The Sovereign Investor’s Guide to Investing in Real Assets

Elevated inflation readings continue to be seen across global markets. While the likelihood remains that central banks will implement controls, when necessary, to stave off the threat of runaway inflation, some investors are beginning to express nervousness. The current climate is leading many to take a fresh look at infrastructure and real estate investments, in hopes they will provide an inflation hedge across phases of the cycle, as expectations for equities and bonds begin to look down. In addition to inflation, investors are also hoping to correct long-term portfolio balance, which has been skewed heavily toward financial assets as a result of decarbonization and climate change.

Schedule: 10:00 a.m. – 11:00 a.m. (EST)

Join OMFIF and Kroll for an interactive panel to examine the opportunities that real assets can offer in the current market. The discussion will explore:

• Macroeconomic issues that affect the real asset market
  • Challenges facing sovereign investors and global developments influencing real asset investments: inflation – predictions and impacts
• Methods for the valuation of real assets
• Results from Global Public Investor (GPI) 2021 report
• The emerging resilience of financial institutions and changes supporting this resiliency

Moderator

• Efraim Chalamish, Senior Advisor and Institute Fellow, Duff & Phelps, A Kroll Business

Speakers

• Gwenola Chambon, CEO and Founding Partner, Vauban Infrastructure
• Carla Nunes, Managing Director and Institute Fellow, Office of Professional Practice, Duff & Phelps, A Kroll Business
• Mark Sobel, U.S. Chair, OMFIF

Register Now