Secondaries can be an attractive option for individual investors who are looking to diversify their portfolios and potentially generate attractive risk-adjusted returns through private markets.
Secondaries funds typically contain a range of different underlying funds and strategies bringing greater diversification than you would get by investing in a primary private market fund.
Since our founding in 1990, Coller Capital has been a forerunner in secondaries, remaining proudly independent throughout. Our pioneering past has led us to become a go-to partner for both institutional and individual investors.
Continuing to push the boundaries of what’s possible in private markets, our consistent and collaborative approach to responsible investing has earned us trust and recognition from long-term partners around the world. As a global, close-knit team of specialists, wholly focused on secondaries, we invest with confidence and clarity.

Workshop Objective: Find out more about private market secondaries and assess the current market trends that make this asset class a key consideration in an alternatives portfolio. We will also cover the different types of secondaries available in the private equity and private credit space, leaving you understanding why it’s never been a better time for secondaries. 

Company Profile: Coller Capital, founded in 1990, is one of the world's leading investors in the secondary market for private assets – and widely acknowledged as an innovator in secondaries.   
The firm provides liquidity solutions to private markets investors worldwide, acquiring interests in private equity, private credit, and other private markets assets.
The characteristics of secondaries make it a well-suited investment for high-net-worth investors looking to enter the private markets. We offer perpetual funds for US and international investors.

Private equity secondaries gives investors the opportunity to gain private equity exposure and can serve as a useful diversification tool to actively rebalance portfolios. Potential benefits of a secondary strategy include: broad diversification, potential for earlier cash returns, reduced investment risk and mitigation of primary J-curve. Growing PE inventory and turnover have buoyed the secondary market since 2017, along with an LP need for liquidity, creating a strong opportunity for high quality secondary managers to generate attractive risk adjusted returns. The demand for private asset like returns from the wealth channel has driven the adoption of open-ended, semi-liquid strategies and PE secondaries, due to their fast settlement and quicker paydowns, could be an ideal asset class to be housed within these wealth focused fund structures.

Workshop Objective: Understand the dynamics of the secondaries market, asses the current opportunity set and explore how semi-liquid vehicles can capture the underlying returns while providing increased liquidity to investors.

Company Profile: At Franklin Templeton, we offer our clients a gateway to investment excellence backed by a global organization and delivered through a consistent, coordinated client experience. We’ve broadened our capabilities by attracting leading public and private market investment managers to our firm. Today, we are among the world’s largest asset managers, with offices in major financial markets, serving clients in more than 150 countries and managing nearly USD 1.6 trillion in assets*.
 
Alternatives by Franklin Templeton
Alternatives by Franklin Templeton was created to break down barriers to alternative investments, providing an important source of returns for more investors. Our clients can access a diversified platform of alternative asset capabilities backed by specialist investment managers with deep expertise in private credit, private equity, real estate, hedge funds, and digital assets. With over 40 years of experience in alternatives investing, we manage USD 256 billion* in alternative assets, making us a trusted partner in this dynamic space.

*As of 31 March 2024

Innovative companies are increasingly choosing to stay private for longer, reshaping the traditional IPO timeline. As the average age of companies going public continues to rise, late-stage venture capital (VC) investments are coming into focus.

Kevin Moss, Managing Director and Portfolio Manager of Liberty Street Advisors, Inc. (LSA) will discuss why companies are opting to stay private for longer and explore the investment implications. Gain valuable insights into navigating the late-stage VC landscape and how to optimise your investment strategy in an ever-evolving market environment.

LSA, in partnership with GAM, provides access to a diversified portfolio of leading privately-owned companies with a focus on late-stage high-growth innovation companies.

Workshop Objective: Understand why companies are opting to stay private for longer and how investors can profit from the current opportunity set

Company Profile: GAM is an active, independent global asset manager that thinks beyond the obvious to deliver distinctive and differentiated investment solutions for our clients across our Investment and Wealth Management businesses. Our purpose is to protect and enhance our clients’ financial future. We attract and empower the brightest minds to provide investment leadership, innovation and strive for a positive impact on society and the environment. 

We are proud of our Swiss heritage going back more than 40 years. We invest our clients’ capital using active strategies across Equity, Fixed Income, Multi Asset and Alternatives solutions, and as markets change we’re ready for the challenge. As our clients’ needs evolve, we seek to provide access to great investment solutions with global appeal and attractive risk adjusted returns.

Today’s structured credit market is characterised by a diverse range of asset types and instruments. These can be accessed through both public and private markets. The array of options includes asset-backed securities (ABS), collateralised loan obligations (CLO) as well as Significant Risk Transfer (SRT) transactions and other forms of private asset-backed finance such as specialty finance (SF) – two key investment areas emerging from the wake of the Global Financial Crisis. Several long-term structural themes, including the retrenchment from banks, have led to the High Yield part of the Structured Credit market to offer equity-like returns via fixed income-like investments, which we believe will appeal to investors looking for high returns, diversification, and a premium versus traditional high yield fixed asset income.

Workshop Objective: To demonstrate that High Yield Structured Credit allows us to create diversification whilst generating significant income and compelling risk-adjusted returns by leveraging market inefficiencies via securitising performing collateral, which requires specialized expertise.  

Company Profile: M&G Investments is a global asset manager with extensive expertise in the public and private markets. Our investment strategies include fixed income, equities, multi-asset, real estate, private equity, private debt and infrastructure.
M&G manages over € 361 billion (as at 31 December 2023). Our clients include insurance companies, pension funds, sovereign wealth funds, banks and private investors.
M&G takes an active approach to responsible investing and strives to continuously improve the sustainability of its investments. Therefore M&G is committed to achieve net-zero carbon emissions across all its assets under management by 2050, as well as to reduce CO2 emissions as a company to zero by 2030.