Send us a Text with any questions or comments Welcome to the Allocator Series on MLD Money Matters, where host Chad Larson brings listeners behind the curtain of how top allocators think, build portfolios, and manage risk. In this kickoff episode, Chad reconnects with long-time partner and industry leader Ryan Dunfield, CEO of SAF Group, to break down the real story behind private credit—why it’s grown so quickly, where the opportunities are, and what separates disciplined lenders from the r...
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Send us a Text with any questions or comments Welcome to the Allocator Series on MLD Money Matters, where host Chad Larson brings listeners behind the curtain of how top allocators think, build portfolios, and manage risk. In this kickoff episode, Chad reconnects with long-time partner and industry leader Ryan Dunfield, CEO of SAF Group, to break down the real story behind private credit—why it’s grown so quickly, where the opportunities are, and what separates disciplined lenders from the r...
Send us a Text with any questions or comments Key points from this month’s update: The U.S. government shutdown is noise, but it reinforces our neutral stance on U.S. equities.International equities are compelling — cheaper, more diversified, and potentially boosted by currency.Alternatives like our Alterna Private Income Portfolio continue to deliver exceptional, world-class risk-adjusted returns.Beta still matters. Lazy portfolios are costly over time. Active management and diligence make ...
MLD Wealth – Money Matters with Chad Larson
Send us a Text with any questions or comments Welcome to the Allocator Series on MLD Money Matters, where host Chad Larson brings listeners behind the curtain of how top allocators think, build portfolios, and manage risk. In this kickoff episode, Chad reconnects with long-time partner and industry leader Ryan Dunfield, CEO of SAF Group, to break down the real story behind private credit—why it’s grown so quickly, where the opportunities are, and what separates disciplined lenders from the r...
