Reflections of institutional investing
…
continue reading
Angelo Calvello Podcasts
Welcome to The Institutional Edge: Real allocators. Real alpha! Dr. Angelo Calvello hosts this exciting new podcast partnership with Pensions & Investments, designed to cut through the noise in institutional investing. Unlike other investment podcasts filled with vendor pitches and rambling biographical stories, this series delivers focused 30-minute episodes featuring real asset owners who actually deploy capital. Get ready for authentic insights that challenge conventional thinking and hel ...
…
continue reading

1
Leapfrogging to Multi-Agentic Systems: The Future of Pension Fund Management
52:30
52:30
Play later
Play later
Lists
Like
Liked
52:30What if your pension fund could outperform peers while cutting operational costs in half? In this episode of The Institutional Edge, host Angelo Calvello interviews Antonio Rodriguez, Director of Investments at Building Service 32BJ Benefit Funds, exploring how multi-agent AI systems could revolutionize pension fund management. Rodriguez argues tha…
…
continue reading

1
AI's Winner Take All Effect: How Will AI Reshape the Institutional Investment Industry?
26:18
26:18
Play later
Play later
Lists
Like
Liked
26:18Which three attributes separate AI winners from losers in asset management—and does your firm have them? Angelo Calvello, host of Institutional Edge, interviews Ajmal (AJ) Hachim, Vice President and co-lead of Berkshire Global Advisors' Financial Technology practice, about artificial intelligence's transformative impact on asset management. Hachim …
…
continue reading

1
AI Claims vs. Reality: An Asset Allocator's Due Diligence Framework
36:11
36:11
Play later
Play later
Lists
Like
Liked
36:11How do you distinguish substance from hype when managers claim AI implementation advantages? In this week's The Institutional Edge, Angelo welcomes Chris Walvoord, recently the Global Head of Liquid Alternatives Research and Portfolio Management at AON, where he led a team of 14 supporting Advisory and OCIO businesses across hedge funds, private cr…
…
continue reading

1
The AI-ESG Paradox: Why Assessing AI's Impact Defies Simple Metrics
34:21
34:21
Play later
Play later
Lists
Like
Liked
34:21What methodological breakthrough is helping institutional investors solve the AI-ESG paradox? This week, host Angelo Calvello interviews Dr. Liming Zhu, Research Director at CSIRO's Data61 and a leading voice in responsible AI development. Dr. Zhu reveals why traditional ESG metrics fall short when measuring AI's complex impacts, from the staggerin…
…
continue reading

1
The AI Implementation Gap: What's Stopping Asset Allocators?
34:20
34:20
Play later
Play later
Lists
Like
Liked
34:20"I feel like the adoption of an AI tool could potentially eliminate the need for other existing tools - it might not be a net add, it could be a net efficiency gain." - Melissa Lopez In this episode, Angelo Calvello of The Institutional Edge interviews Melissa Lopez, former Managing Director at James Irvine Foundation, about AI integration in insti…
…
continue reading

1
An Asset Allocator's AI Use Cases, Implementation Strategy, and Wishlist with Mark Steed
36:07
36:07
Play later
Play later
Lists
Like
Liked
36:07What happens when a retirement fund's AI models start outperforming human investment decisions? In this episode of The Institutional Edge, host Angelo Calvello, CEO of Rosetta Analytics, interviews Mark Steed, Chief Investment Officer of the Arizona Public Safety Personnel Retirement System. Mark discusses his hands-on approach to implementing AI i…
…
continue reading
What's the biggest mistake asset managers make when implementing AI? This week on Institutional Edge, host Angelo Calvello sits down with Peter Strikwerda, Global Head of Digitalization and Innovation at APG Asset Management. Managing €616 billion in pension assets, Peter shares APG's groundbreaking framework for implementing AI while maintaining f…
…
continue reading

1
Trailer: Institutional Edge Podcast Launch: Angelo Calvello Partners with Pensions & Investments for AI Investment Series
4:39
4:39
Play later
Play later
Lists
Like
Liked
4:39Welcome to The Institutional Edge: Real allocators. Real alpha! Host Dr. Angelo Calvello introduces his exciting new podcast partnership with Pensions & Investments, designed to cut through the noise in institutional investing. Unlike other investment podcasts filled with vendor pitches and rambling biographical stories, this series delivers focuse…
…
continue reading

1
Restaurants are being destroyed. Money managers should be scared.
11:06
11:06
Play later
Play later
Lists
Like
Liked
11:06In this time of the coronavirus, beware of the parallels between smaller managers and independently owned asset managers.
…
continue reading
Bruce Shi of Thrones Capital claims in Forbes to be one of the most successful managers in the w. An investigation by Angelo Calvello suggests he’s something else.
…
continue reading

1
The overplayed, turbohyped, and underwhelming world of artificial intelligence in investing.
15:15
15:15
Play later
Play later
Lists
Like
Liked
15:15Every manager claims they’re “doing” AI, but here’s what investors can ask to find the truth.
…
continue reading
In late May 2019, my fellow columnist and friend, Christopher Schelling, penned an essay on free-market failures — namely, that America has too little capitalism. This is my response.
…
continue reading

1
The insane story of how an early quant investor went rogue.
11:51
11:51
Play later
Play later
Lists
Like
Liked
11:51Intentional HIV infection. Acid attacks. Attempted murder. Nothing was apparently beyond the pale for one of the fathers of computer-based investing.
…
continue reading
It’s a universal truth that investment processes should be understandable. However, artificial intelligence managers can provide no authentic explanation of their investment process. How can an investor pick an asset manager when no one knows what it does?
…
continue reading

1
The closest thing to white supremacy I’ll ever get to write about
8:16
8:16
Play later
Play later
Lists
Like
Liked
8:16It’s not Charlottesville, but the hypocrisy of TPG’s William McGlashan — the prominent impact investor caught up in the college acceptance cheating scheme — is as awful as I’ve ever seen.
…
continue reading
A crypto currency exchange founder dies, leaving 115,000 customers without access to their digital coins. But is their bad luck someone else’s fortune?
…
continue reading
With BlackRock's artificial intelligence pivot, there is no turning back
…
continue reading
Examining the investment debate of luck versus skill within a theological framework.
…
continue reading

1
This Essay Is Meant To Make You Uncomfortable
8:09
8:09
Play later
Play later
Lists
Like
Liked
8:09Thoughts on the specter of sexual harassment in the asset management business
…
continue reading

1
Why Socialism Could Be Good for Institutional Investors
5:00
5:00
Play later
Play later
Lists
Like
Liked
5:00The first hedge fund was created by a socialist. So why can’t modern-day socialism help modern-day institutional investors and asset managers?
…
continue reading
A modest remedy to fix the perennial and persistent problem of the lack of demographic diversity in the investment industry.
…
continue reading
Workplace, board, and manager diversity has proven to be an enduring industry chimera. What is to blame?
…
continue reading