John Bowman
CEO of CAIA Association, expert in alternative investments, discussing geopolitical uncertainty's impact on private capital.
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May 6, 2025 • 58min
E161: The Death of Modern Portfolio Theory? w/John Bowman
John Bowman, CEO of the CAIA Association, discusses the shift from traditional asset allocation methods to the Total Portfolio Approach (TPA). He highlights how institutions are adapting to optimize returns while navigating liquidity risks. With alternatives now making up over 20% of institutional assets, he warns against the pitfalls of outdated strategies. Bowman underscores the importance of financial education for advisors and the growing accessibility of these investment options for individuals. The future indeed looks different for alternative investments!
Mar 18, 2025 • 1h 19min
Geopolitical Uncertainty is Freezing Private Capital | John Bowman of CAIA
John Bowman, CEO of the CAIA Association, dives into the complex world of alternative investments. He highlights how geopolitical factors, especially tariffs, have significantly influenced private equity assets. Bowman discusses the resurgence of hedge funds and warns of potential shifts in private credit markets. He also emphasizes the challenges posed by high borrowing rates for smaller companies and shares insights on the evolving venture capital landscape, particularly in sectors like AI and blockchain.
