Name: Strategische Stärke in vol. Märkten: SWISE Private Equity Evergreen Fund mit Fokus auf Small Caps und Wachstumsbranchen
Start: 2025-05-13T09:00:00Z
End: 2025-05-13T09:00:49.000Z
Location: BrightTALK
Rating: 5

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.

Join us for an introduction to Blue Owl and the GP Strategic Capital Investment team. We will discuss how:

i. Growth rates have not been uniform across asset classes and some are experiencing growing pains

ii. The seven “super quarters” of growth and VC deployment in 2020/2021 have caused serious congestion across asset classes

iii. Cash is paramount and strategies that can smooth the early J-curve are a critical component of portfolio construction

iv. Despite years of the “big getting bigger”, it is only now that the advantage of scale is being amplified

v. Consolidation trends are even more pronounced in private debt, where scale is now seen as a condition of participation in some of the most lucrative structural growth areas

vi. We have entered a period of survival of the fittest and the most successful GPs are seeing the fruit of many years of investment

We look forward to having you join us for a broad conversation on how GP stakes - with its cash yield, downside protection and enormous diversification - can serve the needs of many LPs in a new era of private markets.

The Pig in the Python

- Impact from a global perspective: opportunities in an era of uncertainty – Hari Balkrishna of T. Rowe Price
- Managing and measuring portfolio impact outcomes in a time of mounting demands on sustainable funds Caroline Brady of Net Purpose
- Investing for dual outcomes in emerging markets – William Scholes, Premier Miton Investors

Impact: Opportunities amid Uncertainty, Portfolio Measurement, Investing for Dual Outcomes in EMs

As the U.S. political landscape shifts under a new administration, UK and EU investors face a fresh set of opportunities and challenges.  This webcast will provide a broader analysis of how regulatory, legal, and policy developments are shaping shareholder engagement and litigation strategies.

Panelists will explore timely issues including:
• Complying with the Sustainable Finance Disclosure Regulation (SFDR) through strategic corporate engagement
• The implications of recent U.S. Supreme Court decisions limiting agency powers
• How recent SEC guidance affects European investors, with a focus on Schedules 13D and 13G
• The impact of Delaware Senate Bill 21 on corporate governance and investor rights

Designed for institutional investors, legal advisors, and compliance professionals, this webcast offers practical insights into navigating legal and regulatory risks, understanding evolving standards, and leveraging litigation as a tool to protect and enhance shareholder value in the U.S. market.

What’s Next for UK and EU Investors?  Engagement Strategies for the New U.S. Administration

In today's rapidly changing financial landscape, market volatility has become a significant concern for investors worldwide. Tariffs and geopolitical tensions are contributing to unpredictable market movements, making it more challenging to navigate the investment landscape.

Join us for an exclusive webinar where we discuss how to invest through uncertainty with the All-Roads team at Lombard Odier Investment Managers and how risk-based strategies are well placed to focus on long-term, stable returns.

Speakers:

Alain Forclaz CFA, Deputy CIO Multi Asset, LOIM

Florian Ielpo PhD, Head of Macro Research, LOIM

Key insights

LOIM’s macro views: why the current context favours risk-based strategies

Stability: how a systematic approach targets stable returns across economic and market cycles

Predictability: the ways a rules-based asset allocation with drawdown management can protect portfolios and eliminate behavioural bias

Liquidity: the case for using diversified, liquid assets to ensure efficient implementation to provide a lower-risk diversifier for your portfolio.

Investing through uncertainty

Profound geopolitical and economic changes are underway and are affecting Europe.

In parallel, the major needs of our economies and societies remain and are crystallizing as ever more strategic against the current environment:

- Modernization of infrastructures,
- A faster energy transition,
- Support to small and mid-sized companies as drivers of innovation and local growth,
- Regionalization of economies, as a lever for resilience.

These are all challenges that we at Edmond de Rothschild have always supported, and created relevant long-term investment strategies for the benefit of our investors.

