Vol 27
Late Cycle, Long Game: Where CEOs and CIOs Are Deploying Capital Now
30 September 2025
14.00 – 15.00
(GMT)
LOCATION: ZOOM
Late Cycle, Long Game: Where CEOs and CIOs Are Deploying Capital Now
30 September 2025
14.00 – 15.00
(GMT)
LOCATION: ZOOM
Our Trend Watch webinar series will host a panel of professional investors, fund selectors and knowledge leaders to discuss current trends, their impact on the industry and how this changes their asset allocation and investment process.
As markets navigate the late stages of the cycle, investors are increasingly focused on where to find margin of safety and downside protection—without compromising on long-term opportunity.
Join us for a timely discussion exploring how leading asset managers are positioning portfolios for resilience amid macro uncertainty, inflation risks, and geopolitical shifts.
Key topics include:
– Rotation into real assets and defensive sectors as core exposures
– Selective innovation: identifying investable AI and digital infrastructure themes
– The role of private markets and alternatives in delivering yield, diversification, and inflation protection
– Capital shifts driven by policy (IRA, EU Green Deal) and geopolitics (reshoring, regional divergence)
Chief Investment Strategist, BNP Paribas Wealth Management
CIO, Head of Public Market Investments & Partner, Coeli
CIO, Multi Asset, Neuberger Berman EMEA
Founder & CEO, Algebris Investments
Chief Investment Officer,
Nixon Peabody Trust Company
Daniel Kern is the Chief Investment Officer for Nixon Peabody Trust Company. His primary responsibilities include leading a team of investment professionals and directing the asset allocation, security analysis/selection and portfolio management processes on behalf of the firm’s trustees and clients.
Prior to joining Nixon Peabody Trust Company, Dan served as the Managing Director and CIO of TFC Financial Management, a registered investment advisor in Boston. Earlier in his career, he was the President and Chief Investment Officer at Advisor Partners, a boutique asset manager in the San Francisco area. Dan also managed more than $3 billion of mutual fund assets at Charles Schwab Investment Management as head of asset allocation and managed global and international equity portfolios for Montgomery Asset Management.
A CFA charterholder, Dan is a member of the CFA Institute and a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a board member and Chair of the Investment Committee for the Cambridge Community Foundation, on the Board of Advisors for the Brandeis International Business School, an Independent Trustee for Green Century Funds, and on the Board of Directors of Wealthramp and the Lown Institute.
Register your interest to speak at an upcoming Trend Watch in 2024.
IN partnership WITH
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
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