Meredith Jenkins

Join seasoned allocators Brett Barth, Meredith Jenkins, Jon Harris, and Casey Whalen as they reflect on the ever-evolving investment landscape. They tackle the current state of private markets and portfolio liquidity, emphasizing the importance of secondary sales. The conversation dives deep into niche investment strategies, the impact of AI on decision-making, and emerging sectors like defense technology. Personal insights mix with market trends, all while keeping the mood light with trivia. It's a candid look at investing through the eyes of industry veterans.

Meredith Jenkins from Trinity Wall Street, Casey Whalen from Truvvo Partners, Brett Barth from BBR Partners, and Jon Harris from Alternative Investment Management gathered for a lively discussion. They explored long/short hedge funds and the challenges in tech markets. The group dove into investment strategies in Africa, while Casey revealed insights on private markets. Jon honored his late father, Ira Harris, amidst their banter. The blend of personal stories and investment wisdom highlighted the nuances of navigating today’s market dynamics.

Join seasoned allocators Ellen Shuman, Meredith Jenkins, Kim Lew, and Alisa Mall as they explore how Carnegie Corporation of New York nurtures industry leaders. They dive into the organization's unique training culture that has produced numerous CIOs, even rivaling the famed Yale model. Discover insights on their investment philosophies, the significance of teamwork, and the evolution of leadership dynamics. The conversation highlights key strategies in fostering talent and adapting to change within the investment landscape.