The conversation delves into the intersection of behavioral finance and small cap portfolio management, exploring the impact of AI on small cap investing. It covers the background and role at CS McKee, the approach to micro and small cap portfolio construction, behavioral philosophy in day-to-day decision-making, structural inefficiencies and persistent alpha in small cap investing, sentiment extremes and liquidity in small cap investing, AI's role in the investment process and workflow, AI's impact on narrative risk in micro and small cap investing, AI's use in reducing narrative risk, and concerns about AI's impact on work ethic and skill in investing.

The views expressed in this podcast are those of the speakers as of the recording date and are subject to change. This discussion is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Any references to specific securities or market performance are provided for illustrative purposes only and may not be representative of investments made by CS McKee or its clients. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal.

In this conversation, Zach Haptonstall, CEO of Rise 48 Equity, discusses the transformative impact of AI on multifamily investment and property management. He shares insights on how AI tools are being integrated into various aspects of their operations, from underwriting to leasing, and emphasizes the importance of adopting technology to stay competitive. The discussion also touches on the future of AI in real estate, investor perspectives on technology adoption, and the potential for alternative data sources to enhance decision-making. Zach proposed The AI-Driven Leader by Geoff Woods - https://a.co/d/9dvKy1z

In this episode of Brave New Edge, hosts Nikola Legetic, CFA and Sinisa Stanojlovic sit down with Gil Luria of D.A. Davidson — one of the few analysts covering the entire tech ecosystem, from hyperscalers to AI leaders like Nvidia, Microsoft, Amazon, Palantir, and more.
Gil shares how AI transformed his workflow, the rise of alternative data, how analysts must adapt, and what truly gives an edge in today’s information-saturated market.
A must-watch for anyone in tech, investing, or AI research.

On this episode of Brave New Edge, host Nikola Legetic sits down with Seema Ackerman and Jacob Pozharny of Bridgeway Capital Management to explore the firm’s distinctive approach to investing. They unpack how systematic fundamental analysis and cutting-edge NLP techniques shape their stock selection process. The discussion spans the complexities of valuing stocks across market regimes, the role of client feedback in strategy refinement, and Bridgeway’s unwavering commitment to transparency and alignment. The episode also highlights the power of alternative data in global markets and the growing importance of explainability in modern investment strategies.

In this compelling episode of Brave New Edge, hosts Nikola Legetic and Sinisa Stanojlovic sit down with Glenn Caldicott (Empirical Asset Management) and Manish Jhunjhunwala (Trefis) to unpack the transformation of rules-based investing through AI. Discover how explainability, data innovation, and risk awareness are reshaping portfolio management and what the future holds for their partnership and the broader investment landscape.

Nikola Legetic and Sinisa Stanojlovic sit down with Alex Brownlee from Morningstar Investment Management to explore how the firm is reshaping retirement investing. From target date funds and portfolio management to the evolving role of AI in finance, Alex shares insights on performance, risk, and the importance of human oversight. Discover what sets Morningstar apart and what skills tomorrow’s finance professionals will need to thrive.

In this episode of Brave New Edge, host Nikola Legetic speaks with Kim Forrest, founder and chief investment officer of Boca Capital Partners. Kim shares her unique career journey from software engineering to investment management, highlighting her philosophy of growth at a reasonable price. She discusses the day-to-day operations at Boca, the importance of staying informed about market trends, and how AI is reshaping the investment landscape. Kim emphasizes the significance of small-cap stocks in her investment strategy and outlines her future goals for Boca Capital Partners.

In this episode, Sinisa Stanojlovic welcomes Bill Woodruff, Managing Director and visionary leader in wealth management and AI infrastructure. Bill shares how Farther is building a proprietary AI-powered portal to disrupt legacy financial systems, streamline client experiences, and redefine the advisor’s role in a tech-driven future

In this episode of Brave New Edge, Triumph Capital CEO Derek Eichenwald shares how AI is transforming wealth management, from portfolio modeling to client engagement. With $550M under management and 25 years of experience, Derek discusses the evolution of robo-advisors, the power of in-house strategies, and the future of personalized financial services. A must-watch for anyone at the intersection of finance and innovation.

In this episode of The Brave Edge, Sinisa Stanojlovic sits down with Anupam Satyasheel, founder and CEO of Occam’s Advisory, to explore how AI is reshaping financial advisory, decision-making, and business strategy. From early Bitcoin adoption to building AI-powered CFO tools, Anupam shares bold insights on the future of finance, the evolving role of advisors, and why intuition still matters in an AI-driven world.