Private Markets Series | Pensions & Investments | 29 September 2020 | Virtual Event

The breakfast briefing will be a pan-institutional gathering of public and private pension funds, endowments, foundations and sovereign wealth funds. The program will include case studies from investors and provide ample time for networking with the speaking faculty and institutional investor peers. Attendees will take away actionable strategies and resources to help them better understand private markets investing and how it can help them generate the returns needed to meet financial obligations for the long-term.

Institutional investors’ need for returns and a respite from volatility and uncertainty have led to record-breaking inflows into private markets. Private equity, private credit, infrastructure and real estate are of growing interest to investors, including those who have previously held only traditional investments. Investors are not only exploring new asset classes, but also new modes of investing – direct investing and co-investing – and participating in the secondary markets. While the drivers toward private investing are clear, accessing these markets is complex and requires access to the right expertise. There are a myriad of concerns regarding liquidity needs, costs, and manager selection. The Private Markets Investing breakfast briefing is a forum for investors to learn from experts and share experiences.

Topics to be addressed include:
• The current drivers for investing in private markets – macroeconomic trends and investor needs
• A survey of asset classes - their pros and cons and how to access them
• Asset allocation – how much investment is needed to have a meaningful impact on the portfolio?
• Due diligence considerations and methods and strategies for manager selection
• Maintaining liquidity with Liquid Alternatives
• Assessing the costs – analyzing fees and what they buy
• Direct investing, co-investing and secondaries

2020 Speakers

Drew Ierardi
Managing Director of Investments, EXELON CORPORATION

Adi Divgi
Head of Alternative Investments/Director of Portfolio Management, Catalina Re

Pascal Farahmand
Senior Investment Officer, International Monetary Fund

Darren Foreman
Director of Private Equity, Public School Employees Retirement System of Pennsylvania

Dana Johns
Senior Portfolio Manager, Marryland State Pension and Retirement System

Derek Jose
Investment Strategist, Blue Cross Blue Shield of Michigan

William Pattison
Director, Real Estate Research & Strategy, Metlife Investment Management

Karen Rode
Partner – Head of Global Private Equity, CFA, CPA, AON

Kashif Siddiqui
Chief Investment Officer, Crico

Michael Sustarsic
Senior Research Analyst, Dimeo Scheider & Associates, L.L.C.

Adnan Tariq
Director, Private Markets Risk Management Investment Strategy & Risk, BCI

Brent Tasugi
Principal, Infrastructure Equity, AMP Capital

Patrick Trears
Global Head of Infrastructure Debt, AMP Capital

Leslie Vargas
Vice President, Private Debt, Swiss Re

Kelli Washington
Managing Director of Research and Investment Strategy, Cleveland Clinic Investment Office

Duke Williams, II
Insurance Solutions Practice Leader, Aon Investments USA

John Wills
Managing Director, Private Credit, Metlife Investment Management

2020 Sponsors

• AMP CAPITAL
• AON
• MetLife Investment Management