Pulse check 2.0: How investors are actually reallocating in 2026

02 Dec 2026
Plenary
  • How are investors rethinking asset allocations amid geopolitical and financial market volatility?
  • Beyond regions and sectors, what underlying factors are shaping portfolio decisions in 2026?
  • What are LPs underwriting now- market structure, regulatory direction, and the conditions needed for sustained capital formation
  • Identifying durable managers- operational resilience and long-term performance considerations
Moderator
Lily Marcel
Lily Marcel, Partner - Clifford Chance LLP
Speakers
Anne Valentine Andrews
Anne Valentine Andrews, Global Head of Private Markets - Manulife Investment Management
Anna Stupnytska
Anna Stupnytska, Head of Long-Term Investment Strategy - Nest
Marieke van Kamp
Marieke van Kamp, Head of Private Markets - NN Group