David Salem, a pioneer in institutional investing, shares insights from his 40-year career, including his time founding TIFF and lessons learned from industry titans. He discusses the importance of rigorous manager selection and decision-making processes crucial for institutional investors. Salem dives into the investment landscapes of China and Japan, alongside his views on private equity and digital assets. His experience navigating challenges offers wisdom on leadership and adapting to market dynamics, emphasizing the blend of risk management and innovative strategies.

Matt Luzzetti, an expert in economic analysis, and David Salem, a notable figure in investment strategies, delve into the intricate relationship between geopolitical events and monetary policy. They discuss the importance of upcoming labor trends and their potential impact on interest rates. The conversation takes a surprising turn as they draw parallels between job support and the excitement of baseball season. Finally, they explore new investment models, liquidity challenges in alternative assets, and the role of technology in shaping future finance.