Dakota Live! Podcast
The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
Dakota Live! Podcast
Dakota Live! Podcast: Rewriting Wealth Management with Windrose Advisors
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.
