Global Market Strategist, New York Life Investments
Global Market Strategy
Sarah Hirsch
"The global economic backdrop has shifted and private markets are adapting. As policy uncertainty clears, we see a turning point ahead for private markets activity, favoring selectivity, diversification, and structural themes."
Senior Partner – Chief Investment Strategist and Head of Research, Tristan Capital
European Real Estate
Simon Martin
“The European CRE cycle is now turning. The European market has repriced and operating cashflows are robust and leading the recovery, but capital formation is slow and there are some gaping holes in the capital stack, particularly for mid-market opportunities. We think that this represents a tremendous entry point for both credit and equity investors.”
Global Market Strategist, New York Life Investments
Global Market Strategy
Sarah Hirsch
"The global economic backdrop has shifted and private markets are adapting. As policy uncertainty clears, we see a turning point ahead for private markets activity - favoring selectivity, diversification, and structural themes."
Senior Director – Head of Strategy and Research, NYL Investors
U.S. Real Estate
Steward Rubin
"FPO"
Managing Director – Private Equity, Apogem Capital
Private Equity
Kee Rabb
"FPO"
Senior Director – Head of Strategy and Research, NYL Real Estate Investors
U.S. Real Estate
Stewart Rubin
"As values recalibrate and lenders’ and owners’ needs for liquidity mount, attractive investment opportunities have manifested. Certain sectors, in particular markets, may have reached their valuation troughs for this real estate cycle. Investors who can play across the capital stack and up and down the risk spectrum are well positioned to capitalize."
Managing Director – Private Equity, Apogem Capital
Private Equity
Kee Rabb
"FPO"
Managing Director, Private Equity, Apogem Capital
PRIVATE EQUITY
Louise Woltz Smith
“It’s really hard to time the market. Given the combination of the lower middle market’s historical outperformance combined with its resilience over cycles, we believe that investors will benefit by consistently deploying in this attractive market segment.”
