David Mihalick

Alpha Architects for Multi Asset Strategy | Global Conference 2025

Jared Carney, Khaled Al Shamlan, Ashley Baum, Jeb Bentley, Saira Malik, David Mihalick

Five senior investment leaders representing approximately $3 trillion in assets convened to discuss evolving portfolio strategies amidst rising asset correlations and the declining efficacy of the traditional 60-40 model. The panel emphasized a strategic shift toward alternative assets like infrastructure and private credit while highlighting that resilience and local information networks are critical for generating alpha during periods of volatility. By prioritizing downside protection, utilizing regime-based allocations, and leveraging internal management structures, the speakers outlined a roadmap for navigating current market dislocations and meeting long-term liability requirements.