Alternative Investment Opportunities Through a Slowing Economy

UK BOOKED AND/OR UK ADVISED RETAIL INVESTORS : Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. 2023 areas of focus: Private equity & real estate FOR ILLUSTRATIVE PURPOSES ONLY CORE OFFERING Multi-sector strategy Single alternative strategy for “one-stop” access for private equityand real estate strategies; 10-14 private equity and real estate high conviction opportunities over a 12-18month time period diversified by asset class, strategy and geographic region CORE THEMES Bonds are back again: Where to find potential fixed income opportunities now Inflation-aware strategies that seek to help clients stay invested rather than hold cash in hopes of timing the market A sequence of equity opportunities: Finding value beyond narrow leadership Positioning for market dislocations Seeking active managers to take advantage of opportunities due to market dislocations Activemanagement Taking an active role in both portfolio construction and at the company level to generate alpha Semi-liquid US commercial real estate REIT Non-traded REIT structure that invests in diversified core/core+ institutional quality commercial real estate and credit, seeking tax-efficient yield, downside protection and potential inflation mitigation US technology direct lending BDC (Business Development Company) Non-traded BDC structured to originate and make senior secured direct lending and yield enhanced investments in technology related middle market companies based primarily in the US GP-led secondaries private equity Sponsor-led single asset secondary transactions, providing sponsors with capital and flexibility to retain their highest conviction assets and continue executing on near-term value creation plans across the US and Europe Defensive growth buyout Focuses on control equity investments in defensive, mid-market growth companies in industries defined by niche market dominance, a lack of cyclicality, and sustainable secular growth US tech-focused buyout Focuses on acquiring control positions in mature, mission-critical software, data, and technology-enabled companies to generate value through operational improvements to transform margins and growth UNSTOPPABLE TRENDS Digitization Focus on cybersecurity, 5G and beyond and fintech Energy security Green infrastructure seeks to generate portfolio returnsas well as sustainable power G2 Continued long-term shift in economic power toward the region Global technology infrastructure Equity investments in global digital infrastructure assets such as data centers and cell towers which support the growing use of technology and data consumption Technology growth Invests in high-growth companies in the commercial service, information technology, healthcare, and financial services sectors, whichhave their principal business located in Europe Mid-market technology growth Middle-market high growth-orientated companies operating in the software and technology-enabled business services sectors primarilyacross North America and Europe Climate-focused venture capital Focuses on companies that develop products and solutions that help mitigate and/or adapt to climate change, primarily in sectors such as energy transformation, transportation and mobility, and food and agriculture Asia secondary private equity Pan Asia secondary strategy providing liquidity strategies by investing alongside premier private equity managers in existing companies and portfolios Asia-focused commercial real estate Pursues value-add real estate investments in Japan and South Korea, and other major urban markets of select regional cities within Developed Asia, i.e., Australia, Hong Kong and Singapore This document is for information purposesonly and does not constitute an offer to sell or a solicitation of an offer to buyanysecurities to any person in any jurisdiction. The information set out herein may besubject to updating, completion, revision, verification and amendment and such information may change materially. AREASOF FOCUS | WEALTHOUTLOOK 2023 | MID-YEAR EDITION │ ALTERNATIVE INVESTMENTS | 28