The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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INVESTOLOGY: re-think investment management
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Content provided by George Aliferis, CAIA, George Aliferis, and CAIA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by George Aliferis, CAIA, George Aliferis, and CAIA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Conversations that help 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 an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferis-caia-60078312/ YouTube: https://www.youtube.com/@investology_podcast A podcast by http://orama.tv
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Conversations that help 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 an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferis-caia-60078312/ YouTube: https://www.youtube.com/@investology_podcast A podcast by http://orama.tv
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1 A reality check on AI: Hype & Applications | Dr. Richard Saldanha - ex. Hedge Fund, University Lecturer in Machine Learning, Board Member & Adviser 30:12
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Play Later Play Later Lists Like LikedA 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." LINKS Richard 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_podcast This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ ABOUT DR RICHARD SALDANHA I 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 PODCAST A 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, ETFs Founder of Orama.tv 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 TIMESTAMPS00:00 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…
1 [REPOSTED: Nvidia GTC special] AI in Investment Management | Pahal Patangia - Nvidia (recorded in March 2022) 40:32
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Play Later Play Later Lists Like LikedA 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 conference Pahal 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 FURTHER NVIDIA Developer Hub for financial services https://developer.nvidia.com/industries/financial-services The GTC Conference https://www.nvidia.com/gtc/ Pahal on Linkedin https://www.linkedin.com/in/pahal/ WATCH CLIPS FROM THE INTERVIEW ► TikTok ► Instagram CONNECT ► Twitter ► Substack ► Linkedin #datascience #fintech…
1 [Finovate Special 4/4] Navigating Financial Promotions in the Finfluencer Era with AI | Sage Franch - PromoComply 10:26
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Play Later Play Later Lists Like LikedExplore 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 FRANCH Sage 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, ETFs Founder 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…
1 [Finovate Special 3/4] Create Investment Memos in Minutes with your own AI | Sachin Rege - Moonjelly AI 8:39
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Play Later Play Later Lists Like LikedWe discuss how generative AI platform empowers businesses to harness their data and algorithms securely and facilitate the investment research process. It's also a broader reflection on AI fintech startups. LINKS Moonjelly AIhttps://www.jellyfishlabs.ai/ 📩 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_podcast Finovate: https://finovate.com/ This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ ABOUT MOONJELLY A team of passionate engineers and makers whose expertise lies in artificial intelligence, machine learning, natural language processing and bringing value from data, bridging the gap between AI research and its practical applications 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 (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 x2 TIMESTAMPS 00:00 Introduction to AI and Moon Jelly 00:43 Meet the Innovators Behind Moon Jelly 00:56 Understanding Moon Jelly's Unique AI Capabilities 01:27 Moon Jelly in Investment Management 02:54 Demo: How Moon Jelly Works 05:00 Implementation and Customization 06:31 Future Roadmap and Applications 07:30 Reflections and Closing Remarks…
1 [Finovate Special 2/4] A New Era of AI-Powered Wealth Managers | Arianna Colombo - MDOTM 8:05
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Play Later Play Later Lists Like LikedDiscover how a modern tech platform integrates traditional market data with AI to provide investment signals, optimize investments, and automate reporting in wealth management. Learn about the impact of generative AI in transforming the financial industry and why confidence in AI has surged, enabling rapid growth and better adaptation within firms. With Arianna Colombo, MDOTM LINKS MDOTM https://www.mdotm.ai/ Arianna on Linkedin: https://www.linkedin.com/in/arianna-colombo-6941101a2/ 📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio Podcast: https://pod.link/1511595070 Finovate: https://finovate.com/ This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ ABOUT MDOTM MDOTM Ltd. is the global provider of AI-driven investment solutions for Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. For more information visit https://mdotm.aiWe created a platform called Sphere, that leverages Analytical & Generative AI to deliver forward-looking investment insights, help institutional investors build and rebalance portfolios at scale and get automated reporting and commentaries on their portfolios' positioning. This happens thanks to our new Generative AI features, aimed at enhancing investment explainability and market understanding. 