Practical analysis for investment professionals

Alpha Summit


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."

Michael Lewis on the US Pandemic Response: Misaligned Incentives

Why did the United States fail in its pandemic response?

James H. Freis, Jr., CFA: The Rise and Fall of Wirecard

A key lesson from the "Enron of Germany": If you see something, say something.

Dan Heath: Three Barriers to Upstream Thinking

"When no one owns a problem, it probably won't get solved."



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