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Investing in private markets remains a prevalent strategy for institutional asset owners, and one that has demonstrated resilience even through the duration of the first quarter of this year as the Covid-19 pandemic spread across the globe. This is not to say private markets investment has been without issue, in the early months of the pandemic investing capital proved problematic in part because businesses were under financial pressure, and in part that funds were unable to access financing.

This report brings together UK and Wider Europe based Investment Actuaries, Heads of Insurance Asset Management, Investment Managers, Head of Investments and Senior Specialist. We explore regulatory improvements, investigate the due diligence that investing in private markets requires, dissect the information disadvantage, 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

PORTFOLIO CONSTRUCTION

1.1 INTERVIEW: Lifting the veil of opportunity: After two decades of resilience, it is no wonder that more investors are looking to private debt

- Nicole Downer, Managing Partner, Head of Investor Relations, MV Credit

- Murtaza Merchant, Partner, Head of Fund Optimisation, MV Credit

- Harry Elliot, Associate, MV Credit

1.2 INTERVIEW: Growth potential and resilience of ILS as an alternative capital

- Kirill Savrassov, Senior Vice-President & CEO, Phoenix CRetro Reinsurance Company

1.3 ROUNDTABLE DISCUSSION: Navigating risk and uncertainty in new market cycles: an investment teams perspective.

- Torben Emmerling, Behavioural Economist, Affective Advisory

- Duncan Rooders, Behavioural Economist, Affective Advisory

SECTION 2

MARKET OUTLOOK

2.1 INTERVIEW: Sourcing creative deals in private equity

- Torben Möger Pedersen, Chief Executive Officer, PensionDanmark

2.2 INTERVIEW: Energy transition: how the pandemic crisis may energiseinfrastructure and where are the opportunities in next-generation energy infrastructure

- Raphael Lance, Head of Energy Transition, Mirova

2.3 Interview: Private Markets: Navigating investment within a changing world

- Anand Kwatra FIA, Life & Investment Actuary, Phoenix Group

2.4 Interview: Bubble or unbelieva-bubble: Is there a strategy for picking winners in today’s increasingly saturated markets?

- Matteo Riccardi, Chief Investment Officer, Bipiemme vita spa

SECTION 3

INFORMATION DISADVANTAGE

3.1 INTERVIEW: In opaque, illiquid, and local small and middle private equity markets, how relationships coupled with a disciplined due diligence can address the information disadvantage to the benefit of the investors

- Eric Deram, Managing Partner, Flexstone Partners

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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