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 (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 x2 TIMESTAMPS 00:00 Introduction to Arianna Colombo and MDOTM 00:44 MDOTM's AI Solutions for Institutional Investors 01:59 Investment Solutions Overview 02:39 Customization and Efficiency in Finance 03:58 AI Integration and Implementation 05:22 Overcoming AI Adoption Challenges 06:42 Company Expansion and Growth 07:11 Conclusion and Contact Information…
1 [Finovate Special 1/4] AI Agents to Fight Financial Crime (and Reduce the $200bn Compliance Bill) | Darren Douglas - Regsearch AI 11:43
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Play Later Play Later Lists Like LikedDarren Douglas, founder and CEO of RegSearch AI, explains the challenge of regulatory compliance, which costs over $200bn to the financial industry and the role of AI regulatory compliance agents. Darren explains the need for AI proprietary models that ensure data security and transparency and explains how AI agents can read, understand, and map regulatory documents to internal information, drastically saving time and reducing compliance costs. LINKS Regsearch AI https://regsearch.ai/ Darren Douglas on Linkedin: https://www.linkedin.com/in/darren-douglas-6372192a/ 📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio Podcast: https://pod.link/1511595070 Finovate: https://finovate.com/This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ ABOUT DARREN DOUGLAS & REGSEARCHAs an experienced leader with over two decades in regulatory compliance, I have witnessed firsthand the complexities businesses face in navigating evolving regulations. As the CEO and Founder of Regsearch AI, I am dedicated to reshaping the landscape of compliance by merging robust regulatory expertise with cutting-edge AI technology.At Regsearch, our mission is clear: to revolutionise how organisations approach regulatory compliance. Our AI agents are designed to streamline processes, bolster compliance integrity, and minimize operational costs while simplifying regulatory requirements. By harnessing advanced AI tools, we empower businesses to achieve compliance with confidence, allowing them to refocus energy on growth and innovation.Driven by my passion for responsible AI, I believe that technology should not only enhance efficiency but also align with ethical standards and transparency. I am committed to fostering conversations on responsible AI deployment and sharing insights that help organizations integrate compliance seamlessly into their AI strategies. 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 (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, 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 TIMESTAMPS00:00 Introduction to Regulation Technology at Finovate Europe00:39 Meet Darren Douglas - RegSearch AI02:11 Challenges in Regulatory Compliance03:18 How RegsSearch AI Works04:20 The Future of Compliance and AI Agents06:40 Trust and Transparency in AI08:10 The Value of AI in Different Industries10:48 Conclusion and Future Episodes at Finovate…
1 Quant Trading: from Data to Alpha | Marco Aboav, Etna Research: Marco Aboav - Etna Research 53:38
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Play Later Play Later Lists Like LikedAn exploration of how quant hedge funds strategically source and use data to fulfil their ultimate goal of alpha generation. Marco Aboav, ex-hedge fund manager and CEO of Etna Research unveils how the most sophisticated asset managers build a sustainable trading advantage. USEFUL LINKS Etna Research: https://www.etnaresearch.com/ Marco on Linkedin: https://www.linkedin.com/in/marco-jean-aboav/ Watch the podcast on YouTube: https://www.youtube.com/@investology_podcast📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio Podcast: https://pod.link/1511595070 This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ KEY CONCEPTS data & alpha the intersection of technology and investment the importance of adaptive strategies the role of hedge funds in the financial ecosystem passive, active & quantitative investing 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 ETNA RESEARCH At Etna Research, we help global institutional clients and asset owners harness frontier AI—so they can push the boundaries of quantitative investing without drowning in complexity or spiralling costs. How Etna drives value for you: - Stay ahead in quantitative investing with advanced AI solutions built for real-world capital market challenges. - Cut AI, data, and computing costs by at least 