The private markets landscape is undergoing a fundamental shift. As traditional exit routes remain congested and interest rate environments stabilize at higher levels, asset allocators are being forced to rethink their approach to illiquidity. Insight from the Citywire Private Markets DACH Retreat Munich 2025 Recently, Citywire Switzerland sat down with Dr. Marie-Laure Mikkelsen, founding partner of Alfinas Alternative Investment Partners, during the Citywire DAC

What is the landscape for real assets (real estate and infrastructure) in 2025? Amid high interest rates, geopolitical tensions, and the energy transition, investors are navigating troubled waters, but lucrative opportunities are surfacing for adaptive players. "State of the Industry: Real Assets in 2025and Beyond" Panel Discussion Insight from The 9th Annual Switzerland Institutional Forum | MarketsGroup A profound shift is underway in institutional portfolios. Recent re

After outperforming public markets in recent years, how will credit markets adapt to a low-yield, inflationary environment, and where are investors finding opportunities to generate alpha across the spectrum? Private Debt and Private Credit: Seizing Opportunities in Today's Evolving Market 8th Annual Switzerland Institutional Forum | MarketsGroup The Market Group 8th Switzerland Institutional Forum, hosted at the Zurich Marriott Hotel on November 11th, 2024, provided a vibran

Unveiling the Pursuit of Consistent Gains Amid Cycle Easing, Changes in Regime for Inflation, Interest Rates, and Volatility On February 7th, beneath the prestigious banner of PensionBridge Hedge Europe, we gathered at the Marriott Hotel in Zurich for a deep dive into the complex world of investment strategies, amidst an evolving economic backdrop . It was my privilege to moderate a panel titled "Scenario Setting: Absolute Returns Return Absolutely" , a platform for a comp

A Deep Dive into the Denominator Effect on LPs' Allocation to Hedge Funds This year's Pension Bridge Hedge Europe, held at the Zurich Marriott Hotel, provided an invaluable forum for dissecting one of the investment sector's most pressing challenges: the denominator effect on LPs' allocation to hedge funds . As the moderator of a pivotal panel discussion, I had the privilege of steering a conversation that delved deep into the intricacies of this phenomenon and its implicatio

Navigating Alternative Investments and Private Markets I'm thrilled to share my experience as the moderator of a captivating panel discussion at the Markets Group 7th Annual Switzerland Institutional Forum. This prestigious event, held on October 24th, 2023, at the Marriott Hotel in Zurich, brought together a diverse audience, including pensions, endowments, foundations, hospital plans, insurance companies, and investment consultants. We convened to delve into the ever-evolvi

It is a great pleasure for the Alfinas team to contribute to the success of the next edition of the Swiss Institutional Investor Forum Join us at the Markets Group Fall Forum 2022 for an insightful panel discussion. Along with her co-panellists, our founding partner, Marie-Laure Mikkelsen, will address the topic of evaluating investment strategies in real assets, infrastructure and real estate, and seek to shed light on the current state and trends of tangible asset markets.

It is a great pleasure for the Alfinas team to contribute to the success of the next edition of Emex Europe 2022. Wednesday, June 1, 2022, 14 at 9:10 am, CET/CEST (Cent Europe Summer, GMT + 2). Join us at Emex Europe for an insightful panel discussion. Together with our co-panellists, we will debate the crucial topic of communication, and strive to shed some light on what the perfect pitch might be from an allocator's perspective, https://informaconnect.com/emex-europe/speake