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Dakota Live! Podcast: Rewriting Wealth Management with Windrose Advisors
Manage episode 436740959 series 3410815
İçerik Robert Morier tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Robert Morier veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this insightful episode of the Dakota Live! Podcast, we sit down with Celicia Chaung, Deputy CIO of Windrose Advisors, to explore the intricacies of manager research, market insights, and asset allocation strategies that have defined her 20-year career in the investment industry.
Celicia shares her journey from an aspiring doctor to a leading voice in hedge fund research and asset management, offering invaluable advice on finding differentiated managers and constructing resilient portfolios in today's volatile market.
Why You Should Listen:
- Gain exclusive insights into Windrose's approach to manager research and selection.
- Understand the current market trends and how Windrose Advisors positions their portfolios defensively and opportunistically.
- Learn the value of a diversified asset allocation strategy from a seasoned industry expert.
Tune in to learn how Windrose Advisors navigates the complexities of alternative investments, the importance of a global perspective, and the strategic thinking behind their diversified portfolios.
Whether you're an investment professional, a curious learner, or someone seeking a deeper understanding of the financial world, this episode is packed with actionable insights that you won't want to miss.
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