Altaroc Discovery is an evergreen private equity fund offering institutional-quality access through a differentiated secondary-focused strategy. By acquiring mature fund interests at a discount, it eliminates the J-curve effect, ensures immediate diversification, and delivers early performance visibility. The fund is deployed via two dedicated SMAs managed by top-tier secondary specialists—CVC Secondary Partners and Future Standard—ensuring conservative, selective investments with no leverage. This structure allows flexible capital deployment, monthly liquidity, and reinvestment of all cash flows. Altaroc Partners, an independent firm with deep expertise and full investor alignment, oversees the strategy. Favorable market conditions—attractive discounts and strong deal flow—make this an ideal time to launch an evergreen secondary vehicle.

Workshop Objectives:

• Secondary Focus: Prioritize mature, discounted assets to avoid the J-curve and ensure early NAV uplift.
• Efficient Deployment: Use SMAs for flexible, real-time capital allocation and fast ramp-up.
• Liquidity & Reinvestment: Enable monthly flows and systematic reinvestment to compound returns.
• Manager Quality: Partner with top-tier, independent managers for disciplined, leverage-free execution.

Since “Liberation Day,” a new world order has reshaped global trade, opening compelling opportunities in commodities trade finance.

Infrastructure buildout, deglobalisation, and green capex are driving a new commodity cycle and fuelling demand for essential materials. Yet the sector remains underinvested and undersupplied with capital. Providing credit to commodity-linked corporates and sovereigns offers attractive short-duration income, strong diversification, and low correlation to traditional yield assets. The Gemcorp Commodities Alternative Products Fund (GCAP) enables investors to capture this opportunity through a semi-liquid structure designed to deliver resilient income and long-term growth.

Workshop Objectives: Introduce participants to commodities credit and trade finance, its characteristics and how it can be used to help to achieve uncorrelated, short duration high income in a potentially changing environment.

Company Profile: Our mission is to redefine emerging markets investing for our clients through the power of private capital. We believe that private markets offer an enlarged investment universe; providing access to more opportunities that generate strong, low correlation returns. 

We are an Emerging Markets specialist asset manager, with a focus on private credit. We have grown to over $1bn in AUM and allocated more than $8bn to investments across emerging markets since our inception in 2014. As a signatory of the UN PRI, ESG is integral to our research, investment, and risk management processes. Over the last decade we have refined our investment approach and continue to provide innovative strategies that allow investors to capitalise on the growth opportunities within emerging markets.

With public markets trading near all-time highs, investors may be looking for opportunities in “unloved” areas that have not yet participated in the recovery. In this presentation, Richard Hickman, HarbourVest Managing Director, sheds some light on how investors can access value opportunities in private markets through a listed structure

Company Profile: HarbourVest Global Private Equity (HVPE) is a listed investment company that provides investors with access to private company investments. Listed on the Main Market of the London Stock Exchange, HVPE sits in the FTSE 250 and has net assets of $4.1  billion and a market capitalisation of approximately £2.0 billion as at 31 July 2025. HVPE invests exclusively in HarbourVest managed funds. HarbourVest Partners is an independent, global private markets asset manager with over 43 years of experience.

Infrastructure offers investors consistent returns, downside protection, and true portfolio diversification, driven by stable demand for essential services and resilience against market volatility and inflation. 
Macquarie Asset Management (MAM) is a global leader in infrastructure investing, with over $US210 billion in assets under management and a 30-year track record of delivering value through deep industry expertise and active management.
Macquarie Infrastructure Fund (MIF) provides investors with a single access point to Macquarie’s institutional infrastructure platform, offering immediate diversification across sectors, asset types, and geographies. Backed by Macquarie’s $500 million balance sheet support and deep industry expertise, MIF targets attractive risk-adjusted net returns of 10–12% and a yield of 3–5%, underpinned by high-quality, inflation-protected assets and proven deal sourcing capability.
MIF is designed for investors seeking institutional-quality infrastructure exposure, combining steady yield, balanced growth, and downside protection.

Workshop Objectives: To highlight the portfolio benefits of private infrastructure and demonstrate why the Macquarie Infrastructure Fund (MIF) is a compelling way for investors to access the asset class.

Company Profile: Macquarie Asset Management is a global asset manager, integrated across public and private markets. We focus on generating positive outcomes for our clients, portfolio companies and communities. This starts with understanding their needs and providing solutions that seek to deliver superior results over the long term.
Trusted by institutions, governments, foundations and individuals to manage approximately $A941.01 billion in assets , we provide a diverse range of investment solutions including real assets, real estate, credit and equities & multi-asset.

1.    As at 31 March 2025

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 Objectives: 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 has been investing for private and institutional clients for over 90 years. Our principles of long-term investing, responsible asset management and active fund management have always formed the basis of our approach.

We consider it our responsibility to strive for long-term, sustainable returns in line with our clients' investment and asset accumulation goals. We find that investors are increasingly striving to align their investments with their environmental and social values. With a whole range of funds, we help to meet this need.