Asset Allocation During Challenging Times with Britt Messer

Welcome back to the Colloquium Podcast! In this episode, I welcome Britt Messer to the show! Britt serves as Chief Investment Officer of Southeastern Trust Company and leads the firm's Nashville office which opened earlier this year. Prior to joining SETCO, he spent 20 years as an investment analyst and portfolio manager for a large regional bank. In this episode, Britt talks about asset allocation and management during challenging times brought by the COVID-19 pandemic. He talks about private equity and alternative investments and where he thinks the market is heading from here. He also shares his thoughts on NFTs, meme stocks, and cryptocurrency. Join us and listen in![00:01 – 09:05] Opening SegmentWelcoming Britt to the showBritt shares his backgroundAdvising and managing portfoliosFiguring out today’s marketsThe value and solutions Southeastern Trust brings[09:06 – 30:25] Private Equity and Asset AllocationTransitioning into a trust companyThe degree of comfort the model bringsFlexibility and accessibility in TennesseeAsset allocation decision-making during challenging timesLooking at where the market is goingBritt’s thoughts on value stocks todayBritt on fixed income bond portfoliosNon-dollar denominated bondsPrivate equity alternativesBritt on NFTs and RobinhoodMeme stocksBritt’s thoughts on cryptocurrency[30:26 – 41:54] Changes in the Investing World How investing has changed in the last 50 yearsDoes debt matter anymore?Economic growth and GDPHow Britt curates information on a daily basisWhat he is reading right nowReacting to volatility and bear marketsHow worried Britt is about inflation[41:55 – 44:53] Closing SegmentWhat Britt does for funHow you can connect with Britt and his firmClosing wordsTweetable Quotes“I think one thing that is proven out and it shows them the results and shows them the numbers is that solid private managers still tend to outperform and provide an alpha over public equities over the lifecycle of their funds.” - Britt Messer“You are going to see more bear markets, you're going to see more volatility. It's really how you react to it and how you adjust to those situations." - Britt MesserResources Mentioned:Southeastern Trust CompanyExcelsior Capital------------------------------------------------------------------------------------------Connect with Britt on LinkedIn!Connect with me:LinkedInLIKE, SUBSCRIBE, AND LEAVE US  A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.