Real Assets Panel: Safe haven or political hot potato? The new reality for U.S. real assets

04 Nov 2026

16:30 - 17:10

How real assets are positioned within institutional portfolios and which strategies are gaining or losing favour
The evolving deal structures and return profiles that meet today’s investment committee expectations
Balancing inflation protection, political scrutiny, and the challenges of long-term capital commitments

Speakers

Andrew Hoffmann, Director, Real Asset - North Carolina Investment Authority 

Eric Newman, Treasury Manager - City of Stamford

Richard Nordell, Executive Director of Infrastructure - Mubadala Investment Company

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