Wed Dec 04 2024

This week on Swimming with Allocators, Earnest and Alexa wrap up Season 2 of the podcast. Marking their 50th episode, they discuss the effect the consolidation of registered investment advisors (RIAs) and PE acquisitions of outsourced chief investment officers (OCIOs) will affect capital allocation and the viability of emerging managers. Earnest and Alexa make their predictions for 2025: crypto whales will be prime fundraising targets, AI investment will shift from infrastructure to middleware and applications, diverse managers will overperform, and San Francisco will experience a resurgence. They also share their book recommendations to be a better investor in today’s market.