Chloe Duanshi Joins AIMA’s The Long-Short Podcast to Discuss Investing in the Current Landscape
Rockefeller Global Family Office Head of Macro & Investment Strategy Chloe Duanshi, CFA, joined AIMA’s The Long-Short Podcast, to share her perspectives on how Rockefeller is helping clients navigate alternative investments – critical to finding long-term success is staying attuned to cyclical currents and proactive with changes in secular trends.
Chloe also discusses the nuances and opportunities that the current macro environment may present for hedge funds and private credit, as well as the transformative role AI could play in determining the future of geographical economic competitiveness and the corresponding growing opportunity set within private equity
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Alternative investments, such as hedge funds and private equity/venture capital funds, are speculative and involve a high degree of risk. There is no secondary market for alternative investments and there may be significant restrictions or limitations on withdrawing from or transferring these types of investments. Private equity funds generally require an investor to make and fund a commitment over several years. Alternative investments generally have high fees (including both management and performance based fees) and expenses that offset returns. Alternative investments are generally subject to less regulation than publicly traded investments. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.
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• Restrictions on transferring interests in a fund;
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• Complex tax structures and delays in tax reporting;
• Less regulation and higher fees than mutual funds; and
• Risks associated with the operations, personnel, and processes of the manager
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