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Strategic Investment in an Uncertain World: Expert Outlook for 2024 | Global Alts Conference
Join us for a deep dive into the priorities and strategies of top investors amid the current macroeconomic environment at Global Alts 2024. This panel discussion features Erik Hilde, Global Head of External Strategies at Norges Bank Investment Management; Priti Singh, Global Head of Capital Markets & Factor Investing at CPP Investments; and Stefan Strein, Chief Investment Officer at Cleveland Clinic.
Moderated by Matt Gibson, Head of Client Solutions Group, Goldman Sachs Asset Management, this session covers a range of topics from portfolio diversification, navigating geopolitical risks, to the prospects of yield curve steepening and its impact on different market caps. Dive into the intricacies of manager selection with Erik Hilde, learn about the significance of trading-oriented strategies and co-investment programs from Priti Singh, and hear Stefan Strein discuss defensive strategies and the potential within pharma and Japanese equities.
The panelists also tackle the challenging questions surrounding fees, liquidity terms, the evolution of the emerging markets index, and the role generative AI and shareholder activism play in investment decision-making.
Timestamps:
00:09 - Introduction & Overview
00:44 - Diversification and Long-term Investment Strategies
01:49 - The Role of Co-investment Programs
02:46 - Defensive Strategies and Looking Ahead to Yield Curve Opportunities
05:16 - Selecting Managers with a Focus on Specialist Equity
07:02 - The Importance of Personal Responsibility and Decision Making in Asset Management
09:30 - Evaluating Fees and Liquidity in Hedge Fund Investments
11:01 - Balancing Fees and Performance Expectations
13:22 - The Shifting Dynamics of Fund Liquidity
15:34 - Investment Opportunities Beyond Russia and China
18:37 - Integrating Portfolio Construction and Risk Management
20:58 - The Impact of Generative AI on Investment Strategies
22:31 - Utilizing AI for Efficiency and Decision Making
24:35 - The Future of Knowledge Systems and AI in Investments
26:18 - The Role of Shareholder Activism in Portfolio Strategy
Don't miss out on this insightful discussion that provides a road map for navigating the complexities of the investment landscape in 2024. For more finance insights and investment trends, subscribe to our channel and click the bell icon to stay updated with our latest content.
#GlobalAlts2024 #InvestmentStrategies #FinanceLeaders #MacroEnvironment #PortfolioManagement #AssetManagement #EmergingMarkets #AIinInvesting #ShareholderActivism
iConnections' Global Alts is the largest cap intro event in the world. Hosted at the iconic Fontainebleau Miami Beach, attendees learn from investment, finance, and economics speakers, and get access to an exclusive alt-investment community.
iConnections is a team of professionals who are passionate about the investment industry. We believe we can improve the industry by bringing in value-added technology and fostering a sense of connection and collaboration. We know this requires hard work, dedication, and commitment to excellence, and we are proud to bring you along on this journey.
Follow iConnections on Social Media:
LinkedIn: www.linkedin.com/company/53118918/
Twitter: iconnections_io
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มุมมอง: 1 130

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ความคิดเห็น

  • @WilliamChafin-ps9vw
    @WilliamChafin-ps9vw 7 ชั่วโมงที่ผ่านมา

    Jesus loves you all 🙏🙏--Luke 18:14&14:11--🙏🙏🙏🙈🙈🥰♾️♾️✌️✌️🏌️🏌️🙏🙏

  • @mattp1913
    @mattp1913 3 วันที่ผ่านมา

    bizarre interviewer...I guess that's what you get from harvard these days, non-serious people

  • @BUSISIWEMasimula-bi6se
    @BUSISIWEMasimula-bi6se 6 วันที่ผ่านมา

    Ppl are scanning ppl.avout ur name sir ,u can ask me I will.send u everything

  • @zelmiracholevova184
    @zelmiracholevova184 7 วันที่ผ่านมา

    Beautiful, honest presentation. That’s how intelligent man communicates. God bless.❤️✌️🇺🇸❤️✌️🇺🇸🌹🌹🌹

  • @andrewereynolds5840
    @andrewereynolds5840 9 วันที่ผ่านมา

    💎 Blackrock Gold 🪙 ETF (IAU) 💎

  • @-LaConflagrationdOgmios-
    @-LaConflagrationdOgmios- 11 วันที่ผ่านมา

    Beautiful woman.

