Improving Alpha: Innovation in Investing, ESG and Technology

Improving Alpha: Creating Synergies between Academia and Alternative Institutional Investors

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As the complexity in alternative financial markets grows, is the bridge between academia and institutional investing being stretched to a point of collapse? Both researchers and investors deal with similar problems in institutional investing. Solution approaches may differ, but could a value be found in combining points of view, so that investors benefit from greater combined intelligence and portfolio performance gains?

In our latest episode of the Improving Alpha podcast, we welcome Assistant Professor of Finance, Simon Mayer, from Carnegie Mellon University. Alternative investors who are wondering where academic theory and practitioner insights intersect will gain a tremendous view of the synergies that can be achieved today.

Catch the latest as host, Michael Oliver Weinberg, and Simon Mayer cover these synergies and trends across digital assets, ESG investing, continuation vehicles, and SPACs.

Highlights include:

  • What new developments are emerging when it comes to private capital markets?
  • What is the attraction to stablecoins, and how will it impact the larger financial ecosystem, especially in light of the Genius and Clarity Acts?
  • Why do private equity continuation vehicles exist, and just how great is the risk of zombie CVs and/or GPs sitting on both sides of the deal table?
  • What is the current state of ESG today, failures, passive investment when allocators wish to go greener, and shareholder activism?
  • What can be learned from the previous SPAC boom? Are they still useful, and how should you ride this roller-coaster for future strategic investments?
  • What does Simon believe will occur with the tokenization of other alternative assets as the market evolves?
  • And more.

    • Connect with Simon Mayer:

    • Website: Carnegie Mellon University
    • Website: Tepper School of Business at Carnegie Mellon University

      • Connect with Michael Oliver Weinberg: 

      • Michael Oliver Weinberg
      • Vidrio

        • About Our Guest:

        Simon Mayer joined Carnegie Mellon University as an Assistant Professor in Finance in summer 2023. Prior to joining CMU, Simon has been faculty at HEC Paris and a research fellow at Chicago Booth. He received his PhD in Financial Economics in 2021 at Erasmus University Rotterdam. His research interests include Corporate Finance, Financial Intermediation, Private Capital Markets, and Financial Technology. Simon has published in leading academic journals, including the Journal of Finance, Review of Financial Studies, and the Journal of Financial Economics. At Tepper, he is teaching courses on Corporate Finance and Financial Markets.

        The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Vidrio Financial, and/or our host, Michael Oliver Weinberg. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

        The release date may not correspond to the recording date.

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        Improving Alpha: Innovation in Investing, ESG and TechnologyBy Michael Oliver Weinberg