David Salem

In this insightful discussion, David Salem draws on over 40 years of institutional investing experience, having served as the founding president and CIO of TIFF. He delves into the intricacies of manager selection, risk management, and decision-making within investment committees. Salem also shares his views on global markets, particularly China and Japan, and explores emerging trends in private equity and digital assets. His unique insights illuminate the pressures institutional investors face and the principles that guide successful investment strategies.

Jim Caron, CIO at Morgan Stanley, discusses the market's response to the recent CPI and inflation under a potential second Trump term. Alicia Munnell, a retirement expert from Boston College, delves into the shortcomings of the U.S. retirement system, highlighting the struggles faced by those lacking employer-sponsored plans. David Salem from Hedgeye raises alarms about inflation's economic impacts and provides valuable insights on investment strategies in a shifting landscape. Together, they explore the intricate ties between politics, economics, and retirement policies.

David Salem, Managing Director of Capital Allocation at Hedgeye, shares his impressive journey in finance and investment. He discusses the vital role of manager selection versus asset selection. Salem dives into the impact of tax reforms on educational endowments, reflecting on how these changes could affect their financial strategies. He also addresses the concentration of the U.S. equity market and its consequences on capital allocation. With insights drawn from personal experience, he emphasizes the importance of adaptability and learning from past mistakes.