The Improving Alpha podcast has wrapped up its third season, featuring a diverse lineup of guests from across the alternative asset landscape. These leaders shared deep, practical insights on managing billion-dollar portfolios...
7 min read
Improving Alpha: Geeta Kapadia on Endowment Innovation, Secondaries, and Defining the Future of Alternatives
Separating the noise and hype from strategic asset allocation strategies is essential when running a $1BN endowment portfolio. Inflation concerns, innovation strategies, regulation, the AI bubble debate, and more always seem to...
6 min read
Improving Alpha: Aswath Damodaran on Applying a Dabbler Perspective to AI, ESG, and Wall Street
Can an asset manager or asset owner be anything but a specialist in today's world of institutional investing? Generalists are extremely rare in this industry but if you cross paths with one, their insights on AI, ESG and Wall...
5 min read
Thematic Investors: High Ground Investment Management on the Pathology of Long-Short Investing
Do ex-pathologists make great long-short investment managers? What is the concept of terminal value and how can you select a target company that will be generating a stream of free cash flow for it's shareholders in a hundred...
