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Private Markets Conference – Alternative returns in unpredictable times

25 Apr 2024

The Shangri-La Hotel, The Shard, 34th Floor, 31 St Thomas Street, London SE1 9QU

The days of institutional investor portfolios simply comprising listed equites and bonds are long gone. Private market assets now have more influence over the strategies set by long-term investors.

Indeed, nine pension schemes and insurers have committed to investing £50bn more in private assets in the next seven years.

Higher-growth potential is one reason, with fledgling companies securing early stage growth capital privately instead of going to the public markets.

They also provide diversification through offering access to a range of asset classes including property, infrastructure and direct lending.

Investment in alternative assets could increase further, with a survey from State Street showing that three-quarters of institutional investors in the Americas, Europe and Asia-Pacific expect the economic conditions to create better value in such assets.

With the continuing importance that institutional investors are placing on alternative assets, portfolio institutional is hosting a private markets conference in April 2024.

Reserve your place at this event which will examine alternative investments in detail and hear experts discuss:

  • Investing in illiquids
  • Infrastructure
  • Private debt
  • Real Estate

We hope to see you there!

TimeEvent
09:00 – 09:30Registration and breakfast
09:30 – 09:40Welcome from the Chair
09:40 – 10:25Investing in illiquids
10:25 – 11:10Infrastructure
11:10 – 11:30Coffee break
11:30 – 12:15Private Debt
12:15 – 13:00Real Estate
13:00 – 13:05Closing remarks
13:05 – 15:30Lunch and networking

Private market assets are becoming more influential in institutional portfolios as pension schemes and insurers seek secure and consistent long-term cashflows, diversification and inflation protection.

With the government wanting institutional capital to help boost the economy, private assets look set to remain part of institutional portfolios. So how are investors managing such illiquidity?

Infrastructure is a big issue on both sides of the Atlantic. Governments face huge bills to repair their crumbling roads and bridges or to build new hospitals and schools to meet the demands of rising populations.  

Then there is facilitating the energy transition and upgrading digital networks. So with governments looking to attract private sources of debt and equity to the asset class, is this a great time to be an institutional investor or can more attractive cashflows be found elsewhere?

Banks retreating from parts of the debt markets have encouraged institutional investors into private lending, a market that could be worth $3.5trn by the end of 2028, according to BlackRock.

So what are institutional investors favouring in the private lending asset mix and will weakening economies test the asset class?

Real Estate is a crucial part of how we live. We sleep, eat, work and unwind in them. But technological advances and the pandemic have changed our lives, so how are institutional investors adapting to the evolving demands for offices, retail, warehousing and residential assets?

BNP PARIBAS | Eurozone commercial real estate reset creates opportunities for debt investorsht
BNP PARIBAS | Infrastructure debt – Financing a sustainable future
BNP PARIBAS | Private markets – A multi-faceted opportunity for sustainable investors
BlackRock | 2024 Private Markets Outlook
BlackRock | The Future of Defined Contribution
BlackRock | Helping Defined Contribution Schemes Go Private

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