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Workshops
Workshops
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EQT Nexus: Enabling access to the world of Private Equity
EQT is one of the top 3 Private Equity firms in the world and they have been delivering top quartile performance since 1994. Their returns have also outperformed public markets consistently.
The firm was founded with a Nordic and industrial heritage, backed by the Wallenberg family of Sweden. They are thematic investors in Healthcare, Technology and the Energy transition across Private Equity and Real Assets. EQT believes in future-proofing companies by accelerating their digitalization and sustainability agenda.
EQT Nexus is a semi-liquid Private Equity fund that will invest in the best of EQT’s value-added Private Markets strategies across their flagship funds and make direct co-investments in companies alongside these funds – effectively giving individual investors similar access as EQT’s largest institutional investors, without the J-curve.
Workshop Objectives:
- What type of semi-liquid strategies are there now, how are they different, and how does EQT Nexus fit in?
- What is EQT Nexus like today in terms of portfolio construction, allocation, and how has it performed so far?
- What does the future hold for semi-liquids at EQT?
Company Profile: EQT is a purpose-driven global investment organization solely focused on active ownership strategies. Originated in the Nordics, with a cemented position in Europe, deep roots in Asia and a growing footprint in North America, EQT supports companies in achieving sustainable growth, operational excellence and market leadership. As such, EQT has a track record of three decades of delivering consistent and attractive returns to its investors across multiple geographies, sectors and strategies.
EQT has EUR 232 billion in total AUM (EUR 128 billion in fee-generating AUM) within two business segments – Private Capital and Real Assets, and has more than 1,800 employees based in offices across 20 countries.
More info: www.eqtgroup.com
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Speakers
William Vettorato
Managing Director and Head of Fund Strategy
William joined EQT in April 2023 as Head of Fund Strategy from Partners Group, where he had been the Senior Portfolio Manager of their Global Value SICAV fund in addition to being responsible of the portfolio management of key private wealth management offerings (ELTIFs, master-feeder structures, joint-initiatives). When he resigned from Partners Group (November 2022) he was managing private markets portfolios in excess of EUR 11bn NAV. Prior to joining Partners Group, William worked at Morgan Stanley in London as a financial engineer and exotic option structurer.
William holds a master’s degree in Financial Econometrics from the University of Venice, Italy and a master’s degree in quantitative finance from the Swiss Federal Institute of Technology (ETH).
Representatives
Sueann Yeo
Head of APAC Private Wealth Client Relations & Capital Raising
Sueann Yeo joined EQT Partners in April 2022. She is a CR Director and will lead the Private Wealth Management Capital Raising of APAC based in Singapore.
Prior to joining EQT Partners, Sueann was an Executive Director and Head of Alternative Investments (Southeast Asia) at J.P. Morgan Private Bank. She focused on Ultra-High Net Worth individuals and Family Offices investors coverage.
Sueann received a BBM with a major in Finance from Singapore Management University. She is also a Chartered Alternative Investment Analyst (CAIA) charter holder.
Marco Tsang
Associate Director, Private Wealth Client Relations & Capital Raising
Marco Tsang joined EQT Partners as a member of the Private Wealth Client Relations and Capital Raising APAC team, based in Hong Kong.
Prior to joining EQT Partners, Marco worked at J.P. Morgan Private Bank, where he was a Vice President and Client Advisor covering Ultra-High Net Worth Individuals and Family Offices from the Hong Kong and Thailand markets. Prior to that, he worked in the Investment & Portfolio Counselling team at HSBC Private Bank.
Marco holds a Bachelor's Degree with Honours, majoring in Finance, Account and Management from The University of Nottingham. He is also a Certified Private Wealth Professional (CPWP).
Real Estate: Income and Growth From the World’s Most Dynamic Cities
In this uncertain market environment, investors struggle to enhance returns and reduce risk. Is real estate doing its job as an inflation hedge and, in particular, can private REITs help to achieve investment goals? In this workshop, Carsten Kebbedies will discuss the difference between public vs private REITs and what investors can gain exposure and access to through them. Carsten will dive into sector trends, where we see opportunities and how the Fed’s direction is expected to impact transaction and deployment activity, and what makes Nuveen’s Global Cities REIT strategy unique from its peers.
Speakers
Carsten Kebbedies
Vice President – Asia Pacific, GC REIT and Head of Funds Management and Alternatives, Asia-Pacific, Nuveen Real Estate
Carsten Kebbedies serves as Vice President – Asia Pacific for GC REIT. Mr. Kebbedies also serves as Head of Funds Management and Alternatives, Asia-Pacific for Nuveen Real Estate where he provides oversight and fiduciary accountability for investor mandates in the Asia-Pacific region. In addition, Mr. Kebbedies oversees strategy, acquisitions, dispositions and operational activity for all alternative real estate sectors in the Asia-Pacific region. Prior to his current role, Mr. Kebbedies led Nuveen Real Estate’s Product and Solutions division in the Asia-Pacific region.
Mr. Kebbedies joined Nuveen Real Estate in 2006 and relocated to Singapore in 2014. Prior to Nuveen Real Estate, he was at KPMG where he worked on private equity transactions.
Mr. Kebbedies holds a first and second state examination in Law and Business Studies from the University Osnabrück, Germany. He also holds a Master’s Degree (LL.M) from the University of Hull, U.K. in International Business Law.
Representatives
How Gold Can Enhance a Portfolio’s Risk-adjusted Performance
There are many motivating factors for when and why to allocate to gold, with either significant market turmoil spurring investors to seek defensive positions, or extreme market rallies in the gold price attracting interest. However, over the long term, gold stands out as a persevering source of portfolio diversification. Gold’s diverse, global demand among both cyclical and countercyclical sectors can help drive key strategic benefits for portfolios including its persistently low correlations to other asset classes as well as its ability to protect against tail risks and deliver long-term capital appreciation potential. These characteristics may aid in providing efficient portfolio diversification while reducing portfolio drawdowns and volatility resulting in improved risk-adjusted portfolio performance.
Workshop Objectives:
- Overview of the role of gold in a portfolio
- Understanding of how gold performs during a variety of business cycles
- Characteristics of gold which may aid in efficient portfolio diversification
Company Profile: For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth largest asset manager* with US $3.69 trillion† under our care.
*Pensions & Investments Research Center, as of 12/31/22. †This figure is presented as of September 30, 2023 and includes approximately $58.13 billion USD of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.
Speakers
Robin Tsui
APAC Gold Strategist
Mr Robin Tsui (CAIA, CA ANZ, HKICPA) is the APAC Gold Strategist at State Street SPDR ETFs of State Street Global Advisors. In his capacity as APAC Gold Strategist, Robin supports institutional and intermediary sales efforts in APAC to increase investor awareness of SPDR Gold ETFs and to grow their market shares through the development of research, education, product positioning collateral and client engagements. Prior to this role, Robin served as the Interim Head of SPDR ETFs for Hong Kong. Robin holds the Chartered Alternative Investment Analyst designation (CAIA) and is both a Chartered Accountant in Australia & New Zealand (CA ANZ) and a Certified Public Accountant in Hong Kong (HKICPA).