Private Investments and Long-Term Portfolio Construction | Presentation
At Cambridge Associates’ 2026 Investment Leaders Exchange in Chicago, chief investment officers, portfolio managers, and other investment leaders gathered to discuss the critical questions shaping portfolios today — from macro uncertainty and artificial intelligence to private markets, real assets, hedge funds, and geopolitics.
In this presentation from the Investment Leaders Exchange, Andrea Auerbach, Global Head of Private Investments at Cambridge Associates, shares her perspective on the private investment landscape and the considerations that matter most for long-term portfolio construction. The presentation explores how investors can approach private markets in today’s environment, with a focus on portfolio resilience, liquidity, diversification, market structure shifts, and the evolving opportunity set across private equity and venture capital.
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About Cambridge Associates
Cambridge Associates is a global investment firm with 50+ years of institutional investing experience. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Contact us today.