TEASER | Capital Decanted Live: Signal Overload - Allocating Long Term Capital as the World Rewires
Capital Decanted announced a live, in‑person episode for June 16 at New York’s Conde One Liberty Plaza, marking the first time hosts John and Aaron will record together on stage. The evening will host a 250‑person audience, feature raffles, craft cocktails, and a dynamic Q&A format designed to make complex market themes accessible. The lineup includes Kimlu, CEO of Colombia Investment Management; Elizabeth Burton, chief investment strategist at Fortress; Reed Raymond, co‑head of Apollo’s hybrids business; and Taylor Robinson, partner at Lexington Partners. Together they will dissect what constitutes a genuine investment signal amid AI breakthroughs, geopolitical tensions, and accelerating public‑private convergence. A highlighted quote from a previous World Rewired round‑table described the current environment as “perhaps the most complicated moment in history to be managing money,” underscoring the urgency of parsing signal from noise. The hosts intend to build on that insight, linking it to their upcoming AI‑stack episode and a new systems‑thinking report. For investors, the event offers a rare chance to hear diverse, high‑level perspectives on emerging market regimes and to network directly with industry leaders, potentially shaping portfolio strategies as the next super‑cycle unfolds.
Back to Basics: The Five W's of Private Debt with Phil Huber
The conversation between Steven Novakovich and Phil Huber centers on the rapid expansion of private debt and the need to return to first‑principles analysis. Huber explains that the sector’s growth has attracted heightened scrutiny, often conflating public‑credit stress with private‑debt...
S3 | Episode 6: The Hardest Time in History to Manage Money?
The episode opens by declaring artificial intelligence the most consequential transformation since the industrial revolution, positioning it as a new cognitive engine that forces investors to become hyper‑adaptable. Host John Bowman and Aaron Philbeck frame the discussion around Kaya’s newly...