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Asia Summit 2025

Valuations, Volatility, and the Future of Alternatives (Invite only)

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As capital cycles evolve, investors must adapt to a market shaped by rate uncertainty, geopolitical tension, and emerging AI-led efficiencies. The secondaries market is breaking records, while NAV lending and portfolio finance are unlocking new liquidity, but not without added risk. Managers are deploying AI across sourcing, diligence, and reporting, raising both opportunities and oversight questions. In real estate, valuation resets and refinancing walls are sharpening underwriting assumptions and driving niche strategies. Meanwhile, macro divergence is reshaping risk models and cross-border capital flows. How are managers structuring solutions to preserve flexibility and returns? How are capital allocators refining manager selection, co-investment strategies, and portfolio construction in a rapidly evolving landscape?

    Moderator

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    Sarah Williamson

    CEO, FCLTGlobal

    Speakers

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    Temuulen Bayaraa

    CEO, Chinggis Khaan Sovereign Wealth Fund
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    John Studzinski

    Vice Chairman and Managing Director, Pacific Investment Management Company
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    Ridha Wirakusumah

    CEO, Indonesia Investment Authority