Beyond Alpha

In episode 16, Labib sits down with Steve Godino, CIO of Viking Global Investors. They discuss the transformative potential of AI in asset managers’ business models but also the limitations of this emerging technology. Steve provides a deep dive into the human element when interacting with AI, the range of possibilities from simple to complex use cases, and the steps firms can take to build a flexible infrastructure to securely handle this new tech.

In episode 15, we explore the crucial importance of interoperability in asset management. Learn how integration and automation can enhance decision-making, risk management, and operational efficiency. Tune in for insights on leveraging AI and machine learning, maintaining scalability, and the future of tech-driven investment strategies. 

Featured guests: 

Allan Brik, CEO and Founder, Everysk

Jason Beckett, COO and CCO, DBI

From 2018 to 2022, assets under management by multi-manager platforms surged by 150%. What's driving the rise of multi-manager funds? Join us to as we unravel the benefits of the multi-manager model, featuring insights from Mariner Investment Group's Curtis Arledge and Joe Lacovara. Learn how this approach enhances diversification, risk management, and operational efficiency while leveraging technology for superior returns.

Featured guests:
Curtis Arledge, CEO and Chairman, Mariner Investment Group LLC
Joe Lacovara, CTO, Mariner Investment Group LLC

Technology plays a central role in investment management. How do you manage your firm's tech providers to maximize performance and minimize security risks? Learn about the factors needed for effective governance, who should take ownership, managing vendor interdependencies, and risks posed by new technology like AI and blockchain. Get practical advice on how to turn your tech provider relationships into strategic partnerships.

Featured guests:
Gavin Little-Gill, Investment Management Technology Advisor
Darren Tingley, Global Head of Security and Internal IT, Enfusion

The past year has seen a renaissance of credit and fixed income funds. Investment grade, high yield, and distressed asset classes have all attracted high demand. As a follow up to our episode on the back office complexities of credit, we now turn to the front office perspective on the credit markets. How has the credit space changed? Will central banks hold rates at current levels or ease back? How could a potential maturity wall affect the investment grade market? What emerging data and technology are portfolio managers using to gain an edge? Hear from two experienced portfolio managers on different sides of the credit market to get a glimpse of the future.

Featured guests:
Keith Lombardo, Credit Portfolio Manager, Verition Fund Management
Dan Kamensky, Founder, Creditor Rights Coalition

Credit investing has become even more important as near-zero interest rates fade into distant memory. How should investment managers handle the operational complexities that come with credit investing? What processes, technology and data strategies do experienced credit investors use to streamline operations? Join two established experts in the field to learn how middle- and back-office operations have evolved for credit investors and what they are doing to maximize efficiency and flexibility for their firms.

Featured guests:
Linda Forish, Cheif Operating Officer, Redwood Capital
Mithra Warrier, Managing Director, Citi

What lies ahead for investment managers in 2024? Beyond Alpha kicks off its second season with a look at the emerging trends around geopolitics, regulation, technology, workflows, analytics and AI. Join Enfusion CEO Oleg Movchan for an insightful discussion on the state of the industry. Find out how front, middle and back office teams are adapting their strategies and workflows to a rapidly changing world.

Featured guests:
Oleg Movchan, Chief Executive Officer, Enfusion

What does the future hold for ESG? While public perception of ESG has ebbed and flowed with recent debates, the movement toward sustainable investing remains more relevant than ever. How have ESG and related concepts evolved over the years? What data and frameworks are required to measure ESG, and how can that data be standardized? Is there a correlation between ESG and investment returns? Join one of the leading experts on ESG for an incisive look at the changing role of sustainability in investment operations.

Featured guests:
Eric Borremans, Head of ESG, Pictet Asset Management

Nearly 20% of all cybersecurity incidents take place in the finance industry. That's why a strong cybersecurity strategy is essential for all investment managers. This includes staying on top with rapidly changing threats, regulations and protocol. Join two leading experts in the space to learn about the latest trends, including public vs. private clouds, social engineering and the role of AI.

Featured guests: 
Tia Hopkins, Chief Cyber Resilience Officer at eSentire
Jacob Cain, Head of Cybersecurity Risk Services at Salus GRC

The alternative data market is expected to exceed $150B by 2030. What exactly is alternative data and how are investment managers using it to unlock alpha? How do ops teams process and extract insights from alternative data sources without being data scientists themselves? Join experts from two leading firms in the alternative data space to explore the innovation happening at the frontier of this exciting space.

Featured guests:
Daniel Sandberg, Head of Quantumental Research, S&P Global Market Intelligence
Vineet Kapur, COO, AlphaROC