Join Andy, Amit, and Lachlan as they unpack key takeaways from the prestigious Bernstein Strategic Decisions Conference in New York. From AI-driven transformations in the restaurant industry to the evolving landscape of private credit and enterprise software, this episode offers exclusive insights into the trends shaping global markets.

🍔 How AI is revolutionizing restaurant operations (Yum! Brands vs. Restaurant Brands International)
💡 ServiceNow’s expansion beyond IT budgets into real estate & labor optimization
💰 The state of private credit—stability at the top, risks in the long tail
📈 Why institutional investors are consolidating with top-tier asset managers

Tune in for expert analysis on what these trends mean for investors.

Key Timestamps & Topics Covered:

• 00:00:00 - 00:01:20 | Introduction & Conference Overview

  • Format of the Bernstein Conference (fireside chats with top CEOs).

  • Why it’s a must-attend for investors.

• 00:01:20 - 00:08:55 | AI in Restaurants: Yum! Brands vs. Rival Strategies

  • How Yum! leverages centralized AI (e.g., Byte by Yum) for supply chain, staffing, and loyalty.

  • Contrast with Restaurant Brands International’s decentralized approach.

• 00:09:29 - 00:13:57 | ServiceNow’s Expansion Beyond IT Budgets

  • Using AI to cut corporate real estate costs (e.g., a 25% footprint reduction case study).

  • Why labor and real estate budgets are now fair game for software spend.

• 00:14:57 - 00:20:03 | Private Credit: Stability at the Top, Fragmentation Below

  • Default rates remain low for institutional players (KKR, Blackstone).

  • Risks in smaller, subscale private credit funds.

• 00:20:24 - Close | The Institutional Shift to Premium Asset Managers

  • NYC Pension Fund’s consolidation from 74 managers to 45.

  • Why firms like KKR and Blackstone are winning.

    
    

    #Investing #AI #PrivateCredit #AssetManagement #BernsteinConference #ServiceNow #RestaurantTech #KKR #Blackstone