Compardo, Wienstroer & Janes at Moneta –
In the wake of a pivotal election, Moneta brought together a group of financial industry experts to share their perspectives on the challenges and opportunities shaping the post-election financial landscape. More than 125 guests gathered at The Historic 1900 Building in Kansas City on November 12th for an evening of connection, insight, and lively discussion.
The event, titled Investment Insights: Navigating the Post-Election Financial Landscape, was anchored by a panel of seasoned experts whose combined experience spans global markets, private investments, and innovative strategies. The discussion provided actionable insights to help attendees navigate economic uncertainty and identify potential opportunities in the year ahead.
A Conversation Led by Experts
The panel featured an impressive lineup of industry leaders:
- Benjamin Trombley, Managing Director at Apollo
- Saul Kopelowitz, Managing Director at KKR
- Tony Rodriguez, Head of Fixed Income at Nuveen
- Aoifinn Devitt, Chief Global Market Strategist at Moneta1
Moderated by Moneta’s Chief Investment Officer Andrew Kelsen, the conversation delved into topics critical to today’s investors, including the role of artificial intelligence, the evolution of private markets, and the impact of policy shifts under the incoming administration.
“This panel wasn’t about predicting the future—it was about equipping attendees with tools to think critically about what lies ahead,” said Aoifinn Devitt. “That means balancing historical context with forward-looking strategies.”
Key Takeaways for Investors and Businesses
Throughout the discussion, panelists emphasized several themes:
- Private Markets: As traditional asset classes face headwinds, private markets may provide opportunities for diversification and growth.
- Fixed Income: In an era of rising interest rates, understanding fixed-income dynamics will be crucial for portfolio management.
- Artificial Intelligence: Panelists highlighted AI as both a disruptor and a tool for identifying new opportunities in data-driven investment strategies but with an overwhelming note of caution in putting too much faith in the tool.
- Policy Impacts: The incoming administration’s economic policies could have far-reaching effects on industries and markets, making adaptability essential.
The audience engaged actively during the Q&A session, exploring how these trends might affect their own financial strategies. “The questions really reflected how much people are paying attention to these topics,” noted Andrew Kelsen. “There’s a hunger for practical insights.”
Fostering Community Through Financial Insight
While the discussion was the centerpiece of the evening, the event also underscored the importance of community and collaboration. Guests had opportunities to connect with peers and the panelists, sparking new conversations over refreshments in the building’s elegant Fountain Room.
“Fantastic event! I noticed all the details that went into the evening,” shared one guest. “The insights were invaluable, and the atmosphere was perfect for thoughtful discussion.”
Moneta remains committed to fostering conversations that help clients and community members prepare for the challenges ahead. Events like these reflect the firm’s dedication to offering not just financial advice, but a comprehensive approach to navigating life’s complexities.
To learn more about Moneta’s insights or receive an invitation to future events, email thecwjteam@monetagroup.com.
1Aoifinn Devitt has since joined the Compardo, Wienstroer & Janes team at Moneta as Senior Investment Advisor in their Family Office Practice.
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