Markets Group is the leading platform for the asset allocator community — delivering forums, interviews, news, and research that keep conversations alive and decisions informed. Our mission is clear ➜ to build communities of investors committed to the power of peer insight. For CIOs, GPs & LPs, wealth managers, and institutional investors, we provide real-time insights year-round, connecting the global investment community from New York to London, Dubai to Sydney, São Paulo to Singapore. A trusted space where relationships evolve into allocations. ✨ Content. Connect. Allocate.

The Chicago-based MacArthur Foundation is increasing its allocation for impact investments by 50%, bringing its pool of capital to $750 million. The foundation’s board had previously authorized an allocation of up to $500 million for impact investments. 🔥Meet allocators exploring opportunities at the intersection of financial returns and social impact at the 14th Tri-State Institutional Forum, March 16, in New York: hubs.li/Q04CfB8Z0 “Expanding our impact investing lets us make more meaningful progress against the challenges facing our world,” said John Palfrey, the foundation’s president, in a press release. “Impact investments are an important way we can advance our mission, alongside our charitable giving and our values-aligned endowment investment portfolios.” Lauren Bailey has the details: hubs.li/Q04CfB0c0 #MarketsGroupNews

Yale Investments has appointed Milo Dee director, bringing more than a decade of private equity investment experience to the university’s investment office. Lauren Bailey has the details: hubs.li/Q04CfzW50 #MarketsGroupNews

Nest, one of the U.K.’s defined contribution workplace pension schemes, has committed more than £2 billion to a private equity mandate managed by HarbourVest Partners, up from an initial £750 million when the firm was appointed in 2022. The mandate invests through co-investments in about 60 privately held companies across 17 countries throughout North America, the U.K., Europe and Asia-Pacific, according to a press release. Nine of the companies are based in the U.K. and span growth equity and buyout strategies. @muskana_22 writes: hubs.li/Q04CfzVD0 #MarketsGroupNews

Australian wealth investors are reassessing portfolio diversification as higher public credit yields, a rapidly growing private-credit market and the transfer of intergenerational wealth reshape investment priorities. Markets Group’s latest Strategic Insights Series explores how Australian wealth investors are navigating opportunities across public and private markets, infrastructure and family wealth management. Inside the report: • Why Australian wealth investors are expanding beyond domestic equities and property while monitoring overlapping AI exposure across public and private markets • How public credit yields of roughly 6% to 7.1% are challenging the relative appeal of private-credit strategies • Why Australia’s A$200 billion private-credit market is facing greater scrutiny around property lending, valuations and liquidity • How secondaries are improving access to mature private assets while infrastructure investment expands across data centers, power generation, electricity networks and storage • Why the expected transfer of A$3.5 trillion in Australian wealth is elevating succession planning, internal investment capabilities and family governance 💥Read the full report here: hubs.li/Q04BdNt00 #MarketsGroupAllocatorOutlook

Southern California’s wealth leaders are reassessing where to allocate capital. 💥Request the agenda to find out: hubs.ly/Q04BGqkH0 Connect with senior decision-makers and gain insight into evolving priorities across wealth management at the 10th Annual Private Wealth Southern California Forum on November 19, in Beverly Hills. #MarketsGroupPW

Institutional and private wealth allocators are putting greater emphasis on operational growth, liquidity and differentiated income as private-market strategies evolve and AI drives new infrastructure demand. Markets Group’s latest Strategic Insights Series explores how investors are adapting their portfolio construction and private-market approaches to changing opportunities and liquidity needs. Inside the report: • Why operational growth is taking priority in private equity, with smaller companies attracting allocator interest • How secondaries and co-investments are reshaping private-market portfolio management • Where private credit demand is expanding beyond direct lending into asset-based and specialty finance • How AI power requirements are creating infrastructure opportunities beyond data centers • Why liquidity terms are receiving greater scrutiny as private wealth access to alternative investments expands 🔥Read the full report here: hubs.li/Q04BdNdl0 #MarketsGroupAllocatorOutlook

An 80–85% chance of an opposition victory in Brazil. A confident forecast, with a caveat. Andre Leite, partner and chief investment officer of @TAG_invest, joined Megan Lepage from the Sidelines of the Private Wealth Latin America & Caribbean Retreat in Miami. At the time of recording (afternoon of Oct.22), his firm’s polling models pointed to a clear favorite. But, he cautioned, “this environment is very volatile.” Leite shares the predicted result, how AI helps his team calculate the odds, and what could still upset the forecast. 🔥 Request the agenda to get the full speaker lineup and session topics for #ALTSMIA at Eden Roc Miami Beach, December 7-8: marketsgroup.org/forums/alts… #MarketsGroupPW

Before the commitment, know what kind of alpha you’re getting. US mass-market private credit vehicles collect roughly $9 billion a year in fees. The entire global alpha pool in senior direct lending is about $7.1 billion. So what is the fee actually paying for? Jacob M. of Opto Investments, author of “Looking for Alpha in All the Right Places?”, takes that on with former CAIA Association CEO William J. Kelly of Educational Alpha. 📅 Tuesday, November 17 ⏰ 11 a.m. ET 🎓 Accepted for 1 CFP / IWI / CE credit 🔥 REGISTER for the live webinar: marketsgroup.org/news/webcas… #MarketsGroupWebinar

