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Special Report: Private Markets

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Stockholm (HedgeNordic) – In this special report on Private Markets, we want to take a closer look at various strategies and instruments traded in the private asset space.

Magdalena Högberg, Head of Strategic Asset Allocation and Quantitative Analysis at the Fourth Swedish National Pension Fund (AP4), explains the decision to create a separate real assets allocation – consisting real estate and infrastructure – instead of a broader alternatives portfolio in “AP4’s True “Alternative.” In a discussion with Mike Bessell from Invesco Real Estate, we look at “European Real Estate in the New Economic Climate.” Emerging markets specialist Emso Asset Management elaborates on “Speciality Finance in Emerging Market Private Credit,” while Jussi Tanninen and Matias Hauru then move on to explaining “ESG Implementation in Mandatum’s Private Debt Program.”

Christoffer Sundberg and Mattias Lindfors discuss the objective of HCP Bricks, a by-product of the collaboration between Helsinki Capital Partners and Cobbleyard Real Estate, to serve as a “Value-Add Gate to Core Real Estate” and Kerstin Lindgren of RBC Investor & Treasury Services explains why “The Domicile Choice Shan’t Raise Eyebrows” when launching a new fund in the private markets space. 

From Gilles Lafleuriel we hear about “Obligo’s Approach to Future-Proofing Infrastructure” and Christoph Junge, Head of Alternatives at Danish pension provider Velliv, then discusses why more investors are turning towards alternative investments in the hope to find “The Holy Grail of Portfolio Diversification.”  

In “Trees: a Natural Inflation Hedge,” Jyri Hietala and Kari Kangas from United Bankers explain the origins of the inflation-hedging properties of forestry investments and their role in portfolio diversification. In an editorial piece, Filipe Albuquerque from NordSIP makes “The Case for Impact through Private Equity and Private Debt.”

To finish off, Lars Granat Jensen of RareWine Invest and Anders Tang of Jero share their thoughts on the role and benefits of Wine as “The Illiquid Liquid Alternative.”

We hope you have a good read with this magazine and will enjoy the summer months.

Please find the report here.

 

 

Title Pic by asiandelight—shutterstock.com

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Kamran Ghalitschi
Kamran Ghalitschi
Kamran has been working in the financial industry since 1994 and has specialized on client relations and marketing. Having worked with retail clients in asset management and brokerage the first ten years of his career for major European banks, he joined a CTA / Managed Futures fund with 1,5 Billion USD under management where he was responsible for sales, client relations and operations in the BeNeLux and Nordic countries. Kamran joined a multi-family office managing their own fund of hedgefunds with 400 million USD AuM in 2009. Kamran has worked and lived in Vienna, Frankfurt, Amsterdam and Stockholm. Born in 1974, Kamran today again lives in Vienna, Austria.

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