Gavin Baker of Atreides Management, LP, engages in a deep dive with host Kieran Cavanna on his journey to honing a sharp focus in tech investing and explores the potential transformative bubbles looming for institutional...
5 min read
Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success
13 min read
ALTSNY: Vidrio Perspectives on Portfolio Construction in Private Credit, Digital Assets, Carbon Credits, and Real Assets
In our pursuit of deeper insights for our institutional investment network, one event shines above the rest. Dive into our newest blog exploring the perspectives shared at the ALTSNY event. Vidrio Financial captures the...
4 min read
Improving Alpha: Olivier Toubia and the Dark Side of Artificial Intelligence
Are institutional investors all-in on artificial intelligence (AI), and if so what are some of the immediate guardrails that come in to play when executing an AI plan? In this latest episode of the Improving Alpha podcast,...
5 min read
Improving Alpha: David Teten on the Future of VC Models and the Portfolio Diversification Game
How does technology and asset allocation impact the building and scaling of institutional investment practices today? In this latest episode of the Improving Alpha podcast we welcome David Teten to discuss VC models, macro trends...
