You're invited to an exclusive lunch featuring BCA's Chief Strategist - Private Markets & Alternatives, Brian Payne
Here are Brian's talking points:
- It’s Trump’s second term. What will the world look like for private assets?
Are our Capital Market Assumptions impacted? - How does China stimulus and a Trump presidency impact our outlook to
Private Equity across regions? Or does it? - The market has been wrong on interest rates. What does it mean for Private Credit?
- Office Real Estate in North America is approaching the bottom but is it time to buy?
US Multifamily is cracking, what are the implications? - Infrastructure investment dollars have been flooding into North America.
Are investors missing the opportunity in Europe? - With a recession in the US growing more imminent, our Hedge Fund views are evolving,
from Macro to Long-Short Equity to Event Driven.
Seats are limited so reserve your spot today!
- Date: Tuesday, February 11, 2025
- Time: 12:00pm - 1:30pm
- Location: Balboa Bay Resort, 1221 West Coast Highway, Newport Beach, CA 92663