Episodes
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If you are a CEO at a large public company, who do you speak with when concerned about strategy, formulation of innovative ideas, or even execution of a plan to scale your business investments? Many believe that unless there’s a large activist event or news story, decision-making is solely your own. Is there a way …
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Information overload can occur in even the most skilled institutional investor when considering the amount of managers and intelligence competing for their time and attention. How can a leading endowment CIO or portfolio manager navigate the volume of financial statements, capital calls, risk/reward ratios, and more? How can they mentor junior analysts to find the …
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Episodes manquant?
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Today there’s tremendous focus around the practice of good medicine, the advancement of healthcare innovations, and positive patient outcomes. One company that embodies these characteristics and provides services to the healthcare industry is The Doctor’s Company. The Doctors Company began in 1976 during a crisis period in medical malpractice claims that were skyrocketing. Formed out …
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Allocators face a barrage of ideas and debates around the use of artificial intelligence and large language models, better known as LLMs. How can huge amounts of investor data be transformed and enriched to solve challenges in asset allocations and improve an investment team’s strategy? Better yet, have we accumulated enough ‘scar tissue’ in artificial …
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In an age of artificial intelligence, (AI) many allocators are realizing that humans alone, or software alone, can’t match or exceed the gains that occur when software and human expertise combine. Layer that into the ability of generative AI to do something better, faster, and more cheaply, and investors can begin to see a game-changing …
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The portfolio diversification game takes a ton of time, energy, effort, and even during the best of times companies that you might be super bullish about can flame out, just as easily as those that are near death, can suddenly rebound. This is certainly the case in areas of venture capital (VC) or angel investing. …
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Navigating the world of technology innovations as a chief investment officer or portfolio manager is akin to a thrilling game of high-stakes poker or a graceful tango. Your success hinges on your ability to not just welcome incoming innovations but also effectively implement them, enhancing data transparency, boosting portfolio returns, and more. In this episode …
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Can a culture of growth and experimentation in institutional investing unlock deeper-level benefits to improving alpha? Would you be able to risk the old conception of yourself or your organization by exploring new forms of action and inquiry to help identify the best talent through due diligence or to combine two cultures post-Merger & Acquisition? …
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Is bitcoin a ‘safe-haven’ or still too risky for institutional investors to include as part of a larger portfolio allocation? How is systematic investing changing today with the influence of neural networks and artificial intelligence? Michael Oliver Weinberg, host of the Improving Alpha: Innovation in Investing ESG, and Technology podcast invites Ciamac Moallemi, William von …
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Be careful what you wish for, is a critical statement for those entering the field of private equity, and venture capital today. As the industry accelerates, increased government scrutiny, regulation, and a greater need to prove that your business is providing a productive service to society will come into play. In our latest episode of …
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When it comes to geopolitical risk, company risk, or even balancing the costs of capital with the desire for quick profits, institutional investors are now taking a long-term approach to their future investments. How does this perspective impact the risk-reward dynamic for future returns, and are there sectors that may not be as flashy but …
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As institutional investments become increasingly intricate, it is crucial to bring transparency (and perhaps even enlightenment) to both GPs and LPs. Large data sets and the scale of innovative technology shows no signs of decelerating for those seeking alpha. Serving as a cautionary tale for this installment of Improving Alpha, a famous quote by renowned …
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Mastering the timing of investment markets is a formidable challenge that demands unwavering commitment to a well-defined methodology. It entails navigating through risks, optimizing volatility, and steering clear of managers who adopt a reckless “spray and pray” approach. Today, allocators must carefully consider the current market cycle, strategically position their incentives, and strike the right …
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Since its establishment in 1913, CalSTRS has been fully committed to maximizing the retirement benefits for its extensive network of educators throughout California. With a staggering $310 billion in assets under management through its defined benefit plan, the pension scheme continuously strives to strike a harmonious balance between achieving targeted returns and addressing industry-wide challenges …
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In today’s ever-changing investment landscape, not all institutional investors can conform to a one-size-fits-all approach. This is particularly evident in the healthcare endowment sector, where our esteemed specialist oversees a staggering $2.3 billion portfolio of endowed funds and long-term capital. When you add in the support for insurance-related assets, totaling approximately $4.0 billion, and benefit …
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Warren Buffet has been quoted in the past about what happens to investors when the tide goes out and we see who’s been swimming naked. This quote can be aligned quite well to the environment that many institutional investors find themselves in today, given inflation, net zero regulations, fiduciary responsibilities, and more. In our latest …
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Given the continued volatility and inflationary pressures in the financial markets, many family offices are looking to shift their asset allocation to help provide better performance and lower overall risk. With pressures mounting, we wanted to get a sense of how global family offices are answering the innovation question for not only their current technology …
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How can leaders in asset management and strategic asset allocators help improve the collective intelligence at their organizations by leveraging the power of diversity? In our latest episode of the Improving Alpha podcast, Michael Oliver Weinberg speaks with Gitanjali Swamy, PH.D., Senior Legislative and Policy Advisor, Massachusetts State Senate, Managing Partner, IoTask on how leaders …
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For those working on asset allocations in today’s volatile markets, are there ways to differentiate between sustainability and ESG? Furthermore, how do you create a harmonization in a triple bottom-line approach that deals with job growth and creation, taking care of your employees and the planet, and ensuring profitability? In this episode, Michael Oliver Weinberg, …
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When considering some of the richest people in history, you may immediately think about names like Buffet, Vanderbilt, Carnegie, Rockefeller and more. However, there are two others that could be pulled from the pages of history that helped to shape the financial landscape that investors navigate today. They are Jacob Fugger and Jay Gould. In …
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