Umed Saidov, CFA, is the founder of Oqulent, LLC. He closely follows the developments in artificial intelligence and crypto-assets to help investors understand the emerging risks/opportunities from these areas. Prior to launching Oqulent, Saidov spent 10-plus years with International Finance Corporation (IFC) and EBRD, where he led and executed a number of high-profile infrastructure and renewable energy investments around the globe. He holds an MBA from INSEAD and has a bachelor's degree in general management from French-Russian Institute of Business Administration.
Here is a scenario: You are the portfolio manager of an active equity fund. You wake up one morning to the news that a labor strike is delaying flights at an airline in your portfolio.