Can We Talk in Private?

Banks are essential to the healthy functioning of the global economy, and their role in the financial system has been anything but static over time. Today, headwinds for banks and the growth of private markets point to further evolution.
 
Join Chief U.S. Economist Lara Rhame and Director of Research Andrew Korz as they dive into their recent Playbook for the great lending evolution to explore the interplay between banks and private credit today.

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In this episode, Ken Crowley (Private Wealth Advisor and Managing Director at Rockefeller Capital Management) joins Co-Heads of Global Wealth Kirsten Pickens and Ryan Robertson to discuss what surfing taught him about the importance of preparation, how growing up in Central America shaped his perspective and the value that creating a diverse, multi-generational team brings to his clients.

“I like to describe our team as really a true representation of America. You've got diversity at different levels, not just generationally, but culturally. And these experiences and perspectives really give us a deep understanding of our clients and their needs.” – Ken Crowley

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How can you achieve sustainable high performance in your work? Stefan Underwood, Senior Vice President of Methodology at Exos, has supported the performance goals of pro athletes, elite military operators and leaders at Fortune 100 organizations.

Stefan sits down with Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss how to attract top talent by cultivating performance, the current revolution in women’s performance and how his team understands and achieves flow state. 
 
 “The analogy that I give is, does water running over stone make a change? No. But when it consistently does for a long time, it carves canyons. And so, to be a trickle of water, I used to tell athletes that, intensity is king, but consistency rules.”–Stefan Underwood 

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The extraordinary growth in private credit markets has led some investors to question its risks. We go in depth on our recent report, Is private credit a bubble? to offer answers. 

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For more research insights go to https://futurestandard.com/insights 

How are investors “becoming the bank” through investments like mortgage REITs? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why current conditions favor these debt-focused CRE investments and how to pick one.

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With less than 100 days until Americans hit the polls, how are markets reacting to the rapidly evolving headlines and how should investors navigate the most likely scenarios?

Join our experts—Head of Public Policy Jason Cole, Chief U.S. Economist Lara Rhame and Chiron Funds Chief Investment Officer Ryan Caldwell—as they examine the possible policy implications from both administrations and the potential opportunities they may present for investors and allocators.

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

For more research insights go to https://futurestandard.com/insights 

It’s a political earthquake, but what will Joe Biden's unexpected withdrawal and Kamala Harris’ emerging candidacy mean for investors?

Join Head of Public Policy Jason Cole and Executive Director of Investment Research Andrew Korz as they delve into how Republicans and Democrats may respond—plus the potential impact on the “Trump trade,” interest rates and market volatility. 

Chapters:
00:00 Introduction and breaking news

01:08 Historical context and unprecedented events

02:50 Immediate political reactions

05:56 Polling and potential candidates

08:16 Vice Presidential selection process

12:12 Republican response and public perception

14:32 Logistics and legal considerations

17:34 Market implications and conclusion

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

For more research insights go to https://futurestandard.com/insights 

A mortgage with a sub-3% rate feels like the proverbial golden handcuffs these days. Join Chief U.S. Economist Lara Rhame and Executive Director Andrew Korz as they examine what investors need to know about the latest trends driving the housing market. 

 They discuss the structural and cyclical issues affecting housing supply, the impact of potential Fed policy changes on financing and where sectors like multifamily may offer opportunities for investors and allocators. 

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For more research insights go to https://futurestandard.com/insights 

Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for corporate credit, private equities, commercial real estate and key macroeconomic trends for Q3 2024. 

They go in depth on the latest impacts of market concentration, stubborn inflation and more, with a look at the causes and potential implications of the optimism currently priced into markets. 

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For more research insights go to https://futurestandard.com/insights 

The upcoming election will likely mean changes in policy and regulation. What shifts can we expect and how could they impact key markets?

Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they offer insight into the presidential race, Senate and House contests, and key policy areas such as tax reform, debt, deficit dynamics, trade and regulation. 

*This episode was recorded on June 18, 2024.*

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For more research insights go to https://futurestandard.com/insights