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Everything, Everywhere, All at Once: Investors’ Perspectives on Public vs. Private Convergence

21 Oct 2025
Coral 1
Plenary
As the lines between public and private credit blur, investors are rethinking how they allocate across CLOs, ABS, private credit CLOs, RMBS, and fund finance structures. This roundtable explores how institutional investors are navigating risk, liquidity, and transparency in today’s market; and whether the convergence of markets is creating opportunities, adding complexity, or simply testing the limits of traditional portfolio construction.
Chairperson
Robert Armstrong, US Financial Commentator - Financial Times
Speakers
Ronald Ratcliffe, Managing Director, Head Strategist for Portfolio Analytics - BlackRock
Gary Zhu, Deputy Chief Investment Officer - Insurance - AllianceBernstein
Jason Valentino, Managing Director, Head of Structured Products - MetLife
Kyra Fecteau, Managing Director and Fixed Income Portfolio Manager - Wellington Management
Bob Behal, Principal - Vanguard
View all ABS East 2025 Agenda