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INVESTOLOGY: re-think investment management

George Aliferis, CAIA
INVESTOLOGY: re-think investment management
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  • Hyper-trained AI agents for private markets data | Andrea Carnelli Dompe - Tamarix Tech
    George Aliferis talks to Andrea Carnelli Dompe, the founder of Tamarix Technologies about the intersection of private market investing and AI technology. Andrea, whose background is in quantitative finance and machine learning, discusses the capabilities of his AI agents, which help institutional investors, family offices, and ultra-high net worth individuals optimize their operations using AI agents. These agents streamline data extraction, normalization, and processing, allowing investors to make better decisions with greater efficiency.USEFUL LINKSTamarix: https://tamarix.tech/ Andrea on LinkedIn: https://www.linkedin.com/in/andrea-carnelli-dompe-phd-2668b63b/?originalSubdomain=uk 📩I recap the podcasts and go even deeper in the Investology Newsletter : https://bit.ly/3AxnyTY 🎧Investology Audio: https://pod.link/1511595070 📹Investology Video: https://www.youtube.com/@investology_podcast This episode was produced by Orama - a video and podcast studio for B2B brands https://orama.tv/ABOUT TAMARIXAutomated 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 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 & HOSTWith 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); Masters from HEC, ParisTIMESTAMPS00:00 Introduction to private markets, AI and data01:27 Andrea's Background and Journey02:19 Understanding Limited Partners (LPs)05:26 Operational Challenges for LPs06:07 Tamari's AI-Driven Solutions09:02 Traditional vs. AI-Driven Approaches10:29 Implementing Tamarix's Solutions12:49 Measuring Efficiency and Impact14:45 The Role of AI in Private Markets22:59 Future of Private Markets and Democratization26:16 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
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  • Quant X Digital Power for Wealth | Ross Milward - Quantifeed
    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.LINKSQuantifeed: 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 QUANTIFEEDCombining 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 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 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 x2TIMESTAMPS00:00 Fixing Wealth Management with Quant & Software02:24 Early Career and Experience at Deutsche Bank04:21 Understanding the Role of Quants and Developers05:27 Scaling and Architecture in Financial Systems06:47 Evolution of Trading Platforms08:31 Founding of Quantified11:06 Client Segments and Services13:18 Implementation and Integration of Quantified Solutions25:06 EFR26:08 Impact of AI and Machine Learning33:51 Alokik Advani from FISV34:29 Fantasy Fintech36:51 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
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  • Better Outcomes For Investor Through Data Management Technology | Thomas McHugh - Finbourne
    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 TechnologyFINBOURNE’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 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 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 x2TIMESTAMPS0:00 The Evolution of Data in Financial Markets00:58 Introduction to Finbourne and Its Mission02:07 Challenges in Financial Data Management04:26 Finbourne's Approach to Data Integration06:30 The Complexity of Financial Data08:31 Implementing Finbourne's Solutions10:17 Client Use Cases and Practical Applications13:32 Seamless Integration and Client Empowerment20:25 Changing the Cost of Investing22:31 Challenges of Replacing Core Infrastructure24:07 Customer-Centric Solutions27:29 Explaining the Technology29:42 AI and Data Privacy in Financial Services35:37 Managing Private and Public Assets38:37 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
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  • Rethinking Pension: Income as an Outcome | Doug Brodie - Chancery Lane Income Partners
    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.LINKSDoug Brodie on Linkedin: https://www.linkedin.com/in/doug-brodie-income-investment-plannersChancery 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_podcastThis 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 PODCASTConversations 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, 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 x2TIMESTAMPS00:00 Doug Brodie - rethink pensions01:08 Early Career and Industry Evolution06:37 Marketing Strategies and Client Insights10:54 Financial Planning 22:57 Income Focused Investment Strategies31:35 Understanding Investment Trusts42:44 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
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  • Tech-enabled Investment Innovation for Workplace Pensions | James Lawrence - Smart Pension
    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
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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 investorama.substack.com
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