Webinars
Energy Transition: Unlocking Returns and Impact in Private Equity
Pierre Abadie
Group Climate Director & Co-Head of the Private Equity Decarbonisation Strategy
Tikehau Capital
Institutional Connect Webinar Series: The Rise of GP Stakes | Institutional Connect Webinar Series
Private markets have experienced significant growth and are projected to expand steadily over the next decade. As this evolution continues, General Partners (GPs) face increasing capital needs, driving the rapid rise of GP Stakes investing.
GP Stakes investing is a growing investment strategy which consists in acquiring minority equity interests in private markets asset managers. GP Stakes players provide capital to GPs to support their growth ambitions, and allow investors to get exposure to private markets while benefiting from both a credit-like downside protection and an equity upside.
Listen to an insightful discussion on the fundamentals of the GP Stakes strategy, examining this investment opportunity from both the GP and Limited Partner (LP) perspectives, the key success factors for GP Stakes investors in this space and highlight underwriting approach to illustrate market dynamics and best practices.
Gilles Dusaintpere
Head of GP Stakes Investments
AXA IM Prime
Dounia Le Page
GP Stakes Investments Director
AXA IM Prime
Institutional Connect Webinar Series: Role of "Infrastructure Secondaries" in an Institutional Private Markets' Portfolio
Private infrastructure has amassed sizeable AuM (~$1 trillion in 2023) in just over two decades and this is expected to grow even further over the medium term due to the sectoral tailwinds seen in energy transition and digitalization themes. As a result of this growth in Infrastructure AUM, the unrealised value of assets held by fund managers has seen accumulation which create an opportunity for secondaries investors to access this unrealised value and provide exit to investors who may be in need for liquidity for various reasons. In this webinar, we went through the current state of the private infrastructure market, and explored the type of transactions available on secondaries market (LP and GP led) with their respective benefits (generate liquidity, rebalancing portfolio, reduce J-curve, raise growth capital, etc.). As well, we took a couple of examples to put things into context and showed why the relevant information and underwriting capabilities were required to identify and invest into these secondary opportunities.
Faraz Qureshi
Infrastructure Investment Executive Director
AXA Investment Managers
European Real Estate Credit Opportunity
Falling values and disruption across the debt sector has hampered the normal free flow of global real estate investment. However, as previous cycles have shown, this can be precisely the time that offers most opportunity for investors. This webinar will explore the current status of European real estate debt markets, the sectors that offer potential, and considerations when investors approach this market.
Edoardo Crotta
Executive Director Responsible for RE debt strategies
Tikehau Capital
Matthew Wallace
Director
Tikehau Capital
European Real Estate Outlook
European real estate provides diversification benefits to institutional portfolios. The investment volumes rollback presents opportunities for investors to seize. Meanwhile, ESG at the heart of real estate assets has a direct and positive impact on underlying asset value. This webinar will dissect the current status of European real estate market and key trends by sub-sectors, as well as how ESG plays a crucial role in this market.
Frédéric Jariel
Co-Head of Real Estate
Tikehau Capital
Pierre Vaquier
Co-Head of Real Estate
Tikehau Capital
Inspire Inclusion in Investment Industry
Attaining gender parity in the investment industry requires women to actively pursue and inspire, while employers and the industry must foster inclusive work environments.
Aligned with the campaign theme of International Women’s Day 2024,”Inspire Inclusion,” this webinar aims to bring together women leaders to share their experiences in pursuing careers in the investment industry, alongside organizational leaders who will discuss strategies for creating inclusive workplaces.
Renée Couture
Associate Director, Buyside Products Specialist, Canada
Moody's Analytics
Rachel Wade
Diversity, Equity and Inclusion & Employee Experience
Alberta Investment Management Corporation (AIMCo)
Darcie James Maxwell
Head of Canadian Operations, Data & Analytics Solutions
BNY Mellon and CIBC Mellon
Sunita V. Mahant
Head of Social Impact and Inclusion, Sustainable Investments
Ivanhoé Cambridge
Ju Hui Lee
Head of Market Risk
United Nations Joint Staff Pension Fund (UNJSPF)
Stephen Allen
Senior Institutional Client Manager
Fiera Capital
Private Debt Secondaries to enhance liquidity in institutional portfolios
Amidst an environment marked by heightened inflation and constrained liquidity, investors in the private capital sector are actively seeking avenues to enhance liquidity. Join us for an insightful webinar on Private Debt Secondaries, a growing asset class poised to address this pressing need. Delve into its origins, explore the diverse transaction types it encompasses, and gain valuable insights into its evolving market landscape. Uncover the motivations driving sellers to engage in secondary transactions and track the evolution of pricing dynamics within this second market. Discover the untapped potential of Private Debt Secondaries as an attractive investment opportunity for institutional investors.
