Peter Krause

Peter Kraus, Chairman and CEO of Aperture Investors, boasts a four-decade career in finance, including leadership roles at Goldman Sachs and AllianceBernstein. He discusses the importance of performance-linked compensation models to build trust with clients. Peter shares insights from his storied career, emphasizing the need for cultural transformation in asset management. He elaborates on his intricate process for selecting portfolio managers, balancing analytical skills with real-time decision-making. The conversation also touches on his passion for contemporary art, drawing parallels with investment strategies.

Peter Kraus, Chairman and CEO of Aperture Investors and former head of Alliance Bernstein, dives into the shifting landscape of tech and finance. He discusses NVIDIA's role amid U.S.-China tensions, especially in AI chip supply. The conversation pivots to the Federal Reserve's struggles with inflation and economic growth, while President Trump calls for drastic changes in leadership. They also touch on Harvard's tax-exempt status and the broader implications of political decisions on the market, revealing a complex interplay of economics, education, and national security.

Voldemort Slezak, KKR's global head of digital infrastructure, dives into the booming demand for data centers driven by the AI revolution. Hank Paulson, former Treasury Secretary, emphasizes the challenge of federal debt and the need for trust in financial leadership. Peter Krause, CEO of Aperture Investors, shares insights on the art market, exploring how politics intertwine with collecting, and discusses strategies for navigating this lucrative yet complex landscape. Expect fascinating takeaways on economics, technology, and art collecting!