Improving Alpha: Innovation in Investing, ESG and Technology

Latest Episodes
Improving Alpha: Tobias Read on Removing Political Grandstanding from Oregon’s Hybrid Pension Plan
Warren Buffet has been quoted in the past about what happens to investors when the tide goes out and we see whos been swimming naked. This quote can be aligned quite well to the environment that many
Improving Alpha: Jose Eduardo Siman on Succession Planning Challenges and Innovating the Family Office
Given the continued volatility and inflationary pressures in the financial markets, many family offices are looking to shift their asset allocation to help provide better performance and lower overall
Improving Alpha: Gitanjali Swamy Building a Collective Intelligence Throughout the Asset Community
How can leaders in asset management and strategic asset allocators help improve the collective intelligence at their organizations by leveraging the power of diversity? In our latest episode of the I
Improving Alpha: Tensie Whelan Discusses Extracting Value from Sustainability
For those working on asset allocations in todays volatile markets, are there ways to differentiate between sustainability and ESG? Furthermore, how do you create a harmonization in a triple bottom-li
Improving Alpha: Greg Steinmetz on History’s Indispensable Asset Owners
When considering some of the richest people in history, you may immediately think about names like Buffet, Vanderbilt, Carnegie, Rockefeller and more. However, there are two others that could be pulle
Improving Alpha: A Zero Sum Behavioral Psychology Approach for Innovative Allocators
In the world of finance, there are many discussions around the topics of economic challenges or inequality when it comes to how asset managers or asset owners navigate the market. The volume certainly
Improving Alpha: Jonathan Grabel, LACERA on Consolidating a Strategic Asset Allocation for Growth
Allocators today cant predict the future state of the market, especially given recent volatility, needing to rely on several viewpoints and data benchmarks to reach their goal. This is true in the ca
Improving Alpha: Ben Samild, Future Fund on Innovating Portfolio Investments for Over 35 Million Beneficiaries
How does a sovereign wealth fund navigate the current investment waters for over 35 million Australians, in relation to governance, investment decisions, technology, data and more? We take a deep dive
Improving Alpha: Jeff Mindlin, ASU Enterprise Partners on Engineering a $1.3 billion Endowment for the Future
As allocators continue to navigate these volatile investment waters, endowments find themselves wrestling with questions around sustainability, ESG investing, innovation, and how to pass along their s