This session will open with a conversation with His Excellency Khalid Al-Falih, Minister of Investment, Kingdom of Saudi Arabia, followed by a panel discussion on Private Markets: More Capital than Opportunity.
Excess liquidity inevitably drives valuations higher. For investors, however, the question is not about increased multiples, but about the underlying market drivers and their persistence. With monetary policy having changed available capital and increased allocation to private equity and credit, it has been hard to almost impossible to evaluate dislocations. At the same time, as the world continues to shift digital, it has become essential to find tech companies that are set to disrupt entire business models. With plenty of cash to go around, how can investors separate the growth opportunities from those that are over-hyped and likely to be short-lived? With the lines and purpose of public and private markets in such flux, is it still appropriate to limit access to retail investors?
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Part 2: