PE Gets Agile: Enhancing Portfolios with Secondaries and Co-Investments

As private equity evolves, investors are turning to more agile strategies to sharpen exposure and unlock value.  GP- and LP-led secondaries, alongside targeted co-investments, are powerful levers to boost flexibility, optimise liquidity, diversify holdings, and capture value across market cycles.

Giuliano Gregori of Morgan Stanley Investment Management will evaluate the GP-led landscape, with a focus on how single-asset transactions can sharpen position selection and drive alpha.

Thomas Moyse of Carmignac examines the LP-led secondaries market, showing how technology enhances due diligence to uncover opportunities that offer diversified exposure,  while reducing blind-pool risk.

Christian Mankiewicz of Federated Hermes will explore the co-investment universe, showing how their team curates a portfolio of compelling opportunities for clients.

We welcome a small group of senior investment specialists to debate and share views on building future-focused PE portfolios.