Investing Transformed

On December 9th, Paul hosted an outstanding China panel to review the year for the US-China relationship and what we can expect in 2022. We were proud to host, Bonnie Glaser (German Marshall Fund), Naomi Wilson (ITI), Barbara Finamore and Michal Meidan (Oxford Institute for Energy Studies), Nina Xiang (China Money Network) and Courtney McCaffrey (EY).

Our discussion covered the outlook for Tech, Investment, the Supply Chain, Climate, and the Geopolitical framework, every driver of the investment outlook in 2022.

This was not just an all-female panel. It is the best panel we could put together to discuss every facet of the most important strategic relationship of our lifetime.

Peter Boockvar is the Chief Investment Officer at Bleakley Financial Group. He has been critical of Fed policy in the past, and his prior work with the likes of Larry Lindsey makes him uniquely positioned to do so.

Not only did Peter articulate a solid argument while inflation will be with us for longer than certainly, I expect, but in a roundabout way, drew a similar conclusion to myself that the Federal Reserve will tighten by much less than what the market is currently pricing. We have very different views on the inflation outlook and yet come to a similar assessment of how much the Fed will tighten in 2022.

Todd Edgar joins for a conversation about life, careers, and the underpinnings of a successful investor. Todd has managed capital and overseen businesses at some of the world's leading firms, including Bankers Trust, JP Morgan, Tutor, and for a decade with his own macro hedge fund, Atreaus Capital.

Now running his own family office, Todd reflects on the different stages of his career and we look forward to the ways we should embrace crypto and climate investing. I am biased, but Todd is one of the most thoughtful investors I know, and this conversation is all about the psychology and mindset of investing.

Neil Azous is the Founder of Rareview Capital, a registered investment adviser, and ETF sponsor. His distinguished career is explored as Neil and Paul delve into the skillset required to be a genuinely unique investor, the deficiencies of the off-the-shelf approach embraced by the majority of advisors and the multi-asset framework of Rareview Capital.

Shareholders v Stakeholders. Green Marketing v Impactful Investment. Allocators are rightfully skeptical about the true intentions of managers and whether their priorities are making a difference. Investing for change has been a passion for Eoin Murray, the Head of Investment, International at Federated Hermes. Eoin joins Paul to discuss how large capital pools can be a force for change.

With China's draconian bans on cryptocurrencies, many fear that this is a potential precursor to tougher regulation abroad. No topic generates more hype and divergence of opinion than Crypto and Asia has been and remains a key center for innovation.

Paul is joined by Zennon Kapron of Kapron Asia to discuss developments in the region. Kapronasia is a leading Asia fintech-focused strategic consulting firm covering payments, banking, capital markets, and blockchain technology.

In the midst of an unprecedented bull market in risky assets, tail protection has never been more important even if the source of those risks can be clouded by Central Bank Liquidity. 36 South specializes in the creation and management of asymmetrical portfolios with an emphasis on crisis protection and we are joined by Portfolio Manager, Neale Jackson to discuss ways to protect against outlier scenarios.

John M. Malloy is the Co-Head of Emerging and Frontier Markets at RWC Partners. Based in Miami, John is one of the most knowledgable and esteemed emerging market investors with a 25 year plus career that has seen every boom and bust for the sector. A consistent alpha generator, John joins Paul to discuss the opportunities, misconceptions, and diversification opportunities in China, Asia, and the Emerging World.

Mike Edwards is the Deputy CIO of Weiss Multi-Strategy Advisers and joins Paul for a wide-ranging conversation about the future of yield. From the beginning of his career as a tech banker in San Francisco, China has played a central role in his global analysis. It continues to do so as Weiss is a leading innovator in the search for alternative sources of yield.