50%, reducing overhead and freeing resources for strategic investments. - Accelerate innovation by 100x, delivering results faster than any internal alternative. Currently focused on quantitative investment strategy tech in macro asset classes, expanding into equity, credit and crypto soon. ABOUT GEORGE ALIFERIS 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, 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 A conversation that reframed many investment management concepts00:49 Marco Aboav's Professional Journey: Quant, Hedge Fund, Entrepreneur04:55 Understanding Hedge Fund Dynamics08:38 Data & Research for Hedge Funds13:51 Challenges in Data Acquisition26:52 Building a Quant Pod30:13 Understanding Alpha generation32:29 Accelerating Alpha Discovery39:47 Adaptability in alpah strategies44:12 Future of Hedge Funds & Active Management53:56 Closing Thoughts and Podcast Information…
1 The Tech Connecting Pensions to the Assets they Need | Hugh Cutler, Mobius Life 42:08
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Play Later Play Later Lists Like LikedWe explore the tech that improves pension outcomes behind the curtain with Hugh Cutler, CCO of Mobius Life. In this episode, Hugh shares his journey from actuary to investment management, the role of technology and regulation in pensions, and how Mobius Life is making efficient, cost-effective, and diversified investment solutions accessible for better retirement outcomes. We also explore the “hardest challenge in investing": decumulation, and the future of financial technology in providing tailored investment advice. USEFUL LINKS Mobius Life: https://www.mobiuslife.co.uk/ Hugh Cutler on Linkedin: https://www.linkedin.com/in/hugh-cutler-b5b1b15/ George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/ This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ KEY TOPICS DISCUSSED Open Architecture Platform Sequencing Decumulation Challenge Private Asset Integration Education about Pension Technological Advancements in Pensions Highly experienced investment management professional, with 25 years of leadership in global distribution, solutions and executive roles. I am passionate about delivering excellent outcomes for clients by solving their specific investment challenges, and in the role that investments can play in shaping society and the environment for the better, After qualification as an actuary focused on pensions, I have held senior positions in distribution and solutions roles for leading companies including BGI (now part of Blackrock), LGIM and AMG. ABOUT MOBIUS The market-leading institutional investment platform, providing investment administration services and tailored investment solutions to trustees of institutional pension schemes, advisers, master trusts, asset managers and life insurance companies. What sets us apart: Independent; Bespoke solutions; Trusted partner; An ideas culture 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. Produced by https://orama.tv/ - a podcast & video studio for B2B Brands ABOUT GEORGE ALIFERIS 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 finserv 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 TIMESTAMPS (00:00) Connecting Pensions' Billions to the Assets they Need | Hugh Cutler, Mobius Life (00:42 Understanding the Role of an Actuary & Hugh's Career Journey (02:49) Mobius Life and Pension Funds (05:04) The Pension Ecosystem (14:39) Technology in Pension Management (17:37) Challenges and Opportunities in the Pension Industry (21:57) Decumulation and Sequencing Risk (34:53) The Role of Private Assets in Pensions (40:19) Final Thoughts: Shiller, Finance and the good society…
1 Understanding the Pension System: an Investment Management Perspective- with Alyshia Harrington-Clark from the Pension and Lifetime Savings Association 46:13
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Play Later Play Later Lists Like LikedI will updat this laterExplore the evolving nature of the pension system, the impact of demographic changes, and the role of technology in making pension management more efficient. Discover how the pension landscape in the UK is adapting to new challenges and opportunities, and what the future might hold for workers and retirees alike. With Alyshia Harrington-Clark Head of DC, Master Trusts and Lifetime Savings, PLSA (Pension and Lifetime Savings Association) USEFUL LINKS About the PLSA : https://www.plsa.co.uk/ Check out the @PlsaUk on YouTube 📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio Podcast: https://pod.link/1511595070 ABOUT ALYSHIA HARRINGTON-CLARK Alyshia became Head of Team in early 2021, and is responsible for leading on a broad range of the PLSA’s DC, master trust and lifetime savings policy and advocacy. Alyshia originally joined the PLSA in October 2018 as secondee Policy Lead for the Cost Transparency Initiative and became the Policy Lead for DC at the beginning of 2020. She came to the PLSA from Wholesale & Investments Competition at the Financial Conduct Authority (FCA) where she worked on both the Asset Management Market Study and the Wholesale Sector Competition Review. In 2015/16 she was a seconded expert to the European Securities and Markets Authority (ESMA) in Paris, where she worked on financial innovation and MiFID II. Previous roles are as a regulatory conduct supervisor of investment management firms and investigator of criminal and civil market abuse cases. Alyshia's degree is in Philosophy and the Political Economy (University of Exeter). Alyshia is a PRINCE2 Practitioner and has held Chartered MSCI status with the Chartered Institute of Securities and Investments since 2016. 