Hawaii-based companies for potential investment and completed investments into nine companies operating in or that were started in Hawaii. “The Hawaii innovation ecosystem has benefited greatly from these foundational investments made on behalf of the ERS,” said Executive Director Thom Williams.

“The great thing about technology and innovation is that you can build it anywhere—so why not here at home?” ERS Chief Investment Officer, Elizabeth Burton said. “Innovation typically is job creative not destructive—throughout history, it creates more jobs than it displaces. Innovation can plug gaps— education, transportation, the list goes on. We are in a fortunate position to finance innovation for the betterment of the people of Hawaii—we can put these assets to use to create solutions and returns simultaneously.”

This new commitment will allow HiTIP to increase its support of the local innovation ecosystem through increased commitments to local fund managers and the development of deeper relationships with mainland-based fund managers with the eagerness and ability to make a more substantial contribution to Hawaii. Local venture capital fund managers will see an increase in capital commitments, in some cases doubling the amount previously forecast. Said Williams, “anything we can do to support the State’s economic recovery while achieving our return expectations is beneficial not only to our members but to our fund as well.”

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2015: Auditor: DoTax allows $2B in Tax Credits Without Checking

2012: Audit: State Gave Away $1B Act 221 Tax Credits Without Verification of Eligibility

2011: Solar Credits: 1000s of Homeowners to Face Audits to Cover up DoTAX Re-write of Law

DN: Audit report: virtually unlimited tax credits for businesses cost the rest of us dearly

CIO: Hawaii Makes $25M Venture Capital Investment for Local Growth

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