Casey's firm changed its private market allocation model, originally developed at Yale University, from targeting a percentage of market value to a model based on growing the portfolio by its expected return to avoid over-allocating at market tops.

Casey argues that for investment firms adopting AI, establishing a strong data architecture is more important than selecting specific software, as software switching costs are expected to decrease significantly.

Casey sees a significant investment opportunity in real estate driven by a "wall of maturities" where existing capital structures are no longer viable at current interest rates, forcing owners to sell or refinance.