Julia Rees Toader

Julia Rees Toader, a Founding Partner at PrinCap and ex-Global Head of Portfolio Strategy at Goldman Sachs, shares wisdom gained from advising top CIOs. She reveals that emotions often guide investment choices more than data. Julia discusses the pitfalls of home-country bias and why ultra-wealthy families thrive by leveraging their business strengths. She also emphasizes the importance of avoiding losers, the flaws of the traditional 60/40 portfolio, and the need for innovative hedging strategies. Expect insights on behavioral biases and the transformative role of AI in investment decision-making.