Alternative Solutions

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From Safe Haven to Risk Asset: Rethinking Treasuries in the Age of Deficits Presented by Jason Halliwell The U.S. will soon be at the highest debt level ever seen, with federal debt held by the public passing 100% of GDP and rising rapidly. In his presentation, Jason Halliwell challenged the traditional view of U.S. Treasuries as a "safe haven" and explored how rising government debt and persistent deficits may be transforming them into risk assets, especially in the current era of high and growing debt levels.

Modernization of Alternatives: The Case for Liquid Alts in a World Obsessed with Private Markets Presented by B.J. Brannan, Rick Friedman Recent headlines have both cheered and derided the “democratization” of alternative investments. In this presentation, B.J. Brannan and Rick Friedman evaluated the accessibility and promise of private equity, private credit, and hedge fund strategies, demonstrating how liquid alternatives can be used to achieve desired objectives within multi-asset portfolios, followed by a discussion about GMO’s approach to designing a comprehensive, outcome-oriented, liquid alternative strategy.

Personalizing Portfolio Construction: Goals-Based Strategies for Modern Advisor Firms Presented by Adam Scully-Power Nebo Wealth was developed over the past decade at GMO. Since its launch in 2022, Nebo has received numerous awards for innovation for setting new standards in goals-based investing and wealth-optimized portfolio construction. During this presentation, Adam Scully-Power discussed the limitations of traditional risk-based models and demonstrated how an intelligent portfolio optimization engine can connect financial planning with tailored investment solutions, scaling personalization across client segments and integrating private assets for differentiated outcomes.

 

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