FAQ: Dr. Alyce Su's Investment Strategy at the Elite CIO Forum in Beverly Hills

What was the main topic of Dr. Alyce Su’s presentation at the Beverly Hills forum?

Dr. Alyce Su headlined a panel titled ‘Navigating Markets: Investment Strategies and Macroeconomic Outlook,’ where she discussed strategic investment responses to the Federal Reserve’s recent interest rate cut and outlined a three-pronged tactical investment strategy.

What specific investment strategy did Dr. Alyce Su recommend?

Dr. Su outlined a three-pronged strategy: 1) Lock in bond yields focusing on short-duration investment-grade credit, long-duration municipal bonds, and hybrid securities; 2) Lean into equities with targeted allocations to S&P 500, Russell 2000, and sectors including AI, financials, industrials, power, and defense; 3) Hold alternatives for diversification through hedge funds.

Why is the current market environment significant for investors according to Dr. Su?

Dr. Su noted that we’re in a ’non-recessionary easing cycle’ where the Fed has adopted a more cautious tone, which historically supports both fixed income and equities, making this a key moment for disciplined asset allocation.

When and where did this investment forum take place?

The 9th Annual Private Wealth Southern California Forum was held on October 14 at The Maybourne Beverly Hills in Beverly Hills, California.

Who organized the forum and who attended?

The forum was hosted by Markets Group and brought together family offices, institutional investors, and wealth advisors to explore portfolio resilience amid macroeconomic uncertainty.

What broader market themes did the CIO panel address?

The panel discussed global trade risks, labor market dynamics, interest rate trajectories, and the potential impact of the new OBBBA fiscal stimulus bill.

What did Dr. Su highlight about global investment trends?

She highlighted Hong Kong’s emergence as a leading IPO hub and noted its growing role as a public-market parallel to the U.S. private equity ecosystem.

What is Dr. Alyce Su’s professional background and expertise?

Dr. Alyce Su, PhD, CFA, CAIA, is Chief Investment Officer of the PIMCO Partner Family Office with over 25 years of experience, having held senior roles at PIMCO, Goldman Sachs, UBS, and McKinsey, overseeing multibillion-dollar institutional portfolios.

Why is Southern California’s role in finance significant according to the forum?

The forum underscored Southern California’s rising influence as a global financial center, providing regional investors with access to institutional-grade insights and expertise.