INVESTOLOGY: re-think investment management

Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn, ex-investment consultant, portfolio manager and professor of finance, and founder of the TheAltView.We discuss a 2025 Mercer report claiming that adding a 20% allocation to private investments (venture capital, private equity, real estate, etc.) could boost target-date fund expected returns by 1% (7.1% vs. 6.1%). The catch: Mercer assumes public markets earn plain market returns, while private assets magically get “above-average manager” performance forever—because everyone’s an above-average driver. Tim also highlights Mercer’s conflict of interest as a consultant that sponsors private equity funds, plus ERISA’s heavy fiduciary burden on employers, making glossy sales pitches even more problematic.Key takeaway: we’re not all above average drivers or fund pickers.Link to Tim’s original article:TheAltViewSGIM is an Investology podcast series, produced by Orama: https://orama.tv/More content like this on Substack and YouTube:YouTube: https://www.youtube.com/@investology_podcastInvestorama on SubstackTheAltView on SubstackFind us on LinkedInGeorge: https://www.linkedin.com/in/george-aliferis/Tim: https://www.linkedin.com/in/tim-mcglinnSGIM is an Investology podcast series, produced by Orama: https://orama.tv/MUSIC CREDITSBrandenburg Concerto No4-1 BWV1049 - Classical Whimsical by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100303Artist: http://incompetech.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn, ex-investment consultant, portfolio manager and professor of finance, and founder of the TheAltView .We discuss a Neuberger Berman 2025 report pitching alternative (private) investments in 401(k) plans. The “illustrative” report assumes private equity chosen by Neuberger Berman earns 15.30% per year after fees for 40 years, while US large caps return just 5.77% after fees—making a 10% private equity allocation look like an easy way to retire richer. The private equity boost relies on assuming investors can invest only via co-investments (lower fees), which Tim says isn’t realistic because you typically need to be an LP in funds to access them. They also note the equity forecast is dragged down by assuming active-manager fees and persistent underperformance for decades—odd for a firm selling active equity. Tim contrasts this with AQR assumptions showing private equity (5.1%) below US equities (6.5%).Key takeaway: any 15% long-term promises is an alarm bell.Link to Tim’s original articleNeuberger Berman & Alternative InvestmentsMore content like this on Substack and YouTube:YouTube: https://www.youtube.com/@investology_podcastInvestoramaTheAltViewFind us on LinkedInGeorge: https://www.linkedin.com/in/george-aliferis/Tim: https://www.linkedin.com/in/tim-mcglinnSGIM is an Investology podcast series, produced by Orama: https://orama.tv/MUSIC CREDITSBrandenburg Concerto No4-1 BWV1049 - Classical Whimsical by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100303Artist: http://incompetech.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn, ex-investment consultant, portfolio manager and professor of finance, and founder of the TheAltView.The episode examines a report by the Georgetown University Center for Retirement Initiatives, produced with Willis Towers Watson, that you can find here:https://cri.georgetown.edu/research/Tim found a headline claim that investors could retire with 17% more, driven by 40 years of compounding, based on the assumption of access to above-average managers for all retirees.Link to Tim’s original articleGeorgetown & Willis Towers WatsonMore content like this on Substack and YouTube:YouTube: https://www.youtube.com/@investology_podcastInvestorama on SubstackTheAltView on SubstackFind us on LinkedInGeorge: https://www.linkedin.com/in/george-aliferis/Tim: https://www.linkedin.com/in/tim-mcglinnSGIM is an Investology podcast series, produced by Orama: https://orama.tv/MUSIC CREDITSBrandenburg Concerto No4-1 BWV1049 - Classical Whimsical by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100303Artist: http://incompetech.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Welcome to another episode of SOURCE CODE.At Finovate, a leading Fintech conference “where you see the future of fintech first”, startups demo their solutions in seven minutes. This series is everything else - the human story behind the innovation. In every great story, there’s a hero on a quest and a guide who’s walked the path before. In b2b fintech, the customer is the hero. Today’s founder? They’re the guide.We’re going back to the origin - before the demo, before the product - to understand the journey that led here. This story is about Alex Frankl, founder of Fintrac, a model platform for financial services. The interview was recorded at Finovate Europe 2026.Alex embodies The Defender archetype - standing guard over what’s most vulnerable in regulated finance: governance, auditability, and compliance. While others optimize for speed and flexibility, he remains resolute in defending the principles that protect financial institutions from risk. Like all great defenders, he’s driven not by glory but by a deep commitment to ensuring nothing sacred is lost in the pursuit of innovation.LinksFintrac Finovate demo: Subscribe to the newsletter:Source Code is a series from the Investology podcast, produced by Orama:https://orama.tv/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Welcome to another episode of SOURCE CODE.At Finovate, a leading Fintech conference “where you see the future of fintech first”, startups demo their solutions in seven minutes. This series is everything else - the human story behind the innovation. In every great story, there’s a hero on a quest and a guide who’s walked the path before. In b2b fintech, the customer is the hero. Today’s founder? They’re the guide.We’re going back to the origin - before the demo, before the product - to understand the journey that led here. This story is about Philipp Buschmann, founder of AAZZUR, a leading embedded financial services provider. The interview was recorded at Finovate Europe 2026.  Philipp embodies The Captain archetype - a decisive leader who guides others through complex transformation with clarity and confidence. He built AAZZUR to empower companies to achieve embedded finance without needing deep technical expertise, making the impossible accessible. Like all great captains, he inspires trust through clear vision, tirelessly enabling others to succeed, and stays focused on his true goal: helping his clients become Heroes in their own industries.LinksAAZZUR on Finovate: https://informaconnect.com/finovateeurope/sponsors/aazzur/Philipp Buschmann on LinkedIn: https://www.linkedin.com/in/philippbuschmann/Company website: https://www.aazzur.com/Subscribe to the newsletter:Source Code is a series from the Investology podcast, produced by Orama:https://orama.tv/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

 Welcome to the first episode of SOURCE CODE.At Finovate, a leading Fintech conference “where you see the future of fintech first”, startups demo their solutions in seven minutes. This series is everything else - the human story behind the innovation. In every great story, there’s a hero on a quest and a guide who’s walked the path before. In b2b fintech, the customer is the hero. Today’s founder? They’re the guide.We’re going back to the origin - before the demo, before the product - to understand the journey that led here.We start with Alexandre Pasquiou from Neuralk AI, recorded at Finovate.Alexandre Pasquiou holds a degree from Centrale Paris and a PhD in computational neuroscience from Inria. He co-founded Neuralk: Bringing Frontier AI intelligence to your business with a foundation model that delivers instant predictions on structured data. Alexandre embodies The Pioneer archetype - driven by curiosity and innovation, he ventured into uncharted territory by translating transformer architecture to structured data where others said it couldn’t scale. Like all great pioneers, he’s optimistic about the future, brave enough to explore what others haven’t, and focused on discovering truth through breakthrough technology.LinksAlexandre on Finovate: https://informaconnect.com/finovateeurope/speakers/alexandre-pasquiou/Alexandre Pasquiou on LinkedIn: https://www.linkedin.com/in/alexandre-pasquiou-0bb3b8b9/Company website: https://www.neuralk-ai.com/Subscribe to the newsletter Source Code is a series from the Investology podcast, produced by Orama: https://orama.tv/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Born out of the 2020 lockdowns, Alts.co has grown into a unique platform offering access to unconventional asset classes, including tequila barrels, sports ventures, and K-pop music rights. But how do you promote alternative investments like these without getting lost in the hype?A conversation with Stefan von Imhof, CEO of Alts.co.Watch it on YouTube or listen on all podcast apps.A few quotes from our conversationTrust vs Fun Trust is earned slowly but surely, and you can lose it like that if you’re not careful. But that’s why we’re careful. And so, it feels good. It feels really good to bring great deals to the community. And yeah, if we have stories to tell on top of it, fantastic.I’ve asked Stefan a few questions about what I call “investing beyond returns”, because investing is not multi-dimensional; topics for dinner conversation, status, learning, etc., all matter. But it turns out that the answer is more boring than I was hoping. Returns matter more than anything else, and trust is built on returns.That Tequila TripWe’ve been to Mexico twice now. We’ve been working with our tequila dealer, and yes, he’s as cool as he sounds, but we’ve been working with Miguel for about a year before this. And then as we matured as a company and realized tequila really is a great investment. It has all the same appreciation as wine and whiskey, without the wait. Tequila goes from Blanco to Reposado, to Anejo, to extra Anejo in three and a half years, and you’re out. I was a bit obsessed about something that sounded too much fun to be a sound investment: a tequila tasting and investing trip to Mexico. It turns out that meeting people, visiting locations, are just a normal part of a thorough due diligence, a topic that kept coming back in the conversation.The Right Risk-Profile It’s tough to get our community excited for anything under like 12%, roughly. I would say the sweet spot is like 13 to 18%. The area above 20%, people just start   getting skeptical.  It sounds like b******t.And then it’s got to have downside protection.Stefan also added that they don’t offer startup investments and avoid Equity risk for the same reason. This brought me back to the issue I expressed with YieldStreet Willow Wealth: the most toxic offering for retail investors is a high headline yield, combined with a high level of risk (such as equity tranches) hidden in the footnotes. More information about Stefan & Alts.co:Alts.co https://alts.co/Stefan on LinkedIn: https://www.linkedin.com/in/stefanvonimhof/About the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on podcast platforms, or watch on YouTube.An episode produced by Orama (orama.tv):Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.About the Host:George Aliferis, CAIA, is the founder of Orama. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.George LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/Related episodesYieldstreet (now Willow Wealth): Leyla Kunimoto: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

 Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn, ex-investment consultant, portfolio manager and professor of finance, and founder of TheAltView .Link to the documenthttps://am.gs.com/cms-assets/gsam-app/documents/insights/en/2025/am-retirement-survey-102025.pdfTim’s Altview on Substackhttps://thealtview.substack.com/MUSICBrandenburg Concerto No4-1 BWV1049 - Classical Whimsical by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100303Artist:http://incompetech.com/A series from the Investology podcast produced by https://orama.tv/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

For decades, wealth management was defined by proximity.Advisors, Families, relationships built on continuity. The industry scaled slowly because wealth is personal, and stewardship doesn’t lend itself easily to industrial logic.That assumption is now breaking.Over the past five years, the Registered Investment Advisor (RIA) industry has entered what has been described as a golden era of deal-making—one driven not by product innovation, but by ownership change. Wealth management is being scaled, with Private Equity-backed equity “roll-ups”.In the latest Investology episode, we’re discussing the intricacies and implications of this industry trend with Andrew D. Mirolli, CEPA, the co-founder of BuyAUM.com - Growth Partner for RIA Buyers & Sellers.Enjoy the episode on every podcast platform or YouTube.About Andrew At buyAUM.com, I help Registered Investment Advisors (RIAs) scale their practices and safeguard their legacies.For growth-focused firms, I provide access to curated acquisition opportunities tailored to strategic goals. For advisors exploring succession, I offer guidance and connections to ensure their clients and life's work are placed in trusted hands.With nearly a decade of experience supporting advisors nationwide, I understand that every practice carries a legacy worth preserving. That’s why we take a personal, relationship-driven approach, helping both buyers and sellers find the right fit for their future.Link: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/About the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on podcast platforms, or watch on YouTube.An episode produced by Orama (orama.tv):Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.About the Host:George Aliferis, CAIA, is the founder of Orama. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

