Navigating the Challenges of Blending Private Assets in a Diversified Portfolio

Navigating the Challenges of Blending Private Assets in a Diversified Portfolio

4 Oct 2023

Join us for a thought-provoking discussion on navigating the challenges of blending private assets in a diversified portfolio. Hear from our distinguished panel of speakers on how to incorporate private assets in portfolio construction, and how to track and monitor their performance. Learn about the appropriate valuation framework to promote transparency in private assets, and understand how the gap of risk metrics across different assets classes can be bridged.

The programme summary is as follows:

Time

Programme

11:45am 12:15pm

Registration
Light Lunch & Networking

12:15pm 12:25pm

Welcome Remarks
Trevor Persaud, Chairman of
IMAS Risk and Performance Committee

12:25pm – 1:25pm 

Panel Discussion:
Navigating the
Challenges of Blending Private Assets in a Diversified Portfolio
 

As portfolio allocations to private assets continue to grow steadily, questions surrounding the aggregation of different metrics have become increasingly significant. While liquidity and cash management often take the spotlight, the aggregation of risk and performance metrics presents its own set of challenges. These metrics are intricately tied to the unique valuation frameworks that distinguish private markets from their public counterparts.

Panelists:
Tan Yin Hoon, Client CIO, APAC Multi-Asset Strategies & Solutions,
BlackRock

Charlene Lim,
Senior Vice President, Financial Advisory Services, Houlihan Lokey

Aaron Filbeck,
Managing Director and Head of UniFi, CAIA

Moderator:
Pierre Soens,
Director, BlackRock & Member of IMAS Risk and Performance Committee

1:25pm – 1:45pm

Q&A

2:00pm

End of Event

Event Details
Date: Wednesday, 4 October 2023
Time: 11:45am – 2:00pm (SGT) 
Location: PwC Office
                 7 Straits View, Marina One,
                 East Tower, Level 12
                 Singapore 018936


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