Common Sense in Uncommon Times

Explore a thought-provoking panel discussion on market dynamics and economic outlook during unprecedented times. Delve into the perceived disconnect between markets and the current economy, examining whether markets are accurately predicting future earnings or underestimating economic fallout. Gain insights from industry experts as they untangle market dislocations and opportunities in an economy driven by a public health crisis. Discover the implications of prolonged low interest rates on credit markets, price discovery, and overall economic prospects. Learn about common sense approaches to investing, diversification strategies, and perspectives on emerging markets. Analyze the pandemic's impact on various sectors, including healthcare and financial institutions, and explore the concept of a two-tier recovery. Benefit from the diverse expertise of speakers from RockCreek, Värde Partners, Leonard Green & Partners, and EJF Capital as they share their views on navigating these uncommon times.

Intro
Common Sense
What is common sense
What do you view as common sense
Perspective
Health Care
Diversification
Emerging Markets
Pandemic Management
India
Financial Institutions
Response to the pandemic
Business recovery
Twotier recovery
Unexpected
Conclusion