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Increasingly, investors are asked to navigate difficult markets and find ways to generate returns amidst low growth and high volatility environments. How can you look to harvest the illiquidity premium efficiently? In our alternatives podcast series, we examine the investment universe and address our clients’ need to have a holistic view of alternatives in analysis for their investment portfolio.

The road to infrastructure investing

In this episode, our experts discuss how policies around public-private partnerships could lead to opportunities in infrastructure investing and how to balance the risks. (36:39 min.)

Featuring:
Michael Cembalest, Paul Ryan, Anton Pil

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More alternatives episodes coming soon

Private equity - Release date: April 27

Hedge funds - Release date: May 11

Constructing an alternatives portfolio - Release date: May 25


Previous episodes from this series

Year of core: Opportunistic vs. late cycle real estate investing

In this episode, Brian Nottage, Kenneth Tsang, Joe Valente and Declan Canavan discuss where different regions are in the real estate investment cycle and how that impacts real estate investments, opportunities and diversification within each region as well as globally. (41:42 min.)

Featuring:
Brian Nottage, Kenneth Tsang, Joe Valente

PLAY EPISODE          Submit here for CFA credit >

 

The Center for Investment Excellence features an expanding set of podcast series across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios for your institution.