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2025 Capitalize For Kids: Dan Loeb AI Not A Bubble & Next Leg Up Coming; Likes These Stocks

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HFA Staff
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Dan Loeb Third Point
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At the 2025 Capitalize for Kids Investors Conference, Dan Loeb, Founder and CEO of Third Point LLC (approximately $20 billion in assets under management), offered insights into markets, credit, and the evolving AI trade rather than a traditional investment pitch, although he did mention a few stocks by name.

Also see our coverage of the 2025 Robin Hood Investors Conference, 2025 Invest For Kids Conference, and the 2025 European Value Investing Conference

2025 Capitalize For Kids: Third Point's Dan Loeb

  • Appetite for private credit and syndicated loans.
  • Insurance and reinsurance remain key areas of interest.
  • Biggest concern: excess speculation at the fringe of the market.

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