Charlie Morris
speaker
208 appearances
2 recordings
1 series
first heard Jul 2026
last heard 22 Jul
Charlie Morris’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 2.
Appearances
Yeah, the discussion often with next gen goes in many directions.
And what is the same as the old gen is a sense of...
having some kind of growth and preservation at the same time, which is interesting.
You see it's a different dynamic than entrepreneurs who are creating the wealth.
Often next gen for us are taking the wealth and try to figure out what's going to be the purpose of that wealth for the next generation.
No, I think to Charlie's point earlier, I think we've seen really the adoption of more asset classes.
We can debate what an asset class is later.
But clearly today, I would say the need for enhanced returns and diversification has led to portfolios being more than equities and bonds.
Not new, right?
Because we've been discussing hedge funds for a very long time.
Private equity now, private markets in general are more popular, so they are becoming really part of any asset allocation you can find on the street today.
I think the question is the quantum, and the question is how you access for what kind of returns.
But this is usually back to either skills, alpha, or an illiquidity premium, one way or another.
So today, I would say, so for our own clients, if you come and you're not constrained and we can have a very, very broad discussion, the starting point is going to come from what we call a holistic asset allocation discussion.
We'll come first and foremost with liquid, illiquid, long only, long short, and it will be a lot more than 60-40 for sure.
That we see increasingly going into, I would say, more mainstream portfolio.
I think it's been the norm.
for a long while, right?
A lot of families have been studying U.S.
endowments for a very long time and tried to be as good as another topic we can discuss.
Showing 81–100 of 208 · page 5 of 11
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