In An Uncertain Market, Can Alternatives Deliver? – Nuveen – 2.1.23

Overview:
Title: In An Uncertain Market, Can Alternatives Deliver?
Date: Wednesday, February 1, 2023
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

Today’s markets are being buffeted by rising rates, slower economic growth, and the “denominator effect” of falling equity and bond prices skewing portfolios – resulting in unintentionally overweighting private asset allocations. We believe that this calls for a reassessment of portfolio construction strategies across public and private markets to potentially enhance outcomes and manage volatility.

Join this conversation with leaders from our portfolio strategy, private credit, and private real estate teams to discuss their outlooks for the year ahead and their thoughts on allocation, risk and opportunity.

We will discuss:

  • Outlook for 2023 – where are markets headed?
  • What to expect from alternatives? How will these markets differ from public markets in the coming year?
  • Evolving risks & opportunities in private markets.
Accepted for 1 CFP®/IWI/CFA CE Credit.

Speakers:
Lauren Ferry Lauren Ferry Head of Portfolio Strategy and Solutions Nuveen

Lauren leads Nuveen’s Portfolio Strategy and Solutions team. She oversees the team’s macroeconomic, investment and portfolio construction research and the curation of client led and portfolio based thought leadership. The team partners with the firm’s clients in portfolio consulting engagements, delivering forward looking performance and risk analytics to develop custom asset allocation strategies that span public and private markets.

Prior to joining Nuveen in 2019, Lauren was a multi-asset client portfolio manager for Schroders for almost a decade. While at Schroders, she developed and executed the team’s strategy for the U.S. institutional and intermediary channels. Prior to Schroders, she worked in product development roles covering a diverse range of strategies at PineBridge Investments (formerly AIG Investments) and AllianceBernstein. Lauren began her career at Cambridge Associates.

Lauren graduated with a B.B.A. from the College of William & Mary and an M.B.A. from the New York University Stern School of Business.
SpeakerName Donald Hall Head of Research, Americas Nuveen Real Estate

Donald is the Head of Research for the Americas at Nuveen Real Estate. Using a mix of nontraditional and traditional data sources and the expertise of the professionals within the organization, Donald strives to uncover insights that help shape market-beating property portfolios.

Prior to joining Nuveen Real Estate in 2021, Donald led abrdn’s (formerly Aberdeen Standard Investments) Real Estate Multi-Manager program in the Americas. His role involved sourcing, underwriting, and investing in commingled private equity real estate funds, clubs deals, co- investments, and joint ventures on behalf of abrdn’s fund-of-fund products and separately managed accounts. Prior to his role in investments, Donald was abrdn’s Head of Americas Real Estate Investment Research. Donald began his career in real estate research and strategy at CoStar Advisory Services, where he ascended to Managing Consultant, Senior Real Estate Economist. As a consultant, Donald would harness CoStar’s big-data capabilities to uncover winning strategies, identify undervalued submarkets and subsectors, optimize portfolios, and advise on individual transactions.

Donald graduated with a B.S. from Penn State University’s Schreyer Honors College and an M.B.A. from the Boston College Carroll Graduate School of Management. He is a member of the Urban Land Institute Research Forum and serves on Nuveen Real Estate’s Americas Investment Committee.
Randy Schwimmer Randy Schwimmer Co-Head of Senior Lending Churchill Asset Management

Randy is co-head of senior lending and oversees senior lending origination and capital markets for Churchill Asset Management, an investment specialist of Nuveen.

Randy has broad experience in middle market finance and is widely credited with developing loan syndications for middle market companies. Prior to joining the firm, Randy served as a senior managing director and head of capital markets and indirect origination at Churchill Financial. In those positions, he took responsibility for all loan capital markets activities and for managing the firm’s indirect origination platform. Before that, he worked as managing director and head of leveraged finance syndication for BNP Paribas. He spent 15 years at JP Morgan Chase in corporate banking and loan syndications, where he originated, structured and syndicated leveraged loans.

Randy graduated with a B.A., cum laude, from Trinity College and an M.A. from the University of Chicago.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION AND NOT FOR USE BY RETAIL INVESTORS.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.

The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature.

Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example.

Important information on risk
Investing involves risk; principal loss is possible. Debt or fixed income securities are subject to market risk, credit risk, interest rate risk, call risk, derivatives risk, dollar roll transaction risk and income risk. As interest rates rise, bond prices fall. Below investment grade or high yield debt securities are subject to liquidity risk and heightened credit risk. Foreign investments involve additional risks, including currency fluctuation, political and economic instability, lack of liquidity and differing legal and accounting standards. Please note investments in private debt, including leveraged loans, middle market loans, and mezzanine debt, are subject to various risk factors, including credit risk, liquidity risk and interest rate risk.

Real estate investments are subject to various risks, including fluctuations in property values, higher expenses or lower income than expected, and potential environmental problems and liability. Please consider all risks carefully prior to investing in any particular strategy. A portfolio’s concentration in the real estate sector makes it subject to greater risk and volatility than other portfolios that are more diversified and its value may be substantially affected by economic events in the real estate industry. International investing involves risks, including risks related to foreign currency, limited liquidity particularly where the underlying asset comprises real estate, less government regulation in some jurisdictions, and the possibility of substantial volatility due to adverse political, economic or other developments.

Nuveen provides investment advisory services through its investment specialists.

This information does not constitute investment research as defined under MiFID.

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