In the current environment, we remain convinced that our strong rooting in mid-market niche companies with compelling business models and “deep moat”, executed by expert teams in their respective fields, provides one of the most relevant long-term responses to volatile markets and geopolitical uncertainty.

Johnny el Hachem, CEO of Edmond de Rothschild’s Private Equity platform, will give insights on how EdR helps their investors shape their long-term allocations with the following, resolutely mid-market focused strategies:

- Urban regeneration: “rebuilding the city on the city”, limiting urban sprawl while delivering the quantity and quality of homes, offices and commercial premises needed in the most dynamic European urban centres;
- Hybrid, fit-for-future infrastructure across mobility, digitization and public infrastructure;
- Management & capital transition for regional SMEs companies with proven business models but lacking a succession plan, thereby preserving local economies and jobs;
- SMEs in Europe, particularly those with internationalization potential to drive additional growth, through a selective approach targeting key European industries such as Food & Beverage, Industrial Goods & Services, Health & Education, Technology and B2B Services.

Europe at a crossroads: why small & mid-market strategies are more relevant than ever

In February, one of the UK’s largest defined contribution master trust pension schemes announced a major evolution to its investment strategy, reallocating £28bn to two new managers.

Join The People’s Pension and Amundi as they discuss their new partnership and the common sustainability goals that underpin it.

• What drove the decision? Explore the reasons behind the move
• Managing uncertainty; Assess how the current market environment impacts responsible investment goals
• Implementing net zero investment ambitions; Examine how climate risk and net zero objectives can be integrated into passive 
 investment allocations
• Accelerating active stewardship; How engagement & voting contribute to long-term value creation

Sustainable Partnerships: Passive strategies in a changing responsible investing landscape

Klassischen Buyout-Fonds stehen typischerweise für Private Equity und haben seit den Anfängen der Anlageklasse gute Renditen erwirtschaftet. Daneben habe sich über die letzten 20 Jahre ergänzende Co-Investment-Strategien abgeleitet, die sowohl einen Mehrwert für bestehende Portfolios, aber auch für ein erstes Investment in der Assetklasse Private Equity eine solide Basis darstellen. 
 
Fidel Manolopoulos, Co-Head of European Investment, und Christian Mankiewicz, Head of Portfolio Management, werden mit uns über den erfolgreichen Ansatz von Federated Hermes Private Equity bei Co-Investitionen-Programmen sprechen. Sie werden Einblicke in die mehr als 30-jährige Erfolgsgeschichte von Federated Hermes Private Equity geben. Durch etablierte und vertrauensvolle Partnerschaften mit spezialisierten Partner GPs ist es gelungen, einen effizienten Zugang zu den besonders renditeversprechenden Transkationen zu erhalten. 
 
Dieser äußerst selektive Ansatz fokussiert auf Sektoren, Themen und Geschäftsmodelle, die über den gesamten Zyklus hinweg das Potenzial einer herausragenden risikobereinigten Performance haben. Der Fokus liegt auf dem „Lower Mid Market“ mit stark wachsenden Unternehmen und hohen Gewinnmargen. Dieses mittlere Marktsegment steht weniger stark im Fokus der „Mega Fonds“ und bietet somit ausgesprochen gute Renditemöglichkeiten. 
 
Der besondere Ansatz des „partnerschaftlichen Investierens“ mit Top-Managern im jeweiligen Segment steht für den Erfolg ihrer Flaggschiff-Fondsserie von globalen Private-Equity-Co-Investmentfonds. Aktuell wird in der sechsten Fondsgeneration investiert.

Private Equity Co-Investment Strategie – partnerschaftliches Investieren mit den Top Managern

As institutional investors navigate a shifting macro environment, 2025 may present a constructive backdrop for selective opportunities in resilient alternative asset classes, in particular private credit and direct lending. Within direct lending, the lower middle market may offer institutional investors a potentially attractive complement, or even an alternative, to upper middle market private credit exposure. We believe this return advantage potential is underpinned by several key structural features and market dynamics unique to the lower middle market segment, which collectively support resilience and historically consistent performance across cycles.

