Ryan Williams
Founder, Executive Chairman And Investment Committee
Co-Chairman, Cadre
Howard Marks
Cofounder And Co-Chairman, Oaktree Capital Management
Alisa Wood
Partner, Global Private Markets & Real Assets Strategies Group, KKR
The state of alternatives is that there is a bigger impetus…for individuals to be invested and allocated [more] than ever before, because the relative value that I believe you can achieve in alternatives is greater and…the relative stability is stronger than it's ever been.”
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The job of the money manager is to control risk. It's easy to make money. That's especially true when the market goes up…The hard part, in my opinion, is making money with the risk under control.”
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I think this is a really unique point in time where an individual investor can't stand on the sidelines and say, ‘I can't have access to the same thing institutional folks have,’ because they need that return just as much as anybody.”
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This uncertain season is the reason for a holistic financial plan to protect and prosper. In 2023, consumers will be looking for a comprehensive plan that grows and protects your wealth designed to work in both perfect and imperfect times...When market volatility is the problem, flexibility is often the answer.”
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Aditi Javeri Gokhale
Chief Strategy Officer, President Of Retail Investments And Head Of Institutional Investments, Northwestern Mutual
On Building A Holistic Financial Plan
On Finding Opportunity IN Alternative Assets
On Keeping Risk Under Control
On Democratizing Access To Alternative Assets
Ric Edelman
Founder, Digital Assets Council Of Financial Professionals
On Leveraging Different Investment Strategies
Focus on the long term, but brace yourself for continued volatility and take advantage of dollar-cost averaging and rebalancing, as well as tax-loss harvesting.”
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We had 40 years to build up a globalization in the market. I think we're seeing the turn to the other side. That means changes in the nature of the supply chain, higher costs of production…So that's a risk but also an opportunity, depending on the timeframe that you have.”
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Watch out for the tail risks, and be prepared…The tail risk right now would be a much more severe recession than we are anticipating…and inflation being much more persistent.”
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People need to open the horizons to just beyond large-cap growth and look at other parts of the market, which I think will do better in the future, just like they have during past economic cycles.”
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We're gonna have a huge opportunity to invest globally now, as a result of the fact that the U.S. dollar eventually…will fade and that's going to open up…both the opportunity to make money…in other currencies and also in other securities.”
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Richard Bookstaber
Cofounder And Head Of Risk, Fabric
On Deglobalization
Bill Lee
Chief Economist, Milken Institute
On Mitigating Tail Risks
Brent Schutte
Chief Investment Officer, Northwestern Mutual Wealth Management Company
On Looking Beyond Large-Cap Growth
David Bailin
Chief Investment Officer, Citi Global Wealth
On Investing Globally
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