Cameron Dawson, CIO of NewEdge Wealth, on the current state of private markets, impact of rising interest rates on deal flow and the increasing focus on operational efficiency in private equity

Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast, host Nic Millikan speaks with Cameron Dawson, CIO of NewEdge Wealth. They look into the current state of private markets, exploring trends like the impact of rising interest rates on deal flow and the increasing focus on operational efficiency in private equity. Cameron also shares her perspective on the potential resurgence of the IPO market and the risks of a market bubble, particularly in the technology sector. To navigate these complexities, Cameron advocates for uncorrelated strategies, emphasizing the importance of diversifying portfolios and mitigating equity risk to achieve long-term investment goals.Cameron Dawson, CFAAs Chief Investment Officer, Cameron spearheads the development of NewEdge Wealth’s investment themes, strategies, and market views while collaborating with the firm’s advisors and clients.Before joining NewEdge Wealth, Cameron served as Chief Market Strategist at Fieldpoint Private Securities and as a Senior Equity Analyst at Bank of America. With a robust background in macroeconomics, she has honed her skills in crafting forward-thinking investment themes and asset allocation strategies. She is renowned for her insightful and distinctive financial commentary and frequently appears on Bloomberg, CNBC, Fox Business and other media outlets. Cameron is a Chartered Financial Analyst®(CFA®) and a former board member of the CFA Society® of Orlando.Cameron has been recognized with numerous industry awards, including Institutional Investor RIA Intel CIO of the Year for 2024.A Florida native, Cameron earned her bachelor’s degree from Rollins College, where she graduated as Valedictorian, and her MBA from the Crummer Graduate School of Business at Rollins College.In this episode, we discuss:* (05:52)The intersection of dance and finance* (09:17) Current state of private markets* (20:20) Economic conditions and IPO landscape* (26:00) The impact of technological shifts on market dynamics* (29:00) Investment strategies in private markets* (32:20) Navigating esoteric asset classes* (40:48) Advice for new investors in private marketsDISCLOSUREThe information on this page constitutes market commentary and is provided by Allocate Management Company, LLC, any of its affiliates or any of its or their affiliates, directors, officers, employees or advisers (collectively referred to herein as “Allocate”) for informational purposes only.Any opinions, assumptions, assessments, statements or the like (collectively, “Statements”) regarding market condition, future events or which are forward-looking, including Statements about investment processes, investment objectives, goals, risk management techniques, views of possible future outcomes in any investment asset class or market, or of possible future economic developments, constitute only market commentary based on the subjective views, beliefs, outlooks, forecasts, projections, estimations or intentions of Allocate, should not be relied on, are subject to change. 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It is Allocate’s policy that investment recommendations to its clients must be based on the investment objectives and risk tolerances of each individual client.This page and Statements may contain or are based on third-party sources that, although believed to be reliable, have not been independently verified. Market and investment views of third parties presented herein do not necessarily reflect the views of Allocate. All such information is as of the date indicated, if indicated, may not be complete, is subject to change. 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