Less than $1 out of every $3 dollars in wealth management assets will be managed by wirehouses in two years’ time, according to industry projections*. 

Join CXO as we welcome Louis Diamond to discuss some of the driving forces behind why more and more advisors are breaking away from brand-name institutions and building businesses on their own. As President of Diamond Consultants, which recruits and advises across both sides of the fence, Louis explains this generational shift – and why he believes there will still be room for both big and boutique players in the years to come.



*2020: The year Wall Street lost the wealth management race, December 21, 2020, InvestmentNews 

In the second installment of CxO, our host, Nic Millikan, sits down with David Lebovitz, Global Market Strategist at J.P. Morgan, who together with his team pens the bank’s highly-acclaimed Guide to the Markets. Join us as David walks us through the latest findings in its sister publication – Guide to Alternatives – covering this quarter’s key highlights in the world of real estate, infrastructure, distressed assets, private equity, and volatility. 

Hear David's views on: 

• Real Estate: How COVID reinforced headwinds for retail, tailwinds for industrials, and showed the potential future of offices remains in flux
• Infrastructure: A longtime staple amongst institutional investors in Europe, he believes infrastructure is now emerging as a key asset class in the US – regardless of the Biden administration’s newly-unveiled plans
• Distressed: Why he believes investors will get another shot at the distressed trade as cracks begin to emerge in a post-pandemic world
• Private Equity: How IPOs boomed last year – and SPACs became a household name – but neither may play as prominent of a role going into 2021
• Volatility: Why he believes volatility will continue to lurk in the background, even as we begin to reopen the economy

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On the back of a sharp anticipated rebound in global growth, our inaugural podcast tackles the potential headwinds investors may face due to excessive risk-taking, bullishness, full valuations, increasing inflation expectations, and more. Our guests Johnny and Cameron, Chief Investment Strategist and Chief Market Strategist at Fieldpoint Private, will provide listeners with their opinions to help make sense of how these influences are driving markets.

Hear our guests' views on:

• Lessons learned over the past year as we surpass the 1-year anniversary for the pandemic-induced market bottom
• Implications of a 40-year bond bull market and their recent sell-off, are we at the end of an era? 
• Potential headwinds in global markets and investor positioning under rapidly changing boom and bust cycle
• The Perils and Opportunities of Frothy Markets - Goldilocks & The Frost

Follow Fieldpoint Private: Fieldpoints of View, Johnny Gibson, Cameron Dawson

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