Allocator10x - The $600Bn Perspective: What Institutions Get Wrong About Risk, Diversification & AI - Jeffrey Blazek, co-CIO of Multi-Asset, Neuberger Berman ($600B+ AUM)

Episode notes

What does managing $600 billion teach you about risk that most investors never learn? Jeffrey Blazek, Co-CIO of Multi-Asset at Neuberger Berman, joins Prashant on VC10X to challenge the assumptions that have quietly shaped - and quietly undermined - institutional portfolios for a generation. From the macro shift that is more permanently broken than rates or geopolitics, to the asset class generating 10 to 15 percent returns with zero correlation to equities, to whether AI is the internet bubble all over again - this is one of the most substantive allocator conversations we have had on the show.

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