CAIS Live Conversations, Building With Alts | Reading the Market: Cameron Dawson on Signals, Positioning, & Private Markets (EP. 34)

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, joins host Alex Cavalieri on CAIS Live Conversations: Building With Alts to share how she and her team cut through market noise with a multidisciplinary approach to macro analysis. Dawson shares her views on the role of liquidity, positioning, and valuation as amplifiers in today’s market and why the US consumer remains her most closely watched indicator. She also shares NewEdge’s framework for incorporating private markets into portfolios, built on what the firm calls “functional asset allocation”: the idea that every asset in a portfolio should have a clearly defined purpose. For financial advisors navigating a fast-moving macro environment, this episode offers a, client-first perspective on portfolio construction and the discipline required to stay the course. 

Creators and Guests

Host

Alex Cavalieri

Head of Marketing, CAIS

Guest

Cameron Dawson

Chief Investment Officer at NewEdge Wealth

What is CAIS Live Conversations, Building With Alts ?

CAIS Live Conversations: Building With Alts, tackles the often untapped potential of alternative investments by sitting down with the various players in the alts ecosystem. Listen in as we dive into alternative investments from the perspective of industry experts, RIA executives, IBD executives, alts manager leaders, and alts experts. Hear what other advisors are doing, learn about new technology, and join us as we turn investment complexities into real-life concepts that could potentially help diversify and drive growth in the independent space.