Real estate must catch-up to the ever-changing landscape of demographics and technological advancements in the sectors they support. We’ll discuss the changing mind set from a “set it and forget it” landlord to how a proactive, service-minded partner can impact real estate portfolio returns across life sciences, industrial and multi-family properties.
We’ll also discuss how real estate investments play a significant role in the reshoring of supply chains and how the American real estate market is evolving to meet these challenges. 

Workshop Objective: To learn how a proactive, service-minded partner can impact real estate portfolio returns across life sciences, industrial and multi-family properties. 

  Unlock the potential of private equity multi-strategy investing with Fidelity’s Head of Private Equity Multi-Strategy Funds, Michael Bailey. In this session, we will seek to highlight the potential advantages of diversified strategies within private equity. Attendees will gain valuable insights into the investment and private equity selection research process, including key factors influencing firm selection and strategy execution. This session will also focus on the risk/return profile of multi-strategy investments, offering a deeper understanding of how risk management and performance potential are balanced in this space.

Workshop Objective: Review opportunities in the private equity markets and how the Fidelity Private Equity Multi-Strategy Fund leverages research to seek consistent, competitive, and risk-adjusted returns. 

Company Profile: Fidelity Institutional® offers investment insights, strategies, and solutions, as well as trading and prime brokerage services, to a wide range of wealth management firms, asset managers, and institutional investors.

Join us to hear how to best access private and public investment opportunities in residential real estate markets, that may offer elevated income, and the potential to benefit from strong fundamental and technical tailwinds compared to commercial real estate.

Workshop Objective: Join First Eagle Investments at Citywire Private Assets for an alternative credit session focusing on:
•  Private and public investment opportunities in residential real estate markets
•  The potential for elevated income in residential real estate lending 
•  Strategy focuses on strong housing fundamentals and the supply/demand imbalance prevalent in US housing.

Company Profile: First Eagle Investments is an independent, privately owned investment management firm headquartered in New York with approximately $138 billion in assets under management (as of 6/30/24). With a focus on active, fundamental, benchmark-agnostic investing and downside mitigation, First Eagle has helped its clients avoid the permanent impairment of capital and earn attractive returns across economic cycles. The firm offers a range of differentiated strategies featuring equities, fixed income and currencies, alternative credit and real assets.

*The total AUM represents the combined AUM of (i) First Eagle Investment Management, LLC, (ii) its subsidiary investment advisers, First Eagle Separate Account Management, LLC, First Eagle Alternative Credit (“FEAC”) and Napier Park Global Capital (“Napier Park”), and (iii) Regatta Loan Management LLC, an advisory affiliate of Napier Park. The total AUM includes $1.1 billion of committed and other non-fee-paying capital from FEAC and $1.8 billion of committed and other non-fee-paying capital from Napier Park. 

The presentation provides an overview of the BSP-Alcentra platform, highlighting the firm's extensive experience and investment capabilities across the credit spectrum. Additionally, the presentation delves deeper into BSP’s differentiated investment approach, benefits of an interval fund structure and current private credit market environment.

Workshop Objective: To provide attendees with a comprehensive understanding of the BSP-Alcentra platform, its investment approach, the benefits of the interval fund structure, and the current private credit market.

Company Profile: At Franklin Templeton we offer our clients a gateway to investment excellence backed by a global organization and delivered through 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 $1.6 trillion in assets*.

* AUM is in USD as of 31 December 2023 and has been restated to include proforma AUM from Putnam Investments at the same date. Franklin Templeton acquired Putnam Investments on 1 January 2024.

Opportunity Zone Funds give advisors an opportunity to present a holistic solution that combines tax planning, financial planning and after-tax investment alpha in a singular solution. It’s a versatile tool that can address the issues that high-net-worth investors care most about, planning, liability mitigation and after-tax investment outcomes and one of the best tools available to help cultivate the referral sources that most advisors seek.

Workshop Objective: To discuss how Griffin’s top advisors have used Opportunity Zone Funds to grow their businesses by cultivating the types of high-net-worth clients, prospects, and referral sources they want.

Company Profile: Griffin Capital is a deeply experienced real estate investment management firm that has been investing across different sectors of the property markets throughout the country in a variety of investment vehicle structures for almost 30 years.
The firm has raised over $17 Billion of equity through its relationships with private wealth intermediaries and has sponsored or co-sponsored investment strategies totaling over $23 billion. The firm’s management team and employees have co-invested over $300 million of their own capital alongside investors.
Today the firm is focused specifically on multifamily development due to the attractive long-term tailwinds that support demand for the multifamily sector, its resiliency through economic cycles, and the attractive premium that can be earned through the development process.

