EMW/2023DisclaimerTTIBeReSEATyELBLenCOLeLnLaDiEEEraaYylrErSomanmtyeieCenTrneeeEnCopmimphoninaaaneineyLnEeEEEeieelySipbgLbICEEEAHpERRYHmmmrrWelcometoCn—LsoerEaySetrriRRETTTARRLSeEESyBYaCaila—"—CT————EEp=illHnTRVpl:EEREEEEEerWeTRI-me:-osiEMW/2023Keynoteagenda—LessonsfrompublicmarketsCET)Crtrdett—CoatuePredictionRealityResilienteconomybutareweoutofthewoods?+20%butmarketinternalsmoremixedIndeed!Correct!“YearofEfficiency”AIInflationsubsidingRecord-lowunemploymentEuropeanenergycrisisavertedEndofChina’sZero-CovidFounderpivot:YearofEfficiencyDawnofanewtechnology:AIInflationsubsidingRecord-lowunemploymentEuropeanenergycrisisavertedEndofChina’sZero-Cov...