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STEVE LAWRENCE: DIVERSIFICATION is the key to RISK MANAGEMENT | Connecting the Dots w/ Farzin Irani
Farzin Irani (Managing Director at Success Simplified Ltd) and our Host - welcomes Steve Alain Lawrence, Chief Investment Officer (CIO) at Balfour Capital Group.
The in-depth discussion covers innumerable topics but some of the takeaways from this episode:
- Risk and reward are inherently linked - understanding the ever-present risks in any market is crucial, as ignoring them can lead to disproportionate losses during market downturns.
- Diversification is fundamental to long-term success - spreading investments across sectors, geographies, asset classes, and indices helps reduce exposure to any single point of failure.
- Global markets are increasingly efficient and interconnected - while this enhances access and opportunity, it also means markets can react with unprecedented speed, catching unprepared investors off guard.
- Liquidity is a key consideration for any asset class - Gold remains the most liquid asset globally, offering a reliable store of value and an exit option in times of crisis.
- Confidence in financial institutions is fragile - recent developments, such as the LME's shift to Chinese ownership, have led to concerns about transparency and governance, prompting some investors to lose trust in formerly established exchanges.
- In this fast-moving environment, vigilance and adaptability are essential - investors must remain informed and flexible, as past assumptions about stability or safety may no longer hold true.
ABOUT THE GUEST
Steve Alain Lawrence’s remarkable journey began with humble origins as a runner on the Chicago Board of Trade. Through sheer determination and unwavering dedication, he steadily climbed the ranks. Today, he manages an impressive EUR 400+ million as CIO of Balfour Capital Group (Hedge Fund), overseeing global assets across various markets, including stocks, bonds, commodities, currencies, and ETFs.
As Chief Investment Officer, Steve now leads Balfour’s global expansion efforts while gratefully holding memberships in esteemed institutions such as the Institute of Directors in London and the Hedge Fund Trade Association.
GUEST LINKS:
X: https://x.com/BalfourCap
LinkedIn: https://www.linkedin.com/company/balfourcapitalgroup/
Website: https://balfourcapitalgroup.com
YouTube Channel for Steve’s Interviews - https://www.youtube.com/@BalfourCapitalGroupYT
ABOUT THE HOST
Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.
As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.
Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future - with conviction.
HOST LINKS
Find him here: https://linktr.ee/farzinirani
Success Simplified Ltd: Business Website: www.successsimplified.life
Money Talks on RCR: https://rcr.media/explore/?feature=202
Host Book Recommendations: https://successsimplified.life/media-resources/
View all episodes
By Farzin IraniFarzin Irani (Managing Director at Success Simplified Ltd) and our Host - welcomes Steve Alain Lawrence, Chief Investment Officer (CIO) at Balfour Capital Group.
The in-depth discussion covers innumerable topics but some of the takeaways from this episode:
- Risk and reward are inherently linked - understanding the ever-present risks in any market is crucial, as ignoring them can lead to disproportionate losses during market downturns.
- Diversification is fundamental to long-term success - spreading investments across sectors, geographies, asset classes, and indices helps reduce exposure to any single point of failure.
- Global markets are increasingly efficient and interconnected - while this enhances access and opportunity, it also means markets can react with unprecedented speed, catching unprepared investors off guard.
- Liquidity is a key consideration for any asset class - Gold remains the most liquid asset globally, offering a reliable store of value and an exit option in times of crisis.
- Confidence in financial institutions is fragile - recent developments, such as the LME's shift to Chinese ownership, have led to concerns about transparency and governance, prompting some investors to lose trust in formerly established exchanges.
- In this fast-moving environment, vigilance and adaptability are essential - investors must remain informed and flexible, as past assumptions about stability or safety may no longer hold true.
ABOUT THE GUEST
Steve Alain Lawrence’s remarkable journey began with humble origins as a runner on the Chicago Board of Trade. Through sheer determination and unwavering dedication, he steadily climbed the ranks. Today, he manages an impressive EUR 400+ million as CIO of Balfour Capital Group (Hedge Fund), overseeing global assets across various markets, including stocks, bonds, commodities, currencies, and ETFs.
As Chief Investment Officer, Steve now leads Balfour’s global expansion efforts while gratefully holding memberships in esteemed institutions such as the Institute of Directors in London and the Hedge Fund Trade Association.
GUEST LINKS:
X: https://x.com/BalfourCap
LinkedIn: https://www.linkedin.com/company/balfourcapitalgroup/
Website: https://balfourcapitalgroup.com
YouTube Channel for Steve’s Interviews - https://www.youtube.com/@BalfourCapitalGroupYT
ABOUT THE HOST
Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.
As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.
Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future - with conviction.
HOST LINKS
Find him here: https://linktr.ee/farzinirani
Success Simplified Ltd: Business Website: www.successsimplified.life
Money Talks on RCR: https://rcr.media/explore/?feature=202
Host Book Recommendations: https://successsimplified.life/media-resources/