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Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor

The Compound and Friends

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Navigating the Evolving Investment Landscape

This chapter explores the remarkable growth of a financial services company post-IPO, emphasizing its achievements and the evolution of investor portfolios. It discusses the complexities of private equity and credit markets, highlighting the need for clearer communication for individual investors. The speakers also reflect on shifting strategies from institutional to individual investors, advocating for diligent approaches in navigating an increasingly intricate investment landscape.

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