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Martha Heitmann to deliver keynote at CFASP luncheon in Portland
On 20 November 2025, the CFA Society Portland (CFASP) will host a luncheon featuring Martha Heitmann, Partner at LGT Capital Partners. In her keynote speech titled “Can private equity still be the ‘closer’ in your portfolio?”, Martha will explore how market shifts are redefining private equity’s place in portfolios and how investors are positioning themselves in response.
Private equity has long played a central role in institutional portfolios, offering strong returns and insulation from public market volatility. With distribution yields trending lower and recent vintages dominating unrealized NAV, the market environment is evolving. Martha will address how these shifts are impacting strategic decisions around long-term capital deployment and how institutions may reconsider liquidity and pacing in anticipation of a more dynamic investment landscape.
More information about the event can be found here.
