Practical analysis for investment professionals

Alpha Summit


Fundamental Value Revisited? Three Investing Tips for “Absolutely Crazy” Conditions

What do we do in an environment where fundamentals begin to take a backseat to public policy?

Navigating Systemic Risks: Ukraine, Climate, and Crypto

Simon Johnson considers systemic risk today and how we can counteract it.

Angela Duckworth: The Power of Grit

What's more important to success — talent or effort?

Asset Owner Perspectives: Building Investment Organizations Fit for the Future

How are asset owners thinking about and building their multi-generational, long-horizon portfolios?

DeFi-ing the Rules: Five Opportunities and Five Risks of Decentralized Finance

Campbell Harvey explains why DeFi has such transformative potential.

Tell Me a Story: Aswath Damodaran on Valuing Young Companies

When valuing companies, "You don't have to be right to make money," Aswath Damodaran says. "You just have to be less wrong than everybody else.”

Monetary and Fiscal Policy Post-COVID-19: Four Themes

Rob Arnott, Joyce Chang, and Louis-Vincent Gave offer their perspectives on the policy landscape and its implications for investment strategy.

The Future of AI and Big Data: Three Concepts

Andrew Lo and Ajay Agrawal explore how biases, regulations, and economics and wealth distribution will shape the future of fintech.

The Next Frontier of Sustainable Investing: Measuring Impact

What is the state of ESG analysis and how can investors both have an impact and invest with impact?

Blockchain and DeFI: Drivers of Change in Asset Management

“We’re still in the very early days of DeFi,” Mona El Isa says. “But this time is much more exciting. We’re seeing real usage and traction."



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