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Exploring the ever-expanding landscape of private markets is no mean feat. Navigating this space considering crowded returns, low rates and low yielding environment has provided value for some, whereas, others believe investing in the asset class is too expensive and not worth the due diligence. The low rate environment and macroeconomic factors affecting all aspects of the market is reason why everybody went into private markets in the first place. This has resulted in overcrowding, which leads us to question – has the move to invest in private markets backfired?

This report brings together UK and Wider Europe based Investment Actuaries, Heads of Insurance Asset Management, Investment Managers, Head of Alternative Investments and Senior Specialists – Infrastructure of Insurance companies. We explore illiquid asset allocation strategies in the ongoing low yield high demand environment, investigate the due diligence that investing in private markets requires, evaluate diversification as a key benefit, discuss the supply and demand imbalance, and address the increased role of climate positive and infrastructure related investments.



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SECTION 1


SEARCHING FOR YIELD

1.1 ROUNDTABLE DEBATE: A discussion on how to overcome low yields, high fees, and the crowded nature that currently defines Private Markets – How are experienced allocators investing?
Interviewer:
- Dominique Kistan, Content Producer, Clear Path Analysis
Interviewee:
- Anand Kwatra, Investment Actuary, Phoenix Group

1.2 INTERVIEW: Has the shift to invest in Private Markets to avoid supply and demand imbalances backfired?
Interviewer:
- Dominique Kistan, Content Producer, Clear Path Analysis
Interviewee:
- Ruth Farrugia, Head of Insurance Asset Management, MetLife Investment Management

SECTION 2


EXPERTISE

2.1 WHITE PAPER: What tips the scales and makes investing in Private Markets worth the due diligence?
- Adam Reeve, Senior Investor Manager, Seedrs

SECTION 3


DIVERSIFICATION

3.1 INTERVIEW: Do climate positive and infrastructure related investments have the potential to remedy the imbalance between supply and demand in Private Markets while simultaneously offering an opportunity to diversify investment portfolios?
Interviewer:
- Dominique Kistan, Content Producer, Clear Path Analysis
Interviewee:
- Simon Whistler, Senior Specialist - Infrastructure, PRI

3.2 INTERVIEW: Diversification as a driver and challenge of investing in private markets – to what extent do the benefits outweigh the hidden risks?
Interviewer:
- Dominique Kistan, Content Producer, Clear Path Analysis
Interviewee:
- Mikael Huldt, Head of Alternative Investments, AFA Insurance

Anand Kwatra

Investment Actuary, Phoenix Group

Ruth Farrugia

Head of Insurance Asset Management, MetLife Investment Management

Adam Reeve

Senior Investor Manager, Seedrs

Simon Whistler

Senior Specialist - Infrastructure, PRI

Mikael Huldt

Head of Alternative Investments, AFA Insurance

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

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Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message