Session Description: Across Private Equity, Venture Capital, Real Estate, and Private Credit, the forces shaping investment strategy are growing more complex—and more interconnected. This session brings together leading voices across asset classes to unpack the most important trends and inflection points defining today’s market. From macroeconomic shifts and evolving LP expectations to innovation in deal structures and sector-specific headwinds, panelists will explore what’s impacting each space and how managers are adapting. Attendees will leave with a clearer view of the road ahead—and the strategic moves setting managers apart in 2025 and beyond.

Moderator: Carmen Ortiz-McGhee, COO, NAIC

Speakers:

• Anton Orlich, Managing Investment Director, Private Markets, CalPERS
• Kenneth Saffold, Managing Partner, O15 Capital Partners
• Robin Zeigler, Chief Executive Officer, MURAL Real Estate
• Mehdi Khodadad, Global Co-Leader, M&A and Private Equity Practice, Sidley Austin