Show from 07/19/24

Host Jeremy Schwartz and Professor Siegel discuss the political dynamics and potential scenarios surrounding the upcoming elections, as well as the implications of recent economic data, including jobless claims, housing, and retail sales figures. Siegel provides insights on the Fed’s anticipated moves and the market rotations between large and small stocks, emphasizing that small stocks may continue to benefit if the Fed cuts rates. (11:28) Jeremy continues with guests Andrew Okrongly and Vin Kravec from the Common Fund, exploring the private credit space. They discuss the surge in demand for private credit and its role as a liquid credit replacement The group touches base on the various strategies within private credit, such as senior lending and asset-based finance. Vin highlights the importance of private credit in enhancing portfolio diversification and its potential for higher yields compared to traditional credit markets.

Guests: Andrew Okrongly joined WisdomTree in 2022 as a Director on the Model Portfolios Team. He is responsible for the design and ongoing management of model portfolios and custom solutions for portfolio managers and advisors. Andrew is also a member of the WisdomTree Asset Allocation and Model Portfolio Investment Committees. Prior to joining WisdomTree, Andrew was a Director on the Outsourced Chief Investment Officer (OCIO) team at Commonfund, where he was responsible for macro-economic analysis and advising institutional clients on strategic and tactical asset allocation. Andrew began his career at BlackRock where he held a variety of fixed income and multi-asset investment roles. Andrew received a BBA degree from the University of Michigan and is a holder of the Chartered Financial Analyst designation. He is a holder of the Chartered Financial Analyst designation.

Vincent Kravec is a member of the Commonfund OCIO Investment team and is primarily responsible for investment monitoring, manager sourcing, rebalancing and reporting for investment portfolios with a focus in fixed income and credit strategies. Prior to joining Commonfund, Vincent was with Lazard Asset Management as a member of the Fixed Income operations staff. While at Lazard he was a trading assistant on the Emerging Markets team. He was also a supervisor in Fixed Income Accounting and had responsibilities in trading operations involving allocating trades and resolving trade problems for corporates, treasuries, municipals, asset backs and FX trading desks. Previous experience includes positions at Morgan Stanley, Alliance Capital and Evaluation Associates. Vincent earned his M.B.A. in from New York University’s Stern School of Business and his B.A. from Fairfield University. He is also a CFA charter holder.

Learn more about Andrew at: https://www.wisdomtree.com/investments/andrew-okrongly

Follow Andrew on X(Twitter): @AOkrongly

Learn more about Vin at: https://www.commonfund.org/commonfund-teams/outsourced-cio-team

Follow Vin on LinkedIn: linkedin.com/in/vin-kravec-cfa-2a610b10