Private market assets are a growing fixture within institutional portfolios. For instance, they are meeting the need for funding to build more affordable housing and to generate cleaner forms of energy.
Then there is the real estate needed to support the digital economy and the cash-hungry fledgling tech companies that could be the future of the economy. So there is more than just listed equities and bonds working to fund members’ retirements and helping insurers to meet their obligations.
Indeed, more than £10trn worth of private market assets were under management globally in 2023, according to McKinsey, as investors seek higher returns and diversification against mainstream assets. Allocations could increase as the new government, just like the old one, wants more institutional cash to flow into UK infrastructure and private companies. But how are investors managing the rising illiquidity and fees that come with them? And how will alternative assets perform in the face of an uncertain outlook and growing geopolitical risk.
To take an in-depth look at these issues and more, portfolio institutional is hosting its second annual private markets club conference in the Spring.
Reserve your place at this event, which brings experts and insiders together to discuss:
- The investment case
- Managing illiquid assets
- Benefiting from the government agenda
- The role of alternatives in institutional portfolios
We look forward to seeing you in March 2025!
| Time | Event |
|---|---|
| 08:45 – 09:15 | Registration and breakfast |
| 09:15 – 09:20 | Welcome from the Chair |
| 09:20 – 10:00 | Fireside Chat I |
| 10:00 – 10:45 | Private markets: Has the investment case been proven? |
| 10:45 – 11:30 | Defined contribution and Mansion House: Managing private assets |
| 11:30 – 11:50 | Coffee break |
| 11:50 – 12:35 | Beyond diversification: The role of private assets in institutional portfolios |
| 12:35 – 13:20 | Fireside Chat II |
| 13:20 – 13:25 | Closing remarks |
| 13:25 – 15:30 | Lunch and networking |
Panel topics:
Private markets: Has the investment case been proven?
The benefits of institutional investors holding alternative assets are widely publicised, but are they meeting expectations? Does the liquidity premium exist? And if so, are fees wiping out any financial gains? How are investors managing the lack of consistent and comparable data? And are such assets outperforming their listed peers?
Defined contribution and Mansion House: Managing private assets
Private markets offer investors the potential to back fledgling companies that could become the next big thing or own what would once have been State assets, which could suit investors with long-term horizons. But how are defined contribution pension schemes managing the illiquidity in their portfolios? How big an issue are fees? How much influence is the government having over their investment decisions and who benefits more from the Mansion House Compact?
Beyond diversification: The role of private assets in institutional portfolios
Private markets are a diverse asset class offering exposure to private equity, venture capital, infrastructure, real estate and private debt. All have different characteristics but what, aside from diversification, are these assets bringing to institutional portfolios?
Speakers:
For Speaking Opportunities please contact:
Mary Brocklebank – Speaker Acquisition & Stakeholder Engagement Manager : m.brocklebank@portfolio-institutional.co.uk
For Sales and Sponsorship Opportunities please contact:
Clarissa Huber – Commercial Director: c.huber@portfolio-institutional.co.uk
Jordan Lee – Account Manager – j.lee@portfolio-institutional.co.uk
”This was a very informative and relevant conference to me as my scheme is currently considering allocating assets to private markets. I thought the panel approach was good as it gave the audience the chance to hear different points of view on the same topic.”
”I enjoyed the whole conference. The infrastructure and Private Debt panels were particularly interesting.”
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