CAPITAL ALLOCATORS ROUNDTABLE

In a lively discussion, experts explore the future of investments, emphasizing the need for selectivity and thorough research to navigate the evolving landscape. They highlight the importance of understanding the disintermediating models that are reshaping industries like music and finance. The conversation touches on the risks of liquidity and leverage, noting the significant amount of capital available for new investment opportunities. The panelists discuss the challenges of illiquidity, especially during crises, and the need for investors to manage their liquidity budgets wisely. They also address the current state of private equity, noting the pressure in traditional markets and the opportunities in private credit and crypto. The session concludes with optimism about the future, despite the challenges, as long as investors remain informed and strategic.