"Alternative States": Quarterly Alternatives Investment
Thursday, 4th September | 3pm BST
Outlook for alternative investments and beyond
Against a backdrop of heightened geopolitical uncertainty, not to mention the potential for widespread disruptions across global supply chains, the importance of diversification has, in our view, sharpened in recent months.
For investors allocating to private markets, we may now be entering a period marked by valuation divergence and capital misallocation, potentially offering a dynamic mix of risk and opportunity, which in turn, could benefit flexible, fundamentals-driven investors. While this environment also creates potential opportunities for hedge funds - especially in a world where traditional asset class relationships are evolving—it may facilitate diversification within an investment portfolio.
Join us for an in-depth exploration of the strategies, approaches, and conditions shaping private markets and hedge funds in the months ahead. Gain insights from Mercer’s global and European Alternatives specialists as they share their top ideas and highlight areas to approach with caution. A replay will be available after the event for those who register but are unable to attend live.
Meet the speakers
Host:
- Zeenat Patel, Alternatives Investment Director
Mercer’s Best Alternatives Investment Idea:
- Mike Forestner, Global CIO, Private Markets
Deep dives by Mercer’s & Head of Asset Classes:
- Hedge Funds: Tomasz Kierzkowski, Senior Portfolio Manager, Hedge Funds
- Private Debt: Emily Sun, Senior Investment Specialist, Private Debt
- Infrastructure: Julia Schiffer, Head of Infrastructure - Europe