Annual Meeting Investments Sessions

Speakers discuss how alternative assets can be used to potentially improve the risk and return characteristics of a portfolio. Topics include hedge funds, portable alpha, and private markets.

Speakers provide an update on capital markets, including historically high equity valuations. Panelists identify factors influencing capital markets going forward, and highlight the downside risks.

The US economic outlook is made uncertain by negative factors such as aging demographics, exploding public debt, and waning globalization. But there is a chance that AI will be the wildcard factor that allows us to prosper in spite of all this. Speakers discuss the impact of AI on work-related tasks and roles, and review emerging research that attempts to project AI’s impact on economic growth, employment, and capital markets.