As banks retreated after the financial crisis of 2007-2008, Private Credit filled in the gap. What started as a niche within private equity now operates like a global lending system. And it extends beyond corporate balance sheets, asset-based finance, the ability to lend against real, cash-generating assets is growing fast and offers countless opportunities. The real unlock isn’t just capital — it’s the data and technology allowing to manage these assets at scale.Granular, asset-level data enables better underwriting, continuous monitoring, and access to previously illiquid markets. In my conversation with Cesar Estrada, we explored:* How private credit replaced traditional bank lending* Why asset-backed finance is now being unleashed* How to understand the fall of Tricolor and First Brands* And how data and technology could be defining the winners in this marketA few highlights from our conversationAsset-based finance - an ever-expanding universe Asset-based finance means that instead of lending against the future cash flows of a company, you’re lending against an asset and the contractual cash flows associated with that asset. That’s a very broad definition, and it can include anything within, the consumer, finance world, buy now, pay later, credit cards, auto loans, student loans, any personal term loans, residential mortgages, home, equity lines of credit, the list, keeps on going on as you move outside of a consumer world into, other types of things.Any type of account receivable, supply chain financing, litigation finance, and then more esoteric stuff like, synthetic risk transfers and other things. And it’s becoming very specialized by verticals: aviation finance, medical equipment finance…It has possibly a larger addressable market than direct lending. It offers a lot of runway for growth for private equity, private credit firms, hedge funds, and insurance companies participating directly in this space.The need for data feeds From a risk management perspective, given the rate of change of a consumer world, loans are being paid, new loans are being issued, loans are being not paid. You want to be monitoring this much much more real time than you do in a corporate book, where you’re getting monthly reporting from the borrower and you are comparing their latest actual financials against the original underwriting thesis against prior periods. And you do that activity once a month.This is not a once-a-month thing. This is a daily thing. You want to see how it’s changing because it’s changing very dynamically.I was surprised that this frequency of data was even a possibility, and Cesar also added that it goes beyond risk management; it also feeds into the creation of funds for private investors with daily NAV and daily liquidity. The frequency of reporting increases, the liquidity choices increase, and the volumes and rate of change in the investment strategies increase. That all compounds to necessitate a very robust, modern technology to process all of that data.The First Brands & Tricolor questionCesar mentioned he didn’t have any specifics on the situation, and when I asked about the data issue, his response from a data management provider was to be expected.It is certainly possible that better data with more accuracy and more frequency could have helped offer a view that those assets were being used as collateral with multiple lenders. […]But I wanted to dig a bit further, and at first, the response confirmed that when a crisis happens, all assets that are linked to it fall at the same time, even if in the long term, there’s dispersion (like banks during the Global Financial Crisis)In terms of how it happened so quickly, so abruptly. Again, pure speculation, I think that those things might have been bubbling without the public knowing for a while. But as soon as a big source of financing decides that you’re no longer creditworthy, all of the other sources of financing follow suit, and it’s very abrupt. You can face a liquidity challenge and go bankrupt.It reminded me that Apollo Global Management shorted First Brands’ credit risk before the company’s fall, showing the information asymmetry that still exists in private credit. This requires a few caveats: First Brands was more direct lending; Tricolor was more linked to asset-based finance; nothing says that Apollo had better data. Yet, until the data-based approach that Cesar described becomes table stakes, it could be an important differentiator.Related episode:About Cesar Estrada:Cesar oversees Arcesium’s investment operations, accounting, and data management solutions for private markets fund managers and institutional investors. Previously, he served as Senior Managing Director and Alternatives Segment Head for North America at State Street – a role in which he drove the growth agenda for a business with approximately $1 trillion in Assets Under Administration (AUA) by leading new product launches, expansion into new client segments, strategic partnerships, and acquisitions. Prior to that, as a Managing Director at J.P. Morgan, Cesar led the Private Equity & Real Estate Funds Services business from launch to $350Bn AUA. While at J.P. Morgan, he also held investment banking roles in New York, London, and Hong Kong.Link: https://www.arcesium.com/authors/cesar-estradaAbout the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on every podcast platform, or watch on YouTube.An episode produced by Orama:Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.About the Host:George Aliferis, CAIA is the founder of Orama, where he has produced content for financial brands and multinationals, including Amazon, Expedia, Louis Vuitton, and Unilever. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/My Investing & Investment Management YouTube Channels* Investorama - Separating Investment Facts from Financial Fiction (YouTube)* Investology - Re-Think Investment Management (YouTube) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

I’ve been hoping to discuss special situations and distressed debt, one of the least hyped but most interesting areas of finance and credit for a while.Distressed debt investing requires a triple threat skillset: understanding legal frameworks, financial health, and industry landscapes.It offers unique diversification benefits, standing apart from traditional equity and bond markets, and offers relatively defined investment horizons.For all these reasons, the potential for alpha generation is significant, but it demands patience and precision.So when I got the chance to interview Dan Bird’s team who’s been holding senior roles in that space for over two decades, I jumped on this rare opportunity. We explore the complexity of these markets and the skillsets needed to navigate them.HIGHLIGHTSVersatility You have to look at the company, and what it’s doing and determine a value. And sometimes that’s specific assets and sometimes that’s a stream of cash flows. Sometimes that’s intellectual property.And then you need to be a management consultant. Is this business capable of turning itself around? Are industry forces too far against this company that it’ll never recover? So you need a, you need a lot of different skill sets in order to be successful in this type of industry.Patience and Timing in InvestmentsWhen something in the industry changes. People are reluctant to acknowledge it. People don’t like change. Everyone thinks things revert to the mean. A lot of people involved in the situation tend to have bias just because they’ve been involved in the situation. They tend to overvalue the ability of companies to recover.At this stage, I was thinking: “yeah, that’s when you, distressed investor, must intervene.” But then Dan added:That’s the most dangerous time to invest when we don’t really know.Part of doing this job the right way is finding the right entry point, the right timing. It’s very infrequently early.Patience does matter in terms of getting into these things. A lot of time,s that doesn’t happen until very long after things start to change.On Private CreditWe also discussed the rapid rise of private credit:There’s worry about some of the assets that were originated in that period. We’ll have a little bit more stress. It’s possible. It’ll take a little while to figure that out. From my perspective, that just creates different opportunities.And I always find it insightful, or surprising, when I hear an insider’s perspective on private markets:Look, some investors like private assets because they don’t have to mark them to market.To a public market mindset, this is counterintuitive. It goes against the “illiquidity premium”. One famous critic, Cliff Assness, calls it “volatility laundering”. And I used to agree wholeheartedly, but my perspective has evolved. Of course, marking your own NAV creates Fundzi (fund + ponzi) opportunities. But on the other hand, I can see how you may not want to be subject to the erratic behaviour of Mr Market.About Dan Bird: As the founder of Thornwood Hill LLP, I specialize in credit and alternatives asset management. With over 25 years of experience in the financial industry, I have a proven track record of managing diverse portfolios across the credit spectrum, from direct lending, to special opportunities and distressed debt to liquid credit. My expertise lies in identifying and executing strategic investment opportunities, ensuring optimal risk management, and delivering strong returns for clients. I am passionate about creating value through innovative and tailored solutions that meet the unique needs of each investor.* LinkedIn: https://uk.linkedin.com/in/daniel-bird-18456a42About the Show: Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors. Listen on every podcast platform, or on YouTube.An episode produced by Orama:Accelerate sales to the financial industry with content that builds trust and drives pipeline, with sales-driven video strategiesAbout the Host:George Aliferis, CAIA is the founder of Orama, where he has produced content for many financial brands and multinationals like Amazon, Expedia, Louis Vuitton, and Unilever. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.Related episodes:Episode with Aarron Filbeck from the CAIA Association on Private DebtMy Investing & Investment Management YouTube Channels* Investorama - Separating Investment Facts from Financial Fiction (YouTube)* Investology - Re-Think Investment Management (YouTube) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

George Aliferis explores the risks associated with high-yield investment platforms, focusing on YieldStreet, now rebranded as Willow Wealth. Through personal investigation and a detailed case study, he uncovers how Yieldstreet’s business model potentially leads to significant losses for investors, despite attractive marketing claims. Related episodesMy Investing & Investment Management channels* Investorama - Separating Investment Facts from Financial Fiction (YouTube)* Investology - Re-Think Investment Management (YouTube)* Investology in Audio versionFor B2B Brands, Marketers & Podcasters* Orama (my business): Accelerate sales to the financial industry with content that builds trust and drives pipeline.* Newsletter about Selling to Financial Services: on Substack This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