Join Lynn Rehn and Junaid Sozer, Managing Directors at Apogem Capital, a New York Life Investments company and a leading alternatives investment manager with decades of experience investing the middle market, for an exclusive webcast exploring the investment case for lower middle market direct lending. 

Key characteristics of the lower middle market to be discussed will include:

• Potential structural advantages 
• Enhanced credit protection opportunity 
• Transparency and access 
• Quality over yield chasing

Lower Middle Market Direct Lending: Weatherproofing Private Markets Portfolios

In einem herausfordernden Marktumfeld bieten europäische Small Caps attraktive Investmentchancen – aber mit welchen Risiken und Potenzialen?

Institutionelle Investoren können verschiedene Strategien nutzen, um von den Potenzialen der Small-Cap-Aktien zu profitieren. Dabei sind gezielte Ansätze und eine fundierte Auswahl entscheidend, um von der überdurchschnittlichen Wachstumsdynamik und den Marktchancen kleinerer Unternehmen zu profitieren. Small-Caps bieten in der Regel höhere Wachstumschancen, aber auch größere Risiken, weshalb ein sorgfältiges Risikomanagement und eine tiefgehende Marktanalyse notwendig sind.

Bart Geukens, Portfoliomanager bei DPAM mit einer beeindruckenden Erfolgsbilanz von 20 Jahren im Management der europäischen Small Caps-Strategie, gibt in diesem Webinar einen tiefen Einblick in die aktuellen Markttreiber, Bewertungsperspektiven und langfristigen Wachstumschancen dieser Anlageklasse. Erfahren Sie, mit welchen Strategien institutionelle Anleger von diesem Marktsegment profitieren können und wie sich Small Caps in verschiedenen Konjunkturzyklen entwickeln. Nutzen Sie die Gelegenheit, Ihre Fragen direkt an den Experten zu richten.

Europäische Small Caps: Chancen und Ausblick für institutionelle Investoren

Trying to predict the reactions and counter reactions of markets to political or economic events is inherently challenging. It’s also highly subjective, and at times, such macro bets can overshadow returns from actual credit selection.  That’s why we often hear from investors looking to diversify their credit line-up with complementary strategies that offer consistent return potential through active security selection. Systematic Credit strategies could offer an ideal solution.

The Quant Revolution in Credit

Advancements in technology and the electronification of credit trading have sparked a quant revolution, rapidly reducing transaction costs and giving rise to the latest generation of active systematic credit portfolios using a dynamic, multifactor approach.

We can now rapidly analyze vast datasets, run in-depth factor research and identify the most profitable factor combinations. Because of the low correlation between factors, we can create well-diversified portfolios where security selection drives return.

Long a tool of equity investors, systematic investing now represents a compelling alternative for fixed-income investors, providing the potential for:

     • Highly competitive excess returns

     • Security selection as the primary driver of returns

     • Well-balanced portfolios with diversified risk exposures

     • Stable performance relative to traditional credit managers

     • Low correlation with traditional credit portfolios

     • Low cost, efficient solution

We invite you to join American Century Investment’s Muting Ren, Head of Systematic Credit and Elaine Bourke, Head of Fixed Income and Multi-Asset Client Portfolio Management as they discuss insights relevant to today’s volatile macro and political climate, the role of electronic trading in unleashing new opportunities and their approach to systematic credit.

Are Macro Bets Hurting Your Returns? Systematic Credit Could Be the Answer

The Trump administration brings with it opportunities, challenges and uncertainty for global investors and is leading both passive and active allocators to rethink their US equity allocations. Many active portfolios contain unintended structural active biases to certain factors and top-down risks, which can lead to positive performance outcomes over the longer term. But this can also mean they are susceptible to prolonged periods of underperformance over the short to medium term.

