mallowstreet Private Markets Indaba 2026

Important

Delegates are expected to attend the full event. We do understand that this is a time commitment in diaries. Please do let us know if you need to step away for a call/meeting and we shall adjust your personal agenda.

At the Private Markets Indaba, an exclusive, high-impact event tailored specifically for pension professionals, we will be exploring the landscape of Private Market Investing. Learning from industry experts who will, through a series of Keynote and interactive Investment Masterclasses, share valuable insights, advanced strategies, and practical knowledge to enhance your expertise and decision-making in the dynamic world of private markets. A must attend event for those seeking to deepen their understanding of private markets and their role in investment portfolios


The term 'Private Markets' is far and wide reaching, over the course of the Indaba delegates will gain a deeper understanding of the term. With an overview of private equity, real estate, infrastructure, and other private market asset classes. We then move to explore the nuances and intricacies of this asset class, including its potential as a tool to enhance diversification and reduce risk, and the associated regulatory and compliance complexities. Finally, we shall examine and explore the future trends that await.


In the ever-evolving landscape of pension fund management, staying ahead of the curve is essential. This Indaba is your opportunity to gain a competitive edge by mastering the intricacies of private markets and unlocking their full potential in your investment strategies. Don't miss this chance to learn from the best, network with industry peers, and elevate your expertise in pension investment management.


This event is FREE to attend for investment decision makers and their advisers.


Why Attend:


*An Indaba (pronounced in-dar-bah) is an important conference held by the izinDuna (principal people) of the Zulu or Xhosa people. The term comes from a Zulu language word meaning "business" or "matter".


At mallowstreet we adhere to a principles-based approach to ensure a meaningful and respectful experience for all attendees. We believe that upholding these principles will contribute to a thriving and inclusive professional environment. Please review our Code of Conduct here: Code of Conduct

Speakers

Program

  1. Registration & Breakfast

  2. Welcome Address

    Dawid provides an overview of the conference, speakers, and key themes for the Indaba.

    Speaker

    Dawid Konotey-Ahulu CBE DL, Co-founder, mallowstreet

  3. UK Productive Finance Investing: Opportunities and Challenges

    UK Productive Finance represents a strategic approach to investing longterm capital, particularly from pension funds and institutional investors, into assets that not only generate financial returns but also support the broader UK economy.


    In this session, Martyn will discuss the opportunities and challenges of doing this; and the approach now:pensions, the UK master trust, is taking over the next few years to meet its Mansion House Accord ambitions.

    Speaker

    Martyn James, Director of Investment, now:pensions Pension Scheme (Master Trust)

  4. Session Transition

  5. Investment Masterclass I

    Delegates split into three Investment Masterclass sessions over the course of the Indaba.

  6. Tea, Coffee, and Networking

  7. Investment Masterclass II

    Delegates split into three Investment Masterclass sessions over the course of the Indaba.

  8. Session Transition

  9. Private Markets at Scale: Opportunity or Overreach?

    Join Chetan and Padmesh for a fast-paced CIO fireside on building and managing a major private markets programme. Covering key lessons, fee dynamics, private debt pressures, and the impact of Mansion House ambitions, the discussion will also examine the hidden costs of scale including governance strain, limited manager access, and the risk of homogenised returns.

    Speaker

    Chetan Ghosh, Outsourced CIO, Schroders & Padmesh Shukla, CIO, Transport for London

  10. Lunch and Networking

  11. Private Credit Is Not the Problem — Undisciplined Capital Is

    Recent headlines have raised fundamental questions about private credit — from valuation opacity and liquidity risk to concentration in software lending and the role of retail capital. Drawing on insights from Howard Marks and leading managers such as Blackstone and Apollo, this session cuts through the noise to separate cyclical stress from structural relevance.


    From the perspective of a global insurance investor, the discussion will argue that private credit is not facing an existential crisis, but rather a long overdue sorting of underwriting discipline, portfolio construction and investor suitability. For insurers with long dated liabilities and governance led investment processes, the reset may ultimately reinforce — not undermine — the role of private credit in strategic portfolios.

    Speaker

    Punil Chaubal, Insurance Investment Advisory Leader, WTW

  12. Session Transition


  13. Investment Masterclass III

    Delegates split into three Investment Masterclass sessions over the course of the Indaba.

  14. Tea, Coffee, and Networking

  15. Credit – Too Tight to Squeeze, with a Splash of Leverage & a shot of Geopolitical Uncertainty

    Credit markets are navigating a period of tight spreads and heightened macro uncertainty. While headline valuations look stretched against history, beneath the surface lie anomalies and opportunities that reward careful analysis.


    In this session, Stephen will explore how investors can balance risk and reward in this environment, and where a judicious use of leverage might create both openings and challenges for portfolios.

    Speaker

    Stephen Marsh, Senior Portfolio Manager: Multi-Asset & Private Market Investor, Independent

  16. Closing Remarks

    Speaker

    Dawid Konotey-Ahulu CBE DL, Co-founder, mallowstreet

  17. Drinks and Networking

  18. End