Tag: Business Growth

Feature Image Ep 7
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 approach the more social aspects of ESG.

Gitanjali further discusses: 

  • How her early educational career helped shape her outlook on diversity across various startups and businesses
  • What can interfere with a truly diverse collective intelligence
  • How to improve diversity and lead to better decision making
  • What is the 3-stage process that can help the asset community build a better collective for diversity
  • How one’s customer base and allocators may improve their collective intelligence and enable better outcomes
  • And more

Connect with Gitanjali Swamy:

About Our Guest:

As an entrepreneur, Dr. Swamy has founded, grown, or served as a board director in innovation enterprises and new investment funds for clients like MIT Corp and Fabindia. As a professional, she has led the investment sourcing, structuring, and transaction of seed to over a billion USD deals, in her investment or management consultant roles at The Carlyle Group Booz Allen & Hamilton, and IoTask, where she is Managing Partner. Dr. Swamy has also served in line-management roles at The Mathworks and Mentor Graphics. She is also a representative to the EQUALS Global Partnership (a Joint Venture of the ITU, GSMA, UNU, UN Women). . She has also served as faculty at Harvard and Columbia University, where she taught classes in finance and policy

Connect with Michael Oliver Weinberg: 

To learn more about our host visit: https://www.vidrio.com/blog/improving-alpha-podcast-gita-swamy-diversity-collectiveintelligence

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Vidrio Financial, and/or our host, Michael Oliver Weinberg. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

The release date may not correspond to the recording date.

Vidrio Yt Feature Ep 6
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, co-founder, Improving Alpha Podcast Series, is joined by Tensie Whelan, Clinical Professor of Business and Society and Director, Center for Sustainable Business, Leonard N. Stern School of Business, NYU, to discuss more on the topic of sustainability, and how companies can look at their own profiles in the market when considering risk, competitor analysis, competitor advantage and more.

Tensie further discusses: 

  • Her background including work with the Rainforest Alliance, building that organization to a $50 million in revenue across 60 countries.
  • Embedding sustainability as a core to any business strategy which equates to driving better financial performance.
  • What is the “Rosie Return on Sustainability Investment” and the 9-mediating factors that drive better performance as it relates to the core of your business.
  • The ability of companies to quantify sustainability risk, and how a scale can be applied for investors looking at a given sector.
  • What is the materiality matrix, transparent reporting (against KPIs as well as international standards), and strategic imperative of the company as it relates to sustainability investment methodology
  • And more

Resources:

Connect with Tensie Whelan:

About Our Guest:

Tensie Whelan (NYU ‘80), Clinical Professor for Business and Society, is the Founding Director of the NYU Stern Center for Sustainable Business, where she is bringing her 25 years of experience working on local, national and international environmental and sustainability issues to engage businesses in proactive and innovative mainstreaming of sustainability.

Connect with Michael Oliver Weinberg: 

To learn more about our host visit: https://www.vidrio.com/blog/improving-alpha-podcast-tensiewhelan-esg-sustainability

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Vidrio Financial, and/or our host, Michael Oliver Weinberg. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

The release date may not correspond to the recording date.

Yt Feature Ep 1
Improving Alpha: Jeff Mindlin, ASU Enterprise Partners on Engineering a $1.3 billion Endowment for the Future

Improving Alpha: Jeff Mindlin, ASU Enterprise Partners on Engineering a $1.3 billion Endowment for the Future

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As allocators continue to navigate these volatile investment waters, endowments find themselves wrestling with questions around sustainability, ESG investing, innovation, and how to pass along their strategies for success to the next generation.

In this inaugural episode, Michael Oliver Weinberg, co-founder, Improving Alpha Podcast Series, is joined by Jeff Mindlin, Chief Investment Officer of ASU Enterprise Partners to discuss how ASU Enterprise Partners encourages growth to the next generation of financial advisors. He shares his own journey and how tech and innovation is influencing his next steps when investing for the future. 

Jeff discusses:

  • His background and how he had a light-bulb moment with financial engineering and the building of quant models.
  • What is ASU Enterprise Partners and how was Michael able to grow from $650 in AUM to over $1.3 billion in the endowment today.
  • The sustainability efforts in the ASU Enterprise Partners endowment today, and what led to the ‘petri-dish’ of tests to figure out the right implementation for an ESG strategy that made sense.
  • How his team is tapping into the student body to build a student managed fund program that deals less with stock picking and more about modeling a real investment strategy, whether it’s through impact investing, ESG, real estate assets and more.
  • How he thinks about tech and innovation, whether it comes from categories in education, clean tech, space or even military.
  • And more!

Connect with Jeff Mindlin:

About Our Guest:

Jeff Mindlin is responsible for managing the ASU Foundation’s highly diversified investment assets to maximize long-term, risk adjusted returns. He provides critical support of the investment committee, and oversight of the outsourced chief investment officer while also helping drive synergies within the other ASU Enterprise Partner subsidiaries.

Mindlin oversees the Education Technology Accelerator program, acts as a trustee to the retirement plan and advises on the investment management of ASU’s operating funds.

Connect with Michael Oliver Weinberg:

To learn more about our host visit: https://www.vidrio.com/blog/improving-alpha-podcast-asu-enterprise-partners 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Vidrio Financial, and/or our host, Michael Oliver Weinberg. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

The release date may not correspond to the recording date.