Feature Image Ep 23 (1)
Improving Alpha: TC Wilson on Advancing the Practice of Good Medicine through Better Asset Allocation Strategies

Improving Alpha: TC Wilson on Advancing the Practice of Good Medicine through Better Asset Allocation Strategies

By |

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 …

Read More Read More

Feature Image Ep 21
Improving Alpha: Chris Wiggins Exploring and Exploiting the Value of Artificial Intelligence

Improving Alpha: Chris Wiggins Exploring and Exploiting the Value of Artificial Intelligence

By |

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 …

Read More Read More

Feature Image Ep 20
Improving Alpha: Olivier Toubia and the Dark Side of Artificial Intelligence

Improving Alpha: Olivier Toubia and the Dark Side of Artificial Intelligence

By |

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 …

Read More Read More

Feature Image Ep 19
Improving Alpha: David Teten on the Future of VC Models, Tools for Improving Alpha and the Portfolio Diversification Game

Improving Alpha: David Teten on the Future of VC Models, Tools for Improving Alpha and the Portfolio Diversification Game

By |

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. …

Read More Read More

Feature Image Ep 18
Improving Alpha: Mazen Jabban on the Dangers of Delegating Away Allocator Innovation

Improving Alpha: Mazen Jabban on the Dangers of Delegating Away Allocator Innovation

By |

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 …

Read More Read More

Feature image ep 17
Improving Alpha: Karen Yeyinmen on Strengthening the Institutional Investment Toolkit through Action Research

Improving Alpha: Karen Yeyinmen on Strengthening the Institutional Investment Toolkit through Action Research

By |

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? …

Read More Read More

Feature image ep 16
Improving Alpha: Ciamac Moallemi on the Black Box of Systematic Investing, Bitcoin, and Neural Networks

Improving Alpha: Ciamac Moallemi on the Black Box of Systematic Investing, Bitcoin, and Neural Networks

By |

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 …

Read More Read More

Feature image ep 15
Improving Alpha: Russ Carson on the ‘lucky accident’ of a career in Venture Capital, Private Equity, and Philanthropy

Improving Alpha: Russ Carson on the ‘lucky accident’ of a career in Venture Capital, Private Equity, and Philanthropy

By |

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 …

Read More Read More

Feature image ep 14
Improving Alpha: Sandro Salsano exploring synergies in investments, philanthropy and deep value strategies

Improving Alpha: Sandro Salsano exploring synergies in investments, philanthropy and deep value strategies

By |

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 …

Read More Read More

Feature image ep 13
Improving Alpha: William J. Kelly, CAIA on disrupting data transparency in the institutional markets

Improving Alpha: William J. Kelly, CAIA on disrupting data transparency in the institutional markets

By |

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 …

Read More Read More