TEASER | Capital Decanted Live: Signal Overload - Allocating Long Term Capital as the World Rewires

Why It Matters

The live forum provides investors immediate access to cross‑disciplinary insights on rapidly evolving market forces, helping them refine strategies before the next investment regime takes hold.

Key Takeaways

• Live Capital Decanted event scheduled June 16 in New York.
• Event will feature four top investment professionals discussing signal vs noise.
• Topics include AI, geopolitics, war, public‑private convergence, market regimes.
• Interactive format with audience, raffles, cocktails, limited 250 seats.
• Season 3 ends with AI stack episode and systems‑thinking report.

Summary

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.

Original Description

Unprecedented geopolitical instability, the invasion of AI, and the convergence of public and private markets are causing a system-level reset for the investment profession. An endowment CEO, a global private capital partner, a Chief Investment Strategist, and a secondaries veteran walk into a room and each is experiencing and responding to this reset differently. Join CAIA Association on June 16 for our first live version of its signature Capital Decanted Show. With the help of these industry leaders and friends and a whole lot of fun and surprises, we'll try to bring clarity to what many have deemed the most challenging time in their career to allocate capital.

Register ⁠here⁠: https://bit.ly/4ehJHLO