Tuesday, September 19, 2023
10:00 AM - | Registration Opens
11:00 AM - 11:30 AM | Opening Keynote: Global Outlook - The Geopolitical Risks and Economic Impact on Your Investments
The volatile financial markets, geopolitical instability and energy crises of the past year were just some of the global macroeconomic trends affecting investment decisions. What geopolitical risks and economic challenges will emerge in the upcoming year to concern investors? This keynote will offer an expert outlook on emerging economic trends and their impact on portfolios.
11:30 AM - 12:00 PM | Spotlight Session: Hosted by Polen Capital
12:00 PM - 12:45 PM | Balancing Act: Asset Allocation for a Diversified Portfolio
Many investors are questioning the 60/40 model in this volatile market, and are rebalancing their portfolios with alternatives for diversification and hopes of higher yield. As alternative asset allocation increases, which assets are optimal and where are the emerging opportunities? This panel will explore how investors are reallocating their portfolios to strike the balance between risk and reward.
12:45 PM - 1:45 PM | Networking Lunch
1:45 PM - 2:15 PM | Spotlight Session 2
2:15 PM - 3:00 PM | Alternative Approach: Private Equity Strategies in a Shifting Market
Market shifts have affected all asset classes, including private equity. Investors need to develop different approaches to their investment strategies, as the role of secondaries rises and fundraising decreases. This session will discuss the emerging trends in private equity, including stretched fundraising cycles and a supply/demand imbalance, and how investors are shifting their approach to find the opportunities in these challenges.
3:00 PM - 3:30 PM | Networking Break
3:30 PM - 4:00 PM | Spotlight Session 3
4:00 PM - 4:45 PM | Worth the Risk? Valuations and Risk Mitigation in Alternatives
Alternatives often have more complex valuation metrics, so how do investors best weigh the unknown risks against the possible returns? What strategies and parity models are investors utilizing to de-risk their portfolios and manage fluctuating market expectations? This expert panel will answer these questions, and provide examples of how they factor valuations and risk mitigation into their investing decisions.
4:45 PM - 5:45 PM | Networking Reception
5:45 PM - 8:00 PM | VIP Dinner
Wednesday, September 20, 2023
8:00 AM - 9:00 AM | Registration & Networking Breakfast
9:00 AM - 9:30 AM | Keynote: Looking Ahead: The Future of Alternative Investments
Economic turmoil has upended traditional investment strategies as investors turn to alternatives to diversify their portfolio. This asset class is predicted to grow exponentially by 2025 as investors try to protect against inflation, but how will rising interest rates, logistics challenges and continued market volatility affect this asset class? This keynote will provide an expert outlook on the future of alternative investments.
9:30 AM - 10:00 AM | Spotlight Session 4
10:00 AM - 10:45 AM | Challenges and Opportunities in Private Debt and Credit
The private debt and credit market has grown to over one trillion, as this asset attracts investors with higher yields, risk-adjusted returns, and better protection against inflationary pressures than traditional assets. As credit and debt assets continue to grow, what sectors and markets are emerging as opportunistic investments? This panel will explore the trends investors should capitalize on and discuss how to navigate the risks of rising default rates, illiquidity and lack of transparent data.
10:45 AM - 11:15 AM | Networking Break
11:15 AM - 11:45 AM | Spotlight Session 5
11:45 AM - 12:30 PM | A Deep Dive into Liquidity: Exploring Opportunities in Liquid Alternatives
Liquid alternatives play an important role in a diversified portfolio, as they offer both a higher degree of flexibility, and low beta and less correlation to traditional markets. As this asset class expands, where are the growth areas, and how can investors maximize on current liquidity cycles? This session will deep dive into the key aspects of liquid alternatives, and provide actionable strategies to amplify returns.
12:30 PM - 1:00 PM | Spotlight Session 6
1:00 PM - 2:00 PM | Networking Lunch
2:00 PM - 2:45 PM | Keeping it Real: Assessing Risks and Returns in Real Assets
Investors are increasing allocations to real estate and infrastructure as they look to diversify their portfolios with inflation sensitive assets. Surging commodity prices are also making natural resources a more attractive asset. However, real assets come with real risks, such as supply issues, high transaction costs, and the impact of geopolitical conflict on global infrastructure. This panel will predict which assets will perform better in a recession, and share best practices on how to assess risks while generating returns.
2:45 PM - 3:15 PM | Spotlight Session 7
3:15 PM - 4:00 PM | Going Global: Macro Fund Strategies for Capitalizing on Unpredictability
Global inflation and rising interest rates have changed the environment of macro fund investing. How have investors positioned their fund differently, and which asset classes should be included in a multi-asset strategy? Where are the new opportunities in currencies, foreign exchange rates, and international linked bonds? This expert panel will offer insight on macro fund investing, and provide strategies for analyzing the political landscape and currency rates to generate absolute returns.
4:00 PM - 4:30 PM | Closing Keynote: Powering Up Your Portfolio with Renewable Energy and Natural Resources
Global disruptions and geopolitical turmoil leading to oil shortages and energy crises have shown that investing in renewable energy is increasingly vital for the climate and economy. Carbon transition pathways remain relevant as investors increase their ESG-related investments. This closing keynote will address why investors should remain energetic about these investments, even in a tumult environment.