  • @aharucunyan8701
    @aharucunyan8701 16 วันที่ผ่านมา

    ❤❤❤

  • @mrstyle25
    @mrstyle25 25 วันที่ผ่านมา

    I’m happy this came across my feed and i clicked it!

  • @EdSmith-bq1ox
    @EdSmith-bq1ox 25 วันที่ผ่านมา

    I got an idea why don't you just give up because you know you're going to lose

  • @raminsafizadeh
    @raminsafizadeh 25 วันที่ผ่านมา

    The current situation truly needs intellects and authentic characters of this caliber!

  • @supreetsahu1964
    @supreetsahu1964 27 วันที่ผ่านมา

    No wonder that Ron guy looks so fit 😂 he works out nonstop while teaching😂

  • @yadavshyam4546
    @yadavshyam4546 28 วันที่ผ่านมา

    Jared trump Ivanka trump 🇺🇸🇳🇵 Shyam Arabella

  • @obionyeaso
    @obionyeaso 29 วันที่ผ่านมา

    Great chat. Packed with insights.

  • @OliverbaronTrump
    @OliverbaronTrump หลายเดือนก่อน

    Father!I am sorry! You are fortute$ I 💚 ² you!

  • @user-nh3bm3wq5e
    @user-nh3bm3wq5e หลายเดือนก่อน

    ☺️👍👍👍👍❤️❤️❣️

  • @NobleGislason
    @NobleGislason หลายเดือนก่อน

    1

  • @2and20
    @2and20 หลายเดือนก่อน

    Holy cow this interviewer was the absolute wrong choice. I’ve watched tons of his interviews and this was really hard to endure through

  • @seleannia4511
    @seleannia4511 หลายเดือนก่อน

    please stop cutting ppl off

  • @wrg2608
    @wrg2608 หลายเดือนก่อน

    We need this group once a quarter on a 2 hour pod cast just riffing and talking about what they think about whatever is going on in the world...

  • @naradaAye
    @naradaAye หลายเดือนก่อน

    5:55 for the 🍖

  • @user-vy8ei4vy5t
    @user-vy8ei4vy5t หลายเดือนก่อน

    Barffff,you guys just want her money now tooooo.like she likes other peoples money tooo

  • @bonkerzisgood
    @bonkerzisgood หลายเดือนก่อน

    Hopefully him and Ivanka can be Presidents in the future after Trump’s second term. The path will be paved for democracy and peace across the world again!

  • @willaustin117
    @willaustin117 หลายเดือนก่อน

    Paul enright really has incredible storytelling ability. An ability to concisely and logically capture his main point in simple language. Really stood out vs. others

    • @pagogo84
      @pagogo84 5 วันที่ผ่านมา

      Great observation

  • @davidhunternyc1
    @davidhunternyc1 หลายเดือนก่อน

    Everyone says that Kushner got $2 billion from MBS. People forget that the initial report was $2.25 billion. We round the numbers down but we can't forget the other $250 million !!! The money Kushner got from the Saudi's could've been a quid pro quo for Kushner outing Saudi double agents working the CIA. The 2017 - 2019 Saudi Arabian purge was the mass arrest of a number of prominent Saudi Arabian princes, government ministers, and business people in Saudi Arabia in November 2017. It took place weeks after the creation of an anti-corruption committee led by Crown Prince Mohammed bin Salman. As many as 500 people were rounded up in the sweep. Detainees were confined at the Ritz-Carlton hotel in Riyadh and many never came out alive. Just imagine if Donald Trump and Jared Kushner used the CIA to sell out Saudi double agents working for U.S. interests. How can we know? We will know nothing if Merrick Garland continues to do nothing but twiddles his thumbs.

  • @chauste4340
    @chauste4340 2 หลายเดือนก่อน

    moderator talked way too much

  • @amonifinau4048
    @amonifinau4048 2 หลายเดือนก่อน

    Thank you!

