Chairperson’s Opening Remarks
Private Market Assets in the Post-Pandemic Portfolio
- Risk-adjusted returns: Do private market assets justify an illiquid premium?
- Diversification: How correlated are private assets to public markets?
- Portfolio construction in private market assets
- The “hidden” risks: Foreign exchange exposure in private asset portfolios
Constructing Private Credit Portfolios
- Diverse spectrum of private credit strategies;
- Comparison of return expectations and risk profiles: senior debt, distressed, trade finance strategies, etc.;
- How private credit sector has been impacted by COVID
Private Debt Investment Opportunities in North America and Europe
- Review of investment opportunities;
- Sourcing deals and conducting due diligence;
- Structuring covenant protection for investors
Investing in Canadian Real Estate Markets
- What do post-COVID real estate markets in Canada look like?
- Sector outlook: Multi-Residential, Industrial, Office, Retail
Global Real Estate Outlook and Investment Strategies Post-Pandemic
- Real estate trends accelerated by COVID
- Investment models for a global real estate portfolio
- Climate change, technology, and future of real estate investing
Private Markets Reporting and Cost Transparency
- Benefits for LPs and GPs to adopt global data standards
- Challenges facing industry constituents in implementation process
- LP and GP collaboration – what needs to be done