Federated Hermes MDT Advisers believes there is a better way to design portfolios, one that seeks to mitigate the impact from structural style biases and deliver more alpha consistency regardless of the market backdrop. MDT’s investment process identifies a diversified range of alpha sources for investment consideration and equips our portfolios with the potential to add value regardless of the market environment.

This diversification of alpha sources combined with a disciplined, risk-efficient portfolio construction process, provides the opportunity to deliver more consistent, durable, all-weather performance outcomes for clients with minimal alpha correlation to traditional approaches.

Join Federated Hermes MDT Advisers to explore:

- How sophisticated predictive modelling, including machine learning tools, can be used to identify greater breadth of alpha sources for portfolios.
- Portfolio design that seeks to mitigate the impact from structural style biases and deliver more consistency in relative performance. 
- The case for using The MDT All Cap Core US Equity strategy in a building block approach to US equities.

A new paradigm in the US calls for a new approach: Can machine learning deliver a diversified alpha stream?

The European real estate market is facing structural shifts, with ongoing higher costs, evolving occupier demands and regulatory pressure reshaping the investment environment. 

Against the backdrop of Europe’s need to transition and decarbonize in an effort to achieve its economic and environmental goals, our experts will explore how we believe investors can access outperformance by transforming assets to help meet tomorrow’s challenges. 

Key discussion points include: 
- Market dynamics and investment outlook – identifying key themes.   
- Repositioning and repurposing – seeking to unlock value through redevelopment, ESG-led refurbishment and adaptive re-use.
- Technology – Leveraging digitalisation to potentially enhance asset performance.

In a shifting macroeconomic environment, in our opinion active asset transformation remains key to delivering resilient, long-term value. 

Join us as our real estate experts, Simon Wallace, Global Co-Head of Research and Ronen Ribak, Head of Value-Add discuss how to navigate challenges and potentially seize opportunities in European real estate.

Unlocking Europe's full potential: Transforming real estate and the key to unlocking value

Global markets continue to present unparalleled opportunities for institutional portfolios. Join us for an exclusive webinar where we’ll explore how a dynamic global investment framework can unlock growth, mitigate risks, and align with long-term market trends.

During the session, our experts will break down the key advantages of investing across developed and emerging markets, including:

• Diversification at Scale: Balance emerging market growth with developed market stability while mitigating concentration risks.

• Macro Insights: Leverage global economic tailwinds like inflation stabilization and brighter growth forecasts.

• Long-Term Megatrends: Align portfolios with powerful forces such as innovation, demographic shifts, and the global energy transition.

• Active Management for Alpha: Discover how inefficiencies and valuation disparities, particularly in emerging markets, can be turned into opportunities.

• Resilience in Volatility: Build portfolios capable of weathering market shocks and participating in global rebounds.

Unlocking Alpha in Global Markets

Join MSCI and Allspring Global Investments for an exclusive webinar hosted by IPE featuring the long-run history of emerging markets (EM), highlighting the characteristics needed for investment success.
In this call, Anil Rao, Executive Director MSCI Research & Development, will share the findings of his recently published research paper - Long-Term Investing in Emerging Markets - identifying drivers of total shareholder returns. Anil will then be joined by Alison Shimada, Senior Portfolio Manager, Head of Total Emerging Markets Equity from Allspring Global Investments to share the practitioners view honed over her 40-year investment career.  
 
Delving into key themes, issues and risks, the conversation topics will include:
 
- Growth vs. returns: Why have emerging market equities lagged developed markets despite significant GDP growth and an expanding universe of listed companies?
 
- Market divergence: What differentiates the companies that thrived— "long-term compounders"—from the broader EM indices that have underperformed post the GFC?
 
- Investment opportunities: How can limited analyst coverage in EM create opportunities for active investors, and what fundamental attributes drive total shareholder return?
 
- The shareholder return approach: What is it, and how does it align with quality and resilience, while providing defensiveness in down markets? 
 
