40 Years of Navigating Uncertainty: David Rubenstein's Private Markets Playbook

Markets are navigating a convergence of forces: shifting trade policy, an uncertain rate environment, and rising geopolitical tensions. For investors with exposure to private markets, the question is how to allocate through this cycle. Key discussion points include:

• The view from 40 years: What historical parallels Rubenstein sees with the current environment, and the lessons from navigating prior periods of inflation, rate shocks, and geopolitical disruption.

• The state of private markets today: The evolving landscape across private equity, private credit, and secondaries, and what it means for investors deciding how to allocate in the current cycle.

• The playbook: Practical frameworks for wealth preservation and growth in uncertain times: vintage year diversification, manager selection, and where the opportunities lie.