Name: Continuation vehicles - meteoric rise, present-day dynamics and future potential
Start: 2024-02-28T14:00:00Z
End: 2024-02-28T14:01:00.000Z
Location: BrightTALK
Rating: 0

Welcome to the Manulife Investment Management BrightTALK channel.  Here, our aim is to publish a series of videos, webcasts and supporting content designed to provide relevant, informative and educational market intelligence from our in-house experts.  Past performance does not guarantee future results. This material is prepared solely for informational purposes and does not constitute a recommendation to deal or provide professional advice. https://www.manulifeim.com/institutional/global/en/

Where do co-investments fit into LPs’ portfolios, and what are their benefits? Please join Manulife Investment Management’s private equity co-investment experts, Rajiv Bakshi and Brian Albert, as they discuss:

• Why LPs like co-investments and their expectation that attractive deal flows will continue
• Choosing co-investment funds versus traditional buyout, secondaries, or funds of funds
• How they build co-investment portfolios with a relentless focus on value creation

Speakers:
Rajiv Bakshi, CFA, Managing Director, Private Equity and Junior Credit, Manulife Investment Management
Brian Albert, CFA, Managing Director, Private Equity and Junior Credit, Manulife Investment Management

Moderator by Brendan Maton, IPE

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Co-investments: opportunities & challenges of successful portfolio construction

Signs that ongoing problems in China’s property sector could spill over to other parts of the economy sparked a sell-off in Asian markets. Join our Asia investment experts Sue Trinh, co-head of global macro strategy, and Murray Collis, CIO fixed income, Asia (ex-Japan), on this 30-minute webinar as they address the challenges facing the Continent and identify pockets of opportunity within the region.

Investing in Asia: embracing long-term opportunities in the face of uncertainty

Natural climate solutions are critical to our net zero goals: Carbon-focused timberland investment can deliver the same benefits to our clients. Eric Cooperström, managing director of our impact investing and natural climate solutions, shares the investment opportunities offered by carbon-focused timberland in this six-minute video interview, recorded at the annual BAI Alternative Investor Conference, Germany.

Investing in carbon-focused timberland - an interview with Eric Cooperstrom

International carbon markets are rapidly evolving in response to the challenges presented by climate change, with a significant increase in carbon market activity, reflecting the continued rapid expansion of private sector net zero commitments. Meanwhile, interest in nature-based solutions, such as sustainable forestry, has risen markedly within a constrained supply environment. But the criticism surrounding carbon market standards continues: Looking forward, high-quality, high-integrity practices that support real, additional, and permanent carbon sequestration will be key to strengthening confidence. Clearer and more transparent standards will help transform the effectiveness of carbon markets as a means for investors and companies to meet their climate goals. 

In this session, Manulife Investment Management’s Eric Cooperström, managing director of impact investing and natural climate solutions, and Beatriz Zavariz, associate director of international carbon markets, will examine significant factors supporting the growth and integrity of global carbon markets, and provide an outlook for their future. 

Moderated by: Michael Strzelecki, CFA, managing director, business development, senior timberland portfolio manager.

Global carbon markets in 2023 and beyond

This seminar answers the questions on institutional investors’ minds regarding one of the most talked about topics in the alternative investment community. Why would a sponsor (GP) want to access the secondary market? What are the benefits to investors (LPs)? Is this a new investment strategy or a trade? Is this a win-win-win for sponsors, old investors and new investors? Why might you look to allocate to GP-led secondaries if you already invest in traditional LP secondaries? Join Jeff Hammer and Paul Sanabria, Co-Heads of Secondaries at Manulife Investment Management, as they discuss factors which led to GP-led secondaries representing half of the $134 billion[1] secondary market in 2021, and why it is likely to be a meaningful part of the secondary market in 2023 and beyond.