We discuss the transformative developments in the fixed income market with Blake Lynch from IMTC. Advancements in cloud computing and automation are streamlining the traditionally manual processes associated with fixed income investments, allowing for customized portfolios at scale. This has made SMA wrappers (Separately Managed Accounts) a lot more accessible, enabling greater transparency, direct ownership, and potential tax efficiency for the bond portfolios of an increasingly large number of investors.An “Aha moment” for George Aliferis (host):I’ve been involved in ETFs since the launch of Deutsche Bank’s X-Trackers in 2007, and I’ve always believed they were an ideal wrapper for equity markets. Today they dominate. While the earlier ETFs were equity, there have been considerable developments in fixed income ETFs as well (now totalling $2 trillion in assets), but it’s not straightforward. Indexing fixed income is problematic. And there’s the fact that you can own a fund of AAA bonds, but still lose your capital due to the mark-to-market. This conversation has made me realize the adequacy of the SMA wrapper for bonds and its huge potential.About Blake Lynch, CETF®:Head Of Sales at IMTCMy mission is to address the industry’s failure to innovate and enhance technology in the fixed income space, which has resulted in fixed income professionals being neglected and subjected to inadequate and inefficient tools. I am passionate about simplifying and optimizing bond portfolio management with innovative and user-friendly software that enables meaningful automation and optimization, or as we like to call it, decision support. This allows fixed income professionals to focus on key business activities and client goals, rather than wasting time on manual and error-prone tasks. I have a proven track record of expanding the market share and reach of IMTC’s SaaS technology, leveraging my skills in new business development, sales enablement, strategic beta, and over 10 years of experience in the financial services space.Connect with Blake Lynch, CETF®:* LinkedIn: https://www.linkedin.com/in/blakejlynch/* Website: https://imtc.com/About the Show:Investology is a podcast hosted by George Aliferis, CAIA, dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on every podcast platform, or on YouTube.Resources Mentioned:Episode with Russell Feldman (CEO of IMTC)Episode with MJ Lytle (then-CEO of Tabula)Timestamps & Topics:00:00 Introducing a pivotal moment in fixed income02:27 Understanding Separately Managed Accounts (SMAs)04:48 The technological revolution in bond portfolio management07:56 Benefits of SMAs10:07 How IMTC works28:33 The outlook for fixed income technologyMy Investing & Investment Management channels* Investorama - Separating Investment Facts from Financial Fiction (YouTube)* Investology - Re-Think Investment Management (YouTube)* Investology in Audio versionFor B2B Brands, Marketers & PodcastersOrama (my business): helps brands grow with podcasts & videos - DM if you need help with a brand podcast or videosNewsletter about B2B marketing and podcasting: on Substack This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Marco Aboav, CEO of Etna Research, delivers a contrarian take on the current state of AI and automation in financial services. The real challenge now is not technology, but change management, for operational efficiency. But not as a magic bullet for generating alpha. The real edge comes from domain expertise, data selection, and sophisticated modelling—areas where AI can assist but not replace human judgment. Key Takeaways:* The innovation cycle in AI for finance is already peaking—most essential tools and workflows are already available.* The next frontier is not more technology, but how organizations manage change, optimize teams, and handle data in a world of brutal efficiency.* Incumbents can still fight back against pricing pressure through operational efficiency and smart management decisions.* Big tech companies may struggle to succeed in verticals like finance, where high accuracy and deep integration are required.* The “frontier” is in highly specialized, vertical applications, not in generic AI solutions.About Marco Aboav:Marco Aboav is the CEO and Founder of Etna Research, specializing in the intersection of AI, data, and financial services. With deep expertise in operational efficiency and technology integration, Marco brings a unique perspective on the challenges and opportunities facing the industry today.”I fell in love with AI's potential to transform investing back in 2009 while wrestling with my engineering PhD. Since then, I’ve spent my career in financial services—across buy and sell-side roles in London—building businesses, managing money, and applying AI to capital markets.”Connect with Marco Aboav:* LinkedIn: https://www.linkedin.com/in/marco-jean-aboav/* Website: Etna Research About the Show:Investology is a podcast hosted by George Aliferis, CAIA, dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on every podcast platform, or on YouTube.Resources Mentioned:* Previous episode with Marco: * Perplexity for Finance: https://www.perplexity.ai/finance* Anthropic’s MCP protocol: https://www.anthropic.com/news/model-context-protocol* Finbourne’s MCP announcement: https://www.finbourne.com/finbourne-unlocks-compliant-agentic-ai-for-the-investment-industry-powered-by-mcp/* Anthropic for Financial Services: https://www.anthropic.com/solutions/financial-servicesEtna’s recent publications* Diversification an Ephemeral Illusion: https://etnaresearch.notion.site/Diversification-An-Ephemeral-Illusion-231457fd575a800ead88c99086368e8a?pvs=74* Backtest Roulette: https://etnaresearch.notion.site/Backtest-Roulette-238457fd575a80dc8c27dc8e7574ed40Timestamps & Topics:00:00 – Introduction: Data Challenges04:00 – Introduction to Agent AI for Data Management06:39 – Simplifying Data Processes with AI08:47 – The Role of Data in Gaining Competitive Edge13:06 – Generative AI in Financial Services: Commodity or Edge?19:13 – Operational Efficiency and AI Adoption25:03 – Verticalization and High-Precision Problems40:30 – The Future of AI in Investment Management This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

A deep dive into the inner workings of hedge funds and quantitative investing, with Dr. Richard Saldanha, a seasoned quant, former hedge fund manager, and now an academic and consultant.Richard shares stories from his career, including cautionary tales of fraud, and offers a contrarian take on the democratization of finance. Learn why adaptability, skepticism, and data quality are more important than ever in today’s markets.Watch it on Substack or listen on your preferred podcast app.Key Takeaways:* Data quality and access are critical—and often underestimated—challenges in finance.* Market inefficiencies persist, and quants thrive by exploiting them, but adaptability is key.* Many hedge fund strategies have become commoditized; true innovation is rare and valuable.* The democratization of investing is driven by ETFs, not hedge funds or private equity.* Due diligence is essential—fraud and misrepresentation still occur at the highest levels.Related episodes:* Previous episode with Dr. Richard Saldanha on AI * Marco Aboav: Quant Trading from Data to Alpha* Jim Simons, Renaissance Technologies & The Quant Revolution | Greg ZuckermanResources Mentioned:* Renaissance Technologies* AQR Capital ManagementConnect with Dr. Richard Saldanha:* On LinkedIn* Oxquant (Richard’s consultancy)Timestamps & Topics:[00:00] - Introduction to Dr. Richard Saldanha - an insider’s look at hedge funds.[00:36] - The Importance of Financial Data[01:55] - Quantitative Trading and Market Inefficiencies[03:34] - Challenges in Hedge Fund Strategies[05:20] - Renaissance Technologies: Ahead of the Game[07:55] - The Evolution and Challenges of Hedge Funds[09:41] - The Democratization of Investments[13:38] - Private Equity vs. Hedge Funds[18:18] - Cautionary Tales: Fraud in Hedge FundsAbout the Show:Investology is a podcast hosted by George Aliferis, CAIA, dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors. Listen on every podcast platform, or watch on YouTube.Thanks for reading Investology: re-think investment management! Subscribe for free to receive new posts and support my work.My Investing & Investment Management channelsInvestorama - Separating Investment Facts from Financial Fiction (YouTube)Investology - Re-Think Investment Management (YouTube)Investology in Audio versionFor B2B Brands, Marketers & PodcastersOrama (my business): helps brands grow with podcasts & videos - DM if you need help with a brand podcast or YouTube channelNewsletter about B2B marketing and podcasting: on Substack This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

I love referring to the HBO show Succession, it’s one of the greatest dramas, I would go as far as to compare it with my all-time favourite, “The Sopranos”.And… it truly is a masterclass in how NOT to handle estate planning. Family feuds, intense legal battles, and being reckless with your assets are great for drama, but you don’t want any of that in real life.Estate planning is an(other) area where the advice model is broken; it’s a wealth management issue that lawyers typically handle. So, it doesn’t receive the holistic approach to wealth, tax, and family-specific considerations it deserves.I spoke with Gene Farrell, the CEO and President of Vanilla, a company that has raised $84 million to build the technology that changes that.This episode is from a new Wealthtech series.LINKSVanilla website: https://www.justvanilla.com/Related Wealthtech episode: Wealth Engineered - Quantifeed 📩 Get episodes by email and go even deeper with the Investology Newsletter: https://bit.ly/3AxnyTY🎧Investology on podcast platforms: https://pod.link/1511595070📹Investology on YouTube: https://www.youtube.com/@investology_podcastThis episode was produced by Orama - a video and podcast studio for B2B brands https://orama.tv/ABOUT VANILLAEstate planning is no longer just a luxury–it’s a necessity when delivering holistic financial advice. Vanilla’s next-generation software makes estate planning easy for every client.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS: INVESTOLOGIST & HOSTWith a background in investment management and selling sophisticated products to large institutional investors across Europe and Asia, George is now on a mission to find new ways to deliver better outcomes for investors.Aside from the Investology podcast, George is a content creator for the finance industry and the founder of Orama a podcast and video agency.He’s a CAIA Charterholder (Chartered Alternative Investment Analyst Association); and holds a Master’s from HEC, ParisTIMESTAMPS00:00 Introduction to Estate Planning Drama01:23 The Importance of Having an Estate Plan02:06 Challenges in Estate Planning02:14 Vanilla's Role in Estate Planning03:45 Components of a Good Estate Plan05:09 Legacy and Tax Efficiency07:03 State and Federal Tax Implications09:11 Vanilla's Technology and Services10:22 Vanilla's Founding and Growth14:37 Advisor and Client Engagement33:13 Market Potential and Challenges36:42 CEO's Background and Journey40:51 Conclusion and Contact Information This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

My chat with Andrea Carnelli Dompe, the founder and CEO of Tamarix Technologies, about the intersection of private market investing and AI technology. We discuss the usefulness of AI agents in helping institutional investors, family offices, and ultra-high-net-worth individuals escape the operational chaos of private markets investing. It’s also a masterclass in building a startup in the age of AI.USEFUL LINKS* Visit the Tamarix website * Andrea on LinkedIn* You can subscribe to the podcast on audio platforms and YouTubeThis episode was produced by Orama - a video and podcast studio for B2B fintech brands.ABOUT TAMARIXAutomated data management and portfolio monitoring for private markets investors (LPs).Tamarix helps leading LPs save costs and make better investment decisions by automating data entry, monitoring & reporting, and portfolio analysis.Capital allocators waste 1000s of hours each year extracting, cleaning, and analyzing data locked in PDF reports such as notices, capital accounts statements, and quarterly reports. Commonly cited challenges include data entry, reporting, and modelling cash flow and NAVs to manage liquidity and pace commitments.Thanks to our cutting-edge AI technology, we automatically turn messy data into a clean, real-time, actionable overview of your private capital portfolio - so you can save 1000s of hours of human labour, and focus on making better investment decisions.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS: INVESTOLOGIST & HOSTWith a background in investment management, George is on a mission to find new ways to deliver better outcomes for investors.Founder of Orama a podcast and video agency working with the finance industry.CAIA Charterholder (Chartered Alternative Investment Analyst Association); Master’s from HEC, ParisTIMESTAMPS00:00 The mix of private markets, AI and data01:27 Andrea's Background and Journey02:19 Understanding Limited Partners (LPs)05:26 Operational Challenges for LPs06:07 Tamari's AI-Driven Solutions09:02 Traditional vs. AI-Driven Approaches10:29 Implementing Tamarix's Solutions12:49 Measuring Efficiency and Impact14:45 The Role of AI in Private Markets22:59 Future of Private Markets and Democratization26:16 Conclusion and Contact Information This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

I spoke with Leyla Kunimoto, the writer behind the Accredited Investor Insights Substack, and I finally got what it takes to “democratize private assets”.One approach is to incentivize financial advisors to distribute evergreen funds and enroll them in a 'university' established by one of the dominant firms in the market.Alternatively, you can empower individuals by offering case studies and tools to help them conduct due diligence and select deals to join as Limited Partners (LPs), and it takes a lot of commitment and effort on their side.We mainly used private real estate examples, but we covered a broad range:* The information imbalance in private assets* Who are the retail LPs?* How they can try to achieve some Alpha* The critical advice to get started* How the value of private investing goes beyond returns* Why AI is the biggest unlock for democratization* The power of memes!LINKSAccredited Investor Insights: https://www.accreditedinsight.com/Leyla on LinkedIn: https://www.linkedin.com/in/lkunimoto/📩 Get episodes by email and go even deeper with the Investology Newsletter: https://bit.ly/3AxnyTY🎧Investology on podcast platforms: https://pod.link/1511595070📹Investology on YouTube: https://www.youtube.com/@investology_podcastRelated tweet: https://x.com/NicoGladia/status/1934997429520150573This episode was produced by Orama - a video and podcast studio for B2B brands https://orama.tv/ABOUT ACCREDITED INVESTOR INSIGHTSAccredited Investor Insights is one-of-a-kind: the only voice offering a perspective from the LP seat. We cover both the good and the not so good—and often, useful resources (like articles and reports)—drawing on insights from hundreds of deals and numerous conversations with sponsors, LPs, and service providers.Whether you're new to investing or a seasoned pro, our goal is to provide you with the insights and information you need to succeed. Join us on this journey as we strive to elevate the standards of investment education and due diligence for Accredited Investors everywhere.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS: INVESTOLOGIST & HOSTWith a background in investment management and selling sophisticated products to large institutional investors across Europe and Asia, George is now on a mission to find new ways to deliver better outcomes for investors.Aside from the Investology podcast, George is a content creator for the finance industry and the founder of Orama a podcast and video agency.He’s a CAIA Charterholder (Chartered Alternative Investment Analyst Association); and holds a Master’s from HEC, ParisTIMESTAMPS00:00 Introducing the “Private Assets Universities”01:03 The Birth of Accredited Investor Insights02:48 What does the Democratization of Alts really mean?03:58 Who are the retail LP investors?06:17 Paths to private market access10:09 Challenges, nuances and opportunities in Private Assets15:44 Advice for new investors29:57 The role of AI in investment analysis for private real estate32:23 The power of Social Media and content36:20 Final Thoughts This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Once a celebrated investment concept amassing over $50 trillion in assets, ESG is now facing criticism and skepticism. George Aliferis reflects on ESG, recalling previous podcast conversations with two experts: Alex Edmans, an academic and author, and James Lawrence, Head of Investment at Smart Pension. If it's end of ESG, is this the beginning of something better?Newsletter: https://investorama.substack.com/ Podcast with Alex Edmans:Podcast with James Lawrence:TIMESTAMPS 00:00 ESG: a $50 trillion investment management success 02:28 The rise of esg 04:33 The end of the rule of metrics (vs. judgement) 08:18 The end of short-term thinking (vs. long-term) 10:10 The end of black and white thinking (vs. nuance) 14:58 The end of ESG This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