- Relevance for today’s markets: How can the shareholder return framework help investors to stay invested and drive outperformance in down or range-bound markets, while capturing returns in rising markets?
 
- Global outlook: What is the outlook for emerging markets now? How is today’s EM investment landscape different to that of decades gone by?

Long-term Investing in Emerging Market Equities

Join us for an informative Webinar spanning:
-Q1: Digital Assets Market Overview and Current Price Action  
-Regulatory Breakdown
-Institutional Adoption: Moving from Trading to Investment Management
-Q2 Outlook and Beyond

The Evolution and Adoption of Digital Assets

Pension schemes around the world are distributing an increasing amount to their members as they age and retire. By matching cash outflows with natural investment inflows, schemes could avoid selling assets when markets are depressed, while still providing upside growth potential from investing in fixed income markets. This is one of the reasons why cashflow driven investment (CDI) strategies have garnered significant interest from institutional investors in recent years. 

Join us for an engaging discussion featuring our CDI experts, who will provide valuable insights and real-world case studies. Topics to be discussed include:

- Why should pension schemes consider CDI strategies?
- What does a CDI strategy look like?
- What is the added value of going global in CDI portfolios?
- What is the difference between Liability Driven Investment and Cashflow Driven Investment?
- How can sustainability be integrated into cashflow driven investments?

You will also have the opportunity to ask questions directly with our live Q&A session. So, don’t miss out and register now to secure your place

A Global Perspective on Cashflow Driven Investment

For Professional / Institutional Investors only. Capital at risk. 
The webinar has three objectives:
 
Evaluate how factor efficacy has evolved over time – long-term outperformance vs. short term cyclicality
Explain how index design has evolved to capture factor premia, integrating objectives such as risk, return and sustainability
Describe the interplay between specific ESG criteria, climate considerations and different investment styles (e.g. value or quality)?
 
In our discussion, we’ll explore what has changed in factor investing over the past decade, what to expect in the years ahead, and how tracking- error-aware strategies can potentially enhance portfolio outcomes.
 
We’ll share practical case studies of factor solutions to uncover best practices in ESG-integrated factor strategies with risk-controls.

Key Risk Warning
The value of an investment and any income taken from it is not guaranteed and can go down as well as up, and the investor may get back less than the original amount invested

Anti-Greenwashing Statement 
Whilst L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.

Harnessing Factor Strategies: Controlling Risk and ESG exposures efficiently

Der SWISE Evergreen-Fonds bietet eine innovative und effiziente Lösung für Private Equity-Investitionen. Der Fonds konzentriert sich auf Small Caps mit überwiegend regionalem Fokus sowie auf resiliente Sektoren wie Gesundheitswesen, Unternehmensdienstleistungen und Technologie, um eine robuste Basis für langfristige Wertschöpfung zu schaffen.
Im Gegensatz zu traditionellen Fondsstrukturen ermöglicht der SWISE Evergreen-Fonds flexible Investitionsmöglichkeiten – ohne die Einschränkungen fester Laufzeiten. Diese semi-liquide Struktur sorgt für eine effiziente Kapitalallokation und bietet Anlegern die Möglichkeit, dynamisch auf Marktchancen zu reagieren.
Ein weiterer zentraler Vorteil des Fonds liegt in seiner operationellen Effizienz: Durch voll eingezahlte Kapitalanteile und eine Struktur, die über Banken einfach einbuchbar ist, lässt sich der Fonds nahtlos in bestehende Portfoliostrategien integrieren. Alles eingebettet in einen flexiblen und professionell verwalteten Rahmen.

Strategische Stärke in vol. Märkten: SWISE Private Equity Evergreen Fund mit Fokus auf Small Caps und Wachstumsbranchen

Private Equity

Evergreen

Alternatives

Semiliquid

Portfolio Management

Portfolio Construction

Growth

Value

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Strategische Stärke in vol. Märkten: SWISE Private Equity Evergreen Fund mit Fokus auf Small Caps und Wachstumsbranchen

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