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CloseThis event looked in-depth at structuring a private credit portfolio – key building blocks, such as direct lending, asset-based finance, real estate debt, capital solutions, etc. – and how to ‘optimize’ these to achieve a desired risk/return objective. We heard from top investors, consultants and managers in this space.
Patrick McGowan is a Managing Director, serving as the Head of Manager Research and Head of Alternative Investments at Sanctuary Wealth. In his current position, he spearheads a team that is responsible for developing Sanctuary Investment Research efforts, including overseeing the Sanctuary Investment Research Focus List, and all Alternative Investment activities, including the firm's private equity, private credit, real asset, and hedge fund investing strategies.
Shannon Saccocia, CFA, is the Chief Investment Officer at NB Private Wealth ("NBPW"), a division of Neuberger Berman. In her role, Ms. Saccocia works closely with investment leadership across Neuberger Berman to establish market views, asset allocation and portfolio recommendations tailored specifically for NBPW clients. She is also responsible for leading the NBPW investment platform to enable comprehensive delivery of the firm's investment capabilities.
Replicating hedge fund returns is not necessarily a strategy, but has become an interesting avenue for investors seeking exposure to hedge fund beta with high liquidity, low fees, and low investment minimums. However, the replication process can be done in several ways and not everything can be replicated. This panel discussion covered some approaches to replication, the trade-offs of replication vs investing in underlying funds, and the impact of the wrapper on implementation and performance.
Description: The first few years of the 2020s have either presented real estate investors with significant challenges or wonderful opportunities - it all really depends on what kind of real estate you own. A global pandemic, multi-decade high inflation, interest rate shocks, and sustainability have created significant dispersion between the winners and losers of commercial real estate. As we leave some of these significant disruptions, what is the path forward?
This "Ask Us Anything" session provided Candidates the opportunity to ask about the CAIA exams while navigating the path to becoming a CAIA Charterholder. This session was open to all interested in learning more about the CAIA exams.
The CAIA Charter program is the only designation, that delves deep into the nitty-gritties of alternative investments. It is the only organized body of knowledge that gives a well-researched and systematic knowledge about Hedge Funds (from due diligence to trading strategies) and Real Assets (valuation and risk management).
A handful of institutional investors have broken the mold when it comes to asset allocation and portfolio construction across public and private markets. By re-imagining the investment process, the role certain asset classes and strategies fit into a portfolio, many have unlocked an attractive return stream relative to other institutions. We captured some of these examples in a recent report, Innovation Unleased: The Rise of the Total Portfolio Approach, and a common question has been - how might these tenants apply in wealth management?
Authored by Steven Novakovic, CFA, CAIA
For some, ethics may be a mundane topic and likely not a regular part of water cooler conversations. But high integrity and high standards of conduct are what distinguish professionals across an industry that far too often has salacious headlines.
It is because of these periodic reports and bad actors that conversations surrounding ethics deserve a place at the forefront—guiding the investments industry towards higher standards and accountability.
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