CEO Kane Brenan sat down with Joe Dowling, Global Head of Blackstone Multi-Asset Management, and former Brown University CIO, to chat about a broad range of topics. They covered the importance of alternatives, in particular absolute return focused hedge funds, the case for certain real estate, and the outlook for private equity (Joe is positive). Joe also commented on macro-outlook, such as US reserve currency, inflation, and volatility.

Joe left the group with a few important investment reminders:

• Make sure long-term compounding remains your north star
• Maintain a willingness to look at investments that don’t fit in a traditional bucket, because that is likely where alpha is
• Be dynamic and adjust the portfolio tactically when dislocations occur