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
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...
6 min read
How can responsible AI frameworks work within institutional investing?
Faster data captures, improved decision making and guidance, better research, and gaining bandwidth to refocus energies towards the larger total portfolio view, these are just some of the promises that AI should be delivering in...
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...
