Special Edition: Britt Harris, Former CIO of UTIMCO, The Seven Storms Facing Investors

In this special edition episode of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Britt Harris, former CIO of UTIMCO and founder of Titans of Investing, to discuss the seven storms reshaping the investment landscape. Scott and Britt begin by framing why the post-2020 era breaks from the four-decade regime that preceded it. Britt then walks through the seven storms — debt, China, climate, AI, world order, millennials, and corporate concentration — highlighting how sovereign-scale companies and passive ownership are reshaping capitalism. Britt also discusses what the new regime means for allocators, noting that the reflationary environment will reward hard assets and independent thinkers. Lastly, Britt reflects on four decades in the industry, reiterating the importance of emotional stability and being prepared for the bear markets we know are coming.