The season finale of Investology! 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 modeling—areas where AI can assist but not replace human judgment.

Enjoy the episode and the summer - see you in September.

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-services

Etna’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-238457fd575a80dc8c27dc8e7574ed40

Timestamps & Topics:00:00 – Introduction: Data Challenges

04:00 – Introduction to Agent AI for Data Management

06:39 – Simplifying Data Processes with AI

08:47 – The Role of Data in Gaining Competitive Edge

13:06 – Generative AI in Financial Services: Commodity or Edge?

19:13 – Operational Efficiency and AI Adoption

25:03 – Verticalization and High-Precision Problems

40:30 – 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 Zuckerman

Resources Mentioned:

* Renaissance Technologies

* AQR Capital Management

Connect 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 Funds

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 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 channels

Investorama - Separating Investment Facts from Financial Fiction (YouTube)

Investology - Re-Think Investment Management (YouTube)

Investology in Audio version

For B2B Brands, Marketers & Podcasters

Orama (my business): helps brands grow with podcasts & videos - DM if you need help with a brand podcast or YouTube channel

Newsletter 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.

LINKS

Vanilla 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_podcast

This episode was produced by Orama - a video and podcast studio for B2B brands https://orama.tv/

ABOUT VANILLA

Estate 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 PODCAST

A 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 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, Paris

TIMESTAMPS

00:00 Introduction to Estate Planning Drama

01:23 The Importance of Having an Estate Plan

02:06 Challenges in Estate Planning

02:14 Vanilla's Role in Estate Planning

03:45 Components of a Good Estate Plan

05:09 Legacy and Tax Efficiency

07:03 State and Federal Tax Implications

09:11 Vanilla's Technology and Services

10:22 Vanilla's Founding and Growth

14:37 Advisor and Client Engagement

33:13 Market Potential and Challenges

36:42 CEO's Background and Journey

40:51 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 YouTube

This episode was produced by Orama - a video and podcast studio for B2B fintech brands.

ABOUT TAMARIX

Automated 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 PODCAST

A 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 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, Paris

TIMESTAMPS

00:00 The mix of private markets, AI and data

01:27 Andrea's Background and Journey

02:19 Understanding Limited Partners (LPs)

05:26 Operational Challenges for LPs

06:07 Tamari's AI-Driven Solutions

09:02 Traditional vs. AI-Driven Approaches

10:29 Implementing Tamarix's Solutions

12:49 Measuring Efficiency and Impact

14:45 The Role of AI in Private Markets

22:59 Future of Private Markets and Democratization

26:16 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!

LINKS

Accredited 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_podcast

Related tweet: https://x.com/NicoGladia/status/1934997429520150573

This episode was produced by Orama - a video and podcast studio for B2B brands https://orama.tv/

ABOUT ACCREDITED INVESTOR INSIGHTS

Accredited 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 PODCAST

A 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 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, Paris

TIMESTAMPS

00:00 Introducing the “Private Assets Universities”

01:03 The Birth of Accredited Investor Insights

02:48 What does the Democratization of Alts really mean?

03:58 Who are the retail LP investors?

06:17 Paths to private market access

10:09 Challenges, nuances and opportunities in Private Assets

15:44 Advice for new investors

29:57 The role of AI in investment analysis for private real estate

32:23 The power of Social Media and content

36:20 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

In this episode, George Aliferis hosts Ross Milward, CTO and co-founder of Quantifeed, to discuss the transformative impact of digitization and automation in the financial sector. They delve into Ross's career journey from Deutsche Bank to co-founding Quantifeed, and how their platform leverages software engineering and quantitative finance to improve wealth management. They explore technological advancements, the shift towards more automated and customer-centric financial solutions, and the future impacts of AI and the democratization of private assets. This conversation provides a deep dive into the evolving landscape of wealth management and the vital role of technology in facilitating better investment outcomes.

LINKS

Quantifeed: https://www.quantifeed.com/

📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)

This episode was produced by Orama - a video and podcast studio for B2B brands: https://orama.tv/

ABOUT QUANTIFEED

Combining 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. Our 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. 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 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, ETFs

Founder of Orama a podcast and video agency working with the finance industry

CAIA Charterholder (Chartered Alternative Investment Analyst Association)

Masters from HEC, Paris & UTDT, Buenos Aires

Greek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2

TIMESTAMPS

00:00 Fixing Wealth Management with Quant & Software

02:24 Early Career and Experience at Deutsche Bank

04:21 Understanding the Role of Quants and Developers

05:27 Scaling and Architecture in Financial Systems

06:47 Evolution of Trading Platforms

08:31 Founding of Quantified

11:06 Client Segments and Services

13:18 Implementation and Integration of Quantified Solutions

25:06 EFR

26:08 Impact of AI and Machine Learning

33:51 Alokik Advani from FISV

34:29 Fantasy Fintech

36:51 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

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 Technology

FINBOURNE’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 PODCAST

A 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, ETFs

Founder of Orama a podcast and video agency working with the finance industry

CAIA Charterholder (Chartered Alternative Investment Analyst Association)

Masters from HEC, Paris & UTDT, Buenos Aires

Greek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2

TIMESTAMPS
0:00 The Evolution of Data in Financial Markets

00:58 Introduction to Finbourne and Its Mission

02:07 Challenges in Financial Data Management

04:26 Finbourne's Approach to Data Integration

06:30 The Complexity of Financial Data

08:31 Implementing Finbourne's Solutions

10:17 Client Use Cases and Practical Applications

13:32 Seamless Integration and Client Empowerment

20:25 Changing the Cost of Investing

22:31 Challenges of Replacing Core Infrastructure

24:07 Customer-Centric Solutions

27:29 Explaining the Technology

29:42 AI and Data Privacy in Financial Services

35:37 Managing Private and Public Assets

38:37 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.

LINKS

Doug Brodie on Linkedin: https://www.linkedin.com/in/doug-brodie-income-investment-planners

Chancery 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_podcast

This 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 PODCAST

Conversations 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, ETFs

Founder of Orama a podcast and video agency working with the finance industry

CAIA Charterholder (Chartered Alternative Investment Analyst Association)

Masters from HEC, Paris & UTDT, Buenos Aires

Greek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2

TIMESTAMPS

00:00 Doug Brodie - rethink pensions

01:08 Early Career and Industry Evolution

06:37 Marketing Strategies and Client Insights

10:54 Financial Planning

22:57 Income Focused Investment Strategies

31:35 Understanding Investment Trusts

42:44 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