Thank you, National Conference on Public Employee Retirement Systems, for having Sean Armstrong, CFA share his real estate perspectives and the segments we believe present opportunities in this challenging environment.
This morning's #ACE2024 sessions covered a wide range of topics--from private credit to #publicpension leadership. https://lnkd.in/e8bjw2if Lee Ferridge, State Street shared his unique perspective on the outlook for the US and global economies, including the potential impact of the November election on stocks, bonds, credit, and the dollar. Bruce Richards, Marathon Asset Management explored the advantages and challenges to investing in both public and private credit. Marcie Frost, CEO of CalPERS, sat down with Julie Truck Tatge, Pensions & Investments, for a fireside chat to discuss Marcie's perspective on the culture of success that she brings leading the largest and one of the most complex pension plans in the country. Peter Palandjian, Intercontinental Real Estate Corp, and Sean Armstrong, Westport Capital Partners, explored current real estate market trends, forecasted market conditions, and the implications for pensions when considering commercial real estate investments. R. Ryan Falls, Milliman and Derrick Dagnan, Fort Worth Employees' Retirement Fund (FWERF), discussed how actuaries and investment teams can come together for important retirement system initiatives like setting the investment return assumption and working through assumptions for asset liability modelling. Chris Tessman shared insights from Wilshire's asset allocation study to help #publicpensions build resilient portfolios, particularly during periods of economic stress. Mina Pacheco Nazemi, Barings highlighted the importance of investing in infrastructure for the next generation, emphasizing the integration of various aspects such as digital infrastructure, energy transition, circular economy principles, and overall sustainability.
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