On-Demand

Tune into this insightful panel discussion where leading institutional investors share their perspectives on capital allocation strategies for 2024 and beyond. Our expert panelists, including treasury managers and directors from various investment boards and family offices, delve into the intricacies of managing large asset portfolios, the impact of economic trends on investment decisions, and the future of real estate investments.

In this episode, you'll hear from:

• Eric Newman, Treasury Manager at the City of Stamford

• Cynthia Maasry, Managing Director at Trinity Church, Wall Street

• Derek Li, Head of JD Paramount

• Abhi Jain, Principal, Financial Markets & Real Estate, PwC

Key discussion points in this episode:

• How institutional investors are adapting their capital allocation strategies in response to market trends

• The role of real estate in diversified investment portfolios and the impact of the current economic climate

• The shift towards real estate credit and affordable housing investments

• Geographical preferences for real estate investments and the rationale behind them

• The importance of cash flow, liquidity, and downside protection in investment decisions

• The outlook for real estate transactions and values in the coming years

Whether you're an investor, financial professional, or simply interested in the future of institutional investments, this episode offers valuable insights into the decision-making processes of seasoned capital allocators.

Timestamps:
0:00 - Introduction to the Panel
0:40 - Eric Newman's Introduction and Real Estate Commitments
1:13 - Cynthia Maasry's Introduction and Trinity Church's Investment Focus
2:04 - Derek Li's Introduction and JD Paramount's Investment Strategy
3:10 - Trends in Capital Commitment to Real Estate Funds
4:00 - Cynthia's Approach to Capital Allocation in Real Estate
5:24 - Eric's Perspective on Allocating Across Asset Classes
7:33 - Infrastructure Investments Discussion
9:13 - Derek's Family Office Allocation Strategy
11:49 - The Panel's Preferred Real Estate Asset Classes
14:15 - Outlook for Real Estate Transactions in 2024-2025
17:02 - Rapid Fire Round: Allocation Trends and Preferences
20:29 - Audience Q&A: Downside Protection in Equity Investments