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...
6 min read
Improving Alpha: Aswath Damodaran on Applying a Dabbler Perspective to AI, ESG, and Wall Street
6 min read
Improving Alpha: Dave Morehead on Driving Convex Investment Strategies for Endowment Innovation
How do objectives change in a $2.4bn portfolio, and are there innovative ways to accelerate the AUM so that investment offices can provide more capital for larger university projects and scholarships? In the latest episode of the...
5 min read
Improving Alpha: Jim Bethea on Resetting the Learning Process of Endowment Performance
How do Chief Investment Officers at leading endowments reshape their investment teams to foster both organizational excellence and a culture where top talent is recognized and retained? Jim Bethea, CFA, CAIA, CIO of the West...
5 min read
Improving Alpha: Devana Cohen on Driving Investment Conviction for Improved Endowment Portfolio Performance
What is the 'a-ha' moment that defined your future career in institutional investing? Can these past moments help you navigate future investment decisions in value investing, ESG strategies, distressed credit and more? Our latest...
