Investment Summit Videos › 2026
Navigating the Cycle: Private Investment in a Volatile Macro Environment
About this session
Shifting interest rates, persistent inflation, and geopolitical uncertainty are reshaping how capital is deployed across real assets and private equity. Investors are increasingly balancing downside protection with the need to generate consistent returns across different capital structures. What are the most resilient sectors and regions, and how capital is being deployed with conviction? How are managers adapting underwriting, value creation, and portfolio construction in response to evolving risks? What strategies are emerging across Private Markets to navigate the cycle and capture opportunity in dislocated markets?
Speakers
- Alexander Doll – Chairman CVC DIF- DACH
- Boris Okuliar – Chief Strategy Officer & Head of Global Diversified Credit Corinthia Global Management
- Elias Korosis – Global Investment Partner Federated Hermes GPE
- Jad Ellawn – Managing Partner & Regional Head Middle East Brookfield
- Katie Sunderland – Director & Founding Member VisionEdgeOne
Chapters
- 0:00 Introductions and macro outlook
- 12:52 Market headlines and valuations
- 31:10 Where the most attractive opportunities are
- 36:52 Portfolio exposure
- 40:59 Gulf capital’s long history in European industry
Next Summit
UK-GCC Private Capital 3rd Annual Investment Summit
13 May 2027 · Royal Lancaster Hotel, London
UK-GCC Private Capital is an investor-led platform for asset owners and asset managers, LPs and GPs, private equity, sovereign wealth funds, family offices, investment funds, financial institutions and growth-driven businesses across the UK, GCC, Europe and the US.