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Artwork for The Institutional Edge: Real allocators. Real alpha.

The Institutional Edge: Real allocators. Real alpha.

Angelo Calvello
Artificial Intelligence
Private Markets
Asset Allocation
Private Credit
Investment Strategy
Total Portfolio Approach
Asset Management
Private Equity
Private Market Investing
Investment Strategies
Insurance Companies
Investment Management
Due Diligence
Pension Fund Management
Artificial General Intelligence
Venture Capital
Liquidity
Institutional Investing
Fiduciary Responsibility
AI Implementation

Welcome to The Institutional Edge: Real allocators. Real alpha! Dr. Angelo Calvello hosts this exciting new podcast partnership with Pensions & Investments, designed to cut through the noise in institutional investing. Unlike other investment podcasts filled with vendor pitches and rambling biographical stories, this series delivers focused 30-minute episodes featuring real asset owners who actual... more

PublishesWeeklyEpisodes34Founded9 months ago
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Artwork for The Institutional Edge: Real allocators. Real alpha.

Latest Episodes

Natural capital is the oldest asset class on earth — and one of the least understood by institutional investors. Richard Kelly, Managing Director and Co-Lead of Foresight Natural Capital at Foresight Group, makes the investment case from first princi... more

How does a pension fund walk away from a global market crisis with $400 million in fresh liquidity?

In this episode of Institutional Edge, host Angelo Calvello speaks with Zhuoying (Joy) Xu, CFA, Senior Investment Director at Verizon Investment Mana... more

Quantum computing may already be in your portfolio — do you know what you actually own?

In this episode of The Institutional Edge, host Angelo Calvello is joined by Dr. Daniel Volz — deep-tech entrepreneur, quantum computing expert, and founder and ... more

When does the Total Portfolio Approach stop being innovation and start looking exactly like a hedge fund? Monte Tarbox has a sharp answer that might surprise you.

Host Angelo Calvello of Institutional Edge welcomes Monte Tarbox, Interim Chief Invest... more

What if you could price geopolitical risk in real time — before it moves markets — using a publicly visible order book anyone can read right now?

In this episode of Institutional Edge, host Angelo Calvello is joined by Will Owens, Research Analyst a... more

How do you transform a $130 billion pension fund? Start by making it safe to fail.

Angelo Calvello, host of Institutional Edge, interviews Paul Greff, Chief Investment Officer of Ohio Public Employees Retirement System (OPERS) since 2018, about his ... more

Your data is only as good as its source. What if the source is broken by design?

In this episode of Institutional Edge, host Angelo Calvello is joined by Renee DiResta, Associate Research Professor at Georgetown's McCourt School of Public Policy and... more

Are you ready for an information source that tells the truth—whether you want to hear it or not?

Angelo Calvello interviews Professor Robin Hanson, a pioneer in prediction markets since 1988, about how these markets work and their applications for i... more

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Recent Guests

Bettina Kitzler
An expert in AI applications and organizational transformation, she has led crisis response programs for the Austrian government and is an MIT Sloan Fellow.
Episode: Part I: AI's Year of Reckoning – Betina Kitzler on Pilots, Production, and Proving ROI
Greg Williamson
An institutional investor with a career focused on innovation and the former CIO at the BP America Pension Fund.
BP America Pension Fund, American Red Cross
Episode: The Arc of Portable Alpha: Greg Williamson on 40 Years of Innovation and Institutional Memory
Jon Grabel
Chief Investment Officer at Los Angeles County Employee Retirement Association
Los Angeles County Employee Retirement Association
Episode: Is TPA a new idea or a new name? Beyond the Acronyms: LACERA’s Jon Grabel on Holistic Portfolio Management
Justina Lee
Senior reporter for Bloomberg News on the Cross Asset Markets Team
Bloomberg News
Episode: Unpacking TPA: Bloomberg’s Justina Lee’s Take on the Latest Asset Allocation Trend
Andy Greene
CIO of the Toronto Transit Commission Pension Plan, overseeing its $10 billion pension portfolio.
Toronto Transit Commission
Episode: Taking Chips Off the Table: The Rise of Secondaries with Andy Greene, CIO, Toronto Transit Commission Pension Plan
Joe Eppers
CIO of Selective Insurance, responsible for $11 billion in general account assets
Selective Insurance
Episode: How Selective Insurance Unlock Private Market Returns Through Structured Innovation
Vaibh Kalia
Head of Fixed Income at Selective Insurance, sourcing public and private fixed income investments
Selective Insurance
Episode: How Selective Insurance Unlock Private Market Returns Through Structured Innovation
Brad Bryndal
Senior Managing Director at Huizenga Capital Management
Huizenga Capital Management
Episode: An Unfiltered Take on Private Markets: Huizenga Capital Management’s Brad Bryndal on AI, Defense Tech, and the Tokenization of RWA
Shree Ram
Chief Investment Officer at IPERS responsible for overseeing $47 billion in pension assets.
Iowa Public Employees Retirement System (IPERS)
Episode: Beyond Fee Savings: How IPERS Uses Co-Investments to Build Investment Talent

Host

Dr. Angelo Calvello
A serial innovator and co-founder of multiple investment firms, Dr. Angelo Calvello leverages his extensive professional network for authentic insights in institutional investing. He challenges conventional investment wisdom and advocates for innovative approaches to delivering superior client outcomes.

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Talking Points

Recent interactions between the hosts and their guests.

Part II: AGI and Quantum – Betina Kitzler on AI's Next Chapter
Q: If AGI happens in one year, what would you do differently now?
I would look back into the ethical implications of AGI and consider its embodiment in real-world applications to enhance decision-making.
Part II: AGI and Quantum – Betina Kitzler on AI's Next Chapter
Q: What advice would you give institutional investors about integrating AI for better decision-making?
To focus on cross-disciplinary collaboration and operational strategies that allow for testing and refining AI technologies in real-world scenarios to achieve effective predictions and decisions.
Part I: AI's Year of Reckoning – Betina Kitzler on Pilots, Production, and Proving ROI
Q: How would you help me solve that problem?
We can utilize unstructured data to improve decision-making through timely and accurate information.
Part I: AI's Year of Reckoning – Betina Kitzler on Pilots, Production, and Proving ROI
Q: What is the problem you want to solve with AI?
I need better information to make investment decisions that ensure I can meet the liabilities for pension payments.
The Arc of Portable Alpha: Greg Williamson on 40 Years of Innovation and Institutional Memory
Q: What tools did you use back then for analyzing alpha?
We were using Bara and had a customized portfolio management system to analyze and price securities.

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What is This Podcast about and what kind of topics does it cover?

This podcast offers insightful discussions that focus specifically on institutional investing and the decision-making processes of asset owners. Episodes feature experienced allocators who share their firsthand knowledge and innovative strategies in navigating the complex world of investments. The conversations challenge traditional investment norms and emphasize the importance of transparency and accountability in financial practices. Unique to this series is its commitment to straightforward, concise episodes, allowing listeners to quickly grasp essential investment concepts and strategies without the typical embellishments found in many financial shows. This blend of expert interviews and practical advice sets it apart, making it a valua... more

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this podcast launched 9 months ago and published 34 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Bettina Kitzler
2. Greg Williamson
3. Jon Grabel
4. Justina Lee
5. Andy Greene
6. Joe Eppers
7. Vaibh Kalia
8. Brad Bryndal

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