  • @amonifinau4048
    @amonifinau4048 2 หลายเดือนก่อน

    Thank you!

  • @shivamprajapati8827
    @shivamprajapati8827 2 หลายเดือนก่อน

    what a boring tone of the interview.

  • @amonifinau4048
    @amonifinau4048 2 หลายเดือนก่อน

    Thank you!

  • @yirisecurite4837
    @yirisecurite4837 2 หลายเดือนก่อน

    Woaaaaw

  • @CalistroVC
    @CalistroVC 2 หลายเดือนก่อน

    Beautiful. C #ONPASSIVE…

  • @luistoral1192
    @luistoral1192 2 หลายเดือนก่อน

    With this money we can.do.the.new..speed train lines around all south American country!! Be the most.better money investing!!!

  • @amonifinau4048
    @amonifinau4048 2 หลายเดือนก่อน

    Thank you!

  • @amonifinau4048
    @amonifinau4048 2 หลายเดือนก่อน

    Thank you!

  • @HomeDesign_Austin
    @HomeDesign_Austin 2 หลายเดือนก่อน

    great talk

  • @amonifinau4048
    @amonifinau4048 2 หลายเดือนก่อน

    Thank you!

  • @amonifinau4048
    @amonifinau4048 2 หลายเดือนก่อน

    Thank you!

  • @nevemartins
    @nevemartins 2 หลายเดือนก่อน

    Interview starts at 6:08

  • @amonifinau4048
    @amonifinau4048 2 หลายเดือนก่อน

    Thank you!

  • @jamesknee7347
    @jamesknee7347 2 หลายเดือนก่อน

    He also developed a new asset class and allowed smaller companies to access capital they couldn’t otherwise get.

  • @bigbanknewyork3655
    @bigbanknewyork3655 2 หลายเดือนก่อน

    Truff current valuation?

  • @angelobauer3228
    @angelobauer3228 2 หลายเดือนก่อน

    Promo'SM

  • @ANGBelgium
    @ANGBelgium 2 หลายเดือนก่อน

    Darren Margolias 👍💪

  • @Dave-ng8qf
    @Dave-ng8qf 2 หลายเดือนก่อน

    Agreed! Get the Boomers out of power!

  • @bluejimi2815
    @bluejimi2815 3 หลายเดือนก่อน

    Host is unbearable

  • @janne-mans8295
    @janne-mans8295 3 หลายเดือนก่อน

    Problem with LLM is, it is only as good as it can distinguish humor / jokes / it being fooled and played with. Few humans had that deep linguistic intelligence levels, not even Chomsky. You can not bypass unknowingly Luhmann, De Saussure, Peirce, Pawlow, Garfinkel, Wittgenstein, without causing more new problems than solving. For instance, does AI oversee all dimensions of what is at the roots of the Palestine-Israel conflict, by state-of-art cracking the origins of the first traces of the hebrew traditions in comparison to others. How does AI solved the Jesus case with Essenes and Dead Sea sect as a math puzzle. Where does AI align as a workhorse to improve society as humans interacting better with humans at the international governing level, that benefits the best of interests of all or most participating countries / ecobomies that is their peoples ? For all other purposes, AI may indeed quickly become a lazy chef that is over-equipped.

  • @janne-mans8295
    @janne-mans8295 3 หลายเดือนก่อน

    AI did not figure out their proper chairs in a distracting way, as it should have auto-intervened

  • @user-xl8en6cm1q
    @user-xl8en6cm1q 3 หลายเดือนก่อน

    Me encanta su trabajo ayudando a muchas personas sigan así chicos son los mejores ❤❤🎉🎉🎉🎉🎉🎉

  • @Roscn-dn36
    @Roscn-dn36 3 หลายเดือนก่อน

    So many news today on Jared Kushner’s $2billion from Saudi in 2021 and $1.2billion from Qatar in 2018. Seems like the congress will start investing Kushner for these.😮

  • @TiffanyChanelGray
    @TiffanyChanelGray 3 หลายเดือนก่อน

    thanks