INVESTOLOGY: re-think investment management

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 george@orama.tvTIMESTAMPS 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