This month, we’re pleased to welcome Cameron Dawson, Chief Investment Officer at NewEdge Wealth, a division of NewEdge Capital Group. NewEdge Wealth provides tailored solutions for ultra-high-net-worth individuals, family offices, and institutional clients. As CIO, Cameron leads the development of the firm’s investment themes, strategies, and market outlooks.

In this episode, Cameron discusses the differences between retail and institutional clients, the key educational priorities for private wealth investors, and how the risk/reward dynamics of public credit (bonds and loans) compare with private credit. She also explores the challenges and opportunities private credit managers face in accessing the retail market, and shares valuable lessons and advice for those aspiring to build a career in this industry.