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. Produce by https://orama.tv/ - a podcast & video studio for B2B Brands ABOUT GEORGE ALIFERIS 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 finserv 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 George on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/ TOOLS What I use for editing, DESCRIPT: https://get.descript.com/1ldhm44pyr0p What I use for multi-currency banking and payments, WISE: https://wise.prf.hn/l/w9gQYA9 TIMESTAMPS (00:00) Understand the Pension System an Investment Management Perspective- with Alyshia Harrington Clark fr (01:53) Alicia's Role and Background (04:20) Exploring Pension Concepts (12:39) Popular Culture (17:45) Global Trends (21:33) The Future of Pensions (28:02) The pension reforms (37:29) Technological Solutions for Pensions (43:48) Conclusion and Final Thoughts…
1 The End of ESG - with Alex Edmans (author of Grow The Pie & May Contain Lies) 8:09
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Play Later Play Later Lists Like LikedWelcome to the podcast that’s now called Investology. This new name reflects the changes that I felet were needed for 2025 onwards. A new year that feels like a new era in the investment world based on the news this January probably not the era we want, but we can learn to adapt and thrive. Many investment podcasts, that talk about macro, micro or predictions. This is not one of them. Here we think about investment management and what goes on behind the curtain of financial markets. With my guests, we will talk about tech and innovation but also the history, the narratives, the principles. And there’s no better guest to start this year with than Alex Edmans, a professor of finance author and expert in how we use and misuse data and evidence. We discuss his excellent book May contain lies in the previous episode. Alex is also a sustainability specialist and author of grow the pie How Great Companies Deliver Both Purpose and Profit and also wrote a recent paper called The End of ESG and they will be the subject of this conversation that helped me think about sustainable investind and I hope it helps you too. I wish you a great year in your personal, professional and your invetsing life! ABSTRACT from The End of ESG by Alex Edmans ESG is both extremely important and nothing special. It’s extremely important because it’s critical to long-term value, and so any academic or practitioner should take it seriously, not just those with “ESG” in their research interests or job title. Thus, ESG doesn’t need a specialized term, as that implies it’s niche – considering long-term factors isn’t ESG investing; it’s investing. It’s nothing special since it’s no better or worse than other intangible assets that create long-term financial and social returns, such as management quality, corporate culture, and innovative capability. Companies shouldn’t be praised more for improving their ESG performance than these other intangibles; investor engagement on ESG factors shouldn’t be put on a pedestal compared to engagement on other value drivers. We want great companies, not just companies that are great at ESG. ABOUT ALEX EDMANS Alex's website: https://alexedmans.com/ Alex Edmans is Professor of Finance at London Business School. His TED talk ‘What to Trust in a Post-Truth World’ has been viewed 2 million times and he has spoken at Davos and in the UK House of Commons. In 2013 he was awarded tenure at The Wharton School and in 2021 he was named MBA Professor of the Year by Poets and Quants. Edmans writes regularly for the Wall Street Journal, Financial Times and Harvard Business Review. His first book, Grow the Pie, was a Financial Times Book of the Year. He is a Fellow of the Academy of Social Sciences. USEFUL LINKS 📩 Newsletter: https://bit.ly/3AxnyTY 🎧 Audio Version of the Podcast: https://pod.link/1511595070 TOOLS (affiliate links) What I use for editing, DESCRIPT: https://get.descript.com/1ldhm44pyr0p What I use for multi-currency banking and payments, WISE: https://wise.prf.hn/l/w9gQYA9 TIMESTAMPS (00:00) Introduction and Initial Reactions (01:44) Questioning ESG and Diversity Metrics (Based on a clip from HBO's Industry) (02:40) The End of ESG: A New Perspective (03:21) Understanding ESG Metrics and Qualitative Aspects (04:37) The Subjectivity and Potential of ESG (05:39) Conclusion and Call to Action…
1 Investing in a Post Truth World - with Alex Edmans (Author of May Contain Lies) 14:27
