Nabeel Qadir

Multi-Asset Management Across Public and Private Markets | Global Conference 2026

Romaine Bostick, Michael Brandmeyer, Shikha Gupta, Nabeel Qadir, Rohit Sipahimalani, David Steinbach

Institutional investors are fundamentally restructuring portfolios toward a total-asset approach that doubles private real-asset exposure to 50% of capital while prioritizing liquidity and uncorrelated return drivers to navigate inflation and geopolitical fragmentation. Strategic shifts include compressing private equity premiums to 100–150 basis points, redirecting AI investments into infrastructure, and expanding the secondary market to $500 billion over five years to secure resilience against macro regime changes. As the era of easy beta generation ends, managers face a "show me" imperative to demonstrate operating value creation and select firms with hard-asset capabilities rather than relying on historical correlations.