Casey Clark

Casey Clark, an expert in identifying growth potential in a business for sale, discusses 3 hot industries for acquisition, the importance of industry selection, and attention to detail when buying a business. He also highlights digital marketing transformation and tech enablement as key indicators for business growth, and explores the personal satisfaction of becoming a custom house builder for high wealth individuals.

In this episode, Casey Clark, CIO at Rockefeller Asset Management, discusses the mega trends shaping the investment landscape. They talk about the key traits of great investors, the changing macro landscape, the implications of a positive correlation between bonds and equities, the resurgence of value investing, and the greater adoption of alternatives in portfolios. They also delve into ESG investing, the diverging trends in the US and Europe, and how Rockefeller incorporates ESG into their alpha generation process. Additionally, they explore the major mega trends that will shape the economy, the challenges of the traditional portfolio, and advice for starting off in the industry.