Session Description:

Economic growth remains challenging, and inflation has been with us for longer than originally forecasted. What is top of mind for CIOs as they consider the macro picture and determine the investment strategies for the remainder of 2023 and 2024? 

• Is there indeed a recession around the corner?
• How do you expect volatility to evolve through year-end, and what are the best strategies to hedge against them?
• Where are you seeing the most attractive opportunities in alternatives today?
• Are you making any significant changes to your allocation strategies in alternatives in the coming year?
• How actively do you plan to commit to venture capital and hedge funds in the year ahead?
• What are your thoughts on emerging ideas in alternatives?
• What are the implications of vulnerabilities that have been exposed in the banking industry?
• How do geopolitical events factor into your private markets strategies?
• What role do you expect diverse managers to play in your portfolio in the year ahead? Do you have any specific plans to increase assets managed by diverse managers in your portfolios?