The Global Investment Market Update: 2021 and beyond

16 March 2021

The Global Investment Market Update webinar took place with leading global investment experts in the fields of private equity, private real estate equity and debt, global credit, distressed debt and infrastructure.

The global COVID-19 pandemic and the resultant stimulus programmes unleased by governments around the world have created both challenges and opportunities for professional investors. What are these and what is the outlook for investors in alternatives?

Our Panel

Howard Marks, CFA Co-Chairman, Oaktree Capital Management LLC
Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities.
Mr. Marks is a Trustee and Chairman of the Investment Committee at the Metropolitan Museum of Art. He is a member of the Investment Committee of the Royal Drawing School and is Professor of Practice at King’s Business School (both in London). He serves on the Shanghai International Financial Advisory Council and the Advisory Board of Duke Kunshan University. He is an Emeritus Trustee of the University of Pennsylvania, where from 2000 to 2010 he chaired the Investment Board.

Robert Morse, Chairman, ​Bridge Investment Group LLC
Robert Morse brings over 35 years of experience in real estate investment management, commercial and investment banking and private equity fund management as Executive Chairman of Bridge Investment Group (“Bridge” or the “Firm”). As Executive Chairman, Mr. Morse is integrally involved in the management, strategy and capitalization of Bridge. He serves on the Firm’s investment committees, leads the Board of Directors and helps to develop strategy and execution for the Firm. Prior to joining Bridge, Mr. Morse served as CEO of Citigroup’s Asia Institutional Clients Group from 2004-2008, which included financial services in 17 countries employing over 14,000 people. During Mr. Morse’s tenure, Citigroup was awarded the ‘Best Bank in Asia’ award annually by FinanceAsia, EuroMoney and The Asset magazines and in selected client surveys.
Mr. Morse serves on a variety of charitable organization boards, including as Chairman of the Yale President’s Council on International Activities, the Grand Teton National Park Foundation Resource Council and the Whitney Museum Directors’ Council.

Lennart Blecher, Chairperson, EQT Investment Committee – EQT Global Infrastructure
Lennart Blecher is a member of the EQT Executive Committee and is a Chairperson of the Infrastructure Partners Investment Committee and EQT Credit. Lennart has served as Head of Real Assets advisory team since January 2015 and Deputy Managing Partner since August 2013.
Employed by EQT since 2007. Board member of Volito Aktiebolag, Volito Fastigheter Aktiebolag, Volito Industri Aktiebolag and Nordkap Holding AB, Vice Chairperson of the board of Falcon Private Bank. Board member of Volito Aviation Aktiebolag.
Prior to joining EQT Partners, Lennart was from 2004 to 2007 Managing Director and Senior Banker in the investment bank of Unicredit/HypoVereinsbank in Munich.

Alicia Gregory, Head of Private Equity at Future Fund
Alicia is currently Head of Private Equity at Future Fund, Australia’s Sovereign Wealth Fund where she has responsibility for in excess of $22bn in assets invested in private equity. Prior to that she worked for MLC for 17 years, most recently as Head of Private Equity.

Alicia has over 20 years’ experience in the financial services sector and holds a Bachelor of Business from University of Technology, Sydney, is a CFA charterholder and has completed the General Management Programme at INSEAD.

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