I chat with Ross Milward from Quantifeed about moving beyond product sales towards a future where technology empowers investors.Today’s investors need more than a list of products—they need guidance. By integrating software solutions, the wealth management industry can align itself with the long-term goals of clients, build better portfolios and embrace a more holistic approach.TRIVIA: Ross and I were colleagues at Deutsche Bank for a while, although in different locations. As a salesperson, I witnessed the quantitative revolution in equity derivatives that Ross and his team engineered. This allowed greater access to quantitative tools and products within Deutsche Bank, between sales traders and structurers. This movement is now extending across vendors, advisors and end-clients.HIGHLIGHTSOn wealth management:If wealth management can be more accessible, you used the word democratize, that would be wonderful. There’s obviously a lot of stress in the global system around ageing populations, the burden that’s putting on pension funds, the earlier people can invest for the longer term the better. Bringing these tools into the hands of the end-customer, into the hands of the advisor, is the vision for us.That democratization, for all of us, would be wonderful and for an advisor to sit with me, and have a solution, that I then work towards with that person over months and years, rather than being sold a product and then three months later thinking, what the hell did I buy that for? I can’t remember what that product was. That change of conversation is still really an opportunity for the industry.The partnership model:Nobody in this ecosystem can do everything. So I do think that partnership model, where we can work with the experts on the data, or the valuation of structured products, et cetera, fits really nicely for us. And when we work with financial institutions, there will often be one or two of these partnerships around data and product.The AI opportunity for usability:There’s a lot of opportunity for the AI tooling to provide information and bubble up information in a different form of interface than the current user interfaces that a lot of these platforms have. The combination of AI leveraging the underlying algorithms and the data can enable better usability. An advisor logging in at the start of a day, instead of them navigating and looking at what to do, you can be sweeping with agents saying: Well look, there’s been a movement in a set of customers positions or there’s been a change in a particular fund price, or we’ve just had the strategic asset allocation from our CIO group has just been imported and it’s impacting a set of clients.LINKS Quantifeed’s website: https://www.quantifeed.com/ Ross Milward on LinkedIn: https://www.linkedin.com/in/ross-milward-36770b/ George Aliferis on LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/Investology on YouTube: https://www.youtube.com/@investology_podcastThis episode was produced by Orama - a video and podcast studio for B2B brands: https://orama.tv/ ABOUT QUANTIFEEDCombining software engineering and quantitative finance, Quantifeed helps transform financial institutions into providers of wealthcare, a customer-centric service focused on meeting everyone's wealth management needs. Quantifeed’s solutions empower CIOs, customers, advisors, and portfolio managers. Quantifeed’s suite of capabilities and services can be assembled and configured to create compelling digital advice propositions.ABOUT THE INVESTOLOGY PODCAST A podcast that helps you think about critical topics and principles of investment management. Available on all podcast platforms https://pod.link/1511595070 or YouTube https://www.youtube.com/@investology_podcastABOUT GEORGE ALIFERIS George is driven by a mission to explore innovative ways to deliver better outcomes for investors. His career began in financial markets sales at institutions such as Natixis, Deutsche Bank, and Invesco (Source), where he specialised in alternative investments, derivatives, and ETFs.George is the founder of Orama, a financial services content agency. He is a CAIA Charterholder and holds a master’s degree from HEC Paris.To be featured on the podcast, you can contact [email protected] 00:00 Fixing Wealth Management with Quant & Software02:24 Early Career and Experience at Deutsche Bank04:21 Understanding the Role of Quants and Developers05:27 Scaling and Architecture in Financial Systems06:47 Evolution of Trading Platforms08:31 Founding of Quantifeed11:06 Client Segments and Services13:18 Implementation and Integration of Quantifeed Solutions26:08 Impact of AI and Machine Learning33:51 The Advice System is Broken (Alokik Advani FISV)36:51 Conclusion and Final ThoughtsMy Investing & Investment Management channelsInvestorama - Separating Investment Facts from Financial Fiction (YouTube)Investology - Re-Think Investment Management (YouTube)Investology in Audio versionFor B2B Brands, Marketers & PodcastersOrama (my business): Accelerate sales to the financial industry with content that builds trust and drives pipeline.Newsletter about Selling to Financial Services: on Substack This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Tom McHugh, the CEO and co-founder of Finbourne, shares how they are transforming financial data management to deliver better outcomes. Tom shares the complexities of managing diverse financial data sources and how Finbourne's technology aims to simplify this landscape. He explains how their unique approach helps firms maintain gross margins, reduce fees, and enhance efficiency without overhauling existing systems. Learn about the core infrastructure of Finbourne, the role of AI and data virtualization, and the significant social impact Finbourne's solutions can bring to both investors and financial services.LINKSFinbourne: https://www.finbourne.com/📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)👨🏻‍💼George on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/🎧 Audio version of the Podcast: https://pod.link/1511595070📹Subscribe on YouTube: https://www.youtube.com/@investology_podcastThis episode was produced by Orama - a video and podcast studio for B2B brands: https://orama.tv/About FINBOURNE TechnologyFINBOURNE’s solutions deliver an interconnected network of functionality and data that enables the investment community to better serve clients in a constantly evolving market.Its investment management solutions and cloud-native data management platform ensure that investment and operations teams can increase revenue, reduce costs, and better manage risk across the investment life cycle. With operations in North America, the UK and Europe, Asia and Australia, FINBOURNE is trusted by some of the world’s leading financial services firms, including Fidelity International, London Stock Exchange Group, Baillie Gifford and Northern Trust.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS (INVESTOLOGIST & HOST)With a strong background in investment management, George is on a mission to find new ways to deliver better outcomes for investors.Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS0:00 The Evolution of Data in Financial Markets00:58 Introduction to Finbourne and Its Mission02:07 Challenges in Financial Data Management04:26 Finbourne's Approach to Data Integration06:30 The Complexity of Financial Data08:31 Implementing Finbourne's Solutions10:17 Client Use Cases and Practical Applications13:32 Seamless Integration and Client Empowerment20:25 Changing the Cost of Investing22:31 Challenges of Replacing Core Infrastructure24:07 Customer-Centric Solutions27:29 Explaining the Technology29:42 AI and Data Privacy in Financial Services35:37 Managing Private and Public Assets38:37 Conclusion and Final Thoughts This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Redefining Retirement Income: Insights from Chancery Lane's CEODoug Brodie, CEO of Chancery Lane, a firm specializing in retirement income planning, discusses the evolving landscape of pension schemes. Brody critiques the industry's focus on pension pots rather than sustainable income and offers an outcome-driven approach. We also explore the mechanics of investment trusts, a lesser-known instrument that could bypass complex asset allocation challenges for retirees.LINKSDoug Brodie on Linkedin: https://www.linkedin.com/in/doug-brodie-income-investment-plannersChancery Lane: https://www.chancerylane.net/Related episodes on Pensions: https://www.youtube.com/playlist?list=PLbJ1012cgPCAy2NXMIob3W30DXM3rF3OM📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio version of the Podcast: https://pod.link/1511595070📹Subscribe on YouTube: https://www.youtube.com/@investology_podcastThis episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ABOUT DOUG BRODIE (GUEST)Doug has worked with personal investing since 1989, specialising in income investing for the last fifteen years, firstly with Old Mutual and running his own award winning business since 1995. Doug is chartered with two professional institutes, CISI and CII, and certified by the Institute of Financial Planning.ABOUT THE INVESTOLOGY PODCASTConversations that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS (HOST)George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets marketer: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS00:00 Doug Brodie - rethink pensions01:08 Early Career and Industry Evolution06:37 Marketing Strategies and Client Insights10:54 Financial Planning 22:57 Income Focused Investment Strategies31:35 Understanding Investment Trusts42:44 The Future of Pension Schemes This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

How technology enables new investment strategies, the role of trustees, the impact of ESG considerations, and the role of private markets in pension portfolios. A comprehensive conversation with James Lawrence of Smart Pension about the future of pensions and how smart technologies and innovative investment practices are shaping better outcomes for millions of pensioners.LINKSJames on Linkedin: https://www.linkedin.com/in/jameslawrencecfa/Smart Pension: https://www.smartpension.co.uk/Related episodes on Pensions: https://www.youtube.com/playlist?list=PLbJ1012cgPCAy2NXMIob3W30DXM3rF3OM📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)👨🏻‍💼George on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/🎧 Audio version of the Podcast: https://pod.link/1511595070📹Subscribe on YouTube: https://www.youtube.com/@investology_podcastThis episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ABOUT JAMES LAWRENCE (GUEST)I help to build sustainable financial futures for the 1.5 million members of the Smart Pension Master Trust, an award winning pension fund backed by some of the biggest names in the financial world.I'm passionate about using the vast power of pensions investments to make an impact on the people and planet around us, creating a better world to retire into.Member of Smart Pension's Investment Sub-Committee and Scheme Strategist.James joied Smart Pension from Mercer where he worked for 9 years. In his most recent role he was lead investment strategist for the UK DC delegated investment business. He was responsible for the strategic direction of the delegated investment solution, Mercer SmartPath, which included a significant allocation to a newly built ESG fund, as well as building a net zero transition pathway.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS (INVESTOLOGIST & HOST)With a strong background in investment management, George is on a mission to find new ways to to deliver better outcomes for investors,Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMP00:00 Investing: a Pension Perspective00:52 James Comments on Current Market Volatility01:21 Long-Term Investment Strategies02:32 Engaging Pension Members04:00 James Lawrence's Background09:11 Smart Pension's Technological Edge12:11 Financial Innovation in Pensions16:00 Private Markets and Asset Allocation24:32 Government and Regulatory Discussions31:54 Sustainable and ESG Investing35:43 Future of Pension Engagement38:37 Conclusion and Contact Information This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

