Agenda

GAM LSA Private Shares Strategy

Innovative companies are increasingly choosing to stay private for longer, reshaping the traditional IPO timeline. As the average age of companies going public continues to rise, late-stage venture capital (VC) investments are coming into focus. Kevin Moss, late-stage VC expert and Portfolio Manager, will discuss why companies are staying private for longer and explore the investment implications. Kevin will share insights into navigating the late-stage VC landscape and how to optimise your investment strategy in an ever-evolving market environment. GAM, in partnership with Liberty Street Advisors (LSA), provides access to a diversified portfolio of leading privately-owned companies with a focus on late-stage high-growth innovation businesses.

Infrastructure debt offers investors diversification, low volatility and long-term, predictable, recurring income. Its steady cashflows and resilience to economic downturns provides a stable base for any portfolio. Gravis has a 14-year track record investing in the sector. Albane Poulin, Head of Private Credit at Gravis, will provide an overview of the growing role of private credit in financing diverse and essential infrastructure projects across energy, digital, social, and mobility sectors.

In this session, hosted by Schroders Greencoat, we will discuss the opportunity in energy transition infrastructure globally and how UK private client wealth managers can now access this theme through a growing range of structures. We will discuss the market dynamics, dive and risk returns available to investors as well as the opportunities on offer today to investors. We will introduce the Schroders Greencoat Energy Transition semi-liquid strategy which offers a single access point to a global portfolio of energy transition infrastructure diversified across geographies and technologies.

M&G Real Assets Fund

In this session, M&G Investments will discuss why they have been such a long standing investor in real assets and more specifically infrastructure equity. The presentation will look to the key characteristics of the space, from potential inflation protection through diversification to how downside protection can be incorporated in deals whilst still striking for double digit growth. Anish Majmudar will cover on the tailwinds supporting the space, the evolving opportunity set including case studies to give real life illustrations. He will then touch on M&G’s Real Assets strategy, a newly launched evergreen private markets solution providing access to an established and substantial portfolio of mid-market assets across power, logistics, utilities and digital as well as growing areas such as natural capital.