Conflict, de-globalisation, rising rates, high inflation, an energy crisis, disruption to supply chains and an increasing social conscience all suggest we are entering a markedly different market environment than we have been used to. The implications for the stewards of other peoples’ money in this “new world” are still largely uncertain, whether it be asset owners or asset managers. It is an important time for experts to come together and do a deep dive into:
• What different market scenarios might play out and their impact on different asset classes
• How to build robust portfolios that can generate absolute returns and preserve capital in light of the challenging market environment, and;
• Innovative ideas around alternative assets, portfolio construction techniques and strategic partnerships
This event is typically attended by chief investment officers, heads of alternatives (and other asset classes), portfolio managers and specialist asset consultants.
Speakers:
Gopi Karunakaran, Co-chief investment officer, Ardea Investment Management
Matthew Piselli, Executive director, FORT L.P.
Chair: Amanda White, Director of institutional content, Conexus Financial
Investor Response: Rishab Sethi, Manager, external investments, New Zealand Super
