Improving Alpha: Innovation in Investing, ESG and Technology
Michael Oliver Weinberg
32 episodes
1 week ago
The Improving Alpha: Innovation in Investing, ESG and Technology podcast with host Michael Oliver Weinberg, is built to engage with innovative allocators on forward-thinking investment management business strategies and the challenges across alternative investment sectors. Through each of these discussions, we will explore achievements, lessons learned, and future advice for dealing with today’s financial markets. This podcast series is being powered by Vidrio. Learn more at Vidrio.com.
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The Improving Alpha: Innovation in Investing, ESG and Technology podcast with host Michael Oliver Weinberg, is built to engage with innovative allocators on forward-thinking investment management business strategies and the challenges across alternative investment sectors. Through each of these discussions, we will explore achievements, lessons learned, and future advice for dealing with today’s financial markets. This podcast series is being powered by Vidrio. Learn more at Vidrio.com.
Institutional investors continually seek top-tier managers, relying on insights, industry signals, and rigorous due diligence led by expert portfolio teams before committing any capital. While these preliminary drivers are widely adopted and can often contribute 100 to 300 basis points above relevant benchmarks, the pursuit of above-average alpha remains relentless. Could convex alternative investments help … Read More Read More
Many talented endowment CIOs evolve from engineering backgrounds, consultancies, and other disciplines. These past experiences allow CIOs to transform investment office teams, broadening the search for alpha through improved portfolio construction, balancing liquidity concerns, outpacing endowment peers, and creating an environment where investment staff are valued for their continued contributions. On the latest Improving Alpha … Read More Read More
Can prior career opportunities help you discover your true potential in institutional investing even if they’re not related to the finance sector? Maybe it reveals that ideal ‘a-ha’ moment that sets your future course. In our latest episode of the Improving Alpha podcast, we welcome Devana Cohen, Chief Investment Officer of the United Jewish Appeal … Read More Read More
Being able to source accurate data across alternative markets is a complex process. Stocks, bonds, and futures offer continuous price updates and greater intelligence for investors. The landscape is evolving, with a growing number of cutting-edge investment researchers enhancing decision-making on policy issues that will help shape private markets investments for the future. In our … Read More Read More
Institutional investors are not only concerned with searching for alpha opportunities in this market but how technology can aid in that search over time. In an age of digital transformation, how can investors become more competitive in their allocation decisions, and are they effectively adapting to geopolitical concerns, risk, inflation, and more? For this next … Read More Read More
In just a few days the second Trump administration will be sworn in to the office of the presidency. There has already been a lot of debate around security regulations and what that might mean for institutional investors. Could we see Bitcoin and other cryptocurrencies go higher, how will carbon emissions be regulated and reported … Read More Read More
Back in the 16th century, when paper money made its debut in Venice, skeptics doubted it could ever replace the clinking of metal coins. Fast forward to today, and we find ourselves seamlessly blending paper, coins, and cryptocurrency. This cutting-edge currency has skyrocketed to a market capitalization of $2-$3 trillion and continues to surge. Just … Read More Read More
Last year, we were honored to have Chris Ailman as a guest on the Improving Alpha podcast. Fast forward 12 months, and lightning has struck twice for the Improving Alpha team, as we welcome Scott Chan, the current CIO of CalSTRS, to the guest chair. As the second-largest pension fund in the United States and … Read More Read More
If you are a CEO at a large public company, who do you speak with when concerned about strategy, formulation of innovative ideas, or even execution of a plan to scale your business investments? Many believe that unless there’s a large activist event or news story, decision-making is solely your own. Is there a way … Read More Read More
Information overload can occur in even the most skilled institutional investor when considering the amount of managers and intelligence competing for their time and attention. How can a leading endowment CIO or portfolio manager navigate the volume of financial statements, capital calls, risk/reward ratios, and more? How can they mentor junior analysts to find the … Read More Read More
Today there’s tremendous focus around the practice of good medicine, the advancement of healthcare innovations, and positive patient outcomes. One company that embodies these characteristics and provides services to the healthcare industry is The Doctor’s Company. The Doctors Company began in 1976 during a crisis period in medical malpractice claims that were skyrocketing. Formed out … Read More Read More
Allocators face a barrage of ideas and debates around the use of artificial intelligence and large language models, better known as LLMs. How can huge amounts of investor data be transformed and enriched to solve challenges in asset allocations and improve an investment team’s strategy? Better yet, have we accumulated enough ‘scar tissue’ in artificial … Read More Read More
In an age of artificial intelligence, (AI) many allocators are realizing that humans alone, or software alone, can’t match or exceed the gains that occur when software and human expertise combine. Layer that into the ability of generative AI to do something better, faster, and more cheaply, and investors can begin to see a game-changing … Read More Read More
The portfolio diversification game takes a ton of time, energy, effort, and even during the best of times companies that you might be super bullish about can flame out, just as easily as those that are near death, can suddenly rebound. This is certainly the case in areas of venture capital (VC) or angel investing. … Read More Read More
Navigating the world of technology innovations as a chief investment officer or portfolio manager is akin to a thrilling game of high-stakes poker or a graceful tango. Your success hinges on your ability to not just welcome incoming innovations but also effectively implement them, enhancing data transparency, boosting portfolio returns, and more. In this episode … Read More Read More
Can a culture of growth and experimentation in institutional investing unlock deeper-level benefits to improving alpha? Would you be able to risk the old conception of yourself or your organization by exploring new forms of action and inquiry to help identify the best talent through due diligence or to combine two cultures post-Merger & Acquisition? … Read More Read More
Is bitcoin a ‘safe-haven’ or still too risky for institutional investors to include as part of a larger portfolio allocation? How is systematic investing changing today with the influence of neural networks and artificial intelligence? Michael Oliver Weinberg, host of the Improving Alpha: Innovation in Investing ESG, and Technology podcast invites Ciamac Moallemi, William von … Read More Read More
Be careful what you wish for, is a critical statement for those entering the field of private equity, and venture capital today. As the industry accelerates, increased government scrutiny, regulation, and a greater need to prove that your business is providing a productive service to society will come into play. In our latest episode of … Read More Read More
When it comes to geopolitical risk, company risk, or even balancing the costs of capital with the desire for quick profits, institutional investors are now taking a long-term approach to their future investments. How does this perspective impact the risk-reward dynamic for future returns, and are there sectors that may not be as flashy but … Read More Read More
As institutional investments become increasingly intricate, it is crucial to bring transparency (and perhaps even enlightenment) to both GPs and LPs. Large data sets and the scale of innovative technology shows no signs of decelerating for those seeking alpha. Serving as a cautionary tale for this installment of Improving Alpha, a famous quote by renowned … Read More Read More
Improving Alpha: Innovation in Investing, ESG and Technology
The Improving Alpha: Innovation in Investing, ESG and Technology podcast with host Michael Oliver Weinberg, is built to engage with innovative allocators on forward-thinking investment management business strategies and the challenges across alternative investment sectors. Through each of these discussions, we will explore achievements, lessons learned, and future advice for dealing with today’s financial markets. This podcast series is being powered by Vidrio. Learn more at Vidrio.com.
