The 2023 Outlook

KindredCast

LionTree Founder and CEO Aryeh B. Bourkoff sits down with public markets lead Leslie Mallon to discuss his outlook and expectations for 2023. This annual conversation aims to provide forward-looking insight into topics that are top-of-mind heading into 2023, spanning everything from the macro environment and expectations for M&A to sector-level developments and thematic trends for the year ahead, drawing from LionTree’s annual year-end letter and sector perspectives. To read Aryeh’s letter reflecting on 2022, "Growing Down," visit the LionTree site (https://liontree.com/wp-content/uploads/2022/12/LionTree_YearEndLetter_2022.pdf).

This podcast is for information purposes only and is not intended as investment advice, an offer or solicitation with respect to the purchase or sale of any security. Securities of any investment funds managed by LionTree are privately offered to selected investors only by means of each such fund’s governing documents and related subscription materials. Viewers should not assume that companies identified in this video are representative of all investments made or recommended by LionTree on behalf of each firm’s clients. An investment with LionTree is speculative and involves significant risks including the potential loss of all or a substantial portion of invested capital and the lack of liquidity of an investment. Past performance is not indicative of future results. Nothing contained in this video may be relied upon as a guarantee, promise, assurance or a representation as to the future.

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