Investment professionals from pension funds, endowments and family offices in the UK and Europe were brought together for an investment think-tank with leading academics from London Business School and Cambridge University to discuss the latest investment thinking and application to institutional investors’ portfolios.
The academics presented to the investors who then discussed the outtakes and the implications of the lectures with their peers via roundtable discussion.
The highly interactive format, expertly facilitated by Conexus Financial and conexust1f.flywheelstaging.com with sponsorship support from Winton, allowed for the fusion of academic thinking and investment best practice, giving investors an edge in their decision making.
The presentations were:
• Investing in financial assets for the long term, presented by Elroy Dimson
• Hedge fund factors and extracting absolute returns, presented by Narayan Naik
• Incorporating lessons of financial history into investment practice, presented by David Chambers
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London investment think-tank
Cambridge, David Chambers, Elroy Dimson, Investment Think Tank London, London Business School, London investment think-tank, Narayan Naik, Winton
Asset Classes
Nest favours institutional-first managers as retail exodus pressures private credit
Nest, the largest workplace pension in the UK, says that private credit managers who prioritise institutional clients will be more favourably viewed. The £61 billion ($82 billion) fund has awarded a £450 million ($605 million) US direct lending mandate to Crescent Capital this month, citing the manager's institutional-client-first approach as a key attraction.
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PennPSERS reports carried interest
PennPSERS has announced it pays its private equity GPs about 20 per cent of investment profits. The reveal from the $56.7 billion public pension fund, which came after a laborious process involving 500 staff hours, expands on its commitment to transparency.
South Dakota takes risk to bottom rung
The $14.2 billion South Dakota retirement system is sitting on cash and T-bills to hedge against equity-type risk seeping into its portfolio. The fund remains opportunistic and won’t rule out fossil fuels.
Rise of the unicorns: venture capital
The increase in privately held start-ups has piqued interest in venture-capital markets. The opportunities are there but investors must realise that technological innovation has changed the game.
Going direct puts wind in PFA’s sails
The $77 billion Denmark pension fund PFA has turned to direct investment for its alternatives, taking stakes with varying levels of risk in areas such as telecommunications and wind farms.
CalPERS shake-up may delay PE plans
The surprise ousting of CalPERS board president Priya Mathur heralds a leadership shake-up that could place final approval of an expanded private equity program on hold.
Investors feel banks’ lending pinch
Post-GFC regulation has driven up the cost of bank funding. Professor Darrell Duffie explained the impact of the end of ‘sovereign uplift’ and offered ideas to create competition and lower costs.
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