Gulf investors have become some of the most influential players in global private markets. They commit to leading managers across private equity, venture and growth, private credit and infrastructure, and increasingly co-invest alongside them. The environment, however, is changing fast. Higher-for-longer rates, geopolitical fragmentation and the AI investment cycle are reshaping where capital goes and what allocators expect from their partners.
In this conversation, Cambridge Associates, one of the world’s leading investment advisors to institutional investors, sits down with the CIO of Shamal. They will discuss how a long-term allocator builds its private markets portfolio, how it chooses and works with its managers, and how it balances financial returns with strategic objectives.
