Simona Shao and Kevin Skorzewski from our commercial team recently enjoyed an informative and inspiring week at The Link, hosted by CapSource Productions.
An appetite for innovation
This exclusive gathering brought more than 200 leading allocators and 100 GPs to Pebble Beach, offering a welcome opportunity to step away from the day-to-day and connect with peers on the key issues shaping portfolio construction – and how to think about value creation in an increasingly uncertain world.
While macroeconomic and geopolitical trends, and AI’s impact on the future of investing, featured prominently, a clear theme throughout the week was the appetite for innovation. Many allocators are looking to think outside the proverbial box and diversify with unconventional and uncorrelated assets.
Some of the highlights included:
Thank you for the music royalties
Round Hill Music gave a fascinating presentation on music and the rise of unconventional alpha. They shared how they’re generating steady, durable income streams for investors through unlocking the value in music IP and royalty rights.
Why institutions are HODLing
With the continued rise of Bitcoin—and the launch of Bitcoin and other digital asset ETFs by major players like BlackRock, Grayscale, and Franklin Templeton—Bitcoin is no longer the outsider it once was. Fidelity Digital Assets, a trailblazer in the space discussed the growing adoption of digital assets in portfolios and the benefits doing so can deliver.
From digital gold to real gold
The World Gold Council spoke about where gold fits in as part of a diversified portfolio —highlighting its use both as a hedge against risk and as a store of value.
Connecting the allocator-GP community
As a sponsor of the event we were pleased to help facilitate so many valuable and timely conversations across the allocator-GP community.
It was also a great opportunity to connect directly with the private markets allocators on our platform. We’re privileged to support many leading pension plans with a full suite of investment and inbound KYC services —freeing them up to focus on what really matters: deciding where and what to invest in.
Making investments shouldn’t be a fraught with paperwork and repetitive requests for information – we’re here to make that journey simple, seamless and secure. Discover more here.