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Play Later Play Later Lists Like LikedHow stories, statistics and studies exploit our biases as investors — and what we can do about it. Tune in for an enlightening discussion with Alex Edmans, on enhancing your critical thinking skills applied to investing. Alex's website: https://maycontainlies.com/ Alex Edmans is Professor of Finance at London Business School. His TED talk ‘What to Trust in a Post-Truth World’ has been viewed 2 million times and he has spoken at Davos and in the UK House of Commons. In 2013 he was awarded tenure at The Wharton School and in 2021 he was named MBA Professor of the Year by Poets and Quants. Edmans writes regularly for the Wall Street Journal, Financial Times and Harvard Business Review. His first book, Grow the Pie, was a Financial Times Book of the Year. He is a Fellow of the Academy of Social Sciences. GO FURTHER 📩 My Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio Podcast: https://pod.link/1511595070 TOOLS What I use for editing, DESCRIPT: https://get.descript.com/1ldhm44pyr0p What I use for multi-currency banking and payments, WISE: https://wise.prf.hn/l/w9gQYA9 TIMESTAMPS (00:00) Alex Edmans, professor, specialist in misuse of data and evidence & author of May Contain Lies (03:39) Combating Misinformation: the enemy is within (06:20) Empowering Investors Against Misinformation (08:30) The importance of narratives in investing and academia (13:33) Personal conclusion from George, beyond investing…
1 Pension Reform Dreams & Investment Realities (recorded prior to the UK Chancellor Mansion House Speech announcing a UK pension overhaul) 9:18
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Play Later Play Later Lists Like LikedWe dive into the intricate world of pension funds, featuring an insightful discussion with Alishya Hartington Clark, a DC (Defined Contribution) specialist from the Pension and Lifetime Savings Association. The conversation, recorded on November 11th, precedes a major announcement by the new Chancellor regarding significant pension reforms. We explore why a government could push towards UK alternative assets, the inherent risks and benefits, and the ongoing dialogue between the government and the pension industry. TO GO FURTHER Challenge the status quo, cut through the hype, and debunk misleading marketing claims. 🧑🏽🎓 Alternative Investments Course: https://bit.ly/Alts_Invest ($14.90) 📩 Newsletter: https://bit.ly/3AxnyTY (Free) AFFILIATE LINKS What I use for editing, DESCRIPT: https://get.descript.com/1ldhm44pyr0p What I use for multi-currency banking and payments, WISE: https://wise.prf.hn/l/w9gQYA9 This is an extract from the conversation between Alyshia Harrington-Clark and George Aliferis, CAIA that will be published in January 2025. 🎧Listen to the full podcast episodes: https://pod.link/1511595070Produced by https://orama.tv Timestamps 00:00 Introduction to UK Pension Funds 00:22 Significant Pension Reforms Announced before the podcast recording 01:33 Government's Focus on UK Alternative Assets 02:34 Challenges and Risks in Pension Investments 03:33 Balancing Government Goals and Pension Needs 08:44 The Role of Individual Decisions in Pensions…
1 Every company CAN become a fintech company | Lars Markull - Embedded Finance Review 32:29
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Play Later Play Later Lists Like LikedIn this rebirth of the FinTech Files podcast, George Aliferis speaks to Lars Markull about embedded finance, discussing its progression, challenges, and potential future developments. The conversation covers notable examples such as Shopify and Starbucks which show successful integration of financial services to enhance customer value. Lars touches on the importance of selecting the right partners, the nuances of different financial products, and the potential for embedded finance in sectors like B2B, B2C, and beyond. The discussion also explores the idea of 'fantasy fintech' and how non-financial companies can creatively integrate financial services to drive revenue and customer value. More about Lars Markull & Embedded Finance Review Follow Lars on Linkedin: https://www.linkedin.com/in/larsmarkull/ Subscribe to Embedded Finance Review (newsletter, podcast, events): https://www.embeddedfinancereview.com/ Watch his YouTube channel @LarsMarkull The slides are from this presentation: https://www.embeddedfinancereview.com/p/how-to-win-in-embedded-finance-my-29-slide-intro-guide TO GO FURTHER Challenge the status quo, cut through the hype, and debunk misleading marketing claims. 