Fran Kinniry
5 statements across 1 episodes · 2 bullish · 3 bearish · 1 people on the record · first statement Jan 18, 2021 by Fran Kinniry · across every show →
On the record as a speaker too: Fran Kinniry's record, appearances and statements → this page counts the times other people say the name.
Everything said about Fran Kinniry, oldest first
Jan 18, 2021 negative
Jan 18, 2021 bullish
Long-horizon retail retirement savers need private equity the most
“Let's think about a target retirement fund, 50 year horizon, multi-asset class, single nav, rebalanced with return premiums that could be somewhere two to 400 basis points over public markets. I would argue that those investors are the investors who need priva…”
Jan 18, 2021 positive
Jan 18, 2021 bearish
Private credit's hybrid beta creates difficult portfolio asset allocation challenges
“When you start thinking about these hybrid asset classes that have a little equity beta, a little bond beta, it can really cause some challenges to your asset allocation process. Like, where would private credit or high yield sit? Do you break it and say it's …”
Jan 18, 2021 negative
Fired active managers usually outperform the managers hired to replace them
“When you look at higher fire decisions, there's a number of higher fire decisions out there for active managers, where you fire the incumbent because he has a, you know, significantly bad three, five year return. You hire the new manager based on good past per…”