Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

CIO Series: Wealth Management Platforms, Private Investment Strategies, and the Current (non-Twitter) Macro Outlook with Cameron Dawson

CIO Series: Wealth Management Platforms, Private Investment Strategies, and the Current (non-Twitter) Macro Outlook with Cameron Dawson

FromVillage Global Podcast


CIO Series: Wealth Management Platforms, Private Investment Strategies, and the Current (non-Twitter) Macro Outlook with Cameron Dawson

FromVillage Global Podcast

ratings:
Length:
40 minutes
Released:
Aug 10, 2023
Format:
Podcast episode

Description

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, joins Olga Serhiyevich, Head of Investor Relations, on this episode. Prior to joining NewEdge Wealth, Cameron was the Chief Market Strategist at Fieldpoint Private Securities and a Senior Equity Analyst at Bank of America. Takeaways: Cameron says that wealth management firms can provide the next chapter of growth for VC. There’s a notion that clients at wealth management firms are less sophisticated but in fact managing their assets is often much more complex than managing money for an institution. At wealth management firms, each client is very different and each one is managing their own money rather than that of other individuals, which adds a new dynamic. The law of large numbers is a drag on funds. As they get larger the alpha that they used to be able to get decays into beta when they become less nimble. Being a jack of all trades is key to succeeding as a CIO. The last 16 months have been a whirlwind but have also provided a huge amount of learning and have helped Cameron expand an already large skillset. Cameron doesn’t expect interest rates to fall anytime in the next six months or so. She says a recession is still a possibility but they usually take you by surprise and people have been expecting one for a long time and it still hasn’t materialized. Cameron has done a number of media appearances and says that the key to public speaking is practicing over and over again. She says that she works on distilling concepts down into simple explanations and practices them out loud in the mirror all the time. Both Olga and Cameron love ballet and Cameron explains why she loves it and how practicing ballet has helped her career. She says that there is a powerful artistry, history, and beauty to it and that the gruelling training regime prepared her well for other pursuits in her life. Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
Released:
Aug 10, 2023
Format:
Podcast episode

Titles in the series (100)

Village Global's Venture Stories takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. The podcast is hosted by Village Global partner and co-founder Erik Torenberg. Check us out on the web at villageglobal.vc/podcast for more.