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...
7 min read
Improving Alpha: Geeta Kapadia on Endowment Innovation, Secondaries, and Defining the Future of Alternatives
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...
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...
