Last year, we were honored to have Chris Ailman as a guest on the Improving Alpha podcast. Fast forward 12 months, and lightning has struck twice for the Improving Alpha team, as we welcome Scott Chan, the current CIO of CalSTRS, to the guest chair. As the second-largest pension fund in the United States and …
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 …
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 …
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 …
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 …
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 …
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. …
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 …
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? …
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 …