The growth of private markets in traditional portfolios: What’s their role now?
Opportunities seem to be abundant in private markets, so how are investors capitalising on this prospect? We hear from experts at IMpower | FundForum 2024, who share how they approach this exciting landscape and talk about the trends such as improving data insights that are likely to impact investment strategies.
Private credit trends and investment strategies with Amit Bahri, Goldman Sachs
Amit Bahri, Managing Director Private Credit, Goldman Sachs, explores the private credit market landscape and the trends shaping investment strategies, covering syndicated markets, the importance of creativity and discipline, and the focus on asset selection and credit underwriting to ensure resilience and stability.
Private credit under uncertain interest rate environment with Raman Rajagopal, Invesco
Raman Rajagopal, Client Portfolio Manager, Invesco, explores the impact of rising interest rates on private markets. He discusses the key challenges within various market segments and high return opportunities today.
The evolution of private markets with Montserrat Serra-Janer, J.P. Morgan
Montserrat Serra-Janer, Global Head of Private Markets, Securities Services, J.P Morgan, explains why it’s important to pay attention to private markets and how strategies have shifted in recent years to aid the seeking of alpha in this space. She covers global trends and talks about Fusion, a data aggregation platform by J.P. Morgan, that helps to standardise data and facilitates better investment and reporting strategies.
Diversification and long-term benefits of private markets with Cuan Coulter, StateStreet
Cuan Coulter, Global Head of Asset Managers, StateStreet, explores this maturing industry, including how key players like GPs, LPs, and governments, are invested in the future of private markets. He also explores how data standardisation will be critical to enable better investments.
Private vs public market investing with Jan-Marc Fergg, HSBC Global Private Banking & Wealth
Jan-Marc Fergg, Global Head of ESG & Managed Solutions, HSBC Global Private Banking & Wealth, explores the benefits of private markets within investment portfolios and how the evolving structures of private markets are changing the game for investors. He further emphasises that it’s crucial to educate clients and advisors about these new opportunities, and shares his vision for the future of private investing.
Exploring private equity & debt with Mattis Poetter, Arcmont from Nuveen
Mattis Poetter, Partner and Co-CIO, Arcmont Asset Management, Arcmont from Nuveen, sheds light on the current allocation trends in private wealth, particularly in alternative assets such as private equity and private credit, and the transition to private debt. He also discusses the opportunities for asset managers in the near future, the importance of innovative products like evergreen funds, and the role of wealth channels in expanding fundraising efforts.