One of my previous guest (Alex Edmans) told me that this "Start with Why" (Simon Sinek) is b******t, so I didn't start with that... but I wanted to explain what I'm doing here. What's my purpose? What's unique about my approach? And what you will find on this channel?Subscribe to the newsletter: https://investorama.substack.com/Prefer audio only? https://pod.link/1511595070Need help to launch or grow your brand's podcast or YouTube channel: https://orama.tv/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

How to address the pressing challenges facing the pension industry with technology. George Aliferis and Eve Read from Smart Pension explore the technological advancements and practical policy recommendations to improve pension outcomes. From UX, to education, communication, or "micro interventions" tune in to understand how Smart Pension is helping to achieve better retirement outcomes.LINKSEve Read on Linkedin: https://www.linkedin.com/in/everead/Smart Pension: https://www.smartpension.co.uk/Related episodes on Pensions: https://www.youtube.com/playlist?list=PLbJ1012cgPCAy2NXMIob3W30DXM3rF3OM📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio version of the Podcast: https://pod.link/1511595070📹 YouTube: https://www.youtube.com/@investology_podcastWe discussed this publication Delivery 2030: https://www.smartpension.co.uk/reports/2030-visionThis episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ABOUT EVE READ (GUEST)Eve is a well-known and respected figure in the retirement savings sector. She spent two decades focused on pensions at employee benefits consultancy Mercer, which included setting up and running the firm’s UK DC consulting business. More recently she worked at the government DC scheme NEST, where she led on business delivery and customer engagement. Eve leads the UK Proposition Team as it builds new features for the Smart Pension Master Trust as well as contributing to the development of Keystone, Smart's global Platform-as-a-Service offering.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS (HOST)George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS00:00 Understanding Smart Pension02:16 Keystone Platform and Technology04:51 Client Experience and Transition08:57 Employer and Employee Perspectives14:57 Engagement and Education in Pensions19:06 Challenges in Pension Engagement22:28 Making Pension Information Accessible24:23 Government's Role in Pension Reforms27:09 Challenges and Solutions for Future Retirees29:33 Industry and Government Collaboration35:20 Fantasy FinTech: The Ideal Pension System42:13 Concluding Thoughts and Future Discussions This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

We uncover the massive impact Jack Bogle, the titan of the investing industry, had in reshaping the investing landscapes for the better, with Eric Balchunas author of the book 'The Bogle Effect.' From revolutionizing low-cost index investing, the birth of the RIA movement, to setting the stage for the future of asset management – learn how Bogle has truly changed the game and continues to influence trends today. Watch it on YouTube: https://pod.link/1511595070REFERENCES▶️The book: The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillionshttps://www.amazon.com/Bogle-Effect-Vanguard-Investors-Trillions/dp/1637740719▶️ Follow Eric on Twitter: https://twitter.com/EricBalchunasABOUT THE AUTHORERIC BALCHUNAS is a senior ETF analyst at Bloomberg, where he has over a decade of experience working with ETF data, designing new functions and writing ETF research for the Bloomberg terminal. He also writes articles, feature stories and blog posts on ETFs for Bloomberg.com and appears each week on Bloomberg TV and Radio to discuss ETFs.You can find his articles here: http://www.bloomberg.com/authors/ADUgYkp2OlE/eric-balchunasTO GO FURTHER🧑🏽‍🎓 Alternative Investments Course: https://bit.ly/Alts_Invest📩 Join the newsletter: https://bit.ly/3AxnyTYAFFILIATE LINKWhat I use for editing: https://get.descript.com/1ldhm44pyr0pTIMESTAMPS0:00 Eric Balchunas00:38 Who is Jack Bogle?01:12 The Bogle Effect and its Impact on the Industry01:28 The Spread of Passive Investment in Europe02:50 The Story Behind the Book 'The Bogle Effect'04:27 The Trillions Saved by Bogle's Approach06:30 The Impact of Vanguard and Bogle on Other Funds07:25 Bogle's Vision and Legacy11:04 The Contrast Between Bogle and Wall Street14:47 The Rise of Index Funds and the Role of Vanguard15:44 The Long Road to Low-Cost Index Funds20:10 The Long Road of Investment20:54 The Impact of Bogle's Persistence21:20 The Evolution of Investment Culture21:43 The Challenges of Changing the System22:48 The Birth of the RIA Movement24:12 The Shift in Advisor Payment Models26:03 The Influence of Behavior and Philosophy26:25 The Power of Staying the Course26:55 The Concept of 'Enough' and its Impact32:08 The Vanguard Brand and its Impact37:53 The Future of Asset Management40:35 The Legacy of Bogle This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Bill Kelly, CAIA former CAIA CEO, returns to discuss his new venture, Educational Alpha. Bill and George explore the importance of financial education, the perils of democratizing investment products, and the role of long-term thinking in retirement planning. Bill also shares insights into his podcasting journey and highlights the significance of due diligence and critical thinking for investors.My interview by Bill on Educational Alpha: https://podcasts.apple.com/us/podcast/educational-alpha/id1675164756My previous interview with Bill in 2021: https://podcasts.apple.com/gb/podcast/improving-capital-allocation-outcomes-bill-kelly-ceo/id1511595070?i=1000540736905RESOURCESWilliam J. Kelly, CAIA on Linkedin: https://www.linkedin.com/in/william-j-kelly-caia-ab50a947/Educational Alpha: https://educationalalpha.com/CAIA: https://caia.org/📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio version of the Podcast: https://pod.link/1511595070📹Subscribe on YouTube: https://www.youtube.com/@investology_podcastThis episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ABOUTWilliam J. Kelly, CAIA has over four decades of experience in the financial services industry as a CEO, a leader in alternative investments education, and an Independent Director. My common denominator has always been to put the client first.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS (HOST)George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets marketer: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS(00:00) Bill Kelly's New Venture: Educational Alpha(01:56) The Importance of Financial Literacy and Education(03:20) Bill Kelly's Podcasting Journey(04:54) Challenges in Educating Investors(09:11) Democratization of Financial Education(12:55) Mind the education gap(22:07) Larry Fink's Investor Letter(27:15) The Evolution of Retirement Planning(32:02) The Importance of Long-Term Investing(35:51) Mindset or Education?(39:48) Conclusion and Final Thoughts This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Matt Ober, CAIA shares his journey from data scientist at Bloomberg to becoming the head of data strategy at a hedge fund, and later transitioning into venture capital with Social Leverage. We discuss into the expanding role of data in financial services, the strategies employed by hedge funds, and the future of alternative data. A rare opportunity to rethink the business of financial market data.LINKSMatt on Linkedin: https://www.linkedin.com/in/obermattj/Matt's Newsletter: https://www.mattober.co/Social Leverage: https://www.socialleverage.com/Initial Data Offering: https://initialdataoffering.com/📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio version of the Podcast: https://pod.link/1511595070📹Subscribe on YouTube: https://www.youtube.com/@investology_podcastThis episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ABOUT MATT OBER (GUEST)Matt is a general partner at Social Leverage. Matt was most recently the Chief Data Scientist at Third Point where he built the data analytics and technology platform used to enhance the firm’s investment capabilities in equity, structured credit, venture capital and cryptocurrency. Prior to joining Third Point, Matt was the Head of Data Strategy at WorldQuant and part of the WorldQuant Ventures founding team focused on private investments in fintech, data, and technology companies. As an active angel investor for over 10 years, Matt brings his data and analytics expertise to each company with whom he partners. Matt holds a Chartered Alternative Investment Analyst (CAIA) designation and sits on the board of governors for his alma mater, California State University Chico.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS (HOST)George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS00:00 A unique data perspective01:07 Matt Ober's Career Journey01:42 Hedge Fund Experience and Data Strategy03:51 Venture Capital and Social Leverage05:15 The Importance of Data Quality06:37 Understanding the Data Value Chain10:01 StockTwits and Community Data14:54 Alternative Data and Its Expansion16:16 Revenue Opportunities from Data19:11 The Value of Informational Edges in Data20:44 AI and Data Processing in Finance24:30 Branding and Marketing in Data Companies29:36 The Future of Data in Investment Management37:32 The Role of Hedge Funds in Modern Portfolios This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

A reality-check on the AI hype, with a world-renowned Ai and Machine Learning specialist, mathematician, academic and ex-hedge fund manager: Dr Richard Saldanha."I don't believe that artificial intelligence exists at this precise moment in time, but that's a hard definition."LINKSRichard on Linkedin: https://www.linkedin.com/in/oxquant-richard-saldanha/Richard's AI webinars: https://youtube.com/playlist?list=PL7U0Sdn6Aq2fLnu_XikcmGMzlBaAfDtZj&si=Nbu51oTMFD76d3CB📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070📹Find us on YouTube: https://www.youtube.com/@investology_podcastThis episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ABOUT DR RICHARD SALDANHAI teach statistical machine learning as part of the MSc programmes in economics and finance at Queen Mary University of London. I also supervise MSc students for their operations research and analytics industrial projects in the Department of Mathematics at the London School of Economics.I have worked in quantitative finance for over two decades at major institutions in the City of London. ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. ABOUT GEORGE ALIFERIS (HOST)George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama.tv a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS00:00 Richard Saldanha's Background 01:29 Defining Artificial Intelligence03:29 Understanding ChatGPT and Language Models06:31 The Limitations of AI16:17 AI in Finance and Investment20:21 Challenges and Opportunities in Financial Data26:22 Future of Computing and AI28:54 Concluding Thoughts on AI and Quantum Computing This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

A conversation between George Aliferis and Pahal Patangia, Global Developer Relations Lead, Consumer Fintech at NVIDIA recorded at the same time as Nvidia's 2022 GTC conferencePahal explains how fintech startups can evolve their data science program. We also go through various applications with real-life examples from Square, Venmo, Ping An, Allianz, and more.Listen to The Fintech Files your favourite podcast app or watch on YouTube.TO GO FURTHERNVIDIA Developer Hub for financial services https://developer.nvidia.com/industries/financial-servicesThe GTC Conference https://www.nvidia.com/gtc/Pahal on Linkedin https://www.linkedin.com/in/pahal/WATCH CLIPS FROM THE INTERVIEW►TikTok►InstagramCONNECT►Twitter►Substack►Linkedin#datascience #fintech This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Explore the evolving landscape of financial promotions and the challenges faced by companies in staying compliant with stringent regulations. A discussion with Sage Franch, CEO and Co-founder of Promo Comply at Finovate Europe. Discover how AI tools can streamline marketing efforts, mitigate compliance risks, and foster trust among investors and regulators. LINKSPromoComply https://www.promocomply.com/📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070📹Find us on YouTube: https://www.youtube.com/@investology_podcastFinovate: https://finovate.com/This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ABOUT SAGE FRANCHSage Franch has over a decade of experience in artificial intelligence and business leadership, working with organizations of all sizes to drive business growth through digital transformation.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS (HOST)George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS00:00 The Financial Promotion Challenge02:04 How Promo Comply Works03:23 The Regulatory Landscape in the UK04:09 Marketing and Compliance Collaboration08:23 The Role of Influencers in Compliance09:17 Future of Financial Promotions Compliance This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

