Enterprising Investor
Practical analysis for investment professionals

Technology


Lincoln’s Blueprint for Ethical AI

How Lincoln’s approach to innovation, labor, and law offers a framework for ethical AI and long-term value creation.

How US State Capital Is Reshaping Strategic Supply Chains

US government equity is entering strategic supply chains. For investors, this is changing how risk, returns, and capital allocation are priced.

AI in Finance: Changing Workflows, Growing Demand for Human Judgment

GenAI is transforming investment workflows, raising critical questions about human judgment, task design, and the future of the profession.

Public Blockchain Settlement: From Pilot to Modernized Market Structure

Major financial institutions are advancing blockchain-based settlement, signaling gradual but meaningful change in market infrastructure.

AI in Investment Management: From Exuberance to Realism

AI offers real promise for investors, but reliability gaps and oversight needs mean its impact will be more measured than early hype suggests.

AI in Venture Capital: Separating Signal from Noise

A simple framework helps VC investors assess and identify durable long-term value when investing capital in AI.

Reducing the Cost of Alpha: A CIO’s Framework for Human+AI Integration

How CIOs can slash costs, scale alpha, and modernize their investment engine with a high-impact Human+AI strategy.

Book Review: On Progress and Prosperity

A collection of witty insightful essays by Larry Siegel explore progress, investing, and the ideas shaping modern economics.

Design Beats Luck: How AI Taxonomy Can Help Investment Firms Evolve

Without an AI taxonomy, investment firms risk overrelying on agentic AI and underutilizing it for optimal capital allocation.

The Augmented LP: 6 Ways AI Can Enhance the Allocator’s Workflow

AI can help LPs structure data, enhance due diligence, and improve oversight, while keeping human judgment central.