Current trends in the private credit market, how HPS is positioned to capitalize on the opportunity set in private credit, how HPS & HLEND’s approach is differentiated vs the variety of other managers in the private credit space.  Detailing where HPS fits in the broader eco-system of private lending and our differentiating factors including sourcing, structuring, diligence, and type of assets we invest in. Overview HPS as a firm, history of our company, our offerings/strategies – among a broader discussion around private credit and the current opportunity set including, but not limited to, public credit vs private credit, M&A activity, non-sponsored opportunity set.

Workshop Objective: Education on private credit as an asset class and current opportunity, education on HPS and how we differentiate ourselves in the growing  private credit space.

Company Profile: HPS Investment Partners is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients.  We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate. The scale and breadth of our platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, we share a common thread of intellectual rigor and discipline that enables us to create value for our clients, who have entrusted us with approximately $148 billion of assets under management as of September 2024.

Join Invesco Real Estate to examine and explore how to best position real estate equity and debt strategies to create value in client portfolios. 
This session will present the investment case for US commercial real estate equity and debt and highlight the attributes of each strategy.

Company Profile: Invesco Ltd. (Ticker NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in more than 26 countries, Invesco manages US$1.7 trillion in assets on behalf of clients worldwide as of June 30, 2024.

Each session will be a 35-minute workshop hosted by Dave Lander and aiming to help investment professionals learn about KKR’s investment platforms and the novel access points that offer direct access to KKR investments for a broader swath of investors. In addition to learning about KKR’s capabilities and the evolution of product structures for accredited investors, attendees will also learn about our house views on asset allocation, opportunity set, and private markets going forward. Ultimately, investment professionals will learn how KKR investments can be integrated within an overall financial and investment plan to potentially help improve portfolio outcomes and help clients reach their goals.

Workshop Objective: The workshops are designed to help investment professionals explore KKR’s investment platforms and the innovative access points that provide a wider range of investors with direct access to KKR investments.

Company Profile: KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.

In this session we will discuss the four pillars of Lord Abbett’s alternatives strategy with a focus on the CLO platform and the current opportunity in CLO equity.

Workshop Objective: The objective of this workshop is to educate the buying community on Lord Abbett’s alternatives strategy and the current opportunity in CLO equity. 

Company Profile: As an independent investment management firm founded in 1929, our approach to investing is rooted in the belief that the interests of our clients always come first. This belief has empowered us to serve generations of clients, navigate changing markets, and earn the privilege of managing money across a full range of global investment offerings. As an investment-led firm, everything we do is defined by three defining characteristics: active management, product quality, and a singular focus.
•    We are active managers where alpha is derived through security selection.
•    We are passionate about the quality of our products with each strategy built on a core strength.
•    We are an independent firm with a singular focus on the management of money. 
 

Churchill Asset Management, an investment affiliate of Nuveen, is a leading platform in the world of private capital. As investors have broadened their search for yield and are increasingly seeking to invest in private markets, Churchill has several offerings available that take advantage of the team’s expertise within senior secured lending, junior capital, and private equity co-investments. Churchill has access to proprietary deal flow through their parent company, TIAA, and was named the #1 most active private equity lender in U.S. buyouts by PitchBook in all of 2023. Dating back to Churchill’s start in 2006, the team has maintained rigorous underwriting standards, which has led to strong performance through market cycles.

Workshop Objective: Deeper understanding of Private Capital landscape with a focus on middle market, and a clear understanding of Churchill’s competitive advantage in the space as they evaluate managers and opportunities.

Join George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors, to discuss gold’s:
Economic outlook - Soft landing, “extended period of below trend growth”, or recession?
Geopolitics - Actual: Ukraine, Israel and broader middle East. Possible: Increasing China aggression, ugly US election.

How will gold react? Demand outlook, especially jewelry, investment, and central banks. Supply outlook, including mine production and recycling.

Gold’s role in a portfolio.

Outlook for the gold price.

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. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. 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 $3.48 trillion† under our care. *Pensions & Investments Research Center, as of 12/31/21. †This figure is presented as June 30, 2022 and includes approximately $66.43 billion 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. *Pensions & Investments Research Center, as of 12/31/21

Private credit is a rapidly growing alternative asset class. As borrowers continue to see a decline in more traditional lending options after the great financial crisis, nonbank lenders have stepped in. We will discuss the evolving market and where we see opportunities.

Company Profile: As a trusted advisor to many of the world’s largest and most sophisticated investors, OHA serves as the cornerstone of T. Rowe Price’s private credit investments. The partnership combines T. Rowe Price’s deep expertise in client solutions with OHA’s extensive private credit investment capabilities.