Fund Manager (Alternative Multi-Asset Fund)
Brooks MacDonald
United Kingdom
Niall joined Brooks Macdonald in 2013 and has been Deputy Fund Manager for DCF since 2016. He has over 20 years of investment experience, including leading the development of a range of derivative pricing and risk models for Independent Risk Monitoring. Niall’s investment background includes five years as an analyst at Credit Suisse and Deutsche Bank, and he was also part of the highly successful Nevsky Capital team.
Upgrade to initiate conversation first
UpgradeSessions
Main Agenda
- Given current macroeconomic headwinds (inflation, interest rates etc.), how do investors view aviation debt compared to other asset classes including fixed income securities, equity, real estate etc.?
- In terms of strategic allocation, what benefits does aviation and its financial products deliver over other asset classes i.e. property portfolios? Are new investors moving into aviation?
- What does it take to get a deal over the line now? What are the obstacles? How stringent are sustainability pressures?
- Does aviation meet liquidity requirements for institutional investors who are derisking?
- Are investors looking towards more vanilla fixed income to get yield?
Matthew Taylor
Head of Alternative Debt, L&G Investment Management
Aziz Hassanali
Managing Partner, Bateleur Capital
Dr. Niall O’Connor
Fund Manager (Alternative Multi-Asset Fund), Brooks MacDonald
Chandra Gopinathan
Senior Investment Manager, RPMI Railpen
Richard Skipper
Partner, Ernst & Young LLP