Chris Hyzy

Joining the discussion are Chris Hyzy, Chief Investment Officer at Bank of America Private Bank, who explores how high-net-worth investors are adapting their portfolios amidst current market volatility. Yup Kim, CIO at Texas Municipal Retirement System, shares strategies for managing pension funds during economic challenges, placing emphasis on long-term investment. Purnima Puri, a partner at HPS Investment Partners, dives into the evolving landscape of private credit and alternative assets, revealing opportunities presented by market dislocations and regulatory changes.

Patti Poppe, CEO of Pacific Gas and Electric, discusses strategies for reducing wildfire risks and how AI plays a role in enhancing utility resilience. Chris Hyzy, Chief Investment Officer at BofA Private Bank and Merrill, shares insights on current market trends and investment strategies, emphasizing the rise of passive investing. They analyze the implications of increased electricity costs and the shifting dynamics of the S&P 500, offering listeners valuable advice on navigating today's complex financial landscape.

Stephen Miran, a member of the Federal Reserve Board of Governors, shares insights on the Fed's outlook for rate cuts and the implications for the U.S. economy. Chris Hyzy, Chief Investment Officer at Bank of America, discusses market reactions to economic and labor data, urging caution with investment portfolios. Ozan Tarman from Deutsche Bank provides a global markets outlook, touching on the interplay between AI, gold, and current risk dynamics. Together, they dissect the risks and opportunities shaping the financial landscape.