Franklin Templeton Fixed Income Forum – 10/20/26
Hear from Franklin Templeton Fixed Income leaders on the macro environment, geopolitical risks, credit opportunities and the evolving AI infrastructure landscape.
Key Topics
- The macroeconomic outlook, including growth, inflation, interest rates and central bank policy
- Geopolitical developments and their implications for fixed income investors
- Credit fundamentals, spread valuations and sector positioning opportunities
- AI infrastructure trends, including hyperscaler growth, financing needs and fixed income credit opportunities
- Structured credit perspectives and portfolio implications
Rethinking Diversification Amid a New Risk Regime – 7/15/26
Institutional portfolios today operate in an investment environment that differs meaningfully from the one that has shaped asset allocation decisions over the past decade. As a result, traditional assumptions around diversification and risk reduction may need to be revisited.
In this webcast, investment professionals from the State of Connecticut Retirement Plans and Fiducient Advisors explore the innovative approaches they have taken to portfolio construction to better mitigate volatility and cushion drawdowns in their asset allocations.
Key Topics
- Comparative Risk Mitigation Approaches: A comparison of strategies to reduce drawdowns, including liquid alternative diversifiers, portable alpha and options overlays.
- Institutional Implementation Frameworks: How institutions evaluate and implement risk mitigation solutions in practice.
- Optimizing Portfolio Flexibility: Strategies for adding liquidity and ballast to allocations with capital-intensive, illiquid private market investments.
Beyond Home Bias: The Case for Emerging Markets in Institutional Portfolios – 4/21/26
Institutional portfolios today face a different set of challenges than they did even a few years ago: greater concentration in US assets, heavier reliance on the US dollar, and a narrower set of return drivers than many investors realize. Against that backdrop, emerging markets (EMs) have evolved into a more varied and dynamic opportunity set than many investors may fully appreciate.
Join portfolio managers from Franklin Templeton’s EM equity and debt platforms for a cross-asset discussion on the evolving case for EMs in institutional portfolios. The webcast will explore why EMs deserve renewed consideration, where we see the most compelling opportunities today, how to distinguish structural trends from short-term noise, and what thoughtful implementation can look like in practice—particularly for institutional investors reassessing concentration risk, diversification, and portfolio resilience.
Commercial Real Estate: A New, More Nuanced Cycle is Emerging – 3/5/26
Commercial real estate is entering a different kind of cycle than before, where outcomes are likely to diverge meaningfully by property type.
Join Clarion Partners as they share insights into the evolving CRE landscape, including why alternative sectors are positioned to lead the next real estate cycle.
Key Topics:
- Broad outlook: The key opportunities in alternative sectors created by the shifting CRE universe.
- Data Centers: Weighing the long-term fundamentals vs. near-term entry points.
- Senior Housing / Healthcare: How generational tailwinds are driving demand.
The Future of the US Defense Industrial Base: Implications for Private Capital – 2/26/26
The U.S. defense industrial base (DIB) – the network of companies underpinning national deterrence and readiness—is undergoing a pivotal transformation.
Join Franklin Venture Partners as they explore the past, present and future of the US DIB and the role private capital will play to meet the challenges of the increasingly complex landscape of modern conflict.
Key Topics:
- Structural shifts in the defense industrial base and the implications for venture capital.
- How VC-backed firms are already helping meet urgent national security needs in Ukraine.
- A framework for identifying start-ups that can succeed in a market dominated by large, established defense contractors.
PE Secondaries: Capitalizing on a Multi-Year Structural Opportunity – 2/12/26
The secondaries landscape has entered a new phase of growth and maturation. Transaction volume exceeded $200 billion in 2025, reflecting sustained momentum driven by rising demand for liquidity, a broader and more diverse seller base, and an expanding set of transaction types.
Join Lexington Partners as they explore how the current market dynamics are supporting elevated secondary deal volumes, how GP-led transactions and continuation vehicles are reshaping the market, and what this means for allocators in 2026.
Key Topics:
- Why 2025’s $200B+ secondaries volume may just be a drop in the bucket to meet liquidity needs.
- Pricing trends and competitive dynamics in today’s market.
- Strategic implications for institutions as a wave of secondary supply hits the market.
A Growing Opportunity in Secondaries: What you need to know about single-asset continuation vehicles – 12/4/25
As secondary market volumes reach record highs, single-asset continuation vehicles (SACVs) have emerged as the fastest-growing segment of the broader secondary market. Despite its growth and increasing institutional adoption, the segment remains undercapitalized, offering attractive opportunities for investors looking to access high-quality assets amid favorable market dynamics.
Join Jeff Bloom and Jon Livers of Lexington Partners for an in-depth discussion of the SACV landscape, highlighting key trends shaping the market today and the compelling opportunities it presents for investors.
Key Topics:
- Market Dynamics: Examine why the SACV market remains significantly undercapitalized.
- Evolution and Perception: Explore how CVs have evolved and clarify common misconceptions.
- Portfolio Role and Potential Benefits: Understand how SACVs can complement your existing private equity or secondaries investments.
Expanding Private Credit Frontiers: Opportunities in Commercial Real Estate – 10/1/2025
The private credit market is undergoing significant transformation, expanding beyond traditional middle-market corporate loans into new sectors.
In this webcast, Benefit Street Partners will discuss how the current weakness in the commercial real estate market and years of bank retrenchment are creating a new frontier of opportunity for private credit.
Key Topics:
- How private debt is driving deeper into new asset classes like commercial real estate
- Why private lenders are best positioned to fill the void left behind by cautious traditional lenders
- Lending opportunities in CRE sectors like multifamily that are being overshadowed by the office sector’s weakness
A New Era of Growth for Secondaries – 9/23/2025
The private equity secondary market is experiencing unprecedented growth, with transaction volumes reaching record highs.
Under the surface, there are even more significant evolutions taking place. Large LPs are entering the market for the first time, increasing supply. GP-led deals are becoming a standard method for LPs to gain liquidity. Single-asset continuation vehicles (SACVs) are emerging as a diverse, undercapitalized segment.
Join Victor Wu and Taylor Robinson, Partners at Lexington Partners, for an insightful discussion on what LPs need to know about the next evolution of the secondary market.
In this webcast we will discuss the primary and secondary effects this new environment may have on EM equity and debt investments.
Key Topics:
- Strategies for optimizing private market allocations through the secondary market
- A potential multi-year window for a wave of secondary market supply
- The growing importance of GP-led secondaries as liquidity solutions for LPs
- Why SACVs offer LPs a diverse and deep opportunity set to be highly selective