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‘Sourcing’ Returns in Private Assets

As investors continue to migrate toward private assets in search of potential benefits like low volatility, differentiated sources of income and uncorrelated returns, they are faced with an increasingly broad universe from which to choose.

As they wade through a sea of private equity and debt options, it is becoming apparent to many investors that all private assets are not created equal.

Increasingly, origination – an investment manager’s ability to source a large quantity of high-quality investment opportunities – is becoming the difference between underperformance and outperformance.

In this webinar, we will discuss the important role that origination plays when it comes to achieving attractive long-term, risk-adjusted returns and income streams in:
- Private Credit
- Private Equity
- Infrastructure Debt
- Private Real Estate Investments
Recorded Mar 8 2017 61 mins
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Presented by
Adam Wheeler, Jonathan Rotolo, Patrick Manseau and Nick Pink, Barings; Brendan Maton, IPE
Presentation preview: ‘Sourcing’ Returns in Private Assets

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    Now more than ever, public equities play a unique role in driving the transition to a green economy. Through innovative quantitative modeling, investors can identify sustainability leaders with the dual goals of generating a positive impact on financial returns and benefitting the environment or society as a whole.

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    Contact Us:
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    For Professional/Qualified Clients and Qualified Investors only

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    Moderated by:
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    CAPITAL AT RISK. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested
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    Moderated by:
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  • Addressing climate change in fixed income Recorded: Oct 16 2020 61 mins
    Hannah Skeates, Wells Fargo Asset Management | Thomas Lyons, Global Credit Research | Henrietta Pacquement, WFAM Global Fixed

    Climate transition - not just an equity story.

    Significantly bigger than public equities as an asset class, fixed income is essential to funding the transition to a net-zero carbon, sustainable economy. Drawing on our global fixed income research and analysis capabilities, WFAM is looking to meaningfully advance progress in this area, in support of investors and asset owners.

    Our Panel will be offering their perspectives on:

    – How the response to climate change is driving a profound transition in our global economy
    – How investors can go beyond basic portfolio decarbonisation techniques
    – How active management of fixed income portfolios can be used to facilitate specific carbon goals, with awareness of both carbon intensity reductions and forward-looking views on corporates’ abilities to align with a net-zero future
    – Why engagement shouldn’t be left to equity shareholders alone

    – Hannah Skeates, Co-head, Sustainable Investing, Wells Fargo Asset Management
    – Thomas Lyons, Senior Investment Analyst, Head of Climate Investment Research, Global Credit Research
    – Henrietta Pacquement, CFA, Senior Portfolio Manager, Head of Investment Grade – Europe, WFAM Global Fixed Income

    Moderator: Brendan Maton, IPE
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    Dan Batterton, Senior Fund Manager, L&G UK Build to Rent Fund and Rob Martin, Director of Strategy & ESG | Brendan Maton, IPE
    Tune in to this webcast to hear LGIM's market experts talk about the resilience of the Build to Rent (BTR) cash flow in a Covid-19 world drawing on data from the L&G portfolio over the last six months. They will also discuss how social impact is playing an ever important role.

    IPE’s Brendan Maton, will be quizzing Dan Batterton, Senior Fund Manager, L&G UK Build to Rent Fund and Rob Martin, Director of Strategy & ESG on:

    1. What does BTR deliver to an investment portfolio?
    2. Income resilience during the Covid-19 crisis
    3. The positive social and environmental impact BTR can deliver
    4. How will the sector evolve and mature?
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    Ashley Knight, Niall O’Sullivan & Dan Melley, Mercer | Brendan Maton, IPE
    – Fiduciary management best practice during and post-COVID-19 –

    With the initial economic fallout of Covid-19 barely over and an uncertain future ahead, investors need to assess their readiness to take on what’s next.

    When it comes to investing, there are long term trends as well as short term risks and opportunities.

    With that backdrop, there are key things to ask yourself:

    – Is your portfolio positioned to deal with long term trends?
    – How can you factor in emerging trends, such as the growing importance of the S in ESG?
    – And, what are your peers doing now to overcome the new economic situation?

    Join us at our webinar on 1 October as we share some of our client-driven solutions in transformational investment, private markets, credit opportunities and ESG.

    What’s on the agenda?

    Dan Melley, Head of UK fiduciary management, will explain what we mean by investment solutions and governance – and how we help our clients expand their budget for time, resources and expertise.

    Find out how we, working with the World Economic Forum, are exploring a new world of transformational investment to design and implement solutions that convert global systemic risks into sustainable portfolios for our clients.

    Nial O’Sullivan, EMEA & Asia Chief Investment Officer, will share how implementing bespoke solutions has helped investors, by allocating to long-term themes, including private markets, credit opportunities and ESG.
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This webcast channel is for pension funds and other institutional investment professionals in Europe, the USA and Asia. It is particularly relevant for pension fund executives, trustees, consultants and investment managers. IPE will be bringing its community live interviews with leading figures in the market, hosting roundtable discussions on specific topics such as asset allocation and also sharing latest thought-leadership from investment experts.

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  • Title: ‘Sourcing’ Returns in Private Assets
  • Live at: Mar 8 2017 2:00 pm
  • Presented by: Adam Wheeler, Jonathan Rotolo, Patrick Manseau and Nick Pink, Barings; Brendan Maton, IPE
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