Agenda IIGS27

Panel: The LP view: strategic, tactical and operational perspectives on asset allocation in 2027 & beyond

22 Feb 2027

16:10 - 16:50

Plenary

Strategic: long-term targets amid compressing returns
Tactical: risk and valuation views in real time
Operational: the co-investment/direct/fund debate - are we seeing a re-balancing?
Concentration risk as an emerging governance concern

Moderator

Christian Andersson, Managing Partner - Worthwhile Capital Partners

Speakers

Gustav Thorén, Portfolio Manager, Infrastructure - Third Swedish National Pension Fund (AP3)

Kathryn Liao, Managing Principal - Allstate Investments

Alex Karroum, Director, Infrastructure - Future Fund

Verena Kempe, Head of Investment Management - KENFO

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