Tag: Regulation

Improving Alpha: Koray Caliskan on the ‘Data Money’ of cryptocurrency and future applications

Improving Alpha: Koray Caliskan on the ‘Data Money’ of cryptocurrency and future applications

Back in the 16th century, when paper money made its debut in Venice, skeptics doubted it could ever replace the clinking of metal coins. Fast forward to today, and we find ourselves seamlessly blending paper, coins, and cryptocurrency. This cutting-edge currency has skyrocketed to a market capitalization of $2-$3 trillion and continues to surge. Just last month, Bitcoin values were on the brink of reaching the monumental $100K milestone.

In our latest Improving Alpha podcast, host Michael Oliver Weinberg sits down with Koray Caliskan, Co-Director, MS Strategic Design and Management, The New School Parsons to discuss more on crypto, taxation, governance, and social innovation. 

Koray highlights the following: 

  • why are there losers and survivors in cryptocurrency and how can allocators navigate the nuances of these systems when making strategic asset allocations.
  • how will the regulation of cryptocurrencies need to evolve for wider adoption and can you tax crypto with normal paper and metal money.
  • his views on social innovation and why it’s so important for his students to pay attention to when choosing a career path.
  • where will artificial intelligence and LLMs feature in institutional investing and how are his students applying best practices today.
  • And more

Connect with Michael Oliver Weinberg: 

Connect with Koray Caliskan:

About Our Guest:

With 25 years of experience in research and design, Koray is a scientist and designer who works in economies, management, and societies. His latest book is Data Money: Inside Cryptocurrencies and their Communities, Blockchains and Markets (Columbia UP). It is based on his award-winning multi-methods research, which was selected as the Scientific Breakthrough of the Year in Social Sciences and Humanities by the Falling Walls Foundation in 2021. He is also a co-founder of Mamame, a social enterprise that empowers under-represented women’s labor, and a former filmmaker whose work has been shown at the Cannes Film Festival. He is the Editor-in-Chief of the Journal of Design Strategies and an Associate Editor of the Journal of Cultural Economy.

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.

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

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 British Economist Ronald H. Coase once said, “ if you torture the data long enough, it will confess to anything”.

Join Michael Oliver Weinberg as he sits down with William (Bill) J. Kelly, CAIA, President & CEO of the CAIA Association, in this captivating episode. In just :40 minutes, Bill shares his insightful perspectives on the ever-increasing regulation of private markets and the importance of data transparency. Dive into the fascinating world of AI and large language models, and explore the latest trends in ESG. Don’t forget to click on the audio play button at the top of this page to uncover even more valuable insights.

Further highlights cover

  • a brief overview of CAIA and FDP, explaining their origins and their roles in the alternative investments industry
  • the critical importance of being able to upskill and cross-skill the cast of characters that define the investment process, and how the process has changed over the last 10 years.
  • will artificial intelligence ever be able to build a comprehensive mosaic around cash flow, manager letters, and more.
  • learning what’s on the minds of larger allocators when it comes to increasing regulation by the SEC, and would real opinions be presented better with a ‘truth serum’ cocktail on data transparency.
  • the huge potential of doing well at one pillar of ESG, while simultaneously nuking another pillar. 
  • And more!

Connect with Michael Oliver Weinberg: 

Connect with William (Bill) Kelly:

About William (Bill) Kelly:

William (Bill) J. Kelly, CAIA is the President & CEO of the CAIA Association. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employee-owned firm. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO, and CEO roles. In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company. He has previously served as an independent director and audit committee chair for ’40 Act Mutual Funds and other financial services firms. He is also currently an Advisory Board Member of the Certified Investment Fund Director Institute which strives to bring the highest levels of professionalism and governance to independent fund directors around the world. A member of the board of the CAIA Association, Bill also represents CAIA in similar capacities via their global partnerships with other associations and global regulators. Bill began his career as an accountant with PwC and is a designated Audit Committee Financial Expert in accordance with SEC rules. 

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.