🧑🏽🎓 Alternative Investments Course: https://bit.ly/Alts_Invest ($14.90) 📩 Newsletter: https://bit.ly/3AxnyTY (Free) George on Linkedin: https://www.linkedin.com/in/georges-aliferis-caia-60078312/ RELATED EPISODES Previous episode with Synapse https://pod.link/1511595070/episode/5fda76e9a5631b2789691d36c42d9a72 Previous episode with Matt Mouro https://pod.link/1511595070/episode/7a1bd15bcacc10df948583ca5cc7d1bc Previous episode with DriveWealth (embedded stock brokerage) https://pod.link/1511595070/episode/abcaa0cfbad2f9e5454330f5083476cf Previous episode with ZeroHash (embedded crypto) https://pod.link/1511595070/episode/bfb9bd45463a862d59e595f52de6f379Discussion with Lars about his content strategy: https://youtu.be/xcz896wMWLM Useful links for podcasters: Receive podcasting tips (for businesses) in your inbox: https://oramatv.substack.com/ Get professional help with your podcast: https://orama.tv/ What I use for editing: Descript https://get.descript.com/1ldhm44pyr0p TIMESTAMPS 00:00 Every Company will be a Fintech - Angela Strange from a16z in 2020 00:27 Defining Embedded Finance 03:16 Matt Mouro on embedded finance and analogies vs nuance as an investor and operator 04:25 Shopify: A Role Model in Embedded Finance 06:48 Starbucks: A Case Study in Embedded Finance 08:47 Implementing Embedded Finance: Challenges and Strategies 13:51 Fantasy FinTech: Imagining New Possibilities 16:12 Exploring Payment Integration 16:36 Investment and Insurance Products 17:01 Embedded Investing Opportunities 17:46 Challenges in Embedded Finance 18:30 Potential for Employer-Employee Financial Tools 19:19 Conclusion and Final Thoughts: Orama to become a Fintech? A podcast produced by Orama https://orama.tv/…
1 The Strong Returns of Financial History - with Author Mark J. Higgins | Investing in US Financial History 42:18
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Play Later Play Later Lists Like LikedGeorge Aliferis and Mark J. Higgins discuss the evolution of the U.S. financial system over the past 230 years, from Alexander Hamilton's foundational contributions to RoaringKitty's Gamestop disruption. They explore the notion of financial progress, the cycles of regulation, what's missing from financial education and advice and how investors can profit from history. Order Investing in US Financial History: https://www.amazon.com/Investing-U-S-Financial-History-Understanding/ TO GO FURTHER 🧑🏽🎓 Alternative Investments Course: https://bit.ly/Alts_Invest 📩 Newsletter on Democratization of Alternatives: https://bit.ly/3AxnyTY 🎧Listen to the podcast: https://pod.link/1511595070 AFFILIATE LINK What I use for editing DESCRIPT: https://get.descript.com/1ldhm44pyr0p TIMESTAMPS 00:00 Introduction: What's the point in studying financial history? 01:46 The Legacy of Alexander Hamilton 04:00 The Impact of Hamilton's Death and Early Central Banking 05:35 Crypto and the Importance of Central Banking 07:31 Regulation and Market Dynamics 07:31 Regulation and Market Manipulation 11:52 A quote from Eric BALCHUNAS, The Bogle Effect 12:14 Private Assets and Market Cycles 14:52 A quote from Athanasios PSAROFAGIS, Bloomberg ETF 16:39 A quote from Edward CHANCELLOR, The Price of Time 17:03 The Role of Education in Financial Literacy 17:05 A quote from Bill KELLY, CAIA 21:36 Simplifying Portfolios: Mark Higgins's Personal Journey 26:47 The Value of Historical Perspective in Financial Markets 30:45 A quote from Dan DAVIES, Lying for Money 33:38 The Importance of Long-Term Investing and Education…
1 The Greatest Example of Fund Marketing: Blackstone's BREIT | George Aliferis, CAIA 19:22
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Play Later Play Later Lists Like LikedThe Real Story Behind Blackstone's Real Estate Income Trust (BREIT) I (George) am doing a deep dive into the history and marketing of Blackstone's Real Estate Income Trust (BREIT), the potential financial reckonings and the broader marketing implications for the democratization of alternative assets. I'm revisiting a previous episode with Phil Bak following recent press about the fund and a revelation: the fund doesn't make FINANCIAL sense - it makes MARKETING sense! REFERENCES Business Insider: https://www.businessinsider.com/blackstone-breit-commercial-real-estate-fund-misled-investors-private-equity-2024-5 New York Times: https://www.nytimes.com/2024/05/07/business/dealbook/blackstone-breit-fund-debate.html ▶️ Full conversation with Phil Bak: https://www.youtube.com/watch?v=7oQKNcov-7I ▶️ BREIT short video: https://www.youtube.com/watch?v=OBzk9HnpH2o TO GO FURTHER 🧑🏽🎓 Alternative Investments Course: https://bit.ly/Alts_Invest 📩 Newsletter on Democratization of Alternatives: https://bit.ly/3AxnyTY Listen to the podcast: https://pod.link/1511595070 AFFILIATE LINK What I use for editing: https://get.descript.com/1ldhm44pyr0p ✨ **Subscribe for more in-depth analyses and industry insights!** ✨ #Blackstone #BREIT #RealEstate #PrivateEquity TIMESTAMPS 0:00 BREIT full 00:24 BREIT's significance beyond its size and profitability 02:22 Interview with Phil Bak in 2023 02:36 The issues and outlook for BREIT 04:00 BREIT and the extraordinary University of California deal 04:59 BREIT's liquidity issue 07:42 Zooming on BREIT's NAV 09:10 Tackling misconceptions about liquidity 11:15 Are public valuations stupid? 13:01 BREIT doesn't make financial sense 14:57 BREIT is about marketing and user experience 16:43 The missing reference: Netflix's House of Cards…
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