07
Oct
Institutional investor insights: looking ahead
In line with changing market dynamics, institutional investors approaches towards portfolio construction have shifted, with LPs reducing their number of GP relationships and diversifying towards the middle market. Leading investors will discuss their current asset allocation strategies and how they are positioning for the future amid ongoing macroeconomic uncertainty.
- How have LP approaches to portfolio construction shifted?
- Which geographies and strategies are LPs focusing on?
- How are LPs viewing manager selection in the current landscape?
- What is the outlook for exits and distributions as we head into 2026?
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SpeakersRorie Norton Editor-In-Chief Private Equity Law Report
Cait Macdonald Investment Manager, Private Equity TRS
Emil Boehm Senior Portfolio Manager Texas Treasury Safekeeping Trust Company
Sai Devabhaktuni Senior Managing Director BCI
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Sai Devabhaktuni
Senior Managing Director
Location: New York
Sai Devabhaktuni joined BCI in February 2025 as Senior Managing Director and leads the technology, media, and telecommunications (TMT) sector team from New York. With $295 billion in assets under management as of March 31, 2025, BCI is one of the largest institutional investors in Canada.
Sai has over 30 years of experience analyzing and investing in companies in a broad range of industries, with a primary focus on TMT, aerospace & defense, and industrials sectors. Most recently, he was a co-founder at Monocle Partners, LLC, an investment entity established to capitalize on opportunities in both the private and public markets within his focus industries, and also served as its Managing Member.
Prior to this, he was an Executive Vice President & Head of Corporate Distressed Portfolio Management at PIMCO where he managed portfolios focused on corporate stressed and distressed investing and was a member of portfolio management teams for several closed-end mutual funds and a separate account. He has also previously held positions as a Managing Principal at MHR Fund Management LLC, Analyst at Highbridge Capital Management, and Assistant Vice President at Nomura Securities Co., Ltd.
Sai holds a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania.
Mr. Devabhaktuni has served on the Board of Directors of Loral Space & Communications, Inc. (NASDAQ: LORL), Applied Natural Gas Fuels Inc., Sequa Corporation, Monocle Acquisition Corporation (NASDAQ: MNCL; where he was Executive Chairman) and AerSale Corporation (NASDAQ: ASLE). Mr. Devabhaktuni is currently an Advisory Board Member of Scepter, Inc.