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Now displaying: December, 2023
Dec 20, 2023

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to revisit 2023, where they discuss economic resilience and the rollercoaster ride of bond yields. With geopolitical shifts and major elections looming in 2024, the pair analyse global growth prospects, from the US economy's exceptionalism to China's structural challenges. They then dive into nuanced views on equities, cautious bond yield projections and the outlook for real assets. Join us as we close the year with our final episode for 2023.

 

We wish you a merry holiday season and a very happy new year. See you in 2024.

 

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

Dec 11, 2023

Welcome to the second episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Mario Giannini, Chief Executive Officer at Hamilton Lane, one of the largest private market solutions providers in the world.

Demystifying the world of private markets, Mario unveils the essence of Hamilton Lane's growth over the past 32 years and sheds light on the strategic factors behind successful investments, from management partnerships to industry growth.

Mario discusses the risk landscape, distinguishing between venture capital's high-risk nature and the lower risk associated with diversified buyout portfolios. He explores innovative evergreen structures and investment strategies like co-investments and secondaries, and provides his opinion on enduring investment strategies for the future. 

Join us for this insightful exploration of Hamilton Lane's investment strategies.

 

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

Dec 6, 2023

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss:

  • The RBA's recent pause post-rate hike
  • The rollercoaster of US bond yields
  • Santa Rally: what it is and what it means for investors

 

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

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