[1] Evercore Secondary Market Survey January 2022

Presented by:
– Jeff Hammer, Senior Managing Director, Global Co-Head of Secondaries, Private Markets, Manulife Investment Management
– Paul Sanabria, Senior Managing Director, Global Co-Head of Secondaries, Private Markets, Manulife Investment Management

Moderated by:
– Sunaina Sinha Haldea, Global Head, Private Capital Advisory, Raymond James

GP-led secondaries – motivations, mechanics, and outcomes

Against a backdrop of slowing economic growth, surging inflation and low but rising interest rates, timberland and agriculture demonstrate unique characteristics to navigate a highly uncertain market environment, while also offering attractive risk-adjusted returns and sustainability benefits. Join Christoph Schumacher, Global Head of Real Assets, Private Markets, Michael Strzelecki, Managing Director and Senior Portfolio Manager, Timberland and Julie Koeninger, Managing Director, Agriculture as they discuss the attributes that timber and agriculture offer which include portfolio diversification, a natural inflation hedge and yield. The team also share their thoughts on how real assets can provide solutions for three of the world’s greatest challenges—climate change, nature loss and rising inequality.
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Presented by: 
• Christoph Schumacher, Global Head of Real Assets, Private Markets, Manulife Investment Management
• Michael Strzelecki, CFA®, Managing Director, Business Development, Senior Timberland Portfolio Manager, Manulife Investment Management
• Julie Koeninger, CFA®, Managing Director, Business Development, Timberland and Agriculture, Manulife Investment Management

Real Assets – real solutions

Against a backdrop of net zero pledges, the ESG landscape in Asia is evolving rapidly driven by a supportive regulatory environment, surging demand, a sharpened focus on societal issues and the imperatives of climate risk. Murray Collis, Deputy CIO Fixed Income Asia ex-Japan, and lead portfolio manager of the Sustainable Asia Bond Strategy share his thoughts on how Asia’s growing sustainability drive can unlock compelling investment opportunities for fixed-income investors. While Eric Nietsch, Head of ESG Asia, discusses the region’s move towards a sustainable future and the importance of engagement. The discussion will be moderated by Thierry Taglione, Managing Director, Head of Client Portfolio Management Team, Asia and will include a live Q&A. 

Presented by:
• Murray Collis, Deputy Chief Investment Officer, Fixed Income, Asia ex-Japan
• Eric Nietsch, Head of ESG Asia
• Thierry Taglione, Managing Director, Head of Client Portfolio Management Team, Asia

Sustainable investing in Asia is gathering pace

Join Eric Cooperström, Managing Director, Impact Investing and Natural Climate Solutions (NCS) at Manulife Investment Management, as he discusses how natural climate solutions aim to increase carbon storage and avoid greenhouse gas emissions through conservation and restoration of forests, agricultural land, grasslands and wetlands. The discussion will be moderated by Sydney McConathy, Senior Managing Director, Head of Global Business Development and will include a live Q&A session at the end.  

As the world’s largest timberland and leading agriculture investment manager (1), with over 30 years of experience investing in natural resources, we believe the need to utilise natural resources to address climate change has never been stronger: carbon sequestration is key to avoiding the worst effects of climate change, and natural climate solutions are critical to achieving net zero goals. Carbon removal using forest and agriculture is a key, low cost, climate change solution, which could provide a long-term, diversified investment opportunity whilst decarbonising your portfolio.  

Join us to learn how investors in forestry and agriculture can make a demonstrable impact on the great challenge of our time.

(1) RISI Global Timberland Ownership and Investment Database, as of June 30, 2020.

Natural Climate Solutions – decarbonising your investment portfolio

Sustainable and responsible investing is fast becoming one of the most important investment criteria globally, and in Asia, while the uptake has been slower, this trend is accelerating. Murray Collis, Deputy CIO Fixed Income Asia ex-Japan, and lead portfolio manager of the Sustainable Asia Bond Strategy shares his views on the drivers behind this movement and how the COVID-19 outbreak may have influenced developments. Murray also discusses the opportunities for investment across the region and the team’s approach to sustainable investing.

Unlocking sustainable investment opportunities in Asian fixed income

Following the challenges and turmoil of 2020, a year that saw unprecedented fiscal and monetary stimulus in response to the Covid-19 pandemic, we believe Asian fixed income is set to shine this year.

