MAKING SENSE OF THE MARKETS: AI, Geopolitics & Private Capital

Headlines move fast. Markets react faster. And when uncertainty stacks, it’s natural to feel uneasy about what it all means for your portfolio.

In this timely investor briefing, Prime Capital Financial’s Investment Leadership will walk through the three biggest sources of market anxiety we’re hearing from clients today.

We’ll explore:

• AI & Software Volatility – What’s real, what’s overhyped, and how innovation cycles historically impact markets

• Geopolitical Risk & Iran – How global tensions influence markets, energy, and investor sentiment

• Private Debt & Private Equity – What’s changing beneath the surface and how disciplined investors should think about risk, liquidity, and opportunity

This session is designed to provide context, clarity, and confidence. You’ll leave with a better understanding of how these forces interact, how professional investors evaluate them, and how diversified portfolios are built to withstand uncertainty over time.

Featured Presenters

• Scott Duba, CFA®, President, Prime Capital Financial

• Will McGough, CFA®, Chief Investment Officer

• Clayton Allison, Portfolio Manager

• Brett Newell, Portfolio Manager

Whether markets feel noisy or downright unsettling, this conversation is about helping you stay grounded, informed, and focused on long-term outcomes.