Translating macro signals into portfolios

Listen in for a live recording of CAIA’s Capital Decanted Podcast that was hosted in New York City—where the conversation goes beyond surface-level takes to explore the deeper forces shaping capital allocation. Hosted by CAIA’s John Bowman and Aaron Filbeck, the podcast brings together leading voices in asset management to challenge perspectives and unpack today’s most important industry shifts.Guests:

Taylor Robinson, Partner, Lexington Partners

Kim Lew, President and CEO, Columbia Investment Management Company

Elizabeth Burton, Chief Strategist, Fortress Investment Group

Reed Rayman, Partner, Apollo Global Management