Off the record, on the road: Our CSO’s latest private markets insights
Key takeaway
The US is facing a defining moment in infrastructure investment. With public funding unable to keep pace with growing needs, the question of how to mobilise private capital at scale has never been more pressing. In the latest edition of ‘Off the Record, On the Road’, Luba Nikulina, IFM Investors' Chief Strategy Officer, joins Campbell Moss, Head of Investor Relations (North America) in New York to explore this important topic.
Do not underestimate the pace of change because some of the technological advancements that we were discussing [with Silicon Valley experts], they are genuinely in a league of their own.
Fresh from the Australian Superannuation Investment Summit, which had stops in Silicon Valley, Washington DC and New York, Luba reflects on the pace of technological change, the ethics of AI, and strong US government appetite for private capital — and what this means for the long-term deployment of institutional capital into US infrastructure.
The conversation then turns to IFM's latest research—Revitalizing US Infrastructure: The Pension Capital Advantage—a policy blueprint setting out four practical reforms to unlock private pension capital for US infrastructure at scale.
Meet the author
Luba Nikulina
Luba is IFM Investors' Chief Strategy Officer, responsible for leading the development of IFM’s global strategy with a focus on private markets solutions that meet the needs of Australian and global pension funds and their members. Luba joined IFM Investors from WTW, (previously known as Willis Towers Watson), where she was Global Head of Research, advising some of the world’s largest asset owners on strategy, governance and investments, managing a team of over 100 analysts. During her time at WTW, she worked in London and New York and was responsible for establishing WTW’s private markets capabilities. Luba has over 25 years of investment industry experience and has served on the UK Government’s Social Impact Investing Taskforce, City of London’s Socioeconomic Diversity Taskforce, and co-chaired the Investment Consultants Sustainability Working Group.
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