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Bob Weisse, Chief Investment Officer at Heritage Financial, joins President & CEO Sammy Azzouz for a timely conversation on private markets. Together, they break down private credit and private equity, explore emerging risks across these asset classes, and share expectations for what lies ahead.

The discussion then turns to our 2025 market outlook—what was forecasted, what actually unfolded, and how current market and economic conditions are shaping future expectations. Bob offers his perspective on:

What’s driving weakness in today’s labor market
Whether tariff concerns and Fed fears were overblown
Whether we’re in an AI bubble
What the data suggests for the future of international equities—and more

Send your questions to wealthybehavior@heritagefinancial.net

Visit us at www.heritagefinancial.net

Inside Private Markets, Data Trends, and AI