Did you know North Dakota is the third-largest oil-producing state in the U.S.? What does it take to lead and position the North Dakota Trust Lands portfolio for success in a world of higher inflation, volatility, and more? In...
6 min read
Improving Alpha: How Frank Mihail Runs One of America’s Top Sovereign Wealth Endowments
7 min read
Thematic Investors: Fast-Tracking the US Grid - Policy, Power Demand, and Infrastructure
How is the demand for US power growth impacting energy investing, regulation, affordability, and overall reliability? Is there enough flexibility in the system to ensure future build-outs and ensuring supply chains aren't...
6 min read
Improving Alpha: Cheryl Einhorn on AI & the Erosion of Critical Thinking
Are critical thinking frameworks eroding as institutional investors rely more on artificial intelligence? How can we protect our decision-making skills and defend against AI sycophancy? In this latest episode of the Improving...
6 min read
Improving Alpha: The Public-Private Debate & Its Impact on Allocators
What are institutional investors missing in the public vs. private debate and why are companies taking longer to go public? How is the relationship of private capital and economic inequality playing out as it relates to high net...