We discuss how generative AI platform empowers businesses to harness their data and algorithms securely and facilitate the investment research process. It's also a broader reflection on AI fintech startups.LINKSMoonjelly AIhttps://www.jellyfishlabs.ai/📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070📹Find us on YouTube: https://www.youtube.com/@investology_podcastFinovate: https://finovate.com/This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ABOUT MOONJELLYA team of passionate engineers and makers whose expertise lies in artificial intelligence, machine learning, natural language processing and bringing value from data, bridging the gap between AI research and its practical applicationsABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS (HOST)George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS00:00 Introduction to AI and Moon Jelly00:43 Meet the Innovators Behind Moon Jelly00:56 Understanding Moon Jelly's Unique AI Capabilities01:27 Moon Jelly in Investment Management02:54 Demo: How Moon Jelly Works05:00 Implementation and Customization06:31 Future Roadmap and Applications07:30 Reflections and Closing Remarks This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Discover how a modern tech platform integrates traditional market data with AI to provide investment signals, optimize investments, and automate reporting in wealth management. Learn about the impact of generative AI in transforming the financial industry and why confidence in AI has surged, enabling rapid growth and better adaptation within firms. With Arianna Colombo, MDOTMLINKSMDOTM https://www.mdotm.ai/Arianna on Linkedin: https://www.linkedin.com/in/arianna-colombo-6941101a2/📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070Finovate: https://finovate.com/This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ABOUT MDOTMMDOTM Ltd. is the global provider of AI-driven investment solutions for Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. For more information visit https://mdotm.aiWe created a platform called Sphere, that leverages Analytical & Generative AI to deliver forward-looking investment insights, help institutional investors build and rebalance portfolios at scale and get automated reporting and commentaries on their portfolios' positioning. This happens thanks to our new Generative AI features, aimed at enhancing investment explainability and market understanding.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS (HOST)George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS00:00 Introduction to Arianna Colombo and MDOTM00:44 MDOTM's AI Solutions for Institutional Investors01:59 Investment Solutions Overview02:39 Customization and Efficiency in Finance03:58 AI Integration and Implementation05:22 Overcoming AI Adoption Challenges06:42 Company Expansion and Growth07:11 Conclusion and Contact Information This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Darren Douglas, founder and CEO of RegSearch AI, explains the challenge of regulatory compliance, which costs over $200bn to the financial industry and the role of AI regulatory compliance agents. Darren explains the need for AI proprietary models that ensure data security and transparency and explains how AI agents can read, understand, and map regulatory documents to internal information, drastically saving time and reducing compliance costs.LINKSRegsearch AI https://regsearch.ai/Darren Douglas on Linkedin: https://www.linkedin.com/in/darren-douglas-6372192a/📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070Finovate: https://finovate.com/This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ABOUT DARREN DOUGLAS & REGSEARCHAs an experienced leader with over two decades in regulatory compliance, I have witnessed firsthand the complexities businesses face in navigating evolving regulations. As the CEO and Founder of Regsearch AI, I am dedicated to reshaping the landscape of compliance by merging robust regulatory expertise with cutting-edge AI technology.At Regsearch, our mission is clear: to revolutionise how organisations approach regulatory compliance. Our AI agents are designed to streamline processes, bolster compliance integrity, and minimize operational costs while simplifying regulatory requirements. By harnessing advanced AI tools, we empower businesses to achieve compliance with confidence, allowing them to refocus energy on growth and innovation.Driven by my passion for responsible AI, I believe that technology should not only enhance efficiency but also align with ethical standards and transparency. I am committed to fostering conversations on responsible AI deployment and sharing insights that help organizations integrate compliance seamlessly into their AI strategies.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management.Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS (HOST)George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS00:00 Introduction to Regulation Technology at Finovate Europe00:39 Meet Darren Douglas - RegSearch AI02:11 Challenges in Regulatory Compliance03:18 How RegsSearch AI Works04:20 The Future of Compliance and AI Agents06:40 Trust and Transparency in AI08:10 The Value of AI in Different Industries10:48 Conclusion and Future Episodes at Finovate This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

An exploration of how quant hedge funds strategically source and use data to fulfil their ultimate goal of alpha generation. Marco Aboav, ex-hedge fund manager and CEO of Etna Research unveils how the most sophisticated asset managers build a sustainable trading advantage.USEFUL LINKSEtna Research: https://www.etnaresearch.com/Marco on Linkedin: https://www.linkedin.com/in/marco-jean-aboav/Watch the podcast on YouTube: https://www.youtube.com/@investology_podcast📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/KEY CONCEPTSdata & alphathe intersection of technology and investmentthe importance of adaptive strategiesthe role of hedge funds in the financial ecosystempassive, active & quantitative investingABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management.Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT ETNA RESEARCHAt Etna Research, we help global institutional clients and asset owners harness frontier AI—so they can push the boundaries of quantitative investing without drowning in complexity or spiralling costs.How Etna drives value for you:- Stay ahead in quantitative investing with advanced AI solutions built for real-world capital market challenges.- Cut AI, data, and computing costs by at least 50%, reducing overhead and freeing resources for strategic investments.- Accelerate innovation by 100x, delivering results faster than any internal alternative.Currently focused on quantitative investment strategy tech in macro asset classes, expanding into equity, credit and crypto soon.ABOUT GEORGE ALIFERISGeorge Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS00:00 A conversation that reframed many investment management concepts00:49 Marco Aboav's Professional Journey: Quant, Hedge Fund, Entrepreneur04:55 Understanding Hedge Fund Dynamics08:38 Data & Research for Hedge Funds13:51 Challenges in Data Acquisition26:52 Building a Quant Pod30:13 Understanding Alpha generation32:29 Accelerating Alpha Discovery39:47 Adaptability in alpah strategies44:12 Future of Hedge Funds & Active Management53:56 Closing Thoughts and Podcast Information This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

We explore the tech that improves pension outcomes behind the curtain with Hugh Cutler, CCO of Mobius Life. In this episode, Hugh shares his journey from actuary to investment management, the role of technology and regulation in pensions, and how Mobius Life is making efficient, cost-effective, and diversified investment solutions accessible for better retirement outcomes. We also explore the “hardest challenge in investing": decumulation, and the future of financial technology in providing tailored investment advice.USEFUL LINKSMobius Life: https://www.mobiuslife.co.uk/Hugh Cutler on Linkedin: https://www.linkedin.com/in/hugh-cutler-b5b1b15/George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/KEY TOPICS DISCUSSEDOpen Architecture PlatformSequencing Decumulation ChallengePrivate Asset IntegrationEducation about PensionTechnological Advancements in PensionsHighly experienced investment management professional, with 25 years of leadership in global distribution, solutions and executive roles.I am passionate about delivering excellent outcomes for clients by solving their specific investment challenges, and in the role that investments can play in shaping society and the environment for the better,After qualification as an actuary focused on pensions, I have held senior positions in distribution and solutions roles for leading companies including BGI (now part of Blackrock), LGIM and AMG. ABOUT MOBIUSThe market-leading institutional investment platform, providing investment administration services and tailored investment solutions to trustees of institutional pension schemes, advisers, master trusts, asset managers and life insurance companies.What sets us apart: Independent; Bespoke solutions; Trusted partner; An ideas cultureABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management.Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.Produced by https://orama.tv/ - a podcast & video studio for B2B BrandsABOUT GEORGE ALIFERISEx-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of [Orama a podcast and video agency working with the finserv industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surfTIMESTAMPS(00:00) Connecting Pensions' Billions to the Assets they Need | Hugh Cutler, Mobius Life(00:42 Understanding the Role of an Actuary & Hugh's Career Journey(02:49) Mobius Life and Pension Funds(05:04) The Pension  Ecosystem (14:39) Technology in Pension Management(17:37) Challenges and Opportunities in the Pension Industry(21:57) Decumulation and Sequencing Risk(34:53) The Role of Private Assets in Pensions(40:19) Final Thoughts: Shiller, Finance and the good society This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

I will updat this laterExplore the evolving nature of the pension system, the impact of demographic changes, and the role of technology in making pension management more efficient. Discover how the pension landscape in the UK is adapting to new challenges and opportunities, and what the future might hold for workers and retirees alike. With Alyshia Harrington-Clark Head of DC, Master Trusts and Lifetime Savings, PLSA (Pension and Lifetime Savings Association)USEFUL LINKSAbout the PLSA : https://www.plsa.co.uk/Check out the  @PlsaUk  on YouTube📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070ABOUT ALYSHIA HARRINGTON-CLARKAlyshia became Head of Team in early 2021, and is responsible for leading on a broad range of the PLSA’s DC, master trust and lifetime savings policy and advocacy.Alyshia originally joined the PLSA in October 2018 as secondee Policy Lead for the Cost Transparency Initiative and became the Policy Lead for DC at the beginning of 2020. She came to the PLSA from Wholesale & Investments Competition at the Financial Conduct Authority (FCA) where she worked on both the Asset Management Market Study and the Wholesale Sector Competition Review. In 2015/16 she was a seconded expert to the European Securities and Markets Authority (ESMA) in Paris, where she worked on financial innovation and MiFID II.Previous roles are as a regulatory conduct supervisor of investment management firms and investigator of criminal and civil market abuse cases. Alyshia's degree is in Philosophy and the Political Economy (University of Exeter). Alyshia is a PRINCE2 Practitioner and has held Chartered MSCI status with the Chartered Institute of Securities and Investments since 2016.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management.Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.Produce by https://orama.tv/ - a podcast & video studio for B2B BrandsABOUT GEORGE ALIFERISEx-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of [Orama a podcast and video agency working with the finserv industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surfGeorge on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/TOOLSWhat I use for editing, DESCRIPT: https://get.descript.com/1ldhm44pyr0pWhat I use for multi-currency banking and payments, WISE: https://wise.prf.hn/l/w9gQYA9TIMESTAMPS(00:00) Understand the Pension System an Investment Management Perspective- with Alyshia Harrington Clark fr(01:53) Alicia's Role and Background(04:20) Exploring Pension Concepts(12:39) Popular Culture(17:45) Global Trends(21:33) The Future of Pensions(28:02) The pension reforms(37:29) Technological Solutions for Pensions(43:48) Conclusion and Final Thoughts This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Welcome to the podcast that’s now called Investology. This new name reflects the changes that I felet were needed for 2025 onwards. A new year that feels like a new era in the investment world based on the news this January probably not the era we want, but we can learn to adapt and thrive.Many investment podcasts, that talk about macro, micro or predictions. This is not one of them.Here we think about investment management and what goes on behind the curtain of financial markets.With my guests, we will talk about tech and innovation but also the history, the narratives, the principles.And there’s no better guest to start this year with than Alex Edmans, a professor of finance author and expert in how we use and misuse data and evidence. We discuss his excellent book May contain lies in the previous episode. Alex is also a sustainability specialist and author of grow the pie How Great Companies Deliver Both Purpose and Profitand also wrote a recent paper called The End of ESG and they will be the subject of this conversation that helped me think about sustainable investind and I hope it helps you too.I wish you a great year in your personal, professional and your invetsing life!ABSTRACT from The End of ESG by Alex EdmansESG is both extremely important and nothing special. It’s extremely important because it’s critical tolong-term value, and so any academic or practitioner should take it seriously, not just those with“ESG” in their research interests or job title. Thus, ESG doesn’t need a specialized term, as thatimplies it’s niche – considering long-term factors isn’t ESG investing; it’s investing. It’s nothingspecial since it’s no better or worse than other intangible assets that create long-term financial andsocial returns, such as management quality, corporate culture, and innovative capability. Companiesshouldn’t be praised more for improving their ESG performance than these other intangibles; investorengagement on ESG factors shouldn’t be put on a pedestal compared to engagement on other valuedrivers. We want great companies, not just companies that are great at ESG. ABOUT ALEX EDMANSAlex's website: https://alexedmans.com/Alex Edmans is Professor of Finance at London Business School. His TED talk ‘What to Trust in a Post-Truth World’ has been viewed 2 million times and he has spoken at Davos and in the UK House of Commons. In 2013 he was awarded tenure at The Wharton School and in 2021 he was named MBA Professor of the Year by Poets and Quants. Edmans writes regularly for the Wall Street Journal, Financial Times and Harvard Business Review. His first book, Grow the Pie, was a Financial Times Book of the Year. He is a Fellow of the Academy of Social Sciences.USEFUL LINKS📩 Newsletter: https://bit.ly/3AxnyTY 🎧 Audio Version of the Podcast: https://pod.link/1511595070TOOLS (affiliate links)What I use for editing, DESCRIPT: https://get.descript.com/1ldhm44pyr0pWhat I use for multi-currency banking and payments, WISE: https://wise.prf.hn/l/w9gQYA9TIMESTAMPS(00:00) Introduction and Initial Reactions(01:44) Questioning ESG and Diversity Metrics (Based on a clip from HBO's Industry)(02:40) The End of ESG: A New Perspective(03:21) Understanding ESG Metrics and Qualitative Aspects(04:37) The Subjectivity and Potential of ESG(05:39) Conclusion and Call to Action This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

