Private Market Perspectives

We were delighted to co-host an exclusive in person PWMA x Blackstone 2026 Investment Perspectives session as part of our continued partnership. This in-depth session focused on private markets garnered an overwhelming response from our members, with over 70 attendees joining us.

The session kicked off with Winfield Sickles who flew in from the US to provide an overview of private markets and share valuable insights. Following this was a fireside chat guided by Angel Chong, featuring Erin Yam, alongside Winfield Sickles. The conversation delved into potential long-term structural winners across the AI landscape, and how expertise in data science and AI can help with identifying and underwriting attractive investments.

The discussion also highlighted investment opportunities in sectors such as real estate, infrastructure, and the Japanese and Indian markets. Although the speakers highlighted risks such as government debt levels and balance‑sheet constraints, they also indicated that AI‑driven productivity gains could help alleviate some of these challenges.

They also talked about recent innovations in private market products, and key considerations for private markets investing, including fund structures, liquidity needs, and manager selection.

A big thank you to Blackstone for generously hosting us and their warm hospitality. We look forward to continuing our collaboration!

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