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Improving Alpha: Christopher Ailman, CalSTRS on Catching the Big Waves in Institutional Investing

Improving Alpha: Christopher Ailman, CalSTRS on Catching the Big Waves in Institutional Investing

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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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Improving Alpha: Scott Pittman on Maintaining Convictions and Balancing Portfolio Diversification at Mount Sinai’s Endowment

Improving Alpha: Scott Pittman on Maintaining Convictions and Balancing Portfolio Diversification at Mount Sinai’s Endowment

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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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Improving Alpha: Jose Eduardo Siman on Succession Planning Challenges and Innovating the Family Office

Improving Alpha: Jose Eduardo Siman on Succession Planning Challenges and Innovating the Family Office

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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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Improving Alpha: Gitanjali Swamy Building a Collective Intelligence Throughout the Asset Community

Improving Alpha: Gitanjali Swamy Building a Collective Intelligence Throughout the Asset Community

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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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Improving Alpha: Tensie Whelan Discusses Extracting Value from Sustainability

Improving Alpha: Tensie Whelan Discusses Extracting Value from Sustainability

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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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Improving Alpha: Greg Steinmetz on History’s Indispensable Asset Owners

Improving Alpha: Greg Steinmetz on History’s Indispensable Asset Owners

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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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Improving Alpha: A Zero Sum Behavioral Psychology Approach for Innovative Allocators

Improving Alpha: A Zero Sum Behavioral Psychology Approach for Innovative Allocators

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In the world of finance, there are many discussions around the topics of economic challenges or inequality when it comes to how asset managers or asset owners navigate the market. The volume certainly increases on this theme around bonus time when performance incentives are being paid out despite market volatility and declining returns.  In this …

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Improving Alpha: Jonathan Grabel, LACERA on Consolidating a Strategic Asset Allocation for Growth

Improving Alpha: Jonathan Grabel, LACERA on Consolidating a Strategic Asset Allocation for Growth

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Allocators today can’t predict the future state of the market, especially given recent volatility, needing to rely on several viewpoints and data benchmarks to reach their goal. This is true in the case of LACERA where Jonathan Grabel and his team manage over $70 billion in AUM. In this episode of Improving Alpha – Innovation …

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Improving Alpha: Ben Samild, Future Fund on Innovating Portfolio Investments for Over 35 Million Beneficiaries

Improving Alpha: Ben Samild, Future Fund on Innovating Portfolio Investments for Over 35 Million Beneficiaries

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How does a sovereign wealth fund navigate the current investment waters for over 35 million Australians, in relation to governance, investment decisions, technology, data and more? We take a deep dive into the Future Fund and how a blank paper mentality helps drive innovation on a total portfolio level basis. In this episode, Michael Oliver …

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