In our Private Markets CIO Perspectives & Allocations for 2023 Live Webcast, we will be discussing the year ahead from a private markets’ perspective in the context of the current market environment.

As investors navigate an unprecedented market regime, we see private market investments as well suited to the task. Private assets continue to attract capital as investors seek better returns. We think private markets can continue to deliver for investors, but will increasingly rely on hard-to- access areas and specialist skills.

Please join our CEO Tom Douie and CIO Alexis Weber as they host a panel of guest speakers from Apollo, Neuberger Berman, Oaktree and other leading managers to present our private markets outlook and allocations for 2023.

LOOKING AHEAD

How can you position your client’s portfolio for an environment of expected economic contraction, increased inflation and expected dislocations in 2023?

Our (re)balancing act is intended to pivot portfolios towards longer-dated investments, specifically concentrated on the core macro drivers impacting portfolios today and balancing them with the fundamental secular trends that we believe will be driving growth beyond the current period of market volatility.

At PM Alpha, we adopt a top-down approach considering macro drivers and secular trends to design appropriate products for the prevailing market conditions.