Location: Cure, 345 Park Ave S, New York
Where Will Capital Flow Next?
The investment landscape for real assets has shifted fundamentally in recent years. Higher interest rates, tighter financing conditions and heightened geopolitical uncertainty have raised return hurdles across private markets, making investors more selective. At the same time, the need for investment across housing, digital infrastructure and real estate remains substantial. The central question is no longer whether demand exists, but where that demand can be translated into investable opportunity.
With allocations to private markets and real assets increasingly extending beyond traditional institutional portfolios, this Financial Times event, hosted in partnership with Principal Asset Management, will bring together CIOs and senior investment decision-makers from institutional investors, asset owners, wealth management, private banks and investment advisory firms. Through a series of fireside interviews and panel discussions, participants will examine how macroeconomic uncertainty is reshaping capital allocation across real assets, where demand can translate into investable opportunity, and what this means for portfolio construction and long-term investment strategy.