Against a backdrop of positive Covid-19 vaccine news and a new US presidency in 2021, Endre Pedersen, Chief Investment Officer, Fixed Income, Asia ex-Japan, shares his views on how these developments, alongside the region’s diversified economic growth, resilient credit performance and a weakening US dollar, combine to offer diverse investment opportunities and relatively attractive nominal and real yields.

Finally, Endre considers the case for Asian fixed income to be seen as a standalone asset class rather than part of an Emerging Markets fixed income allocation.

Asian Fixed Income 2021: Reasons for Optimism

The macro picture and the Fed's next move. The EU and emerging markets. Sustainable investing and the future of carbon markets. Get our views of the markets from every angle.

Global Intelligence H2 2020

With many countries and regions in Asia gradually easing their COVID-19 restrictions and resuming work, is now the time for investors to review their portfolios? If so, what are the investment themes that will drive Asian and Greater China markets? In this webinar, you can find out what Manulife Investment Management’s experts think will happen next and where we believe investment opportunities lie in Asian markets. We explore the three crucial trends in Asia right now: more digital, more debt, and less global. We also examine the advantages of investing in North Asia.

2020 webinar series: Asian market outlook—Asian equities

With many countries and regions in Asia gradually easing their COVID-19 restrictions and resuming work, is now the time for investors to review their portfolios? If so, what are the investment themes that will drive Asian and Greater China markets? In this webinar, you can find out what Manulife Investment Management’s experts think will happen next and where we believe investment opportunities lie in Asian markets. Hear from our speakers why Asian bonds, which have high credit quality, is an increasingly attractive asset class.

2020 webinar series: Asian market outlook—Asian fixed income

The COVID-19 pandemic caused massive economic and market dislocations in the first quarter of 2020. Manulife Investment Management’s senior global investment professionals share their perspectives on the longer-term outlook for the disease and the related economic and market impacts.

Hear from our experts:
Christopher Conkey, Global Head of Public Markets, Manulife Investment Management 
Steve Slaughter, Managing Director and Portfolio Manager, Global Health Care Strategy
Frances Donald, Global Chief Economist & Global Head of Macroeconomic Strategy
Nathan Thooft, Senior Managing Director, Head of Global Asset Allocation

Adjusting to a world with COVID-19: Market and economic impacts

Over the past decade, the Asian fixed income universe has benefited from significantly improved
economic fundamentals and has grown to become one of the largest regional bond markets in the
world, supported by institutional, regulatory and infrastructure reforms.

Neal Capecci, Portfolio Manager, Fixed Income, Pan-Asia Bonds, shares his views on how these
developments, alongside the manifold sources of growth and the region’s increasingly accommodative
monetary policy, have created a quality, liquid, standalone market, which offers attractive real yields
and diverse investment opportunities.

Finally as the year draws to a close, Neal will look ahead to 2020 and consider the prospects and
challenges the new year may bring.

Live Video - Asian Fixed Income: a Vibrant and Diverse Opportunity

Continuation vehicles (CVs) have migrated from the margin to the mainstream. In fact, CVs have become firmly entrenched in the private equity eco-system and appear now to be the clear choice for GP-led secondary transactions. Please join Jeff Hammer and Paul Sanabria, Global Co-Heads of Secondaries at Manulife Investment Management, as they discuss:

• How CVs are a becoming a permanent feature of the private equity landscape 
• How the creation of and investment in CVs has spawned a new industry
• Why ignorance about the development of CVs isn’t an option

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Presented by:
– Paul Sanabria - Senior Managing Director, Global Co-Head of Secondaries, Manulife Investment Management
– Jeff Hammer - Senior Managing Director, Global Co-Head of Secondaries, Manulife Investment Management

Moderated by:
– Mohamed Elkordy Ph.D. - Senior Investment Officer, New York State Retirement Fund

Continuation vehicles - meteoric rise, present-day dynamics and future potential

Continuation vehicles

Investment Strategy

GP-led secondaries

Private Equity

Institutional investment

Investment Management

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Continuation vehicles - meteoric rise, present-day dynamics and future potential

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