How stories, statistics and studies exploit our biases as investors — and what we can do about it.Tune in for an enlightening discussion with Alex Edmans, on enhancing your critical thinking skills applied to investing.Alex's website: https://maycontainlies.com/Alex Edmans is Professor of Finance at London Business School. His TED talk ‘What to Trust in a Post-Truth World’ has been viewed 2 million times and he has spoken at Davos and in the UK House of Commons. In 2013 he was awarded tenure at The Wharton School and in 2021 he was named MBA Professor of the Year by Poets and Quants. Edmans writes regularly for the Wall Street Journal, Financial Times and Harvard Business Review. His first book, Grow the Pie, was a Financial Times Book of the Year. He is a Fellow of the Academy of Social Sciences.GO FURTHER📩 My Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070TOOLSWhat I use for editing, DESCRIPT: https://get.descript.com/1ldhm44pyr0pWhat I use for multi-currency banking and payments, WISE: https://wise.prf.hn/l/w9gQYA9TIMESTAMPS(00:00) Alex Edmans, professor, specialist in misuse of data and evidence & author of May Contain Lies(03:39) Combating Misinformation: the enemy is within(06:20) Empowering Investors Against Misinformation(08:30) The importance of narratives in investing and academia(13:33) Personal conclusion from George, beyond investing This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

We dive into the intricate world of pension funds, featuring an insightful discussion with Alishya Hartington Clark, a DC (Defined Contribution) specialist from the Pension and Lifetime Savings Association. The conversation, recorded on November 11th, precedes a major announcement by the new Chancellor regarding significant pension reforms. We explore why a government could push towards UK alternative assets, the inherent risks and benefits, and the ongoing dialogue between the government and the pension industry. TO GO FURTHERChallenge the status quo, cut through the hype, and debunk misleading marketing claims. 🧑🏽‍🎓 Alternative Investments Course: https://bit.ly/Alts_Invest ($14.90)📩 Newsletter: https://bit.ly/3AxnyTY (Free)AFFILIATE LINKS What I use for editing, DESCRIPT: https://get.descript.com/1ldhm44pyr0pWhat I use for multi-currency banking and payments, WISE: https://wise.prf.hn/l/w9gQYA9This is an extract from the conversation between Alyshia Harrington-Clark and George Aliferis, CAIA that will be published in January 2025.🎧Listen to the full podcast episodes: https://pod.link/1511595070Produced by https://orama.tvTimestamps00:00 Introduction to UK Pension Funds00:22 Significant Pension Reforms Announced before the podcast recording01:33 Government's Focus on UK Alternative Assets02:34 Challenges and Risks in Pension Investments03:33 Balancing Government Goals and Pension Needs08:44 The Role of Individual Decisions in Pensions This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

In this rebirth of the FinTech Files podcast, George Aliferis speaks to Lars Markull about embedded finance, discussing its progression, challenges, and potential future developments. The conversation covers notable examples such as Shopify and Starbucks which show successful integration of financial services to enhance customer value. Lars touches on the importance of selecting the right partners, the nuances of different financial products, and the potential for embedded finance in sectors like B2B, B2C, and beyond. The discussion also explores the idea of 'fantasy fintech' and how non-financial companies can creatively integrate financial services to drive revenue and customer value.More about Lars Markull & Embedded Finance ReviewFollow Lars on Linkedin: https://www.linkedin.com/in/larsmarkull/Subscribe to Embedded Finance Review (newsletter, podcast, events): https://www.embeddedfinancereview.com/Watch his YouTube channel  @LarsMarkull  The slides are from this presentation: https://www.embeddedfinancereview.com/p/how-to-win-in-embedded-finance-my-29-slide-intro-guideTO GO FURTHERChallenge the status quo, cut through the hype, and debunk misleading marketing claims. 🧑🏽‍🎓 Alternative Investments Course: https://bit.ly/Alts_Invest ($14.90)📩 Newsletter: https://bit.ly/3AxnyTY (Free)George on Linkedin: https://www.linkedin.com/in/georges-aliferis-caia-60078312/RELATED EPISODESPrevious episode with Synapse https://pod.link/1511595070/episode/5fda76e9a5631b2789691d36c42d9a72Previous episode with Matt Mouro https://pod.link/1511595070/episode/7a1bd15bcacc10df948583ca5cc7d1bcPrevious episode with DriveWealth (embedded stock brokerage) https://pod.link/1511595070/episode/abcaa0cfbad2f9e5454330f5083476cfPrevious episode with ZeroHash (embedded crypto) https://pod.link/1511595070/episode/bfb9bd45463a862d59e595f52de6f379Discussion with Lars about his content strategy: https://youtu.be/xcz896wMWLMUseful links for podcasters: Receive podcasting tips (for businesses) in your inbox: https://oramatv.substack.com/Get professional help with your podcast: https://orama.tv/What I use for editing: Descript https://get.descript.com/1ldhm44pyr0pTIMESTAMPS00:00 Every Company will be a Fintech - Angela Strange from a16z in 202000:27 Defining Embedded Finance03:16 Matt Mouro on embedded finance and analogies vs nuance as an investor and operator04:25 Shopify: A Role Model in Embedded Finance06:48 Starbucks: A Case Study in Embedded Finance08:47 Implementing Embedded Finance: Challenges and Strategies13:51 Fantasy FinTech: Imagining New Possibilities16:12 Exploring Payment Integration16:36 Investment and Insurance Products17:01 Embedded Investing Opportunities17:46 Challenges in Embedded Finance18:30 Potential for Employer-Employee Financial Tools19:19 Conclusion and Final Thoughts: Orama to become a Fintech?A podcast produced by Orama https://orama.tv/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

George Aliferis and Mark J. Higgins discuss the evolution of the U.S. financial system over the past 230 years, from Alexander Hamilton's foundational contributions to RoaringKitty's Gamestop disruption. They explore the notion of financial progress, the cycles of regulation, what's missing from financial education and advice and how investors can profit from history.Order Investing in US Financial History: https://www.amazon.com/Investing-U-S-Financial-History-Understanding/TO GO FURTHER🧑🏽‍🎓 Alternative Investments Course: https://bit.ly/Alts_Invest📩 Newsletter on Democratization of Alternatives: https://bit.ly/3AxnyTY🎧Listen to the podcast: https://pod.link/1511595070AFFILIATE LINKWhat I use for editing DESCRIPT: https://get.descript.com/1ldhm44pyr0pTIMESTAMPS00:00 Introduction: What's the point in studying financial history?01:46 The Legacy of Alexander Hamilton04:00 The Impact of Hamilton's Death and Early Central Banking05:35 Crypto and the Importance of Central Banking07:31 Regulation and Market Dynamics07:31 Regulation and Market Manipulation11:52 A quote from Eric BALCHUNAS, The Bogle Effect12:14 Private Assets and Market Cycles14:52 A quote from Athanasios PSAROFAGIS, Bloomberg ETF16:39 A quote from Edward CHANCELLOR, The Price of Time17:03 The Role of Education in Financial Literacy17:05 A quote from Bill KELLY, CAIA21:36 Simplifying Portfolios: Mark Higgins's Personal Journey26:47 The Value of Historical Perspective in Financial Markets30:45 A quote from Dan DAVIES, Lying for Money33:38 The Importance of Long-Term Investing and Education This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