A balanced room, designed for efficient, targeted networking between allocators and managers. 💥Follow Markets Group page to stay updated on upcoming events. More info at hubs.li/Q04znZq10 #MarketsGroup

Are Mountain States wealth managers prepared for what’s next across markets and portfolios? 🔥 Request the agenda to find out: hubs.li/Q04BGpPc0 Meet family offices, high-net-worth wealth managers, and private banks at the 10th Annual Private Wealth Mountain States Forum on November 5, in Denver. Topics including: ▪️Navigating the new fixed income landscape ▪️Building tomorrow's portfolio ▪️Strategies for a shifting global economy And many more. #MarketsGroupPW

One investor. Two hats. A different answer depending on which one he’s wearing. For Treasurer Henry (Hank) Levy, serving pension beneficiaries and serving a community bring different considerations to the question: where would your next real estate dollar go? The Alameda County treasurer and ACERA trustee joined @CourtMcQuade from the Sidelines of the 10th Annual Real Estate West Forum in Half Moon Bay. A panelist’s experience with “place-based investing” had given him something to think about closer to home. He also spent 20 years umpiring baseball. Choosing pension investments still makes him miss calling a game. 💥Follow MG on LinkedIn to get Sidelines interviews as soon as they go live. #MarketsGroupRE

Real estate's outlook is "kind of hard to determine." Damien Charléty's answer: "it's really back to the fundamentals." With rates still elevated and the macro picture unsettled, the discipline for a plan his size is careful due diligence and managers who "have a strong thesis backed up by very good data." Charléty, executive officer of the AC Transit Employees' Retirement Plan, joined @CourtMcQuade from the Sidelines of the 10th Annual Real Estate West Forum in Half Moon Bay. He also told McQuade where his panel's consensus landed, and where his next real estate dollar might go. 💥 Follow MG on LinkedIn to get Sidelines interviews as soon as they go live. #MarketsGroupRE

What are Pennsylvania’s leading institutional investors doing to prepare portfolios for the next market cycle? 💥Request the agenda to secure the last available spots: hubs.ly/Q04BGqgM0 Join institutional leaders at the 12th Annual Pennsylvania Institutional Forum for closed-door, peer-to-peer discussions on the global economic outlook. Benchmark strategies with leaders across Pennsylvania on November 5, in Philadelphia. #MarketsGroupIF

“AI is not only going to change business models, but also our society.” For families, that raises data sovereignty, how assets are held, and “what will be left after singularity, what to invest in now,” says Dr. Bernhard Theuer. Theuer, managing director of WERTEMANUFAKTUR Family Office, joined @CourtMcQuade ahead of the Private Wealth Germany Forum. Those are the questions he wants to put to the panel on the future of family offices in Munich. And what he’s most looking forward to there? Meeting people and “laughing together,” something he says hasn’t changed in 20 years. 🔥 Request the agenda for the full speaker lineup and session topics at the Private Wealth Germany Forum, November 12 in Munich: info.marketsgroup.org/9th-an… #MarketsGroupMunich

Saudi Arabia’s leading allocators are shaping what comes next. 💥Request the agenda to join: hubs.li/Q04BGqjZ0 Engage with the leaders driving the Kingdom’s investment landscape and explore opportunities across alternative investments, capital markets, ESG strategies, and economic diversification under Vision 2030. The 3rd Annual Saudi Arabia Investors Forum will take place on November 19, in Riyadh. #MarketsGroupRiyadh

Your next big institutional relationship starts with the country’s top allocators. 💥Request the agenda to join: hubs.li/Q04w19Yb0 Be in the room with 75 senior institutional investment leaders as they discuss what's shaping institutional investment across the U.S at the Institutional Fall Retreat. Spots are still available. 📅November 18-20, 2026 📍Amelia Island #MarketsGroupIF

Real estate doesn't get a reserved seat in the portfolio. Martha Delgado makes it compete. Last month at #ALTSSF, she told @CourtMcQuade that alternatives have to earn their place. At Real Estate West, she applied the same discipline to property: generating yield is only part of the test. For a grant-making foundation, those decisions help fund real work. Delgado, of the Saint Francis Foundation, San Francisco, joined McQuade from the Sidelines of the 10th Annual Real Estate West Forum in Half Moon Bay to reveal where her next real estate dollar would go, what a "maturity wall" has to do with it, and what she needs that investment to deliver. Follow MG on LinkedIn to get Sidelines interviews as soon as they go live. #MarketsGroupRE

Industrial was the belle of the ball. Jasmine Nazari says she never left. In her view, industrial has become "a proxy for the parts of real estate that really are working," tracking "where people make things, what they buy, what they move." Nazari, partner at Urban Green Investments, joined @CourtMcQuade from the Sidelines of the 10th Annual Real Estate West Forum in Half Moon Bay. She also told McQuade where her next real estate dollar is going, and why tenants signal what's coming "before you see it in the data." What she takes home from the Retreat: "I leave with better questions than I came with." #MarketsGroupRE