“This is the most important chart in housing,” said Cameron Khajavi, CIO of MIK Capital. It shows that the homeownership rate for those aged 35-44 and under 35 collapsed after the 2008 Great Recession and housing bust.
“Lower ownership was the result of a difficult job market, delayed family formation, higher levels of graduate studies enrollment, successful urban c
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Access unique insights, attend exclusive events, expand your network, and invest wisely.
Access unique insights, attend exclusive events, expand your network, and invest wisely.
of the top 50 hedge funds globally (by AUM)
members worldwide
community events
(dinners and salons per year)
Here’s what you can expect as a member:
PURE AWARENESS
Our job is not to predict the future; it’s to see the present clearly. Gain unbiased insight into the macro forces shaping the investment landscape. Discover investing ideas and advance your thinking in truly novel ways.
SPECIAL ACCESS
Our in-person gatherings are intimate and rich. Our online events have their own magic. We summon the best ideas from our community of hedge fund CIOs and portfolio managers across the globe.
COMMUNITY-POWERED
Surround yourself with peers from around the world you can count on. We talk, exchange, learn, and lean on each other in our members-only Slack group. Test your opinion, take some advice, or just lurk. No trolls; we promise.
CLARITY & WISDOM
Two heads are better than one. Let Jawad be your thinking partner. Air your ideas, play out scenarios, and throw some refreshing water on those burning questions. You set the agenda. Each call is a chance to reset and rebalance.
Access unique insights, attend exclusive events, expand your network, and invest wisely.
Access unique insights, attend exclusive events, expand your network, and invest wisely.
test
Test one
SALON SERIES
While China weathered the Covid crisis better than anyone, the new year presents its own challenges. The way ahead will be more difficult, less predictable, and highly contingent on complex policy choices.
MACRO
The insight from financial history is that we’ve endured the “displacement” and are only now entering the “boom.” The “mania” phase lies well ahead.