The Real Story Behind Blackstone's Real Estate Income Trust (BREIT)I (George) am doing a deep dive into the history and marketing of Blackstone's Real Estate Income Trust (BREIT), the potential financial reckonings and the broader marketing implications for the democratization of alternative assets.I'm revisiting a previous episode with Phil Bak following recent press about the fund and a revelation: the fund doesn't make FINANCIAL sense - it makes MARKETING sense!REFERENCESBusiness Insider: https://www.businessinsider.com/blackstone-breit-commercial-real-estate-fund-misled-investors-private-equity-2024-5New York Times: https://www.nytimes.com/2024/05/07/business/dealbook/blackstone-breit-fund-debate.html▶️ Full conversation with Phil Bak: https://www.youtube.com/watch?v=7oQKNcov-7I▶️ BREIT short video: https://www.youtube.com/watch?v=OBzk9HnpH2oTO GO FURTHER🧑🏽‍🎓 Alternative Investments Course: https://bit.ly/Alts_Invest📩 Newsletter on Democratization of Alternatives: https://bit.ly/3AxnyTYListen to the podcast: https://pod.link/1511595070AFFILIATE LINKWhat I use for editing: https://get.descript.com/1ldhm44pyr0p✨ **Subscribe for more in-depth analyses and industry insights!** ✨#Blackstone #BREIT #RealEstate #PrivateEquityTIMESTAMPS0:00 BREIT full00:24 BREIT's significance beyond its size and profitability02:22 Interview with Phil Bak in 202302:36 The issues and outlook for BREIT04:00 BREIT and the extraordinary University of California deal04:59 BREIT's liquidity issue07:42 Zooming on BREIT's NAV09:10 Tackling misconceptions about liquidity11:15 Are public valuations stupid?13:01 BREIT doesn't make financial sense14:57 BREIT is about marketing and user experience16:43 The missing reference: Netflix's House of Cards This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Discover the untold truths of the private equity world in this eye-opening episode, featuring Ludovic Phalippou, a renowned professor of financial economics at Oxford University Saïd Business School. Unpack the complex realities of private equity, from misconceptions about past performance to the intricacies of fee structures. Ludovic, known as the "bete noire" of private equity, alongside host George Aliferis, delves deep into the industry's practices, educational challenges, and the urgent need for clearer regulation. On YouTube: https://youtu.be/WKSWrjssSAMREFERENCES▶️The Book: Private Equity Laid Bare https://www.amazon.co.uk/gp/product/B08T7D4ZQ2?ie=UTF8&psc=1&linkCode=sl1&tag=pelaidbare21-21&linkId=5a158a6c37f97026d9c4da65bfd68a8d&language=en_GB&ref_=as_li_ss_tl▶️The Website: https://pelaidbare.com/▶️ Follow Ludovic on Linkedin: https://www.linkedin.com/in/ludovic-phalippou-5488b147/ABOUT THE AUTHORLudovic specialises in private equity and asset management.Ludovic is the author of the bestseller 'Private Equity Laid Bare', and professor of Financial Economics at Saïd Business School, University of Oxford. He specialises in private market investments with a focus on fee tracking, interest alignment, and return benchmarking.Named as one of 'The 40 Most Outstanding Business School Profs Under 40 in the World' in 2014, and as one of the 20 most influential individuals in private equity in Europe in 2016, Ludovic has strong links with senior practitioners in the industry, routinely speaks at practitioner conferences, and appears in the media internationally. Ludovic’s research papers have been widely cited in academia, in the press, and in regulatory circles.Ludovic's paper 'How alternative are private markets?' is one of three 2018 recipients of the Jack Treynor Prize, sponsored by the Q-Group. The Treynor Prize recognises superior academic working papers with potential applications in the fields of investment management and financial markets. Ludovic achieved a degree in Economics from Toulouse School of Economics; a Master in Economics and a Master in Mathematical Finance both from the University of Southern California; and a PhD in Finance from INSEAD.TO GO FURTHER🧑🏽‍🎓 Alternative Investments Course: https://bit.ly/Alts_Invest📩 Join the newsletter: https://bit.ly/3AxnyTYAFFILIATE LINKWhat I use for editing: https://get.descript.com/1ldhm44pyr0pTIMESTAMP00:00 Teaser00:26 Introducing Ludovic Phalippou: The Private Equity "Bete Noire"?01:38 Is it Barbarians at the Gate03:45 The Complex World of Private Equity Returns04:54 Education in Private Equity: Bridging the Gap07:02 The Misleading Metrics of Private Equity Performance12:49 The Challenge of Teaching Private Equity Authentically16:11 The Importance of Critical Thinking in Private Equity Education20:13 Advocating for a Balanced Perspective in Private Equity22:03 Unpacking the Realities of Private Equity22:51 The Misconceptions and Myths of Private Equity Performance23:49 The Academic Challenge in Private Equity Education24:38 The Impact of Practitioners in Academia on Private Equity Understanding25:16 The Need for a Shift in Private Equity Education26:58 Personal Anecdotes Highlighting the Importance of Education in Private Equity30:24 Misleading Financial Representations and the Need for Regulation34:38 The Complex World of Private Equity Fees Explained39:54 Concluding Thoughts on the Future of Private Equity Education This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

A conversation with Gregory Zuckerman, an award-winning writer for The Wall Street Journal and author of "The Man Who Solved Wall Street". We dive deep into the world of quant investing, exploring the journey of renowned mathematician, investor, and Founder of Renaissance Technologies, Jim Simons, together with his extraordinary team. Watch it on YouTube https://youtu.be/_5JkBUeLOLQREFERENCES▶️The book: https://www.waterstones.com/book/the-man-who-solved-the-market/gregory-zuckerman/9780241309735▶️Greg's website: https://www.gregoryzuckerman.com/▶️ Follow Greg on Twitter: https://twitter.com/gzuckerman?TO GO FURTHER🧑🏽‍🎓 Alternative Investments Course: https://bit.ly/Alts_Invest📩 Join the newsletter: https://bit.ly/3AxnyTYTIMESTAMPS00:00 Introducing Greg Zuckerman02:19 Jim Simons: The Man Behind the Quant Revolution04:00 Jim Simons' Management Skills05:19 The Uniqueness of Jim Simons' Investment Approach06:35 The Importance of Limiting Fund Size09:37 The Human Element in Quantitative Investing14:56 The Role of Data in Quantitative Investing19:09 The Current State of Quantitative Investing19:23 A Definition of Quants from Billions 22:26 Is AI the Future of Quantitative Investing or just a Variation29:41 Beyond Investing The Importance of Systematizing Decision-Making37:11 Conclusion: An Amazing Book for Everyone Interested in Quant, But Also Extraordinary Human Achievements This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

George Aliferis sits down with Trym Riksen, Head of Portfolio Management at Gabler, to debunk the myths surrounding private equity. They dive into the narrative that private equity offers high returns with low volatility and discuss the reality behind these claims. Trym provides insights into the limitations of private equity data, and the challenges of comparing it to listed assets They also explore the influence of marketing and the democratization of private equity. An eye-opening discussion that separates fact from fiction in the world of private equity.Watch it on YouTube: https://youtu.be/a0Ag6D0erP0LINKS▶️Trym on Linkedin: https://www.linkedin.com/in/trym-riksen-6580952/▶️The CEM Benchmarks: https://www.cembenchmarking.com/▶️Ludovic Phalippou's book: https://www.amazon.co.uk/Private-Equity-Laid-Ludovic-Phalippou/dp/B08T7D4ZQ2▶️Meb Faber study on CalPers: https://mebfaber.com/2023/11/08/should-calpers-fire-everyone-and-just-buy-some-etfs/▶️Gabler: https://gabler.no/▶️Spreadsheet with an example of IRR:https://docs.google.com/spreadsheets/d/1qS-CeTR4V5LdC4ti51IOFIBU1sc-adeG2Zf-i_X4RRU/edit?usp=sharingTIMESTAMPS00:00 Private Equity Marketing with Trym Riksen00:55 Discussion on Blackstone's Holiday Video01:49 The Founding Myth: The Yale Endowment returns03:15 The misleading nature of Private Equity return figures06:23 The reality of Private Equity volatility14:00 The truth about Private Equity diversification17:11 Private Equity's power of influence24:48 The role of advisors in Private Equity29:21 Thoughts on the democratization of Private Equity31:36 Conclusion and final thoughtsIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange-traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high-risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Ever wondered what it would be like to own a fraction of a masterpiece artwork? I've delved into the world of art investment and explored the intriguing proposition offered by Masterworks. They claim to outperform the market and have an impressive track record. Find out if it's too good to be true.📽 Watch it on YouTube: http://bit.ly/2FQSunJ 📩 Explore Alternative Investing. Join the newsletter: https://bit.ly/3AxnyTY🧑🏽‍🎓 Check free and paid courses on Hedge Funds, Alternative Assets & Defihttps://bit.ly/investorama_courses CHAPTERS00:00 Introduction to Art Ownership and Masterworks01:59 Masterworks' Strategy and Approach04:38 Comparing Masterworks to Other Asset Classes06:05 Understanding Masterworks' Performance07:25 Dispersion and Portfolio Considerations08:43 Long-term Considerations and Risks10:38 Masterworks' Marketing and Influence11:00 Thoughts on the Democratization of Alternative Assets This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Limitless: Beyond the mind-blowing investment results from Eddie Morra (Bradley Cooper) when he's on NZT, could he manage a fund that we’d invest in? CONNECT📽 Subscribe on YouTube: http://bit.ly/2FQSunJ (and turn the notifications on)📩 Explore the future of investing. Join the newsletter: https://bit.ly/3AxnyTY🧑🏽‍🎓 Check the courses on Hedge Funds, Alternative Assets & Defihttps://bit.ly/investorama_coursesKEY FINANCIAL CONCEPTS1. Quantitative Trading: This refers to using algorithms and quantitative analysis to make trading decisions based on market signals.2. High-Frequency Trading: It is a form of quantitative trading that involves executing trades at very high speeds, taking advantage of small price discrepancies in the market.3. Fundamental Research: This involves conducting an in-depth analysis of a company's financials, industry trends, and other factors to determine its value and potential for investment.4. Behavioral Finance: This field studies how investor psychology and emotions impact financial decisions and market behaviour.PUBLIC FIGURES 1. Jim Simons: A mathematician who founded Renaissance Technologies, a hedge fund known for its use of quantitative trading strategies.2. Robert Shiller: A Nobel Prize-winning economist known for his work on behavioural finance and the impact of narratives on market behaviour.3. ARK Fund Management: Tech-focused fund management company headed by Cathie WoodABOUT THE MOVIELimitless is a 2011 American science-fiction thriller film directed by Neil Burger, written by Leslie Dixon and featuring Bradley Cooper. Eddie, an aspiring writer, tries a new drug that allows him to make the most of his cognitive abilities.TIMESTAMPS00:00 Introduction to Limitless and Eddie Morra00:20 Eddie's Transformation and Newfound Abilities00:42 Eddie's Investment Strategy03:24 The Power of Eddie's Brain and Its Implications04:03 Questioning Eddie's Strategy and Motives04:59 Investing in Eddie Morra: A Risky Proposition?05:34 Real-Life Equivalent of Eddie's Strategy: ARK Fund Management06:12 Investing in the Fund Management Company, Not the Fund06:17 Conclusion and Invitation for Discussion This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

An assessment of the character Gordon Gekko from the movie Wall Street, comparing him to real-world financial figures like Steve Cohen as an investment opportunity while discussing the nuances of insider trading and how the landscape of Wall Street has evolved since the 1980s. 📽 Subscribe on YouTube: http://bit.ly/2FQSunJ (and turn the notifications on)📩 Explore the future of investing. Join the newsletter : https://bit.ly/3AxnyTY🧑🏽‍🎓 Check the courses on Hedge Funds, Alternative Assets & Defihttps://bit.ly/investorama_courses All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send me an email, [email protected], and we can sort it out.ABOUT WALL STREETTo impress his idol, Gordon Gekko, Bud Fox, a junior stockbroker, engages in insider trading and quickly rises the ladder at Wall Street. However, he soon finds his life falling apart.Directed by Oliver Stone, starring Michael Douglas and Charlie SheenTIMESTAMP00:00 Introduction to Wall Street (1987) and Gordon Gekko00:51 The Villainous Nature of Gordon Gekko01:05 Investability of Gordon Gekko02:31 Gekko's Legal Troubles and Insider Trading04:24 Gekko's Skills and Realism of the Character05:42 The 2023 Version of Gordon Gekko05:57 Steve Cohen: A Real-Life Gordon Gekko?07:25 The Evolution of Steve Cohen and its Implications for Gekko08:42 Conclusion: The Potential for a Reformed Gekko This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

We conduct a Due Diligence on One Crest Capital, the hedge fund where star portfolio manager Emily, works in Fair Play, streaming on Netflix. Her relationship is collapsing, but can her investments remain solid?📽 Subscribe on YouTube: http://bit.ly/2FQSunJ (and turn the notifications on)📩 Join the newsletter: https://bit.ly/3AxnyTY🧑🏽‍🎓 Check the Alternative Investment Courses https://bit.ly/investorama_coursesABOUT FAIR PLAY An unexpected promotion at a cutthroat hedge fund pushes a newly engaged couple's relationship to the brink.https://www.netflix.com/title/81674326All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send me an email, [email protected], and we can sort it out. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com